Investment adviser firms in NEWPORT BEACH, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
75 firms · Source months shown: August 2026
- AFFINITY INVESTMENT ADVISORS, LLCCRD 108278 · NEWPORT BEACH, CA$1,159,209,399.00Regulatory AUM · August 2026
- ANT MONEY ADVISORS, LLCCRD 308481 · NEWPORT BEACH, CANot availableRegulatory AUM · August 2026
- APC ASSET DEVELOPMENT I, LPCRD 328513 · NEWPORT BEACH, CA$2,250,588,535.00Regulatory AUM · August 2026
- APC ASSET DEVELOPMENT II, LPCRD 328587 · NEWPORT BEACH, CA$2,060,624,142.00Regulatory AUM · August 2026
- ARISTOTLE INVESTMENT SERVICES, LLCCRD 324207 · NEWPORT BEACH, CA$16,503,921,924.00Regulatory AUM · August 2026
- ARISTOTLE PACIFIC CAPITAL, LLCCRD 298050 · NEWPORT BEACH, CA$26,760,654,837.00Regulatory AUM · August 2026
- ARISTOTLE PACIFIC CLO ADVISER III, LLCCRD 339520 · NEWPORT BEACH, CANot availableRegulatory AUM · August 2026
- BANTA ASSET MANAGEMENT LPCRD 142987 · NEWPORT BEACH, CA$128,657,824.00Regulatory AUM · August 2026
- BEACON POINTE ADVISORS, LLCCRD 119290 · NEWPORT BEACH, CA$54,872,534,714.00Regulatory AUM · August 2026
- BELL & BROWN WEALTH ADVISORS, LLCCRD 175419 · NEWPORT BEACH, CA$486,768,108.00Regulatory AUM · August 2026
- BOYER FINANCIAL SERVICES, INC.CRD 331868 · NEWPORT BEACH, CA$167,043,756.00Regulatory AUM · August 2026
- BUCHANAN STREET PARTNERS, L.P.CRD 169052 · NEWPORT BEACH, CA$1,607,611,425.00Regulatory AUM · August 2026
- CANTERBURY CONSULTING INCORPORATEDCRD 22875 · NEWPORT BEACH, CA$45,876,499,615.00Regulatory AUM · August 2026
- CAPROCK PARTNERS MANAGEMENT, INC.CRD 296925 · NEWPORT BEACH, CA$1,517,162,010.00Regulatory AUM · August 2026
- CATALYST WEALTH ADVISORS LLCCRD 297503 · NEWPORT BEACH, CA$167,196,185.00Regulatory AUM · August 2026
- CLEARLIGHT PARTNERS MANAGEMENT, LLCCRD 157610 · NEWPORT BEACH, CA$390,259,494.00Regulatory AUM · August 2026
- COMPAK ASSET MANAGEMENTCRD 109930 · NEWPORT BEACH, CA$1,516,923,776.00Regulatory AUM · August 2026
- CRYSTAL COVE ASSET MANAGEMENT, LLCCRD 289810 · NEWPORT BEACH, CA$135,190,931.00Regulatory AUM · August 2026
- CWS CAPITAL PARTNERS LLCCRD 166871 · NEWPORT BEACH, CA$268,387,708.00Regulatory AUM · August 2026
- DEEP BLUE CAPITAL, LLCCRD 336045 · NEWPORT BEACH, CANot availableRegulatory AUM · August 2026
- DUCERE WEALTH MANAGEMENT, LLCCRD 337471 · NEWPORT BEACH, CA$503,790,101.00Regulatory AUM · August 2026
- ENGAGED CAPITAL, LLCCRD 161251 · NEWPORT BEACH, CA$432,294,709.00Regulatory AUM · August 2026
- FELL CAPITAL MANAGEMENTCRD 104986 · NEWPORT BEACH, CA$161,808,245.00Regulatory AUM · August 2026
- FLATROCK WEALTH PARTNERS LLCCRD 321777 · NEWPORT BEACH, CA$417,582,237.00Regulatory AUM · August 2026
- GSI CAPITAL ADVISORS LLCCRD 135143 · NEWPORT BEACH, CA$182,365,352.00Regulatory AUM · August 2026
- HOLLENCREST CAPITAL MANAGEMENT, LLCCRD 46217 · NEWPORT BEACH, CA$2,866,743,435.00Regulatory AUM · August 2026
- J.DEREK LEWIS & ASSOCIATES, INC.CRD 122307 · NEWPORT BEACH, CA$2,276,577,707.00Regulatory AUM · August 2026
- JASON A PRATTES FINANCIAL INCCRD 298746 · NEWPORT BEACH, CA$243,553,033.00Regulatory AUM · August 2026
- KBS CAPITAL ADVISORS, LLCCRD 166213 · NEWPORT BEACH, CA$1,701,536,181.00Regulatory AUM · August 2026
- KBS REALTY ADVISORS, LLCCRD 119662 · NEWPORT BEACH, CA$2,724,994,407.00Regulatory AUM · August 2026
- KNIGHTSBRIDGE ASSET MANAGEMENT LLCCRD 110347 · NEWPORT BEACH, CA$1,118,503,781.00Regulatory AUM · August 2026
- L SQUARED CAPITAL MANAGEMENT LPCRD 288509 · NEWPORT BEACH, CA$2,041,017,515.00Regulatory AUM · August 2026
- LOCKERMAN FINANCIAL GROUP, INCCRD 316860 · NEWPORT BEACH, CA$110,080,837.00Regulatory AUM · August 2026
- LONGTAIL ALPHA, LLCCRD 282615 · NEWPORT BEACH, CA$822,446,436.00Regulatory AUM · August 2026
- MEDICI CAPITAL LLCCRD 308394 · NEWPORT BEACH, CA$215,842,119.00Regulatory AUM · August 2026
- MIG CAPITAL, LLCCRD 160782 · NEWPORT BEACH, CA$589,549,983.00Regulatory AUM · August 2026
- MIRAMONTES CAPITAL, LLCCRD 264786 · NEWPORT BEACH, CA$396,941,009.00Regulatory AUM · August 2026
- NEWPORT WEALTH ADVISORS, INC.CRD 137159 · NEWPORT BEACH, CA$262,570,000.00Regulatory AUM · August 2026
- NOBLE WEALTH MANAGEMENT, INC.CRD 169963 · NEWPORT BEACH, CA$223,430,862.00Regulatory AUM · August 2026
- PAAMCO PRISMA, LLCCRD 108989 · NEWPORT BEACH, CA$14,451,096,438.00Regulatory AUM · August 2026
- PACIFIC INVESTMENT MANAGEMENT COMPANY LLCCRD 104559 · NEWPORT BEACH, CA$3,666,935,101,247.00Regulatory AUM · August 2026
- PACIFIC LIFE FUND ADVISORS LLCCRD 105169 · NEWPORT BEACH, CA$42,805,749,398.00Regulatory AUM · August 2026
- PACIFIC PRIVATE FUND ADVISORS LLCCRD 168830 · NEWPORT BEACH, CA$12,236,752,285.00Regulatory AUM · August 2026
- PACIFIC SPECIALTY INVESTMENT GROUP, LLCCRD 282463 · NEWPORT BEACH, CA$123,212,802.00Regulatory AUM · August 2026
- PAN GLOBAL ADVISERS, LLCCRD 301863 · NEWPORT BEACH, CA$270,491,294.00Regulatory AUM · August 2026
- PARIAX, LLCCRD 301474 · NEWPORT BEACH, CA$115,360,000.00Regulatory AUM · August 2026
- PAVION BLUE CAPITAL, LLCCRD 301968 · NEWPORT BEACH, CA$443,664,706.00Regulatory AUM · August 2026
- PENCE CAPITAL MANAGEMENT, LLCCRD 281739 · NEWPORT BEACH, CA$1,536,678,991.00Regulatory AUM · August 2026
- PORT STREET INVESTMENTS, LLCCRD 168596 · NEWPORT BEACH, CA$174,497,944.00Regulatory AUM · August 2026
- PROCORE ADVISORS, LLCCRD 289037 · NEWPORT BEACH, CA$143,665,154.00Regulatory AUM · August 2026
- PROVENIO CAPITAL MANAGEMENT LLCCRD 333009 · NEWPORT BEACH, CA$1,633,830,237.00Regulatory AUM · August 2026
- PURUS WEALTH MANAGEMENT, LLCCRD 174490 · NEWPORT BEACH, CA$658,133,545.00Regulatory AUM · August 2026
- R. S. CRUM, INC.CRD 158621 · NEWPORT BEACH, CA$720,678,466.00Regulatory AUM · August 2026
- RBA WEALTH MANAGEMENT, LLCCRD 291029 · NEWPORT BEACH, CA$452,114,214.00Regulatory AUM · August 2026
- RESEARCH AFFILIATES, LLCCRD 120440 · NEWPORT BEACH, CA$27,844,764,168.00Regulatory AUM · August 2026
- REVITATE FUND ADVISOR LLCCRD 326939 · NEWPORT BEACH, CA$398,604,381.00Regulatory AUM · August 2026
- ROW ASSET MANAGEMENT, LLCCRD 168336 · NEWPORT BEACH, CA$2,548,819,118.00Regulatory AUM · August 2026
- SAGEVIEW ADVISORY GROUP, LLCCRD 126777 · NEWPORT BEACH, CA$37,502,470,791.00Regulatory AUM · August 2026
- SHORECLIFF ASSET MANAGEMENT COMPANY LLCCRD 324111 · NEWPORT BEACH, CA$1,411,696,853.00Regulatory AUM · August 2026
- SIDOXIA CAPITAL MANAGEMENT, LLCCRD 145969 · NEWPORT BEACH, CA$149,045,501.00Regulatory AUM · August 2026
- SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLCCRD 144069 · NEWPORT BEACH, CA$303,917,192.00Regulatory AUM · August 2026
- SPECTRUM ASSET MANAGEMENT INCCRD 111007 · NEWPORT BEACH, CA$657,266,993.00Regulatory AUM · August 2026
- SPINNAKER INVESTMENT GROUP, LLCCRD 283414 · NEWPORT BEACH, CA$1,072,851,920.00Regulatory AUM · August 2026
- STRATEGIC GLOBAL ADVISORS, LLCCRD 286019 · NEWPORT BEACH, CA$3,025,106,708.00Regulatory AUM · August 2026
- TARBOX FAMILY OFFICE, INC.CRD 106079 · NEWPORT BEACH, CA$953,740,765.00Regulatory AUM · August 2026
- TIDECREST WEALTH MANAGEMENT, LLCCRD 332422 · NEWPORT BEACH, CA$249,671,442.00Regulatory AUM · August 2026
- TRIAD INVESTMENT MANAGEMENT, LLCCRD 146786 · NEWPORT BEACH, CA$119,542,078.00Regulatory AUM · August 2026
- TRIGUARD MANAGEMENT LLCCRD 159472 · NEWPORT BEACH, CA$1,881,198,031.00Regulatory AUM · August 2026
- UNITY WEALTH PARTNERS LLCCRD 316222 · NEWPORT BEACH, CA$7,104,518.00Regulatory AUM · August 2026
- WERLEMANN SECURITIES LLCCRD 317777 · NEWPORT BEACH, CA$110,000,000.00Regulatory AUM · August 2026
- WESTSHORE WEALTH, LLCCRD 283843 · NEWPORT BEACH, CA$662,386,166.00Regulatory AUM · August 2026
- WHITTIER ADVISORS, LLCCRD 318024 · NEWPORT BEACH, CA$1,893,268,860.00Regulatory AUM · August 2026
- WINDJAMMER MANAGEMENT PARTNERS, L.P.CRD 160396 · NEWPORT BEACH, CA$3,101,117,347.00Regulatory AUM · August 2026
- WING FINANCIAL INC.CRD 333826 · NEWPORT BEACH, CA$127,775.00Regulatory AUM · August 2026
- YOSEMITE CAPITAL MANAGEMENT, LLCCRD 124298 · NEWPORT BEACH, CA$369,026,627.00Regulatory AUM · August 2026