Company lists · Data refreshed September 2026

Top 25 Private equity advisors based in Irvine, United States

Name: Private equity advisors based in Irvine, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 39 companies tracked

RevenueBase identified 39 private equity advisors headquartered in Irvine, United States as of September 2026 and tracks 213 professional contacts across them, including 59 with verified work emails. New York is the largest hub.

This list covers private equity advisors 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

39Companies

213Contacts tracked

59Verified emails

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The 25 largest private equity advisors based in Irvine, United States

Ranked by team size

Top 25 of 39 private equity advisors based in Irvine, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Boustead SecuritiesIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	11-50	37
	“Boustead Securities, LLC is an investment banking firm that advises clients on IPOs, mergers and acquisitions, capital raises and restructuring assignments in a wide array of…” Source: company website · checked Sep 5, 2026
2	Sutter Securities, INCIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	11-50	15
	Source: company website · checked Sep 5, 2026
3	Salt Creek PartnersPartial evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	11-50	13
	“Salt Creek Partners (SCP) is a full-service M&A advisory firm guiding business leaders in the emerging and middle markets.” Source: company website · checked Sep 5, 2026
4	SC Capital Partners, INCIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	13
	Source: company website · checked Sep 5, 2026
5	SUN Group Wealth PartnersIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	11-50	7
	“Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.” Source: company website · checked Sep 5, 2026
6	Lionsford LLCPartial evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	11-50	5
	“Lionsford is a trusted advisor in commercial real estate finance and small business lending.” Source: company website · checked Sep 5, 2026
7	Peregrine AdvisorsPartial evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	4
	“As experienced M&A advisors, we have a vast network of buyers, access to proprietary opportunities, and a well-rounded understanding of the complexities of each individual…” Source: company website · checked Sep 5, 2026
8	Kanani Advisory GroupPartial evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	4
	“Kanani Advisory Group started in 1998.” Source: company website · checked Sep 5, 2026
9	Filigree Wealth AdvisorsIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	3
	“The style known as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs.” Source: company website · checked Sep 5, 2026
10	Alpha Strategies Investment GroupIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	3
	“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: company website · checked Sep 5, 2026
11	Cima Investment GroupIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	11-50	3
	“Cima Investment Group strives to ascend to the summit of investment success by acquiring undervalued assets and creating value through innovative operational improvements, while…” Source: company website · checked Sep 5, 2026
12	HN Financial GroupIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	3
	“WHAT WE DO: We offer a complete range of investment and wealth management services.” Source: company website · checked Sep 5, 2026
13	Depaolo & MAY Strategic WealthIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	2
	“At DePaolo & May, we offer bespoke investment management and financial planning.” Source: company website · checked Sep 5, 2026
14	Boustead & Company LimitedIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	51-200	2
	“Boustead & Company Limited is a diversified financial services firm headquartered in Irvine, CA with offices in San Francisco, New York, London, and Beijing.” Source: company website · checked Sep 5, 2026
15	SingleskullStrong evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	11-50	2
	“We help Private equity groups and CEOs to Build an exceptional company product strategy and products.” Source: company website · checked Sep 5, 2026
16	Eight Oaks FinancialIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	2
	Source: company website · checked Sep 5, 2026
17	WealthrhinoIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	2
	“With over 19 years of experience, the WEALTHRHINO team is dedicated to empowering professionals to achieve financial success and security.” Source: company website · checked Sep 5, 2026
18	Brezden Wealth AdvisorsPartial evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	1
	“Brezden Wealth Advisors is a cross-disciplinary wealth management firm that specializes in family-owned/closely held businesses and high net-worth individuals.” Source: company website · checked Sep 5, 2026
19	Becker Wealth Management, LLCIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	1
	“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: company website · checked Sep 5, 2026
20	Dalphia PartnersPartial evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	1
	“M&A and Strategic Advisory for RIA firms and Wealth Managers” Source: company website · checked Sep 5, 2026
21	Amerigo VenturesPartial evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	1
	“Amerigo Ventures is a boutique advisory & consulting company offering Business, Financial, & Real Estate Advisory services based in Irvine, California, United States.” Source: company website · checked Sep 5, 2026
22	Coastline Wealth AdvisoryIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	1
	“We believe in the power of consistency.” Source: company website · checked Sep 5, 2026
23	Capto AdvisorsStrong evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	1
	“At Capto Advisors, we focus on providing business valuation and related financial advisory services to private and publicly traded companies.” Source: company website · checked Sep 5, 2026
24	Chase Enterprises FinancialIndirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	1
	“At Chase Enterprises Financial, we strive to help our clients reach financial independence and determine their goals and objectives for their future.” Source: company website · checked Sep 5, 2026
25	Keepstone CapitalPartial evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	1-10	1
	“Currently focused on acquiring one privately-held company located in Southern California (San Diego to Santa Barbara).” Source: company website · checked Sep 5, 2026

Showing 25 of 39 private equity advisors based in Irvine, United States

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Private equity advisors based in Irvine, United States at a glance

As of Sep 5, 2026

1-10Median size (employees)

New YorkLargest hub · 988 HQs

Contacts with mobile numbers

Sep 5, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 39 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 private equity advisors, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “private equity advisors”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among private equity advisors, 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 an evidence 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, 59 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 5, 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.

Private equity advisors by metro in the United States

Frequently asked

How many private equity advisors are there based in Irvine, United States?

RevenueBase identified 39 private equity advisors 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?

Boustead Securities, headquartered in Irvine, tops this list with the largest team on record.

Which city has the most private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).

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 59 verified decision-maker contacts tracked across these 39 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 5, 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.