Company lists · Data refreshed September 2026

Top 17 Senior financial planning firms based in Orange, United States

Name: Senior financial planning firms based in Orange, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 28 companies tracked

RevenueBase identified 28 company matches for senior financial planning firms associated with Orange, United States as of September 2026 and tracks 93 professional contacts across them, including 43 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Orange has 28.

This list covers company matches for senior financial planning firms associated with Orange, 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 22, 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 22, 2026 How this list was built

28Companies

93Contacts tracked

43Verified emails

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The 17 largest senior financial planning firms based in Orange, United States

Ranked by team size

Top 17 of 28 company matches for senior financial planning firms based in Orange, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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	Barthcalderon, LLP	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	11-50	26 contacts →
	Exact match “Life is full of unforeseen events and they come in all forms.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Orange Capital Management	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	11-50	7 contacts →
	Exact match “Founded in 1990 by brothers Gaston and Paul Escudero, Orange Capital Management began as a wealth management firm and has grown to become one of the most experienced wealth…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Q Financial & Insurance Solutions	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	11-50	5 contacts →
	Exact match “QFIS is a team of professionals trained in the principles and strategies of Retirement Income Planning, Business Planning, Wealth Preservation, Succession Planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Guardian Financial Partners	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “With over 60 years of combined financial services experience, we are dedicated to providing investment management and financial planning advice to individuals, and traditional…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Crossroads Planning, LLC	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Crossroads Planning is a Fee-Only Financial Advisory Firm serving the cities of Orange County.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Nama Private Wealth, LLC	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Empowering Ethical Investors for a Sustainable Future!” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Educators Retirement Services	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “ERS has been helping hundreds of educators and their families plan for retirement for more than two decades.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Newcastle Financial Advisors - Orange, CA	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Profile of Services: We help navigate through changing financial planning and investment needs associated with the many "life transitions" we experience as individuals, families…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Huttodean Financial Advisors	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Our Retirement Planning process is rooted in providing each of our clients honest, objective advice with a personalized retirement plan – that’s our goal.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Rocha Financial Group LLC	Exact match	Orange, FL, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “We have been in business for 10+ years, 85% of our clients are women, Hispanics, and business owners.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Balancing Life Financial Planning	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “There is no need to sacrifice your joys, create a budget for them.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Life Design Financial & Insurance Services	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “You’ve been working hard all your life.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Legacy Private Wealth	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Strategies tailored for every generation.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Ober Financial SVC	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Covington Investments	Exact match	Orange, TX, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Covington Investment Advisors, Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Frank Deptola & Associates	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Frank Deptola & Associates is a team of professionals offering fee-based wealth management strategies and retirement plan consultation for individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Pacific Investment Research	Exact match	Orange, CA, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Pacific Investment Research (formerly Schultz Financial) is a boutique financial advisory firm serving individual investors throughout California, with offices in Southern and…” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning firms”. 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 17 of 28 senior financial planning firms based in Orange, United States

See the full list, filter by size, metro and specialty, and access 43 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Senior financial planning firms based in Orange, United States at a glance

As of Sep 22, 2026

46.2%Verified-email coverage

3.3Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Orange, so it is reported there. Company counts and contact totals on this page are exact for Orange, over 28 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 Orange, United States whose business descriptions match “senior financial planning firms” 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 43 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 22, 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.

Senior financial planning firms 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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in Orange, United States?

RevenueBase identified 28 company matches for senior financial planning firms associated with Orange, 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?

Barthcalderon, LLP 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 senior financial planning firms?

New York leads the United States with 374 company records, followed by Houston (258) and Atlanta (256). Orange has 28.

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 43 professional contacts with verified work emails tracked across these 28 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 22, 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.