Financial advisers in Newport Beach , CA

AUM: $3.7T
Per adviser: $5.8B
Advisers: 628

Beacon Pointe Advisors, LLC

Newport Beach, CA · Est. 2002

NationalInternational

AUM: $54.9B
Per adviser: $125M
Advisers: 440

No reported disclosures

Canterbury Consulting Incorporated

Newport Beach, CA · Est. 1989

AUM: $45.9B
Per adviser: $1.8B
Advisers: 25

No reported disclosures

Pacific Life Fund Advisors LLC

Newport Beach, CA · Est. 1980

AUM: $42.8B
Per adviser: $2.3B
Advisers: 19

No reported disclosures

Sageview Advisory Group, LLC

Newport Beach, CA · Est. 2005

National

AUM: $37.5B
Per adviser: $335M
Advisers: 112

No reported disclosures

Research Affiliates

Newport Beach, CA · Est. 2002

AUM: $27.8B
Per adviser: $960M
Advisers: 29

No reported disclosures

Aristotle Pacific Capital, LLC

Newport Beach, CA · Est. 2019

AUM: $26.8B
Per adviser: $1.2B
Advisers: 22

No reported disclosures

Aristotle Investment Services, LLC

Newport Beach, CA · Est. 2023

AUM: $16.5B
Per adviser: $2.4B
Advisers: 7

No reported disclosures

Paamco Prisma, LLC

Newport Beach, CA · Est. 2000

AUM: $14.5B
Per adviser: $438M
Advisers: 33

No reported disclosures

Pacific Private Fund Advisors LLC

Newport Beach, CA · Est. 2013

AUM: $12.2B
Per adviser: $1.5B
Advisers: 8

No reported disclosures

Windjammer Capital Investors

Newport Beach, CA · Est. 2012

AUM: $3.1B
Per adviser: $129M
Advisers: 24

No reported disclosures

Strategic Global Advisors, LLC

Newport Beach, CA · Est. 2017

AUM: $3.0B
Per adviser: $303M
Advisers: 10

No reported disclosures

Hollencrest Capital Management

Newport Beach, CA · Est. 1998

AUM: $2.9B
Per adviser: $151M
Advisers: 19

No reported disclosures

Kbs Realty Advisors, LLC

Newport Beach, CA · Est. 2002

AUM: $2.7B
Per adviser: $908M
Advisers: 3

No reported disclosures

Row Asset Management, LLC

Newport Beach, CA · Est. 2013

AUM: $2.5B
Per adviser: $255M
Advisers: 10

No reported disclosures

Jdl Advisers

Newport Beach, CA · Est. 2006

AUM: $2.3B
Per adviser: $228M
Advisers: 10

No reported disclosures

Apc Asset Development I, LP

Newport Beach, CA · Est. 2023

AUM: $2.3B
Per adviser: $102M
Advisers: 22

No reported disclosures

Apc Asset Development II, LP

Newport Beach, CA · Est. 2023

AUM: $2.1B
Per adviser: $94M
Advisers: 22

No reported disclosures

L Squared Capital Partners

Newport Beach, CA · Est. 2017

AUM: $2.0B
Per adviser: $136M
Advisers: 15

No reported disclosures

Whittier Advisors, LLC

Newport Beach, CA · Est. 2022

AUM: $1.9B
Per adviser: $316M
Advisers: 6

No reported disclosures

Triguard Management LLC

Newport Beach, CA · Est. 2012

AUM: $1.9B
Per adviser: $470M
Advisers: 4

No reported disclosures

Kbs Capital Advisors, LLC

Newport Beach, CA · Est. 2013

AUM: $1.7B
Per adviser: $567M
Advisers: 3

No reported disclosures

Provenio Capital

Newport Beach, CA · Est. 2024

AUM: $1.6B
Per adviser: $272M
Advisers: 6

No reported disclosures

Buchanan Street Partners, L.P.

Newport Beach, CA · Est. 2013

AUM: $1.6B
Per adviser: $115M
Advisers: 14

No reported disclosures

Pence Capital Management, LLC

Newport Beach, CA · Est. 2023

AUM: $1.5B
Per adviser: $192M
Advisers: 8

No reported disclosures

Caprock Partners Management, INC.

Newport Beach, CA · Est. 2019

AUM: $1.5B
Per adviser: $108M
Advisers: 14

No reported disclosures

Compak Asset Management

Newport Beach, CA · Est. 2000

AUM: $1.5B
Per adviser: $108M
Advisers: 14

No reported disclosures

Shorecliff Asset Management Company LLC

Newport Beach, CA · Est. 2023

AUM: $1.4B
Per adviser: $176M
Advisers: 8

No reported disclosures

Affinity Investment Advisors, LLC

Newport Beach, CA · Est. 1992

AUM: $1.2B
Per adviser: $290M
Advisers: 4

No reported disclosures

Knightsbridge Wealth Management

Newport Beach, CA · Est. 1998

AUM: $1.1B
Per adviser: $124M
Advisers: 9

No reported disclosures

Spinnaker Investment Group, LLC

Newport Beach, CA · Est. 2016

AUM: $1.1B
Per adviser: $134M
Advisers: 8

No reported disclosures

Tarbox Family Office, INC.

Newport Beach, CA · Est. 1986

AUM: $954M
Per adviser: $159M
Advisers: 6

No reported disclosures

Longtail Alpha, LLC

Newport Beach, CA · Est. 2018

AUM: $822M
Per adviser: $137M
Advisers: 6

No reported disclosures

Rs Crum INC.

Newport Beach, CA · Est. 2011

AUM: $721M
Per adviser: $180M
Advisers: 4

No reported disclosures

Westshore Wealth

Newport Beach, CA · Est. 2016

AUM: $662M
Per adviser: $95M
Advisers: 7

No reported disclosures

Purus Wealth Management, LLC

Newport Beach, CA · Est. 2015

AUM: $658M
Per adviser: $165M
Advisers: 4

No reported disclosures

Spectrum Asset Management INC

Newport Beach, CA · Est. 1987

AUM: $657M
Per adviser: $60M
Advisers: 11

No reported disclosures

Mig Capital, LLC

Newport Beach, CA · Est. 2012

AUM: $590M
Per adviser: $590M
Advisers: 1

No reported disclosures

Ducere Wealth Management

Newport Beach, CA · Est. 2025

AUM: $504M
Per adviser: $84M
Advisers: 6

No reported disclosures

Bell & Brown Wealth Advisors, LLC

Newport Beach, CA · Est. 2015

AUM: $487M
Per adviser: $243M
Advisers: 2

No reported disclosures

Rba Wealth Management, LLC

Newport Beach, CA · Est. 2017

AUM: $452M
Per adviser: $226M
Advisers: 2

No reported disclosures

Pavion Blue Capital, LLC

Newport Beach, CA · Est. 2019

AUM: $444M
Per adviser: $222M
Advisers: 2

No reported disclosures

Engaged Capital

Newport Beach, CA · Est. 2012

AUM: $432M
Per adviser: $72M
Advisers: 6

No reported disclosures

Flatrock Wealth Partners LLC

Newport Beach, CA · Est. 2024

AUM: $418M
Per adviser: $209M
Advisers: 2

No reported disclosures

Revitate Fund Advisor LLC

Newport Beach, CA · Est. 2023

AUM: $399M
Per adviser: $66M
Advisers: 6

No reported disclosures

Miramontes Capital, LLC

Newport Beach, CA · Est. 2017

AUM: $397M
Per adviser: $50M
Advisers: 8

No reported disclosures

Clearlight Partners Management, LLC

Newport Beach, CA · Est. 2012

AUM: $390M
Per adviser: $56M
Advisers: 7

No reported disclosures

Yosemite Capital Management

Newport Beach, CA · Est. 2003

AUM: $369M
Per adviser: $74M
Advisers: 5

Signature Resources Capital Management, LLC

Newport Beach, CA · Est. 2007

AUM: $304M
Per adviser: $20M
Advisers: 15

No reported disclosures

Pan Global Advisers, LLC

Newport Beach, CA · Est. 2019

AUM: $270M
Per adviser: $270M
Advisers: 1

No reported disclosures

Cws Capital Partners LLC

Newport Beach, CA · Est. 2016

AUM: $268M
Per adviser: $11M
Advisers: 25

Newport Wealth Advisors, INC.

Newport Beach, CA · Est. 2024

AUM: $263M
Per adviser: $44M
Advisers: 6

No reported disclosures

Tidecrest Wealth Management, LLC

Newport Beach, CA · Est. 2024

AUM: $250M
Per adviser: $125M
Advisers: 2

No reported disclosures

Prattes Wealth Partners

Newport Beach, CA · Est. 2022

AUM: $244M
Per adviser: $81M
Advisers: 3

No reported disclosures

Noble Wealth Management, INC.

Newport Beach, CA · Est. 2016

AUM: $223M
Per adviser: $112M
Advisers: 2

No reported disclosures

Medici Capital LLC

Newport Beach, CA · Est. 2026

AUM: $216M
Per adviser: $216M
Advisers: 1

No reported disclosures

Rayliant Investment Research

Newport Beach, CA · Est. 2020

AUM: $203M
Per adviser: $25M
Advisers: 8

No reported disclosures

Gsi Capital Advisors LLC

Newport Beach, CA · Est. 2006

AUM: $182M
Per adviser: $61M
Advisers: 3

No reported disclosures

Port Street Investments, LLC

Newport Beach, CA · Est. 2013

AUM: $174M
Per adviser: $87M
Advisers: 2

No reported disclosures

Catalyst Wealth Advisors LLC

Newport Beach, CA · Est. 2024

AUM: $167M
Per adviser: $167M
Advisers: 1

No reported disclosures

Boyer Financial Services, INC.

Newport Beach, CA · Est. 2024

AUM: $167M
Per adviser: $84M
Advisers: 2

No reported disclosures

Fell Capital Management

Newport Beach, CA · Est. 1989

AUM: $162M
Per adviser: $162M
Advisers: 1

No reported disclosures

Sidoxia Capital Management, LLC

Newport Beach, CA · Est. 2025

AUM: $149M
Per adviser: $75M
Advisers: 2

No reported disclosures

Procore Advisors, LLC

Newport Beach, CA · Est. 2025

AUM: $144M
Per adviser: $48M
Advisers: 3

No reported disclosures

Crystal Cove Asset Management

Newport Beach, CA · Est. 2026

AUM: $135M
Per adviser: $68M
Advisers: 2

No reported disclosures

Banta Asset Management LP

Newport Beach, CA · Est. 2007

AUM: $129M
Per adviser: $43M
Advisers: 3

No reported disclosures

Pacific Specialty Investment Group, LLC

Newport Beach, CA · Est. 2026

AUM: $123M
Per adviser: $62M
Advisers: 2

No reported disclosures

Triad Investment Management, LLC

Newport Beach, CA · Est. 2026

AUM: $120M
Per adviser: $60M
Advisers: 2

No reported disclosures

Pariax Private Wealth Management

Newport Beach, CA · Est. 2020

AUM: $115M
Per adviser: $115M
Advisers: 1

No reported disclosures

Lockerman Financial Group, INC

Newport Beach, CA · Est. 2021

AUM: $110M
Per adviser: $110M
Advisers: 1

No reported disclosures

Werlemann Wealth Management

Newport Beach, CA · Est. 2022

AUM: $110M
Per adviser: $110M
Advisers: 1

No reported disclosures

Unity Wealth Partners

Newport Beach, CA · Est. 2024

AUM: $7M
Per adviser: $4M
Advisers: 2

No reported disclosures

Wing

Newport Beach, CA · Est. 2025

AUM: $127,775
Per adviser: $63,887.5
Advisers: 2

No reported disclosures

Ant Money Advisors

Newport Beach, CA · Est. 2020

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Deep Blue Capital

Newport Beach, CA · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Aristotle Pacific Clo Adviser III, LLC

Newport Beach, CA · Est. 2026