Company lists · Data refreshed September 2026

Top 25 Investment companies based in Newport Beach, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 72 companies tracked

RevenueBase identified 72 investment companies headquartered in Newport Beach, United States as of September 2026 and tracks 1,000 professional contacts across them, including 467 with verified work emails. New York is the largest hub.

This list covers investment companies headquartered in Newport Beach, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

72Companies

1,000Contacts tracked

467Verified emails

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The 25 largest investment companies based in Newport Beach, United States

Ranked by team size

Top 25 of 72 investment companies based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Sageview Advisory Group	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	201-500	258 contacts →
	Strong evidence “SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $270 billion in assets, representing more than 2,500…” Source: RevenueBase Database · checked Sep 20, 2026
2	The Bahnsen Group	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	51-200	87 contacts →
	Strong evidence “The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Source: RevenueBase Database · checked Sep 20, 2026
3	Mark IV Capital	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	51-200	79 contacts →
	Strong evidence “Mark IV Capital is a privately held investment platform that specializes in commercial real estate and private equity.” Source: RevenueBase Database · checked Sep 20, 2026
4	Picerne Group	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	51-200	68 contacts →
	Strong evidence “Founded in 1988 by Ken Picerne, The Picerne Group, Inc.(“TPG”) is an investment company with particular expertise in the areas of non-performing loan and distressed debt…” Source: RevenueBase Database · checked Sep 20, 2026
5	Miramontes Capital	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Source: RevenueBase Database · checked Sep 20, 2026
6	J. Derek Lewis & Associates, INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “J.” Source: RevenueBase Database · checked Sep 20, 2026
7	Tower 68 Financial Advisors	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Source: RevenueBase Database · checked Sep 20, 2026
8	Jupiter Holdings LLC	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong evidence “Jupiter Holdings LLC is a Newport Beach, California-based private investment firm specializing in alternative investments and the pursuit of superior absolute returns.” Source: RevenueBase Database · checked Sep 20, 2026
9	Ault & Company, INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “Ault & Company is a private holding company located in Orange County, California with a focus on Private Equity and Venture Capital.” Source: RevenueBase Database · checked Sep 20, 2026
10	Spectrum Asset Management	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “Spectrum Asset Management is an independent registered investment adviser based in Newport Beach, California.” Source: RevenueBase Database · checked Sep 20, 2026
11	Newport Wealth Advisors	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Today's financial seas can be rough.” Source: RevenueBase Database · checked Sep 20, 2026
12	Real Estate Development Associates, LLC	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Real Estate Development Associates (REDA) is a diversified investment company which acquires and develops industrial and office properties in Southern California.” Source: RevenueBase Database · checked Sep 20, 2026
13	Viking International Investment Real Estate & Financial Services	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Investment Real Estate & Financial Services Nationwide/ Multi Family / Apartments / Commercial Properties / Shopping Centers / Properties / NPN Loan Pools / REO Pools / Distressed…” Source: RevenueBase Database · checked Sep 20, 2026
14	Pacific Asset Management	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Strong evidence “We are thrilled to announce the successful completion of the acquisition of Pacific Asset Management by Aristotle Capital Management, a leading global investment management…” Source: RevenueBase Database · checked Sep 20, 2026
15	Yosemite Capital Management	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Source: RevenueBase Database · checked Sep 20, 2026
16	Boyer Financial Services	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Rooted in Discipline.” Source: RevenueBase Database · checked Sep 20, 2026
17	Intrust Property Group	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “InTrust is an owner-driven diversified real estate investment company whose Principals have an established track record in development and real estate debt and equity Investments.” Source: RevenueBase Database · checked Sep 20, 2026
18	Affinity Investment Advisors, LLC	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Strong evidence “Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Source: RevenueBase Database · checked Sep 20, 2026
19	American Colonial Capital	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Strong evidence “Founded in 2013, American Colonial Capital (“ACC”) is a vertically integrated, diversified investment company formed by industry leaders with investment and operational expertise…” Source: RevenueBase Database · checked Sep 20, 2026
20	Riviera Capital Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Riviera Capital is a leading private equity firm investing in micro-cap companies.” Source: RevenueBase Database · checked Sep 20, 2026
21	Abora Capital	Indirect evidence	Newport Beach, United StatesHQ checked Sep 20, 2026	201-500	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
22	Valkyrie	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Valkyrie Brands, LLC (‘Valkyrie’), Private Equity.” Source: RevenueBase Database · checked Sep 20, 2026
23	Prattes Wealth Partners	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.” Source: RevenueBase Database · checked Sep 20, 2026
24	Bell & Brown Wealth Advisors	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Source: RevenueBase Database · checked Sep 20, 2026
25	Fourth Point Wealth	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Fourth Point Wealth works with families and organizations with big goals to clarify their "why" and learn the "how" in their investment plans to eliminate confusion, build…” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment companies.
Partial evidence: Its own public description names part of investment companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 72 investment companies based in Newport Beach, United States

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Investment companies based in Newport Beach, United States at a glance

As of Sep 20, 2026

46.7%Verified-email coverage

13.9Average contacts per company

1-10Median size (employees)

1130.6%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 72 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Newport Beach, United States whose own description of what they do matches “investment companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among investment companies, and records with no verified work email. Companies headquartered outside Newport Beach are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 467 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 72 investment companies headquartered in Newport Beach, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Sageview Advisory Group, headquartered in Newport Beach, tops this list with the largest team on record.

Which city has the most investment companies?

New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 467 verified decision-maker contacts tracked across these 72 companies.

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 Smart Search, 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.