Company lists · Data refreshed September 2026

Top 25 Personal financial coaches based in Irvine, United States

Name: Personal financial coaches 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 73 companies tracked

RevenueBase identified 73 company matches for personal financial coaches associated with Irvine, United States as of September 2026 and tracks 565 professional contacts across them, including 173 with verified work emails. Across the United States, New York is the largest hub for this category (230 companies); Irvine has 73.

This list covers company matches for personal financial coaches 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

73Companies

565Contacts tracked

173Verified emails

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The 25 largest personal financial coaches based in Irvine, United States

Ranked by team size

Top 25 of 73 company matches for personal financial coaches based in Irvine, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Trilogy Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	51-200	162 contacts →
	Exact match “Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	DJM Financial Northwestern Mutual Private Client Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	35 contacts →
	Exact match “Financial independence doesn’t happen by chance, it results from expert strategic planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Boostify Financial Solutions	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	51-200	20 contacts →
	Exact match “Welcome to Boostify Financial Solutions, where financial liberation begins.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Warren Street Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “In the world of financial services, it can be difficult to find trusted partners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Applied Financial Planning, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Independent.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Golden SUN Funding	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Put Your Finances in the Hands of Experts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Lendvia Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	51-200	11 contacts →
	Exact match “Lendvia is committed to supporting your financial health by offering personalized insights and guidance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Precision Wealth	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Precision Wealth was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	KPP Financial, Inc.	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
10	Advanced Financial Strategies, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Advanced Financial Strategies is a boutique integrated wealth planning and management firm for a select group of individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Tempus Wealth Planning, LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Tempus is the Latin word for time.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Delight Funding INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “We are the financial strategy provider that help our clients to make the most wise decision.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Pacificview Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
14	Wealth Management Strategies	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “Each client has a different idea of what Wealth is to them.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Wealthwise Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
16	Stratefi Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
17	Spectrum Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
18	Kanani Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Kanani Advisory Group started in 1998.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Coastal Capital Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Financial planning & investing designed for tech professionals with equity compensation- We help you make better financial decision around questions like- Should I exercise my…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	The KFK Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
21	Cornerstone Financial Advisers	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Cornerstone Financial Advisers is a consulting firm dedicated to helping individuals and companies establish their goals and creating financial plans to reach them.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Depaolo & MAY Strategic Wealth	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At DePaolo & May, we offer bespoke investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	LNL Retirement	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Eight Oaks Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Parkview Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.” 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 “personal financial coaches”. 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 73 personal financial coaches based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 173 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal financial coaches based in Irvine, United States at a glance

As of Sep 20, 2026

30.6%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

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 73 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 “personal financial coaches” 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 173 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.

Personal financial coaches 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 “personal financial coaches”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial coaches are there based in Irvine, United States?

RevenueBase identified 73 company matches for personal financial coaches associated with Irvine, 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?

Trilogy Financial 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 personal financial coaches?

New York leads the United States with 230 company records, followed by Atlanta (179) and Houston (156). Irvine has 73.

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 173 professional contacts with verified work emails tracked across these 73 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.

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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.