Company lists · Data refreshed September 2026
Top 17 Pe investment advisors based in Newport Beach, United States
RevenueBase identified 31 company matches for pe investment advisors associated with Newport Beach, United States as of September 2026 and tracks 343 professional contacts across them, including 106 with verified work emails. Across the United States, New York is the largest hub for this category (452 companies); Newport Beach has 31.
This list covers company matches for pe investment advisors associated with Newport Beach, 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 September 20, 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.
The 17 largest pe investment advisors based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 207 contacts → | ||||
Exact match “KBS is proud to celebrate over 30 years in business, now guided by our next generation of leadership.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 17 contacts → | ||||
Exact match “Primior is an innovative real estate private equity investment firm in Southern California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 11 contacts → | ||||
Exact match “The Courtney Group provides private equity and investment banking services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “Jupiter Holdings LLC is a Newport Beach, California-based private investment firm specializing in alternative investments and the pursuit of superior absolute returns.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “Greenfield Solomon is a private equity firm that specializes in providing alternative financing for small-to-midsize companies and real estate syndications.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “Valkyrie Brands, LLC (‘Valkyrie’), Private Equity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Headquartered in Newport Beach, California, Group 206 is a private investment management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Fourth Point Wealth works with families and organizations with big goals to clarify their "why" and learn the "how" in their investment plans to eliminate confusion, build…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Underdog Investments is the worlds first private equity and venture capital firm to provide investment and retirement solutions for every income level.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Nuvest Ventures, LLC provides capital raising, M&A advisory, analytical research, restructuring, and other advisory services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “We are an advisory firm that focuses on managing family offices/UHNW clients applying institutional investment approaches for individuals in private markets, non-traditional asset…” Recorded in the RevenueBase company graph · Sep 20, 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 “pe investment advisors”. 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 17 of 31 pe investment advisors based in Newport Beach, United States
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Pe investment advisors based in Newport Beach, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 31 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 Newport Beach, United States whose business descriptions match “pe investment advisors” 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 106 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 September 20, 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.
Pe investment advisors by metro in the United States
- Pe investment advisors in New York452
- Pe investment advisors in Chicago102
- Pe investment advisors in Miami91
- Pe investment advisors in Dallas83
- Pe investment advisors in Los Angeles72
- Pe investment advisors in Boston71
- Pe investment advisors in Houston68
- Pe investment advisors in San Francisco64
- Pe investment advisors in Atlanta59
- Pe investment advisors in Denver37
- Pe investment advisors in Austin36
- Pe investment advisors in Charlotte32
- Pe investment advisors in San Diego26
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 “pe investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many pe investment advisors are there based in Newport Beach, United States?
RevenueBase identified 31 company matches for pe investment advisors associated with Newport Beach, United States as of September 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?
KBS 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 pe investment advisors?
New York leads the United States with 452 company records, followed by Chicago (102) and Miami (91). Newport Beach has 31.
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 106 professional contacts with verified work emails tracked across these 31 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 September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 31 pe investment advisors based in Newport Beach, United States. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
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Company intelligence · public preview
Top 17 pe investment advisors based in Newport Beach, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 31 matching company records for pe investment advisors based in Newport Beach, United States, with 343 tracked contacts and 106 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 pe investment advisors based in Newport Beach, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  KBSkbs.comHQ: Newport Beach, CA, United StatesReported employees: 51-200 | Newport Beach, CA, United States | 51-200 | Exact match | 207 contacts → |
“KBS is proud to celebrate over 30 years in business, now guided by our next generation of leadership.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Primiorprimior.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 17 contacts → |
“Primior is an innovative real estate private equity investment firm in Southern California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  The Courtney Groupthecourtneygroup.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 11 contacts → |
“The Courtney Group provides private equity and investment banking services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Tower 68 Financial Advisorstower68.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 11 contacts → |
“Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Jupiter Holdings LLCjupiterholdings.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 11 contacts → |
“Jupiter Holdings LLC is a Newport Beach, California-based private investment firm specializing in alternative investments and the pursuit of superior absolute returns.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Greenfield Solomongreenfieldsolomon.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 10 contacts → |
“Greenfield Solomon is a private equity firm that specializes in providing alternative financing for small-to-midsize companies and real estate syndications.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Avant Advisory Groupavantadvisory.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 7 contacts → |
“Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Silveroak Investmentssilveroakinvestments.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 7 contacts → |
“SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Affinity Investment Advisors, LLCaffinityinvestment.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 6 contacts → |
“Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Valkyrievalkyriegrp.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“Valkyrie Brands, LLC (‘Valkyrie’), Private Equity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Group 206group206.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“Headquartered in Newport Beach, California, Group 206 is a private investment management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Prattes Wealth Partnerspratteswealth.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Bell & Brown Wealth Advisorsbellbrownadvisors.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Fourth Point Wealthfourthpointwealth.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 2 contacts → |
“Fourth Point Wealth works with families and organizations with big goals to clarify their "why" and learn the "how" in their investment plans to eliminate confusion, build…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Underdog Investments- A Fortify Holdings Group Companyunderdoginvestment.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 2 contacts → |
“Underdog Investments is the worlds first private equity and venture capital firm to provide investment and retirement solutions for every income level.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Nuvest Ventures LLCnuvestventures.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“Nuvest Ventures, LLC provides capital raising, M&A advisory, analytical research, restructuring, and other advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Aionios Capital Partnersaionios.usHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“We are an advisory firm that focuses on managing family offices/UHNW clients applying institutional investment approaches for individuals in private markets, non-traditional asset…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 31 company matches
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Pe investment advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
31 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 31 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Pe investment advisors by metro in the United States
- Pe investment advisors in New York452
- Pe investment advisors in Chicago102
- Pe investment advisors in Miami91
- Pe investment advisors in Dallas83
- Pe investment advisors in Los Angeles72
- Pe investment advisors in Boston71
- Pe investment advisors in Houston68
- Pe investment advisors in San Francisco64
- Pe investment advisors in Atlanta59
- Pe investment advisors in Denver37
- Pe investment advisors in Austin36
- Pe investment advisors in Charlotte32
- Pe investment advisors in San Diego26
Questions about this company list
What does Exact match mean for pe investment advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many pe investment advisors did RevenueBase find based in Newport Beach, United States?
The saved snapshot records 31 matching company records, 343 tracked contacts and 106 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Pe investment advisors by geography
- Pe investment advisors based in Mumbai, India
- Pe investment advisors based in New Delhi, India
- Pe investment advisors based in Atlanta, United States
- Pe investment advisors based in Austin, United States
- Pe investment advisors based in Boston, United States
- Pe investment advisors based in Charlotte, United States
- Pe investment advisors based in Chicago, United States
- Pe investment advisors based in Dallas, United States
- Pe investment advisors based in Denver, United States
- Pe investment advisors based in Houston, United States
- Pe investment advisors based in Los Angeles, United States
- Pe investment advisors based in Miami, United States
Cite this list
RevenueBase Data Team. Top 17 pe investment advisors based in Newport Beach, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/pe-investment-advisors/united-states/newport-beach.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Pe investment advisors based in Mumbai, India
- Pe investment advisors based in New Delhi, India
- Pe investment advisors based in Atlanta, United States
- Pe investment advisors based in Austin, United States
- Pe investment advisors based in Boston, United States
- Pe investment advisors based in Charlotte, United States
Company intelligence · public preview
Top 17 pe investment advisors based in Newport Beach, United States
RevenueBase records 31 matching company records for pe investment advisors based in Newport Beach, United States, with 343 tracked contacts and 106 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 pe investment advisors based in Newport Beach, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | KBSkbs.com HQ: Newport Beach, CA, United StatesReported employees: 51-200 | Newport Beach, CA, United States | 51-200 | Exact match | 207 contacts → |
“KBS is proud to celebrate over 30 years in business, now guided by our next generation of leadership.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Primiorprimior.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 17 contacts → |
“Primior is an innovative real estate private equity investment firm in Southern California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The Courtney Groupthecourtneygroup.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 11 contacts → |
“The Courtney Group provides private equity and investment banking services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Tower 68 Financial Advisorstower68.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 11 contacts → |
“Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Jupiter Holdings LLCjupiterholdings.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 11 contacts → |
“Jupiter Holdings LLC is a Newport Beach, California-based private investment firm specializing in alternative investments and the pursuit of superior absolute returns.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Greenfield Solomongreenfieldsolomon.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 10 contacts → |
“Greenfield Solomon is a private equity firm that specializes in providing alternative financing for small-to-midsize companies and real estate syndications.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Avant Advisory Groupavantadvisory.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 7 contacts → |
“Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Silveroak Investmentssilveroakinvestments.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 7 contacts → |
“SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Affinity Investment Advisors, LLCaffinityinvestment.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 6 contacts → |
“Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Valkyrievalkyriegrp.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“Valkyrie Brands, LLC (‘Valkyrie’), Private Equity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Group 206group206.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“Headquartered in Newport Beach, California, Group 206 is a private investment management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Prattes Wealth Partnerspratteswealth.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bell & Brown Wealth Advisorsbellbrownadvisors.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Fourth Point Wealthfourthpointwealth.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 2 contacts → |
“Fourth Point Wealth works with families and organizations with big goals to clarify their "why" and learn the "how" in their investment plans to eliminate confusion, build…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Underdog Investments- A Fortify Holdings Group Companyunderdoginvestment.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 2 contacts → |
“Underdog Investments is the worlds first private equity and venture capital firm to provide investment and retirement solutions for every income level.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Nuvest Ventures LLCnuvestventures.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“Nuvest Ventures, LLC provides capital raising, M&A advisory, analytical research, restructuring, and other advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Aionios Capital Partnersaionios.us HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“We are an advisory firm that focuses on managing family offices/UHNW clients applying institutional investment approaches for individuals in private markets, non-traditional asset…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 31 company matches
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Pe investment advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
31 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 31 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Pe investment advisors by metro in the United States
- Pe investment advisors in New York452
- Pe investment advisors in Chicago102
- Pe investment advisors in Miami91
- Pe investment advisors in Dallas83
- Pe investment advisors in Los Angeles72
- Pe investment advisors in Boston71
- Pe investment advisors in Houston68
- Pe investment advisors in San Francisco64
- Pe investment advisors in Atlanta59
- Pe investment advisors in Denver37
- Pe investment advisors in Austin36
- Pe investment advisors in Charlotte32
- Pe investment advisors in San Diego26
Questions about this company list
What does Exact match mean for pe investment advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many pe investment advisors did RevenueBase find based in Newport Beach, United States?
The saved snapshot records 31 matching company records, 343 tracked contacts and 106 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 17 pe investment advisors based in Newport Beach, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/pe-investment-advisors/united-states/newport-beach.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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