Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in Newport Beach, United States

Name: Specialist investment managers based in Newport Beach, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 104 companies tracked

RevenueBase identified 104 company matches for specialist investment managers associated with Newport Beach, United States as of September 2026 and tracks 4,972 professional contacts across them, including 2,576 with verified work emails. Across the United States, New York is the largest hub for this category (1,055 companies); Newport Beach has 104.

This list covers company matches for specialist investment managers 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 22, 2026 How this list was built

104Companies

4,972Contacts tracked

2,576Verified emails

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The 25 largest specialist investment managers based in Newport Beach, United States

Ranked by team size

Top 25 of 104 company matches for specialist investment managers based in Newport Beach, 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	PIMCO	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1,001-5,000	4,035 contacts →
	Exact match “PIMCO is a global leader in active fixed income with deep expertise across public and private markets.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Canterbury Consulting	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	51-200	91 contacts →
	Exact match “Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	The Bahnsen Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	51-200	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
4	Paamco Prisma	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	51-200	55 contacts →
	Exact match “PAAMCO Prisma has a history of innovation in building and providing access to differentiated return streams.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Balboa Wealth Partners, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	11-50	22 contacts →
	Exact match “Balboa Wealth Partners provides access to the most unique wealth management platform for distinct advisors and their clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Hollencrest Capital Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	11-50	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
7	Bluerock Capital Markets	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	51-200	17 contacts →
	Exact match “Bluerock Capital Markets, LLC serves as the managing broker dealer for Bluerock, LLC and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Surlamer Investments	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	11-50	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
9	Provenio Capital	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	16 contacts →
	Exact match “Our specialization and expertise is the sourcing and diligence of alternative investment strategies across hedge funds, private equity, venture capital, real estate and direct…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Elevate Financial Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	11-50	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
11	J. Derek Lewis & Associates, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	11-50	13 contacts →
	Exact match “J.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Spinnaker Investment Group, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	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
13	Compak Asset Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	11-50	11 contacts →
	Exact match “Compak is an award-winning independent wealth manager providing custom-tailored portfolio and retirement solutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Tower 68 Financial Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	11 contacts →
	Exact match “Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Jupiter Holdings LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	11 contacts →
	Exact match “Jupiter Holdings LLC is a Newport Beach, California-based private investment firm specializing in alternative investments and the pursuit of superior absolute returns.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Tarbox Family Office, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Clarity Capital Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	11-50	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
18	The Rand Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	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
19	Spectrum Asset Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “Spectrum Asset Management is an independent registered investment adviser based in Newport Beach, California.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Newport Wealth Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “Today's financial seas can be rough.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Silveroak Investments	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Pacific Asset Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	11-50	6 contacts →
	Exact match “We are thrilled to announce the successful completion of the acquisition of Pacific Asset Management by Aristotle Capital Management, a leading global investment management…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Yosemite Capital Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	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
24	Tidecrest Wealth Management, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Anchored in Strategy.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Boyer Financial Services	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Rooted in Discipline.” 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 “specialist investment managers”. 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 104 specialist investment managers based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and access 2,576 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Specialist investment managers based in Newport Beach, United States at a glance

As of Sep 22, 2026

51.8%Verified-email coverage

47.8Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 104 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 “specialist investment managers” 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 2,576 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.

Specialist investment managers 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 “specialist investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many specialist investment managers are there based in Newport Beach, United States?

RevenueBase identified 104 company matches for specialist investment managers 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?

PIMCO 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 specialist investment managers?

New York leads the United States with 1,055 company records, followed by Chicago (270) and Miami (238). Newport Beach has 104.

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 2,576 professional contacts with verified work emails tracked across these 104 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.