Company lists · Data refreshed September 2026

Top 25 Retirement planning companies based in Irvine, United States

Name: Retirement planning companies based in Irvine, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 75 companies tracked

RevenueBase identified 75 company matches for retirement planning companies associated with Irvine, United States as of September 2026 and tracks 494 professional contacts across them, including 146 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); Irvine has 75.

This list covers company matches for retirement planning companies 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 19, 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 19, 2026 How this list was built

75Companies

494Contacts tracked

146Verified emails

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The 25 largest retirement planning companies based in Irvine, United States

Ranked by team size

Top 25 of 75 company matches for retirement planning companies based in Irvine, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	DJM Financial Northwestern Mutual Private Client Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
2	Chamberlain Group Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
3	Benetech INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	51-200	30 contacts →
	Exact match “Benetech, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Apriem Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	11-50	21 contacts →
	Exact match “Your trusted partner in wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Warren Street Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
6	Applied Financial Planning, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “Independent.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	BML Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
8	KPP Financial, Inc.	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
9	Pacificview Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
10	Wealth Management Strategies	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
11	Prosperity Partners Private Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
12	SUN Group Wealth Partners	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
13	Wealthwise Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
14	BFI Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	51-200	5 contacts →
	Exact match “BFI Financial is a financial services company that is 100% focused on the Retirement Services Industry.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Stratefi Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “StrateFi Wealth Management provides personalized financial planning, retirement planning, wealth management, investment management, and estate planning strategies designed to help…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Spectrum Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Kanani Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Kanani Advisory Group started in 1998.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	The KFK Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “The KFK Group is a full-service, comprehensive Certified Financial Planning and investment management firm that has been helping individuals and families pursue their financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	NIM Retirement Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match “On this journey, the most important asset we have is time.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	HN Financial Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “WHAT WE DO: We offer a complete range of investment and wealth management services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Marrick Wealth	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “marrick wealth is a boutique, independent, fee-only wealth advisory firm helping business owners, executives, and professionals strategically align their personal and financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Depaolo & MAY Strategic Wealth	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “At DePaolo & May, we offer bespoke investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	LNL Retirement	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Parkview Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Eight Oaks Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 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 planning companies”. 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 75 retirement planning companies based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 146 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning companies based in Irvine, United States at a glance

As of Sep 19, 2026

29.6%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data 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 for Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 75 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 planning companies” 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 146 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 19, 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 planning companies 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 planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning companies are there based in Irvine, United States?

RevenueBase identified 75 company matches for retirement planning companies 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?

DJM Financial Northwestern Mutual Private Client Group 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 planning companies?

New York leads the United States with 242 company records, followed by Houston (179) and Atlanta (157). Irvine has 75.

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 146 professional contacts with verified work emails tracked across these 75 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 19, 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.