Company lists · Data refreshed October 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 Oct 1, 2026 87 companies tracked

RevenueBase identified 87 company matches for investment firms associated with Irvine, United States as of October 2026 and tracks 594 professional contacts across them, including 175 with verified work emails. Across the United States, New York is the largest hub for this category (1,039 companies); Irvine has 87.

This list covers company matches for investment firms 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 October 1, 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 Oct 1, 2026 How this list was built

87Companies

594Contacts tracked

175Verified emails

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The 25 largest investment firms based in Irvine, United States

Ranked by team size

Top 25 of 87 company matches for investment firms based in Irvine, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Mischler Financial Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	51-200	59 contacts →
	Exact match “Long-trusted for Capital Markets expertise: by premier institutional fund managers, Fortune Corporate Treasurers, state and local governments, public plan sponsors, endowments…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Index Fund Advisors, INC	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	51-200	36 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Alpha Cubed Investments, LLC	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	11-50	22 contacts →
	Exact match “Alpha Cubed Investments is an independent, SEC-registered investment advisory company.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Apriem Advisors	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	11-50	21 contacts →
	Exact match “Your trusted partner in wealth management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Sutter Securities, INC	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	11-50	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	FPH Capital Partners	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
7	Salt Creek Partners	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “Salt Creek Partners (SCP) is a full-service M&A advisory firm guiding business leaders in the emerging and middle markets.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	KPP Financial, Inc.	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
9	Kirklen Investment Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
10	Pacificview Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Finance 500, INC	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
12	SUN Group Wealth Partners	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	11-50	7 contacts →
	Exact match “Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Wealthwise Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
14	Prosperity Wealth Planning	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Prosperity Wealth Planning is a financial planning firm that offers investment advisory services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Stratefi Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “StrateFi Wealth Management provides personalized financial planning, retirement planning, wealth management, investment management, and estate planning strategies designed to help…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Cwmg, LLC	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
17	Evergreen Capital	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Evergreen Capital invests in alternative investments on behalf of its clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Austin Capital Partners	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	11-50	4 contacts →
	Exact match “Investing in the Future of Financial Services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Optimus Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Welcome to Optimus Advisory Group!” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Spectrum Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
21	Kanani Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Kanani Advisory Group started in 1998.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	The KFK Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
23	Alpha Strategies Investment Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
24	Filigree Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “The style known as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Cima Investment Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	11-50	3 contacts →
	Exact match “Cima Investment Group strives to ascend to the summit of investment success by acquiring undervalued assets and creating value through innovative operational improvements, while…” Recorded in the RevenueBase company graph · Oct 1, 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 firms”. 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 87 investment firms based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 175 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment firms based in Irvine, United States at a glance

As of Oct 1, 2026

29.5%Verified-email coverage

6.8Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 87 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 firms” 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 175 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 October 1, 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 firms 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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 87 company matches for investment firms associated with Irvine, United States as of October 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?

Mischler Financial 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 firms?

New York leads the United States with 1,039 company records, followed by Chicago (285) and Dallas (281). Irvine has 87.

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 175 professional contacts with verified work emails tracked across these 87 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 October 1, 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.