AdvisorRanked

Best Financial Advisors in NEWPORT BEACH, California

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

75
Registered Firms
0.95%
Median Fee
of assets/year
$658M
Median AUM
75
Firms Listed
in our database

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Top Rated Established Verified75 firms shown

Top-Ranked Advisors in NEWPORT BEACH

Page 1 of 3 · 75 firms

#1
93

SAGEVIEW ADVISORY GROUP, LLC

NEWPORT BEACH, CA · Since 2005

$37.5B AUM112 clientsFee: 0%
FiduciaryFee-Only
#2
92

RESEARCH AFFILIATES

NEWPORT BEACH, CA · Since 2002

$27.8B AUM29 clientsFee: 0%
FiduciaryFee-Only
#3
91

COMPAK ASSET MANAGEMENT

NEWPORT BEACH, CA · Since 2000

$1.5B AUM14 clientsFee: 0%
FiduciaryFee-Only
#4
91

JDL ADVISERS

NEWPORT BEACH, CA · Since 2006

$2.3B AUM10 clientsFee: 0%
FiduciaryFee-Only
#5
90

AFFINITY INVESTMENT ADVISORS, LLC

NEWPORT BEACH, CA · Since 1992

$1.2B AUM4 clientsFee: 0%
FiduciaryFee-Only
#6
89

STRATEGIC GLOBAL ADVISORS, LLC

NEWPORT BEACH, CA · Since 2017

$3.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#7
88

FELL CAPITAL MANAGEMENT

NEWPORT BEACH, CA · Since 1989

$162M AUM1 clientsFee: 0%
FiduciaryFee-Only
#8
88

GSI CAPITAL ADVISORS LLC

NEWPORT BEACH, CA · Since 2006

$182M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
88

PENCE CAPITAL MANAGEMENT, LLC

NEWPORT BEACH, CA · Since 2023

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#10
88

WESTSHORE WEALTH

NEWPORT BEACH, CA · Since 2016

$662M AUM7 clientsFee: 0%
FiduciaryFee-Only
#11
88

WHITTIER ADVISORS, LLC

NEWPORT BEACH, CA · Since 2022

$1.9B AUM6 clientsFee: 0%
FiduciaryFee-Only
#12
88

ARISTOTLE INVESTMENT SERVICES, LLC

NEWPORT BEACH, CA · Since 2023

$16.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#13
87

CLEARLIGHT PARTNERS MANAGEMENT, LLC

NEWPORT BEACH, CA · Since 2012

$390M AUM7 clientsFee: 0%
FiduciaryFee-Only
#14
87

PORT STREET INVESTMENTS, LLC

NEWPORT BEACH, CA · Since 2013

$174M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
87

NOBLE WEALTH MANAGEMENT, INC.

NEWPORT BEACH, CA · Since 2016

$223M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
86

BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CA · Since 2002

$54.9B AUM440 clientsFee: 0%
FiduciaryFee-Only
#17
85

PAN GLOBAL ADVISERS, LLC

NEWPORT BEACH, CA · Since 2019

$270M AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
85

RAYLIANT INVESTMENT RESEARCH

NEWPORT BEACH, CA · Since 2020

$203M AUM8 clientsFee: 0%
FiduciaryFee-Only
#19
85

REVITATE FUND ADVISOR LLC

NEWPORT BEACH, CA · Since 2023

$399M AUM6 clientsFee: 0%
FiduciaryFee-Only
#20
85

DUCERE WEALTH MANAGEMENT

NEWPORT BEACH, CA · Since 2025

$504M AUM6 clientsFee: 0%
FiduciaryFee-Only
#21
84

CATALYST WEALTH ADVISORS LLC

NEWPORT BEACH, CA · Since 2024

$167M AUM1 clientsFee: 0%
FiduciaryFee-Only
#22
84

WERLEMANN WEALTH MANAGEMENT

NEWPORT BEACH, CA · Since 2022

$110M AUM1 clientsFee: 0%
FiduciaryFee-Only
#23
83

PACIFIC LIFE FUND ADVISORS LLC

NEWPORT BEACH, CA · Since 1980

$42.8B AUM19 clientsFee: 0%
FiduciaryFee-Only
#24
83

UNITY WEALTH PARTNERS

NEWPORT BEACH, CA · Since 2024

$7M AUM2 clientsFee: 0%
FiduciaryFee-Only
#25
83

LOCKERMAN FINANCIAL GROUP, INC

NEWPORT BEACH, CA · Since 2021

$110M AUM1 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in NEWPORT BEACH?

The median advisory fee in NEWPORT BEACH, CA is 0.95% of assets under management per year, based on Form ADV filings from 75 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.