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Find The Best Financial Advisors in Newport Beach, California
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Newport Beach, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Newport Beach, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 16 vetted financial advisors and 72 non-vetted financial advisors in Newport Beach, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Newport Beach, California have an average of 27 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Newport Beach, California
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Top Financial Advisor Firms in Newport Beach, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive, Newport Beach, CA, 92660 | 104559 | $2,615,929,249,500 | 2811 | A percentage of AUM, Performance Based |
| SAGEVIEW ADVISORY GROUP, LLC 4000 Macarthur Blvd., Suite 1050 Newport Beach, CA, 92660 | 126777 | $202,573,491,630 | 34543 | A percentage of AUM, Hourly charges, Fixed fees |
| PACIFIC LIFE FUND ADVISORS LLC 700 Newport Center Drive, Newport Beach, CA, 92660-6397 | 105169 | $39,897,306,252 | 61 | A percentage of AUM |
| BEACON POINTE ADVISORS, LLC 24 Corporate Plaza, Suite 150 Newport Beach, CA, 92660 | 119290 | $31,279,960,486 | 47098 | A percentage of AUM, Hourly charges, Fixed fees |
| RESEARCH AFFILIATES 660 Newport Center Drive, Suite 300 Newport Beach, CA, 92660 | 120440 | $28,392,009,518 | 34 | A percentage of AUM |
| ARISTOTLE PACIFIC CAPITAL, LLC 840 Newport Center Drive, 7th Floor Newport Beach, CA, 92660 | 298050 | $21,865,344,448 | 31 | A percentage of AUM, Performance Based |
| ARISTOTLE INVESTMENT SERVICES, LLC 840 Newport Center Drive, Suite 700 Newport Beach, CA, 92660 | 324207 | $13,370,639,429 | 19 | A percentage of AUM |
| PAAMCO PRISMA, LLC 660 Newport Center Drive, Suite 930 Newport Beach, CA, 92660 | 108989 | $9,320,091,885 | 63 | A percentage of AUM, Fixed fees, Performance Based |
| CANTERBURY CONSULTING INCORPORATED 610 Newport Center Drive, Suite 500 Newport Beach, CA, 92660-6404 | 22875 | $6,614,738,141 | 4358 | A percentage of AUM, Fixed fees, Performance Based |
| PACIFIC PRIVATE FUND ADVISORS LLC 840 Newport Center Drive, Suite 480 Newport Beach, CA, 92660 | 168830 | $5,689,422,342 | 20 | A percentage of AUM, Performance Based |
| WINDJAMMER CAPITAL INVESTORS 840 Newport Center Drive, Suite 650 Newport Beach, CA, 92660-6460 | 160396 | $3,733,071,073 | 9 | A percentage of AUM, Performance Based |
| KBS REALTY ADVISORS, LLC 800 Newport Center Dr., Suite 700 Newport Beach, CA, 92660 | 119662 | $3,121,427,581 | 8 | A percentage of AUM, Performance Based, Other (ACQUISITION AND ADMINISTRATIVE FEES) |
| STRATEGIC GLOBAL ADVISORS, LLC 100 Bayview Circle, Suite 650 Newport Beach, CA, 92660-3043 | 286019 | $2,768,301,384 | 32 | A percentage of AUM |
| KBS CAPITAL ADVISORS, LLC 800 Newport Center Drive, Suite 700 Newport Beach, CA, 92660 | 166213 | $2,555,927,641 | 3 | A percentage of AUM, Performance Based, Other (ACQUISITION AND DISPOSITION FEES) |
| ROW ASSET MANAGEMENT, LLC 450 Newport Center Drive, Suite 420 Newport Beach, CA, 92660 | 168336 | $2,419,325,639 | 13 | A percentage of AUM, Performance Based |
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