Company lists · Data refreshed September 2026

Top 25 Private equity advisors based in Newport Beach, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 85 companies tracked

RevenueBase identified 85 private equity advisors headquartered in Newport Beach, United States as of September 2026 and tracks 606 professional contacts across them, including 263 with verified work emails. New York is the largest hub.

This list covers private equity advisors 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, 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

85Companies

606Contacts tracked

263Verified emails

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The 25 largest private equity advisors based in Newport Beach, United States

Ranked by team size

Top 25 of 85 private equity advisors based in Newport Beach, 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	Harvey & Company LLCPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	51-200	173
	“Harvey & Company is a leading buyside acquisition search and advisory firm that has been involved in over 1,200 transactions, including 151 in 2025.” Source: company website · checked Sep 5, 2026
2	Trycera Financial, INCIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	n/a	37
	“Founded in 2004, Trycera Financial, Inc.” Source: company website · checked Sep 5, 2026
3	National Franchise SalesPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	27
	“National Franchise Sales (NFS) is a premier brokerage and M&A advisory firm specializing in the resale and acquisition of franchised businesses, with a strong focus in the…” Source: company website · checked Sep 5, 2026
4	Hollencrest Capital ManagementIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	18
	“Founded in Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets.” Source: company website · checked Sep 5, 2026
5	PrimiorStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	17
	“Primior is an innovative real estate private equity investment firm in Southern California.” Source: company website · checked Sep 5, 2026
6	Global Finance Group, INCStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	14
	“Global Finance Group, Inc.(previously Global Vantage Ltd.) provides private and public mid-market companies with a variety of merger and acquisition, merchant banking, equipment…” Source: company website · checked Sep 5, 2026
7	J. Derek Lewis & Associates, INCIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	13
	“J.” Source: company website · checked Sep 5, 2026
8	Encore AMC PartnersPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	13
	“Headquartered in Newport Beach, California’s Financial Circle, Encore AMC Partners (EAMC) is a Mergers & Acquisitions advisory firm which combines creativity and forward thinking…” Source: company website · checked Sep 5, 2026
9	CB Capital PartnersStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	13
	“CB Capital Partners offers M&A advisory, capital raise advisory, and valuation opinions to private middle market companies.” Source: company website · checked Sep 5, 2026
10	Meritage PartnersPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	13
	“Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to…” Source: company website · checked Sep 5, 2026
11	The Courtney GroupStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	11
	“The Courtney Group provides private equity and investment banking services.” Source: company website · checked Sep 5, 2026
12	Tower 68 Financial AdvisorsPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	11
	“Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Source: company website · checked Sep 5, 2026
13	Clarity Capital PartnersIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	10
	“Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Source: company website · checked Sep 5, 2026
14	Greenfield SolomonStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	10
	“Greenfield Solomon is a private equity firm that specializes in providing alternative financing for small-to-midsize companies and real estate syndications.” Source: company website · checked Sep 5, 2026
15	Lifetime Paradigm, INCPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	8
	“We are Registered Financial Consultants and Independent Fiduciary Advisors.” Source: company website · checked Sep 5, 2026
16	Avant Advisory GroupPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	7
	“Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…” Source: company website · checked Sep 5, 2026
17	Newport Wealth AdvisorsIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	7
	“Today's financial seas can be rough.” Source: company website · checked Sep 5, 2026
18	Yosemite Capital ManagementIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	6
	“At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Source: company website · checked Sep 5, 2026
19	Affinity Investment Advisors, LLCPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	6
	“Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Source: company website · checked Sep 5, 2026
20	Nestell & AssociatesStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	5
	“Nestell & Associates is a proven industry leader, providing private equity consulting for merger and acquisition digital transformation leadership.” Source: company website · checked Sep 5, 2026
21	Rodriquez Wealth ManagementIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	5
	“At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Source: company website · checked Sep 5, 2026
22	Riviera Capital PartnersStrong evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	5
	“Riviera Capital is a leading private equity firm investing in micro-cap companies.” Source: company website · checked Sep 5, 2026
23	Integrity Wealth Management, Newport BeachIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	4
	“At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.” Source: company website · checked Sep 5, 2026
24	MCE Advisors, LLCPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	3
	“MCE’s area of expertise is focused on providing support to public and privately-held clients across all industries, specifically for companies that do not have the internal…” Source: company website · checked Sep 5, 2026
25	Procore AdvisorsPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	3
	“At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.” Source: company website · checked Sep 5, 2026

Showing 25 of 85 private equity advisors based in Newport Beach, United States

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Private equity advisors based in Newport Beach, 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 Newport Beach, over 85 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 Newport Beach, 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 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 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, 263 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 Newport Beach, United States?

RevenueBase identified 85 private equity advisors 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?

Harvey & Company LLC, headquartered in Newport Beach, 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 263 verified decision-maker contacts tracked across these 85 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.