Company lists · Data refreshed September 2026

Top 25 Wealth management advisors based in Newport Beach, United States

Name: Wealth management advisors 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 19, 2026 95 companies tracked

RevenueBase identified 95 company matches for wealth management advisors associated with Newport Beach, United States as of September 2026 and tracks 1,578 professional contacts across them, including 306 with verified work emails. Across the United States, New York is the largest hub for this category (482 companies); Newport Beach has 95.

This list covers company matches for wealth management advisors 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 19, 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 19, 2026 How this list was built

95Companies

1,578Contacts tracked

306Verified emails

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The 25 largest wealth management advisors based in Newport Beach, United States

Ranked by team size

Top 25 of 95 company matches for wealth management advisors based in Newport Beach, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	The Bahnsen Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
3	Balboa Wealth Partners, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
4	Hollencrest Capital Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
5	Miramontes Capital	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	11-50	17 contacts →
	Exact match “For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Elevate Financial Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
7	J. Derek Lewis & Associates, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “J.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Spinnaker Investment Group, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
9	Compak Asset Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
10	The Lotter Group	Exact match	Newport Beach, United StatesHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “For the past 25 years, the Lotter Group has provided sound financial planning and financial products to thousands of school teachers in California.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Tower 68 Financial Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
12	Tarbox Family Office, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Clarity Capital Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
14	The Rand Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
15	Spectrum Asset Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
16	Lifetime Paradigm, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “We are Registered Financial Consultants and Independent Fiduciary Advisors.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Newport Wealth Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Today's financial seas can be rough.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Silveroak Investments	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
19	Yosemite Capital Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
20	RS Crum, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Founded over 40 year's ago, RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California, specializing in providing objective…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Tidecrest Wealth Management, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Anchored in Strategy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Boyer Financial Services	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Rooted in Discipline.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Havaplan Financial	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “At every stage in our adult life, there is need for a financial plan.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Rodriquez Wealth Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
25	Flatrock Wealth Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	1-10	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 19, 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 “wealth management advisors”. 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 95 wealth management advisors based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and access 306 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management advisors based in Newport Beach, United States at a glance

As of Sep 19, 2026

19.4%Verified-email coverage

16.6Average contacts per company

1-10Median size (employees)

Sep 19, 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 95 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 “wealth management advisors” 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 306 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 19, 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.

Wealth management advisors 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 “wealth management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management advisors are there based in Newport Beach, United States?

RevenueBase identified 95 company matches for wealth management advisors 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?

TAX & Financial 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 wealth management advisors?

New York leads the United States with 482 company records, followed by Atlanta (257) and Houston (244). Newport Beach has 95.

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 306 professional contacts with verified work emails tracked across these 95 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 19, 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.