Company lists · Data refreshed September 2026

Top 23 Investment management companies based in Irvine, United States

RevenueBase identified 44 investment management companies headquartered in Irvine, United States as of September 2026 and tracks 213 professional contacts across them, including 73 with verified work emails. New York is the largest hub.

This list covers investment management companies 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, 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
44Companies
213Contacts tracked
73Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 23 largest investment management companies based in Irvine, United States

Ranked by team size
Top 23 of 44 investment management companies based in Irvine, 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 management 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceIrvine, CA, United StatesHQ checked Sep 20, 202651-20036 contacts →

Strong evidence

“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: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceIrvine, CA, United StatesHQ checked Sep 20, 202611-5021 contacts →

Partial evidence

“Your trusted partner in wealth management.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-108 contacts →

Partial evidence

“At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceIrvine, CA, United StatesHQ checked Sep 20, 202611-507 contacts →

Indirect evidence

“Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“StrateFi Wealth Management provides personalized financial planning, retirement planning, wealth management, investment management, and estate planning strategies designed to help…”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Evergreen Capital invests in alternative investments on behalf of its clients.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Welcome to Optimus Advisory Group!”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Kanani Advisory Group started in 1998.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“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: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“The style known as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs.”

Source: RevenueBase Database · checked Sep 20, 2026
13Strong evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“WHAT WE DO: We offer a complete range of investment and wealth management services.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceIrvine, CA, United StatesHQ checked Sep 20, 202611-502 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“At DePaolo & May, we offer bespoke investment management and financial planning.”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“With over 19 years of experience, the WEALTHRHINO team is dedicated to empowering professionals to achieve financial success and security.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Our Philosophy We believe that a life worth living is one in which we have a vision of what is important to us and what we value….That money is a means, not an end…It is only one…”

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“At Clover Wealth Management, Ltd, we are dedicated to providing investment management and strategic wealth planning that is right for you.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“At HSP Advisors we specialize in providing our clients with balanced, holistic and comprehensive wealth management.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceIrvine, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“We are a full service Wealth Management Firm located in Irvine, CA.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 23 of 44 investment management companies based in Irvine, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 73 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment management companies based in Irvine, United States at a glance

As of Sep 20, 2026
34.3%Verified-email coverage
4.8Average contacts per company
1-10Median size (employees)
643.2%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
7
51-200
1

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 44 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 management 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 Irvine, United States whose own description of what they do matches “investment management 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 management 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 management companies, 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 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, 73 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 management 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 management 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 management companies are there based in Irvine, United States?

RevenueBase identified 44 investment management companies 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?

Index Fund Advisors, INC, headquartered in Irvine, tops this list with the largest team on record.

Which city has the most investment management companies?

New York leads with 283 headquartered companies, followed by Chicago (125) and Atlanta (111).

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 73 verified decision-maker contacts tracked across these 44 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.

Ready to reach these companies? Verified emails and direct dials for all 44 investment management companies based in Irvine, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.