Company lists · Data refreshed September 2026

Top 22 Wealth management staffing based in Newport Beach, United States

Name: Wealth management staffing 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 14, 2026 43 companies tracked

RevenueBase identified 43 wealth management staffing headquartered in Newport Beach, United States as of September 2026 and tracks 1,120 professional contacts across them, including 201 with verified work emails. New York is the largest hub.

This list covers wealth management staffing headquartered in Newport Beach, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review

43Companies

1,120Contacts tracked

201Verified emails

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The 22 largest wealth management staffing based in Newport Beach, United States

Ranked by team size

Top 22 of 43 wealth management staffing based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management staffing: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	TAX & Financial Group	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	n/a	810 contacts →
	Indirect evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 14, 2026
2	The Bahnsen Group	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	51-200	87 contacts →
	Strong evidence “The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Source: RevenueBase Database · checked Sep 14, 2026
3	Hollencrest Capital Management	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	11-50	18 contacts →
	Strong evidence “Founded in Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets.” Source: RevenueBase Database · checked Sep 14, 2026
4	Surlamer Investments	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	11-50	16 contacts →
	Strong evidence “Surlamer Investments is a private wealth management firm that invests in private companies, real estate and publicly traded securities.” Source: RevenueBase Database · checked Sep 14, 2026
5	Elevate Financial Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	11-50	15 contacts →
	Indirect evidence “Tax Planning \| Financial Planning \| Investment Planning \| Estate Planning \| In house Hedge Fund \| Independent \| Complex Life Insurance Solutions \| CPA & Tax Attorney in house…” Source: RevenueBase Database · checked Sep 14, 2026
6	Tarbox Family Office, INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
7	Clarity Capital Partners	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Strong evidence “Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Source: RevenueBase Database · checked Sep 14, 2026
8	The Rand Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	9 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
9	Pacific Asset Management	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	11-50	6 contacts →
	Partial evidence “We are thrilled to announce the successful completion of the acquisition of Pacific Asset Management by Aristotle Capital Management, a leading global investment management…” Source: RevenueBase Database · checked Sep 14, 2026
10	Yosemite Capital Management	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Partial evidence “At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Source: RevenueBase Database · checked Sep 14, 2026
11	Tidecrest Wealth Management, LLC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Indirect evidence “Anchored in Strategy.” Source: RevenueBase Database · checked Sep 14, 2026
12	Rodriquez Wealth Management	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Strong evidence “At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Source: RevenueBase Database · checked Sep 14, 2026
13	Flatrock Wealth Partners	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
14	Silverlight Asset Management, LLC	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong evidence “We are dedicated to providing investment management and strategic wealth planning.” Source: RevenueBase Database · checked Sep 14, 2026
15	Procore Advisors	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Partial evidence “At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.” Source: RevenueBase Database · checked Sep 14, 2026
16	Legacy Wealth Investment Counsel	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong evidence “Legacy Wealth Investment Counsel, LLC (“Legacy Wealth”) is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide.” Source: RevenueBase Database · checked Sep 14, 2026
17	Fairway Capital Advisors, LLC	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
18	Wellington Group	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence “As a trusted senior recruiting firm, we serve as a career navigator for financial advisors, charting the best course toward their ideal firm-whether a wirehouse, independent…” Source: RevenueBase Database · checked Sep 14, 2026
19	Onitus Capital, LLC	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Strong evidence “Onitus Capital, LLC born in the OC is a registered investment adviser specializing in wealth management, employee benefits & company retirement plans.” Source: RevenueBase Database · checked Sep 14, 2026
20	Fiduciary Architects	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Indirect evidence “Mr.” Source: RevenueBase Database · checked Sep 14, 2026
21	Sedai Wealth Partners	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Partial evidence “Financial Planning and Investment Management Firm” Source: RevenueBase Database · checked Sep 14, 2026
22	Lockerman Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Partial evidence “We offer fee-based wealth advisory services.” Source: RevenueBase Database · checked Sep 14, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management staffing. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names wealth management staffing.
Partial evidence: Its own public description names part of wealth management staffing, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management staffing. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 22 of 43 wealth management staffing based in Newport Beach, United States

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

As of Sep 14, 2026

17.9%Verified-email coverage

26.0Average contacts per company

1-10Median size (employees)

620.9%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 43 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management staffing, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Newport Beach, United States whose own description of what they do matches “wealth management staffing”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management staffing), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among wealth management staffing, and records with no verified work email. Companies headquartered outside Newport Beach are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 201 across the full list. 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 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Wealth management staffing by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management staffing, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 43 wealth management staffing headquartered in Newport Beach, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

TAX & Financial Group, headquartered in Newport Beach, tops this list with the largest team on record.

Which city has the most wealth management staffing?

New York leads with 267 headquartered companies, followed by Atlanta (120) and Houston (116).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 201 verified decision-maker contacts tracked across these 43 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 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 Smart Search, 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.