Company lists · Data refreshed September 2026

Top 25 Retirement plan advisors based in Irvine, United States

Name: Retirement plan 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 21, 2026 120 companies tracked

RevenueBase identified 120 company matches for retirement plan advisors associated with Irvine, United States as of September 2026 and tracks 1,226 professional contacts across them, including 446 with verified work emails. Across the United States, New York is the largest hub for this category (398 companies); Irvine has 120.

This list covers company matches for retirement plan advisors 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 21, 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 21, 2026 How this list was built

120Companies

1,226Contacts tracked

446Verified emails

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The 25 largest retirement plan advisors based in Irvine, United States

Ranked by team size

Top 25 of 120 company matches for retirement plan advisors based in Irvine, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Pacific Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	51-200	254 contacts →
	Exact match “A firm built for advisors, by advisors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Trilogy Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
3	Burnham Benefits Insurance Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	201-500	66 contacts →
	Exact match “Burnham and our partner firms have unified as one brand, The Baldwin Group!” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Index Fund Advisors, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	51-200	36 contacts →
	Exact match “Index Fund Advisors, Inc.(IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	DJM Financial Northwestern Mutual Private Client Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
6	Chamberlain Group Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	11-50	34 contacts →
	Exact match “Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Benetech INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	51-200	30 contacts →
	Exact match “Benetech, Inc.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Apriem Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	11-50	21 contacts →
	Exact match “Your trusted partner in wealth management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Cooper Mcmanus	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	11-50	15 contacts →
	Exact match “At Cooper McManus, we make the planning all about you.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Pension Benefits Unlimited	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “Pension Benefits Unlimited is an investment management company based out of 18008 Sky Park Cir, Irvine, California, United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Clarke Financial Group, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “empowering financial institutions to help people PLAN the lives they want At Clarke, our mission is straightforward.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Warren Street Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
13	Applied Financial Planning, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “Independent.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	BML Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Precision Wealth	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
16	KPP Financial, Inc.	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
17	Advanced Financial Strategies, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
18	Pacificview Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
19	Precept Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	11-50	8 contacts →
	Exact match “Leading our clients in building and managing high value retirement benefit programs is the primary focus of the Precept Advisory Group (PAG).” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	WMBC	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “At WMBC we believe that wealth is about well-being.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Wealth Management Strategies	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
22	Prosperity Partners Private Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	11-50	7 contacts →
	Exact match “At Prosperity Partners, we believe Prosperity is more than a number.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	SUN Group Wealth Partners	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	11-50	7 contacts →
	Exact match “Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Wealthwise Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
25	TRC Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “TRC Financial is an independent firm with experience in the use of life, disability, and long-term care insurance to help our clients protect wealth and preserve legacies.” Recorded in the RevenueBase company graph · Sep 21, 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 “retirement plan advisors”. 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 120 retirement plan advisors based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 446 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement plan advisors based in Irvine, United States at a glance

As of Sep 21, 2026

36.4%Verified-email coverage

10.2Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 120 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 “retirement plan advisors” 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 446 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 21, 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.

Retirement plan advisors 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 “retirement plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement plan advisors are there based in Irvine, United States?

RevenueBase identified 120 company matches for retirement plan advisors 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?

Pacific Advisors 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 retirement plan advisors?

New York leads the United States with 398 company records, followed by Houston (260) and Atlanta (253). Irvine has 120.

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 446 professional contacts with verified work emails tracked across these 120 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 21, 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.