Company lists · Data refreshed September 2026

Top 25 Investment firms based in Newport Beach, United States

Name: Investment firms 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 4, 2026 96 companies tracked

RevenueBase identified 96 investment firms headquartered in Newport Beach, United States as of September 2026 and tracks 830 professional contacts across them, including 256 with verified work emails. New York is the largest hub.

This list covers investment firms 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, 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

96Companies

830Contacts tracked

256Verified emails

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

Ranked by team size

Top 25 of 96 investment firms based in Newport Beach, 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	Canterbury ConsultingStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	51-200	90
	“Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.” Source: company website · checked Sep 4, 2026
2	Balboa Wealth Partners, INCIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	11-50	22
	“Balboa Wealth Partners provides access to the most unique wealth management platform for distinct advisors and their clients.” Source: company website · checked Sep 4, 2026
3	Knightsbridge Wealth ManagementStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	11-50	20
	“Knightsbridge Wealth Management is an independent, 100% employee owned, fee-only Registered Investment Advisor.” Source: company website · checked Sep 4, 2026
4	Hollencrest Capital ManagementIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	11-50	18
	“Founded in Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets.” Source: company website · checked Sep 4, 2026
5	Miramontes CapitalIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	11-50	17
	“For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Source: company website · checked Sep 4, 2026
6	J. Derek Lewis & Associates, INCIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	11-50	13
	“J.” Source: company website · checked Sep 4, 2026
7	Spinnaker Investment Group, LLCIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	12
	“While money may not buy happiness, it certainly buys security and stability.” Source: company website · checked Sep 4, 2026
8	CB Capital PartnersIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	12
	“CB Capital Partners offers M&A advisory, capital raise advisory, and valuation opinions to private middle market companies.” Source: company website · checked Sep 4, 2026
9	Tower 68 Financial AdvisorsIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	11
	“Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Source: company website · checked Sep 4, 2026
10	Jupiter Holdings LLCStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	11
	“Jupiter Holdings LLC is a Newport Beach, California-based private investment firm specializing in alternative investments and the pursuit of superior absolute returns.” Source: company website · checked Sep 4, 2026
11	Spectrum Asset ManagementStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	8
	“Spectrum Asset Management is an independent registered investment adviser based in Newport Beach, California.” Source: company website · checked Sep 4, 2026
12	Newport Wealth AdvisorsIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	7
	“Today's financial seas can be rough.” Source: company website · checked Sep 4, 2026
13	Silveroak InvestmentsStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	7
	“SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Source: company website · checked Sep 4, 2026
14	Pacific Asset ManagementStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	11-50	6
	“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: company website · checked Sep 4, 2026
15	Yosemite Capital ManagementStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	6
	“At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Source: company website · checked Sep 4, 2026
16	RS Crum, INCStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	6
	“Founded over 40 year's ago, RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California, specializing in providing objective…” Source: company website · checked Sep 4, 2026
17	Ankona CapitalIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	6
	“Ankona invests $5 to $10M into early growth-stage B2B software companies generating $5 to $15M in recurring revenues.” Source: company website · checked Sep 4, 2026
18	Affinity Investment Advisors, LLCStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	11-50	6
	“Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Source: company website · checked Sep 4, 2026
19	Boyer Financial ServicesIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	5
	“Rooted in Discipline.” Source: company website · checked Sep 4, 2026
20	Realta Capital MarketsStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	11-50	5
	“Diverse financial services firm specializing in Managing Broker Dealer services, Investment Banking.” Source: company website · checked Sep 4, 2026
21	Zermatt Capital AdvisorsStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	4
	“Investment Banking, Financial Advisory, and Management Advisory Services based out of Newport Beach Securities are offered through Finalis Securities LLC Member FINRA / SIPC.” Source: company website · checked Sep 4, 2026
22	Integrity Wealth Management, Newport BeachIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	4
	“At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.” Source: company website · checked Sep 4, 2026
23	Abora CapitalIndirect evidence	Newport Beach, United StatesHQ checked Sep 4, 2026	201-500	4
	Source: company website · checked Sep 4, 2026
24	ValkyrieIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	4
	“Valkyrie Brands, LLC (‘Valkyrie’), Private Equity.” Source: company website · checked Sep 4, 2026
25	Wealth Management Solutions, LLCIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	1-10	4
	“Preserving Legacy and Wealth for Future Generations.*Disclosures: Wealth Management Solutions is a DBA of Balboa Wealth Partners, Inc.” Source: company website · checked Sep 4, 2026

Showing 25 of 96 investment firms based in Newport Beach, United States

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Investment firms based in Newport Beach, 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

201-500

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 Newport Beach, over 96 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 Newport Beach, 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 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 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, 256 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 Newport Beach, United States?

RevenueBase identified 96 investment firms 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?

Canterbury Consulting, headquartered in Newport Beach, 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 256 verified decision-maker contacts tracked across these 96 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.