Company lists · Data refreshed September 2026
Top 25 Private equity advisors based in Newport Beach, United States
RevenueBase identified 57 private equity advisors headquartered in Newport Beach, United States as of September 2026 and tracks 442 professional contacts across them, including 212 with verified work emails. Across the United States, New York is the largest hub for this category (781 companies); Newport Beach has 57.
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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 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.
The 25 largest private equity advisors based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 173 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 27 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 17 contacts → | ||||
Strong evidence “Primior is an innovative real estate private equity investment firm in Southern California.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Indirect evidence “J.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 13 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Strong evidence “CB Capital Partners offers M&A advisory, capital raise advisory, and valuation opinions to private middle market companies.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Strong evidence “The Courtney Group provides private equity and investment banking services.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 11 contacts → | ||||
Partial evidence “Jupiter Holdings LLC is a Newport Beach, California-based private investment firm specializing in alternative investments and the pursuit of superior absolute returns.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 10 contacts → | ||||
Strong evidence “Greenfield Solomon is a private equity firm that specializes in providing alternative financing for small-to-midsize companies and real estate syndications.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Partial evidence “Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Indirect evidence “SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Partial evidence “Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Strong evidence “Nestell & Associates is a proven industry leader, providing private equity consulting for merger and acquisition digital transformation leadership.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Strong evidence “Riviera Capital is a leading private equity firm investing in micro-cap companies.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “Headquartered in Newport Beach, California, Group 206 is a private investment management firm.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “Founded in January 2003, Five Crowns Capital is a private investment firm that sponsors buyouts of small and middle market companies.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Partial evidence “Mergers & acquisitions and business advisory services to CEOs, Presidents and business owners of small and mid-sized companies with 1-200 employees.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 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 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 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 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Strong evidence “Underdog Investments is the worlds first private equity and venture capital firm to provide investment and retirement solutions for every income level.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Partial evidence “Sirvent & Company provides professional consulting services to privately held, middle-market businesses at a level on par with leading corporate consulting firms at a…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: private equity advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names private equity advisors.
- Partial evidence
- Its own public description names part of private equity advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name private equity advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 57 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 14, 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 57 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 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 “private equity advisors”. 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 private equity advisors), 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 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 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, 212 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 14, 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
- Private equity advisors in New York781
- Private equity advisors in Chicago214
- Private equity advisors in Dallas155
- Private equity advisors in Los Angeles143
- Private equity advisors in Miami134
- Private equity advisors in Houston123
- Private equity advisors in Boston122
- Private equity advisors in Atlanta113
- Private equity advisors in San Francisco111
- Private equity advisors in Austin81
- Private equity advisors in Denver74
- Private equity advisors in Charlotte70
- Private equity advisors in San Diego51
- Private equity advisors in Washington50
- Private equity advisors in Seattle45
- Private equity advisors in Scottsdale40
- Private equity advisors in Tampa37
- Private equity advisors in Minneapolis35
- Private equity advisors in Stamford32
- Private equity advisors in Birmingham31
- Private equity advisors in Philadelphia31
- Private equity advisors in Phoenix30
- Private equity advisors in Santa Monica27
- Private equity advisors in Nashville26
- Private equity advisors in Boca Raton25
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 private equity advisors, 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 private equity advisors are there based in Newport Beach, United States?
RevenueBase identified 57 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 in the United States has the most private equity advisors?
New York leads the United States with 781 headquartered companies, followed by Chicago (214) and Dallas (155). Newport Beach has 57.
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 212 verified decision-maker contacts tracked across these 57 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 14, 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.
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