Company lists · Data refreshed September 2026

Top 25 Retirement planning consultants based in Irvine, United States

Name: Retirement planning consultants 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 68 companies tracked

RevenueBase identified 68 company matches for retirement planning consultants associated with Irvine, United States as of September 2026 and tracks 403 professional contacts across them, including 105 with verified work emails. Across the United States, New York is the largest hub for this category (220 companies); Irvine has 68.

This list covers company matches for retirement planning consultants 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

68Companies

403Contacts tracked

105Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 68 company matches for retirement planning consultants 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	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
2	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
3	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
4	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
5	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
6	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
7	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
8	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
9	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
10	Prosperity Wealth Planning	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Prosperity Wealth Planning is a financial planning firm that offers investment advisory services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Spectrum Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
12	Kanani Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Kanani Advisory Group started in 1998.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	The KFK Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
14	NIM Retirement Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
15	HN Financial Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
16	Capital CS Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	11-50	2 contacts →
	Exact match “At Capital CS Group, we are excited to introduce HOA Invest, our proprietary technology platform designed to streamline the investment process for clubs, corporations, and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Marrick Wealth	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
18	Depaolo & MAY Strategic Wealth	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
19	LNL Retirement	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
20	Eight Oaks Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Wealthrhino	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “With over 19 years of experience, the WEALTHRHINO team is dedicated to empowering professionals to achieve financial success and security.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Raymond Wesley Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Raymond Wesley Wealth Management is an independent financial services firm serving individuals throughout Southern California.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	C E F Advisors Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “At C\|E\|F Advisors Group we strive to help our clients reach financial independence and determine their goals and objectives for their future.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Clarity Wealth Management, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	51-200	1 contacts →
	Exact match “Fee-Only Registered Investment Advisor dedicated to helping our clients achieve financial independence.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Becker Wealth Management, LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “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…” 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 planning consultants”. 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 68 retirement planning consultants based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 105 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 21, 2026

26.1%Verified-email coverage

5.9Average contacts per company

1-10Median size (employees)

Sep 21, 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 68 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 consultants” 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 105 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 planning consultants 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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 68 company matches for retirement planning consultants 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 consultants?

New York leads the United States with 220 company records, followed by Houston (164) and Atlanta (147). Irvine has 68.

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 105 professional contacts with verified work emails tracked across these 68 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.

Ready to reach these companies? Verified emails and direct dials for all 68 retirement planning consultants based in Irvine, United States. Start with a free account, no credit card.

Download this list →

Related lists

Retirement planning consultants by geography

Browse the directory

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.