Company lists · Data refreshed September 2026

Top 25 Investment firms based in Irvine, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 80 companies tracked

RevenueBase identified 80 investment firms headquartered in Irvine, United States as of September 2026 and tracks 444 professional contacts across them, including 167 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Irvine, 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

80Companies

444Contacts tracked

167Verified emails

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The 25 largest investment firms based in Irvine, United States

Ranked by team size

Top 25 of 80 investment firms based in Irvine, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Mischler Financial GroupIndirect evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	51-200	58
	“Established in 1994, Mischler Financial Group is the oldest and largest diversity-certified broker-dealer owned/operated by service-disabled veterans and a federally- certified…” Source: company website · checked Sep 4, 2026
2	Index Fund Advisors, INCStrong evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	51-200	36
	“Index Fund Advisors, Inc.(IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment…” Source: company website · checked Sep 4, 2026
3	Apriem AdvisorsIndirect evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	11-50	21
	“Your trusted partner in wealth management.” Source: company website · checked Sep 4, 2026
4	Alpha Cubed Investments, LLCStrong evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	11-50	20
	“Alpha Cubed Investments is an independent, SEC-registered investment advisory company.” Source: company website · checked Sep 4, 2026
5	Sutter Securities, INCIndirect evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	11-50	15
	Source: company website · checked Sep 4, 2026
6	FPH Capital PartnersStrong evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	51-200	13
	“FPH Capital Partners focuses on investments in middle market companies with an emphasis on value added acquisitions and organic growth opportunities.” Source: company website · checked Sep 4, 2026
7	Salt Creek PartnersIndirect evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	11-50	13
	“Salt Creek Partners (SCP) is a full-service M&A advisory firm guiding business leaders in the emerging and middle markets.” Source: company website · checked Sep 4, 2026
8	KPP Financial, Inc.Strong evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	1-10	11
	“KPP Financial is a multi-faceted independent financial advisory firm that gathers the best talent to elevate your investment strategies.” Source: company website · checked Sep 4, 2026
9	Pacificview Wealth ManagementIndirect evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	1-10	9
	“At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.” Source: company website · checked Sep 4, 2026
10	Kirklen Investment GroupStrong evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	1-10	9
	“At Kirklen Investment Group, we are committed to excellence, constantly raising the bar to produce winning outcomes for our clients.” Source: company website · checked Sep 4, 2026
11	Finance 500, INCIndirect evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	11-50	8
	“Founded in 1982, Finance 500 is an independent, registered broker-dealer, headquartered in Irvine California.” Source: company website · checked Sep 4, 2026
12	SUN Group Wealth PartnersIndirect evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	11-50	7
	“Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.” Source: company website · checked Sep 4, 2026
13	Cwmg, LLCIndirect evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	1-10	5
	“We help individuals to create and accumulate wealth, manage financial risk, and to keep more of what they earn.” Source: company website · checked Sep 4, 2026
14	Evergreen CapitalStrong evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	1-10	5
	“Evergreen Capital invests in alternative investments on behalf of its clients.” Source: company website · checked Sep 4, 2026
15	Austin Capital PartnersIndirect evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	11-50	4
	“Investing in the Future of Financial Services.” Source: company website · checked Sep 4, 2026
16	Optimus Advisory GroupIndirect evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	1-10	4
	“Welcome to Optimus Advisory Group!” Source: company website · checked Sep 4, 2026
17	Kanani Advisory GroupIndirect evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	1-10	4
	“Kanani Advisory Group started in 1998.” Source: company website · checked Sep 4, 2026
18	Spectrum Wealth ManagementIndirect evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	1-10	4
	“Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth.” Source: company website · checked Sep 4, 2026
19	The KFK GroupStrong evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	1-10	4
	“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…” Source: company website · checked Sep 4, 2026
20	Alpha Strategies Investment GroupStrong evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	1-10	3
	“Firm Overview: Alpha Strategies has a team of highly experienced investment consultants and research analysts, each with a comprehensive understanding of both traditional and…” Source: company website · checked Sep 4, 2026
21	Filigree Wealth AdvisorsIndirect evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	1-10	3
	“The style known as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs.” Source: company website · checked Sep 4, 2026
22	HN Financial GroupStrong evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	1-10	3
	“WHAT WE DO: We offer a complete range of investment and wealth management services.” Source: company website · checked Sep 4, 2026
23	Cima Investment GroupStrong evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	11-50	2
	“Cima Investment Group strives to ascend to the summit of investment success by acquiring undervalued assets and creating value through innovative operational improvements, while…” Source: company website · checked Sep 4, 2026
24	Capital CS GroupStrong evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	11-50	2
	“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…” Source: company website · checked Sep 4, 2026
25	Depaolo & MAY Strategic WealthStrong evidence	Irvine, CA, United StatesHQ checked Sep 4, 2026	1-10	2
	“At DePaolo & May, we offer bespoke investment management and financial planning.” Source: company website · checked Sep 4, 2026

Showing 25 of 80 investment firms based in Irvine, United States

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Investment firms based in Irvine, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 80 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 firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Irvine, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Irvine 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 an evidence 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, 167 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 4, 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 firms by metro in the United States

Frequently asked

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

RevenueBase identified 80 investment firms headquartered in Irvine, 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?

Mischler Financial Group, headquartered in Irvine, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 167 verified decision-maker contacts tracked across these 80 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 4, 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.