Top Financial Advisors in Newport Beach, California
Finding the right financial advisor in Newport Beach is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Newport Beach, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Newport Beach, CA.
Find the Best Financial Advisor Firms in Newport Beach:
SAGEVIEW ADVISORY GROUP, LLC
CRD#: 126777
Address: 4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660
Clients: 1,259
Average Clients per Advisor: 8
AUM: $ 156.4B
BEACON POINTE ADVISORS, LLC
CRD#: 119290
Address: 24 Corporate Plaza Suite 150, Newport Beach, CA 92660
Clients: 18,083
Average Clients per Advisor: 41
AUM: $ 54.9B
GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT
CRD#: 134600
Address: 4000 Macarthur Blvd Suite 1000, Newport Beach, CA 92660
Clients: 20,234
Average Clients per Advisor: 57
AUM: $ 13.2B
CORIENT CAPITAL PARTNERS, LLC
CRD#: 170920
Address: 500 Newport Center Drive Suite 700, Newport Beach, CA 92660
Clients: 177
Average Clients per Advisor: 13
AUM: $ 5.0B
HOLLENCREST CAPITAL MANAGEMENT, LLC
CRD#: 46217
Address: 100 Bayview Circle Suite 500, Newport Beach, CA 92660-8903
Clients: 185
In Business for: 28 Years
Average Clients per Advisor: 11
AUM: $ 2.1B
Disclosures: 3
COMPAK ASSET MANAGEMENT
CRD#: 109930
Address: 1801 Dove Street, Newport Beach, CA 92660
Clients: 425
Average Clients per Advisor: 35
AUM: $ 895M
How We Chose the Top Financial Advisors in Newport Beach, California
To create this list of top financial advisor firms in Newport Beach, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Newport Beach has to offer.
Search Financial Advisors in Newport Beach, California
Bryan Paul Hori
Registered Affiliation(s):EDWARD JONES
Judy Naeeun Kim
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Scott Seaman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lauren S Klein
Registered Affiliation(s):EP WEALTH ADVISORS
Douglas Joubert Mccrea
Registered Affiliation(s):CERITY PARTNERS LLC
Steven Wade Medland
Registered Affiliation(s):TABR CAPITAL MANAGEMENT, LLC
Ryan Patrick Mclaughlin
Registered Affiliation(s):EDWARD JONES
Douglas Edward Taylor
Registered Affiliation(s):TAYLOR WEALTH MANAGEMENT, LLC
Joseph Anthony Azzopardi
Registered Affiliation(s):MARINER WEALTH ADVISORS
Derek Hallock Holman
Registered Affiliation(s):EP WEALTH ADVISORS
Douglas Anthony Jankowski
Registered Affiliation(s):RS CRUM INC.
Shannon Flint Eusey
Registered Affiliation(s):BEACON POINTE ADVISORS, LLC
Kevin Lynn
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Meredith Lobue Levin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Samuel Milia
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Ryan Takayuki Omoto
Registered Affiliation(s):EDWARD JONES
Philip Mark Gironda
Registered Affiliation(s):EDWARD JONES
William Carroll Cuthbertson JR.
Registered Affiliation(s):FISCALIS ADVISORY, INC.
Randolph Joseph Schroeder
Registered Affiliation(s):EDWARD JONES
Carl W.r. Lachman
Registered Affiliation(s):ECLECTIC ASSOCIATES, INC.
Syed A Ali
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Michael Anthony Pepper
Registered Affiliation(s):MORGAN STANLEY
Cornelius H. Van Zutphen III
Registered Affiliation(s):INTRINSIC WEALTH COUNSEL, INC.
Fernando Reyes
Registered Affiliation(s):EP WEALTH ADVISORS
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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