Company lists · Data refreshed September 2026
Top 25 Single family offices based in Newport Beach, United States
RevenueBase identified 41 company matches for single family offices associated with Newport Beach, United States as of September 2026 and tracks 304 professional contacts across them, including 176 with verified work emails. Across the United States, New York is the largest hub for this category (275 companies); Newport Beach has 41.
This list covers company matches for single family offices associated with Newport Beach, 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.
The 25 largest single family offices based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 87 contacts → | ||||
Exact match “The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 18 contacts → | ||||
Exact match “Founded in Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 16 contacts → | ||||
Exact match “Surlamer Investments is a private wealth management firm that invests in private companies, real estate and publicly traded securities.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 15 contacts → | ||||
Exact match “Tax Planning | Financial Planning | Investment Planning | Estate Planning | In house Hedge Fund | Independent | Complex Life Insurance Solutions | CPA & Tax Attorney in house…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 12 contacts → | ||||
Exact match “While money may not buy happiness, it certainly buys security and stability.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 10 contacts → | ||||
Exact match “Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Whether you aspire to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “PrideCo Capital Management is an established single-family office with locations in- Oakland, CA - Newport Beach, CA - Minneapolis, MN Founded in 2005, PrideCo was formed to serve…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Anchored in Strategy.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Flatrock Wealth Partners was started by two 25-year veterans of the institutional investing ecosystem who sought to create a comprehensive wealth management solution for their own…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “River Valley Holdings, LLC is a California-based family office representing the interests of three generations.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Founded in 1978, Investors Trust is a privately held real estate investment and asset management firm located in Newport Beach, California.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “We are dedicated to providing investment management and strategic wealth planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Legacy Wealth Investment Counsel, LLC (“Legacy Wealth”) is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Ohana Capital Partners works with single and multi-family offices on alternative, private-market investment opportunities, with a focus on Resilience, Defense, Real Estate, HLS…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “We formed a private wealth management consulting practice, primarily for a select group of successful families, who among other things want to secure their family investment…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Harbor Wealth Global (HWG), is a private financial institution headquartered in Newport Beach, California.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Financial Planning and Investment Management Firm” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “We are an advisory firm that focuses on managing family offices/UHNW clients applying institutional investment approaches for individuals in private markets, non-traditional asset…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “We offer fee-based wealth advisory services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “The Living Plan™ is a private executive administration firm that provides services similar to those of a family office controller, often picking up where other professional…” 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 “single family offices”. 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 41 single family offices based in Newport Beach, United States
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Single family offices based in Newport Beach, United States at a glance
As of Sep 22, 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 41 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 Newport Beach, United States whose business descriptions match “single family offices” 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 176 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.
Single family offices by metro in the United States
- Single family offices in New York275
- Single family offices in Dallas118
- Single family offices in Houston102
- Single family offices in Miami102
- Single family offices in Atlanta99
- Single family offices in Chicago99
- Single family offices in Boston70
- Single family offices in San Francisco68
- Single family offices in San Diego67
- Single family offices in Los Angeles66
- Single family offices in Denver65
- Single family offices in Austin54
- Single family offices in Scottsdale54
- Single family offices in Charlotte43
- Single family offices in Tampa37
- Single family offices in Irvine35
- Single family offices in Boca Raton34
- Single family offices in Cincinnati34
- Single family offices in Seattle33
- Single family offices in Minneapolis31
- Single family offices in Indianapolis30
- Single family offices in Pittsburgh30
- Single family offices in Portland30
- Single family offices in Overland Park29
- Single family offices in Bellevue28
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 “single family offices”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many single family offices are there based in Newport Beach, United States?
RevenueBase identified 41 company matches for single family offices associated with Newport Beach, 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?
The Bahnsen 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 single family offices?
New York leads the United States with 275 company records, followed by Dallas (118) and Houston (102). Newport Beach has 41.
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 176 professional contacts with verified work emails tracked across these 41 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.
Ready to reach these companies? Verified emails and direct dials for all 41 single family offices based in Newport Beach, United States. Start with a free account, no credit card.
Download this list →Related lists
Single family offices by geography
- Single family offices based in Calgary, Canada
- Single family offices based in Montreal, Canada
- Single family offices based in Toronto, Canada
- Single family offices based in Vancouver, Canada
- Single family offices based in Bordeaux, France
- Single family offices based in Lyon, France
- Single family offices based in Paris, France
- Single family offices based in Toulouse, France
- Single family offices based in Bangalore, India
- Single family offices based in Mumbai, India
- Single family offices based in New Delhi, India
- Single family offices based in Pune, India
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Single family offices based in Calgary, Canada
- Single family offices based in Montreal, Canada
- Single family offices based in Toronto, Canada
- Single family offices based in Vancouver, Canada
- Single family offices based in Bordeaux, France
- Single family offices based in Lyon, France
Company intelligence · public preview
Top 25 single family offices based in Newport Beach, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 41 matching company records for single family offices based in Newport Beach, United States, with 304 tracked contacts and 176 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 single family offices based in Newport Beach, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  The Bahnsen Groupthebahnsengroup.comHQ: Newport Beach, CA, United StatesReported employees: 51-200 | Newport Beach, CA, United States | 51-200 | Exact match | 87 contacts → |
“The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Hollencrest Capital Managementhollencrest.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 18 contacts → |
“Founded in Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Surlamer Investmentssurlamer.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 16 contacts → |
“Surlamer Investments is a private wealth management firm that invests in private companies, real estate and publicly traded securities.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Elevate Financial Partnerselevatefinsvcs.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 15 contacts → |
“Tax Planning | Financial Planning | Investment Planning | Estate Planning | In house Hedge Fund | Independent | Complex Life Insurance Solutions | CPA & Tax Attorney in house…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Spinnaker Investment Group, LLCspinninvest.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 12 contacts → |
“While money may not buy happiness, it certainly buys security and stability.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Tarbox Family Office, INCtarbox.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 |  Clarity Capital Partnersclaritycapitalllc.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 10 contacts → |
“Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The Rand Grouptrg-advisors.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 9 contacts → |
“Whether you aspire to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Prideco Capitalprideco.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 7 contacts → |
“PrideCo Capital Management is an established single-family office with locations in- Oakland, CA - Newport Beach, CA - Minneapolis, MN Founded in 2005, PrideCo was formed to serve…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Yosemite Capital Managementyosemitecapital.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Tidecrest Wealth Management, LLCtidecrestwm.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“Anchored in Strategy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Rodriquez Wealth Managementrodriquezwm.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 5 contacts → |
“At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Flatrock Wealth Partnersflatrockwealth.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 5 contacts → |
“Flatrock Wealth Partners was started by two 25-year veterans of the institutional investing ecosystem who sought to create a comprehensive wealth management solution for their own…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | River Valley Holdings, LLCrvholdings.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“River Valley Holdings, LLC is a California-based family office representing the interests of three generations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Investors Trustinvestorstrust.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 4 contacts → |
“Founded in 1978, Investors Trust is a privately held real estate investment and asset management firm located in Newport Beach, California.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Silverlight Asset Management, LLCsilverlightinvest.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“We are dedicated to providing investment management and strategic wealth planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Procore Advisorsprocoreadvisors.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Legacy Wealth Investment Counsellegacywealthic.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“Legacy Wealth Investment Counsel, LLC (“Legacy Wealth”) is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ohana Capital Partnersohanacapitalpartners.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“Ohana Capital Partners works with single and multi-family offices on alternative, private-market investment opportunities, with a focus on Resilience, Defense, Real Estate, HLS…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Fairway Capital Advisors, LLCfairwaycapadvisors.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 2 contacts → |
“We formed a private wealth management consulting practice, primarily for a select group of successful families, who among other things want to secure their family investment…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HWG Private Equityharborwealthglobal.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 1 contacts → |
“Harbor Wealth Global (HWG), is a private financial institution headquartered in Newport Beach, California.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sedai Wealth Partnerssedaiwealth.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“Financial Planning and Investment Management Firm” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Aionios Capital Partnersaionios.usHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“We are an advisory firm that focuses on managing family offices/UHNW clients applying institutional investment approaches for individuals in private markets, non-traditional asset…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Lockerman Financial Grouplockermanfinancial.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“We offer fee-based wealth advisory services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | The Living Plan, LLCthelivingplan.net HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“The Living Plan™ is a private executive administration firm that provides services similar to those of a family office controller, often picking up where other professional…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 41 company matches
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Single family offices: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
41 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 41 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Single family offices by metro in the United States
- Single family offices in New York275
- Single family offices in Dallas118
- Single family offices in Houston102
- Single family offices in Miami102
- Single family offices in Atlanta99
- Single family offices in Chicago99
- Single family offices in Boston70
- Single family offices in San Francisco68
- Single family offices in San Diego67
- Single family offices in Los Angeles66
- Single family offices in Denver65
- Single family offices in Austin54
- Single family offices in Scottsdale54
- Single family offices in Charlotte43
- Single family offices in Tampa37
- Single family offices in Irvine35
- Single family offices in Boca Raton34
- Single family offices in Cincinnati34
- Single family offices in Seattle33
- Single family offices in Minneapolis31
- Single family offices in Indianapolis30
- Single family offices in Pittsburgh30
- Single family offices in Portland30
- Single family offices in Overland Park29
- Single family offices in Bellevue28
Questions about this company list
What does Exact match mean for single family offices?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many single family offices did RevenueBase find based in Newport Beach, United States?
The saved snapshot records 41 matching company records, 304 tracked contacts and 176 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Single family offices by geography
- Single family offices based in Calgary, Canada
- Single family offices based in Montreal, Canada
- Single family offices based in Toronto, Canada
- Single family offices based in Vancouver, Canada
- Single family offices based in Bordeaux, France
- Single family offices based in Lyon, France
- Single family offices based in Paris, France
- Single family offices based in Toulouse, France
- Single family offices based in Bangalore, India
- Single family offices based in Mumbai, India
- Single family offices based in New Delhi, India
- Single family offices based in Pune, India
Cite this list
RevenueBase Data Team. Top 25 single family offices based in Newport Beach, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/single-family-offices/united-states/newport-beach.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Single family offices based in Calgary, Canada
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- Single family offices based in Toronto, Canada
- Single family offices based in Vancouver, Canada
- Single family offices based in Bordeaux, France
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Company intelligence · public preview
Top 25 single family offices based in Newport Beach, United States
RevenueBase records 41 matching company records for single family offices based in Newport Beach, United States, with 304 tracked contacts and 176 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 single family offices based in Newport Beach, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | The Bahnsen Groupthebahnsengroup.com HQ: Newport Beach, CA, United StatesReported employees: 51-200 | Newport Beach, CA, United States | 51-200 | Exact match | 87 contacts → |
“The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Hollencrest Capital Managementhollencrest.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 18 contacts → |
“Founded in Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Surlamer Investmentssurlamer.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 16 contacts → |
“Surlamer Investments is a private wealth management firm that invests in private companies, real estate and publicly traded securities.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Elevate Financial Partnerselevatefinsvcs.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 15 contacts → |
“Tax Planning | Financial Planning | Investment Planning | Estate Planning | In house Hedge Fund | Independent | Complex Life Insurance Solutions | CPA & Tax Attorney in house…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Spinnaker Investment Group, LLCspinninvest.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 12 contacts → |
“While money may not buy happiness, it certainly buys security and stability.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Tarbox Family Office, INCtarbox.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | Clarity Capital Partnersclaritycapitalllc.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 10 contacts → |
“Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The Rand Grouptrg-advisors.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 9 contacts → |
“Whether you aspire to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Prideco Capitalprideco.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 7 contacts → |
“PrideCo Capital Management is an established single-family office with locations in- Oakland, CA - Newport Beach, CA - Minneapolis, MN Founded in 2005, PrideCo was formed to serve…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Yosemite Capital Managementyosemitecapital.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tidecrest Wealth Management, LLCtidecrestwm.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“Anchored in Strategy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Rodriquez Wealth Managementrodriquezwm.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 5 contacts → |
“At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Flatrock Wealth Partnersflatrockwealth.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 5 contacts → |
“Flatrock Wealth Partners was started by two 25-year veterans of the institutional investing ecosystem who sought to create a comprehensive wealth management solution for their own…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | River Valley Holdings, LLCrvholdings.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“River Valley Holdings, LLC is a California-based family office representing the interests of three generations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Investors Trustinvestorstrust.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 4 contacts → |
“Founded in 1978, Investors Trust is a privately held real estate investment and asset management firm located in Newport Beach, California.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Silverlight Asset Management, LLCsilverlightinvest.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“We are dedicated to providing investment management and strategic wealth planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Procore Advisorsprocoreadvisors.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Legacy Wealth Investment Counsellegacywealthic.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“Legacy Wealth Investment Counsel, LLC (“Legacy Wealth”) is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ohana Capital Partnersohanacapitalpartners.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“Ohana Capital Partners works with single and multi-family offices on alternative, private-market investment opportunities, with a focus on Resilience, Defense, Real Estate, HLS…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Fairway Capital Advisors, LLCfairwaycapadvisors.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 2 contacts → |
“We formed a private wealth management consulting practice, primarily for a select group of successful families, who among other things want to secure their family investment…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HWG Private Equityharborwealthglobal.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 1 contacts → |
“Harbor Wealth Global (HWG), is a private financial institution headquartered in Newport Beach, California.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sedai Wealth Partnerssedaiwealth.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“Financial Planning and Investment Management Firm” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Aionios Capital Partnersaionios.us HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“We are an advisory firm that focuses on managing family offices/UHNW clients applying institutional investment approaches for individuals in private markets, non-traditional asset…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Lockerman Financial Grouplockermanfinancial.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“We offer fee-based wealth advisory services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | The Living Plan, LLCthelivingplan.net HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“The Living Plan™ is a private executive administration firm that provides services similar to those of a family office controller, often picking up where other professional…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 41 company matches
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Single family offices: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
41 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 41 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Single family offices by metro in the United States
- Single family offices in New York275
- Single family offices in Dallas118
- Single family offices in Houston102
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- Single family offices in Atlanta99
- Single family offices in Chicago99
- Single family offices in Boston70
- Single family offices in San Francisco68
- Single family offices in San Diego67
- Single family offices in Los Angeles66
- Single family offices in Denver65
- Single family offices in Austin54
- Single family offices in Scottsdale54
- Single family offices in Charlotte43
- Single family offices in Tampa37
- Single family offices in Irvine35
- Single family offices in Boca Raton34
- Single family offices in Cincinnati34
- Single family offices in Seattle33
- Single family offices in Minneapolis31
- Single family offices in Indianapolis30
- Single family offices in Pittsburgh30
- Single family offices in Portland30
- Single family offices in Overland Park29
- Single family offices in Bellevue28
Questions about this company list
What does Exact match mean for single family offices?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many single family offices did RevenueBase find based in Newport Beach, United States?
The saved snapshot records 41 matching company records, 304 tracked contacts and 176 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 single family offices based in Newport Beach, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/single-family-offices/united-states/newport-beach.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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