Company lists · Data refreshed September 2026

Top 25 Investment companies based in Irvine, United States

Name: Investment companies based in Irvine, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 57 companies tracked

RevenueBase identified 57 company matches for investment companies associated with Irvine, United States as of September 2026 and tracks 272 professional contacts across them, including 87 with verified work emails. Across the United States, New York is the largest hub for this category (839 companies); Irvine has 57.

This list covers company matches for investment companies associated with Irvine, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

57Companies

272Contacts tracked

87Verified emails

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The 25 largest investment companies based in Irvine, United States

Ranked by team size

Top 25 of 57 company matches for investment companies based in Irvine, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Sunstone Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	28 contacts →
	Exact match “Sunstone Investment Group ("Sunstone"), headquartered in southern California, is the holding company for the Sunstone family of entities, including: Sunstone Investment Management…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Alpha Cubed Investments, LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “Alpha Cubed Investments is an independent, SEC-registered investment advisory company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Sutter Securities, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Waveland Energy	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Waveland Energy Partners specializes in energy-focused investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	FPH Capital Partners	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	51-200	13 contacts →
	Exact match “FPH Capital Partners focuses on investments in middle market companies with an emphasis on value added acquisitions and organic growth opportunities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	KPP Financial, Inc.	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “KPP Financial is a multi-faceted independent financial advisory firm that gathers the best talent to elevate your investment strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Kirklen Investment Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “At Kirklen Investment Group, we are committed to excellence, constantly raising the bar to produce winning outcomes for our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Finance 500, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “Founded in 1982, Finance 500 is an independent, registered broker-dealer, headquartered in Irvine California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Wealthwise Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Cwmg, LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We help individuals to create and accumulate wealth, manage financial risk, and to keep more of what they earn.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Evergreen Capital	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Evergreen Capital invests in alternative investments on behalf of its clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Optimus Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Welcome to Optimus Advisory Group!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Spectrum Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Kanani Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Kanani Advisory Group started in 1998.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	The KFK Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “The KFK Group is a full-service, comprehensive Certified Financial Planning and investment management firm that has been helping individuals and families pursue their financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Alpha Strategies Investment Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Firm Overview: Alpha Strategies has a team of highly experienced investment consultants and research analysts, each with a comprehensive understanding of both traditional and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Sub-Four	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “Sub-Four is a reference to running a mile in less than 4 minutes.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	HN Financial Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “WHAT WE DO: We offer a complete range of investment and wealth management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Capital CS Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match “At Capital CS Group, we are excited to introduce HOA Invest, our proprietary technology platform designed to streamline the investment process for clubs, corporations, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Depaolo & MAY Strategic Wealth	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At DePaolo & May, we offer bespoke investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	HOA Invest & 1120 Invest	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match “Welcome to HOA and 1120 Invest – transforming the investment process for clubs, corporations, and associations with our proprietary technology and a team of experienced investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Valuable Capital Securities	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match “Valuable Capital Securities is a technologically driven, forward-thinking financial services company that strives to provide the best platforms and products for investors in the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	LNL Retirement	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Eight Oaks Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Wealthrhino	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “With over 19 years of experience, the WEALTHRHINO team is dedicated to empowering professionals to achieve financial success and security.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 57 investment companies based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 87 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment companies based in Irvine, United States at a glance

As of Sep 20, 2026

32.0%Verified-email coverage

4.8Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 57 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Irvine, United States whose business descriptions match “investment companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 87 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment companies are there based in Irvine, United States?

RevenueBase identified 57 company matches for investment companies associated with Irvine, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Sunstone Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most investment companies?

New York leads the United States with 839 company records, followed by Dallas (215) and Chicago (214). Irvine has 57.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 87 professional contacts with verified work emails tracked across these 57 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.