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Financial advisory firms
in Newport Beach, CA.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

44 financial advisors72 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

72 advisory firmsCompare public facts. Verify experience directly.
44 financial advisors72 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

AFFINITY INVESTMENT ADVISORS, LLCCRD 108278

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ANT MONEY ADVISORSCRD 308481

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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APC ASSET DEVELOPMENT I, LPCRD 328513

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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APC ASSET DEVELOPMENT II, LPCRD 328587

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARISTOTLE INVESTMENT SERVICES, LLCCRD 324207

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companiesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARISTOTLE PACIFIC CAPITAL, LLCCRD 298050

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Corporations or other businessesInsurance companiesInvestment companiesPension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARISTOTLE PACIFIC CLO ADVISER III, LLCCRD 339520

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BEACON POINTE ADVISORS, LLCCRD 119290

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BELL & BROWN WEALTH ADVISORS, LLCCRD 175419

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BOYER FINANCIAL SERVICES, INC.CRD 331868

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BUCHANAN STREET PARTNERS, L.P.CRD 169052

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)State or municipal government entitiesOther: REAL ESTATE INVESTMENT MANAGEMENTPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CANTERBURY CONSULTING INCORPORATEDCRD 22875

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsPension and profit sharing plansPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAPROCK PARTNERS MANAGEMENT, INC.CRD 296925

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CATALYST WEALTH ADVISORS LLCCRD 297503

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CLEARLIGHT PARTNERS MANAGEMENT, LLCCRD 157610

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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COMPAK ASSET MANAGEMENTCRD 109930

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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CRYSTAL COVE ASSET MANAGEMENTCRD 289810

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CWS CAPITAL PARTNERS LLCCRD 166871

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Other: ADVISES PRIVATE REAL ESTATE FUNDSPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DEEP BLUE CAPITALCRD 336045

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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DUCERE WEALTH MANAGEMENTCRD 337471

Advisory firm

Filed advisory firm office: Newport Beach, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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