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 company matches for investment companies associated with Newport Beach, United States as of September 2026 and tracks 1,000 professional contacts across them, including 467 with verified work emails. Across the United States, New York is the largest hub for this category (839 companies); Newport Beach has 72.

This list covers company matches for investment companies associated with Newport Beach, 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

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 company matches for investment companies based in Newport Beach, 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	Sageview Advisory Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	201-500	258 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	The Bahnsen Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	51-200	87 contacts →
	Exact match “The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Mark IV Capital	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	51-200	79 contacts →
	Exact match “Mark IV Capital is a privately held investment platform that specializes in commercial real estate and private equity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Picerne Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	51-200	68 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Miramontes Capital	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	J. Derek Lewis & Associates, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “J.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Tower 68 Financial Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Jupiter Holdings LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Jupiter Holdings LLC is a Newport Beach, California-based private investment firm specializing in alternative investments and the pursuit of superior absolute returns.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Ault & Company, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Ault & Company is a private holding company located in Orange County, California with a focus on Private Equity and Venture Capital.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Spectrum Asset Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Spectrum Asset Management is an independent registered investment adviser based in Newport Beach, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Newport Wealth Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Today's financial seas can be rough.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Real Estate Development Associates, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Real Estate Development Associates (REDA) is a diversified investment company which acquires and develops industrial and office properties in Southern California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Viking International Investment Real Estate & Financial Services	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Investment Real Estate & Financial Services Nationwide/ Multi Family / Apartments / Commercial Properties / Shopping Centers / Properties / NPN Loan Pools / REO Pools / Distressed…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Pacific Asset Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “We are thrilled to announce the successful completion of the acquisition of Pacific Asset Management by Aristotle Capital Management, a leading global investment management…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Yosemite Capital Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Boyer Financial Services	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Rooted in Discipline.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Intrust Property Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Affinity Investment Advisors, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	American Colonial Capital	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Founded in 2013, American Colonial Capital (“ACC”) is a vertically integrated, diversified investment company formed by industry leaders with investment and operational expertise…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Riviera Capital Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Riviera Capital is a leading private equity firm investing in micro-cap companies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Abora Capital	Exact match	Newport Beach, United StatesHQ recorded Sep 20, 2026	201-500	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Valkyrie	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Valkyrie Brands, LLC (‘Valkyrie’), Private Equity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Prattes Wealth Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Bell & Brown Wealth Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Fourth Point Wealth	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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…” 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 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)

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

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 Newport Beach, 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 467 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 Newport Beach, United States?

RevenueBase identified 72 company matches for investment companies associated with Newport Beach, 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?

Sageview Advisory Group 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). Newport Beach has 72.

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 467 professional contacts with verified work emails tracked across these 72 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.