Company lists · Data refreshed September 2026

Top 25 Investment management firms based in Irvine, United States

Name: Investment management 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 20, 2026 49 companies tracked

RevenueBase identified 49 investment management firms headquartered in Irvine, United States as of September 2026 and tracks 241 professional contacts across them, including 77 with verified work emails. New York is the largest hub.

This list covers investment management 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, 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

49Companies

241Contacts tracked

77Verified emails

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The 25 largest investment management firms based in Irvine, United States

Ranked by team size

Top 25 of 49 investment management firms 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 firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Index Fund Advisors, INC	Strong evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	51-200	36 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
2	Apriem Advisors	Partial evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Partial evidence “Your trusted partner in wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
3	Pacificview Wealth Management	Partial evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.” Source: RevenueBase Database · checked Sep 20, 2026
4	SUN Group Wealth Partners	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	11-50	7 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
5	Wealthwise Financial Services	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	7 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
6	Stratefi Wealth Management	Strong evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	5 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
7	Evergreen Capital	Partial evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Evergreen Capital invests in alternative investments on behalf of its clients.” Source: RevenueBase Database · checked Sep 20, 2026
8	Optimus Advisory Group	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Welcome to Optimus Advisory Group!” Source: RevenueBase Database · checked Sep 20, 2026
9	Spectrum Wealth Management	Partial evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	4 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
10	Kanani Advisory Group	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Kanani Advisory Group started in 1998.” Source: RevenueBase Database · checked Sep 20, 2026
11	The KFK Group	Strong evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	4 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
12	Alpha Strategies Investment Group	Partial evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 20, 2026
13	Filigree Wealth Advisors	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	3 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
14	HN Financial Group	Strong evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “WHAT WE DO: We offer a complete range of investment and wealth management services.” Source: RevenueBase Database · checked Sep 20, 2026
15	Capital CS Group	Partial evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	11-50	2 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
16	Depaolo & MAY Strategic Wealth	Strong evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “At DePaolo & May, we offer bespoke investment management and financial planning.” Source: RevenueBase Database · checked Sep 20, 2026
17	HOA Invest & 1120 Invest	Partial evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Partial evidence “Welcome to HOA and 1120 Invest – transforming the investment process for clubs, corporations, and associations with our proprietary technology and a team of experienced investment…” Source: RevenueBase Database · checked Sep 20, 2026
18	LNL Retirement	Strong evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	2 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
19	Parkview Wealth Advisors	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	2 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
20	Eight Oaks Financial	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
21	Wealthrhino	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	2 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
22	Becker Wealth Management, LLC	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	1 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
23	Clover Wealth Management, LTD	Strong evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	1 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
24	HSP Advisors	Partial evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	1 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
25	Clearview Wealth Management LLC	Partial evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “We are a full service Wealth Management Firm located in Irvine, CA.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment management firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment management firms.
Partial evidence: Its own public description names part of investment management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 49 investment management firms based in Irvine, United States

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

As of Sep 20, 2026

32.0%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

710.2%Largest-city concentration · New York

Sep 20, 2026Page data 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 for Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 49 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 firms, 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 firms”. 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 firms), 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 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 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, 77 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 firms 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 firms, 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 firms are there based in Irvine, United States?

RevenueBase identified 49 investment management 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?

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

Which city has the most investment management firms?

New York leads with 348 headquartered companies, followed by Chicago (141) and Atlanta (122).

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 77 verified decision-maker contacts tracked across these 49 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.

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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 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.