Company lists · Data refreshed September 2026

Top 19 Philanthropic advisory firms based in Newport Beach, United States

RevenueBase identified 26 philanthropic advisory firms headquartered in Newport Beach, United States as of September 2026 and tracks 217 professional contacts across them, including 109 with verified work emails. New York is the largest hub.

This list covers philanthropic advisory 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, 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
26Companies
217Contacts tracked
109Verified emails
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The 19 largest philanthropic advisory firms based in Newport Beach, United States

Ranked by team size
Top 19 of 26 philanthropic advisory firms based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to philanthropic advisory 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 202651-20091 contacts →

Partial evidence

“Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 202611-5016 contacts →

Indirect evidence

“Surlamer Investments is a private wealth management firm that invests in private companies, real estate and publicly traded securities.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 202611-5013 contacts →

Indirect evidence

“J.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 20261-1011 contacts →

Partial evidence

“Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 202611-5010 contacts →

Indirect evidence

“Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Today's financial seas can be rough.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“Founded in 1978, Investors Trust is a privately held real estate investment and asset management firm located in Newport Beach, California.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.”

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

Indirect evidence

“We are an independent, fee-based, boutique investment firm that focus exclusively on working with attorneys and fiduciaries.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“At Stevens First Principles Investment Advisors (SFP) we believe the client comes first and everything we do is client focused.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Darkhorse Advisor is an independent financial advisory firm located in Newport Beach California.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Bright Wealth Advisors, LLC is a Registered Investment Advisory firm based in Orange County, California.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“We offer fee-based wealth advisory services.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 19 of 26 philanthropic advisory firms based in Newport Beach, United States

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Philanthropic advisory firms based in Newport Beach, United States at a glance

As of Sep 20, 2026
50.2%Verified-email coverage
8.3Average contacts per company
1-10Median size (employees)
1046.2%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
6
51-200
1

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 26 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 philanthropic advisory 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 Newport Beach, United States whose own description of what they do matches “philanthropic advisory 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 philanthropic advisory 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 philanthropic advisory 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 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, 109 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.

Philanthropic advisory 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 philanthropic advisory 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 philanthropic advisory firms are there based in Newport Beach, United States?

RevenueBase identified 26 philanthropic advisory 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 philanthropic advisory firms?

New York leads with 272 headquartered companies, followed by Chicago (135) and Washington (107).

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 109 verified decision-maker contacts tracked across these 26 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.