Company lists · Data refreshed September 2026

Top 25 Trust management companies based in Newport Beach, United States

Name: Trust management companies 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 55 companies tracked

RevenueBase identified 55 company matches for trust management companies associated with Newport Beach, United States as of September 2026 and tracks 231 professional contacts across them, including 114 with verified work emails. Across the United States, New York is the largest hub for this category (268 companies); Newport Beach has 55.

This list covers company matches for trust management companies 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

55Companies

231Contacts tracked

114Verified emails

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The 25 largest trust management companies based in Newport Beach, United States

Ranked by team size

Top 25 of 55 company matches for trust management companies 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	Meier LAW Firm	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	11-50	20 contacts →
	Exact match “Welcome to the Meier Law Firm At the Meier Law Firm, we understand how overwhelming it can feel to plan for life’s “what-ifs” or navigate the challenges of losing a loved one.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	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
3	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
4	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
5	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
6	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
7	LAW Office Of Susan A. Katzen	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	11-50	8 contacts →
	Exact match “The Law Office of Susan A.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Prideco Capital	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	11-50	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
9	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
10	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
11	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
12	Rodriquez Wealth Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	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	Soto LAW Group APC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “At The Soto Law Group, we understand and serve the needs of our clients in all stages of life.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Court Investment Services	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “We are an independent, fee-based, boutique investment firm that focus exclusively on working with attorneys and fiduciaries.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Wealth Management Solutions, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Preserving Legacy and Wealth for Future Generations.*Disclosures: Wealth Management Solutions is a DBA of Balboa Wealth Partners, Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Silverlight Asset Management, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	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	Procore Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	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	Legacy Wealth Investment Counsel	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	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	Prattes Wealth Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Brennan LAW	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Brennan Law focuses on individual and family estate planning throughout the Orange County Area.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Bell & Brown Wealth Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Jeffrey M. Verdon LAW Group, LLP	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Maintaining our clients’ assets and legacies has been our focus for more than 30 years.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Gundersen & Gundersen LLP	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “We believe every client is unique, and we provide customized estate plans, business-succession plans, and intellectual-property counseling to meet each client's needs.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Fairway Capital Advisors, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	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
25	Fourth Point Wealth	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Fourth Point Wealth works with families and organizations with big goals to clarify their "why" and learn the "how" in their investment plans to eliminate confusion, build…” 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 “trust management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 55 trust management companies based in Newport Beach, United States

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Trust management companies based in Newport Beach, United States at a glance

As of Sep 22, 2026

49.4%Verified-email coverage

4.2Average 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 Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 55 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 “trust management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 114 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.

Trust management companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “trust management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many trust management companies are there based in Newport Beach, United States?

RevenueBase identified 55 company matches for trust management companies 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?

Meier LAW Firm 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 trust management companies?

New York leads the United States with 268 company records, followed by San Diego (140) and Atlanta (139). Newport Beach has 55.

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 114 professional contacts with verified work emails tracked across these 55 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.