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

Top-Ranked Advisors in NEWPORT BEACH

#1
100

FELL CAPITAL MANAGEMENT

NEWPORT BEACH, CA · Since 1989

$162M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
100

AFFINITY INVESTMENT ADVISORS, LLC

NEWPORT BEACH, CA · Since 1992

$1.2B AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100

COMPAK ASSET MANAGEMENT

NEWPORT BEACH, CA · Since 2000

$1.5B AUM14 clientsFee: 0%
FiduciaryFee-Only
#4
100

RESEARCH AFFILIATES

NEWPORT BEACH, CA · Since 2002

$27.8B AUM29 clientsFee: 0%
FiduciaryFee-Only
#5
100

JDL ADVISERS

NEWPORT BEACH, CA · Since 2006

$2.3B AUM10 clientsFee: 0%
FiduciaryFee-Only
#6
100

SAGEVIEW ADVISORY GROUP, LLC

NEWPORT BEACH, CA · Since 2005

$37.5B AUM112 clientsFee: 0%
FiduciaryFee-Only
#7
100

GSI CAPITAL ADVISORS LLC

NEWPORT BEACH, CA · Since 2006

$182M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
100

CLEARLIGHT PARTNERS MANAGEMENT, LLC

NEWPORT BEACH, CA · Since 2012

$390M AUM7 clientsFee: 0%
FiduciaryFee-Only
#9
100

PORT STREET INVESTMENTS, LLC

NEWPORT BEACH, CA · Since 2013

$174M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

NOBLE WEALTH MANAGEMENT, INC.

NEWPORT BEACH, CA · Since 2016

$223M AUM2 clientsFee: 0%
FiduciaryFee-Only
#11
100

PENCE CAPITAL MANAGEMENT, LLC

NEWPORT BEACH, CA · Since 2023

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#12
100

WESTSHORE WEALTH

NEWPORT BEACH, CA · Since 2016

$662M AUM7 clientsFee: 0%
FiduciaryFee-Only
#13
100

STRATEGIC GLOBAL ADVISORS, LLC

NEWPORT BEACH, CA · Since 2017

$3.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#14
100

CATALYST WEALTH ADVISORS LLC

NEWPORT BEACH, CA · Since 2024

$167M AUM1 clientsFee: 0%
FiduciaryFee-Only
#15
100

PAN GLOBAL ADVISERS, LLC

NEWPORT BEACH, CA · Since 2019

$270M AUM1 clientsFee: 0%
FiduciaryFee-Only
#16
100

RAYLIANT INVESTMENT RESEARCH

NEWPORT BEACH, CA · Since 2020

$203M AUM8 clientsFee: 0%
FiduciaryFee-Only
#17
100

UNITY WEALTH PARTNERS

NEWPORT BEACH, CA · Since 2024

$7M AUM2 clientsFee: 0%
FiduciaryFee-Only
#18
100

LOCKERMAN FINANCIAL GROUP, INC

NEWPORT BEACH, CA · Since 2021

$110M AUM1 clientsFee: 0%
FiduciaryFee-Only
#19
100

WERLEMANN WEALTH MANAGEMENT

NEWPORT BEACH, CA · Since 2022

$110M AUM1 clientsFee: 0%
FiduciaryFee-Only
#20
100

WHITTIER ADVISORS, LLC

NEWPORT BEACH, CA · Since 2022

$1.9B AUM6 clientsFee: 0%
FiduciaryFee-Only
#21
100

ARISTOTLE INVESTMENT SERVICES, LLC

NEWPORT BEACH, CA · Since 2023

$16.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#22
100

REVITATE FUND ADVISOR LLC

NEWPORT BEACH, CA · Since 2023

$399M AUM6 clientsFee: 0%
FiduciaryFee-Only
#23
100

TIDECREST WEALTH MANAGEMENT, LLC

NEWPORT BEACH, CA · Since 2024

$250M AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
100

DEEP BLUE CAPITAL

NEWPORT BEACH, CA · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#25
100

DUCERE WEALTH MANAGEMENT

NEWPORT BEACH, CA · Since 2025

$504M AUM6 clientsFee: 0%
FiduciaryFee-Only
#26
100

ARISTOTLE PACIFIC CLO ADVISER III, LLC

NEWPORT BEACH, CA · Since 2026

$0 AUM22 clientsFee: 0%
FiduciaryFee-Only
#27
100

WING

NEWPORT BEACH, CA · Since 2025

$128K AUM2 clientsFee: 0%
FiduciaryFee-Only
#28
95

CANTERBURY CONSULTING INCORPORATED

NEWPORT BEACH, CA · Since 1989

$45.9B AUM25 clientsFee: 0%
FiduciaryFee-Only
#29
95

PACIFIC LIFE FUND ADVISORS LLC

NEWPORT BEACH, CA · Since 1980

$42.8B AUM19 clientsFee: 0%
FiduciaryFee-Only
#30
95

TARBOX FAMILY OFFICE, INC.

NEWPORT BEACH, CA · Since 1986

$954M AUM6 clientsFee: 0%
FiduciaryFee-Only
#31
95

PAAMCO PRISMA, LLC

NEWPORT BEACH, CA · Since 2000

$14.5B AUM33 clientsFee: 0%
FiduciaryFee-Only
#32
95

KNIGHTSBRIDGE WEALTH MANAGEMENT

NEWPORT BEACH, CA · Since 1998

$1.1B AUM9 clientsFee: 0%
FiduciaryFee-Only
#33
95

SPECTRUM ASSET MANAGEMENT INC

NEWPORT BEACH, CA · Since 1987

$657M AUM11 clientsFee: 0%
FiduciaryFee-Only
#34
95

BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CA · Since 2002

$54.9B AUM440 clientsFee: 0%
FiduciaryFee-Only
#35
95

YOSEMITE CAPITAL MANAGEMENT

NEWPORT BEACH, CA · Since 2003

$369M AUM5 clientsFee: 0%
FiduciaryFee-Only
#36
95

BANTA ASSET MANAGEMENT LP

NEWPORT BEACH, CA · Since 2007

$129M AUM3 clientsFee: 0%
FiduciaryFee-Only
#37
95

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

NEWPORT BEACH, CA · Since 2007

$304M AUM15 clientsFee: 0%
FiduciaryFee-Only
#38
95

SIDOXIA CAPITAL MANAGEMENT, LLC

NEWPORT BEACH, CA · Since 2025

$149M AUM2 clientsFee: 0%
FiduciaryFee-Only
#39
95

RS CRUM INC.

NEWPORT BEACH, CA · Since 2011

$721M AUM4 clientsFee: 0%
FiduciaryFee-Only
#40
95

TRIGUARD MANAGEMENT LLC

NEWPORT BEACH, CA · Since 2012

$1.9B AUM4 clientsFee: 0%
FiduciaryFee-Only
#41
95

WINDJAMMER CAPITAL INVESTORS

NEWPORT BEACH, CA · Since 2012

$3.1B AUM24 clientsFee: 0%
FiduciaryFee-Only
#42
95

MIG CAPITAL, LLC

NEWPORT BEACH, CA · Since 2012

$590M AUM1 clientsFee: 0%
FiduciaryFee-Only
#43
95

ENGAGED CAPITAL

NEWPORT BEACH, CA · Since 2012

$432M AUM6 clientsFee: 0%
FiduciaryFee-Only
#44
95

PACIFIC PRIVATE FUND ADVISORS LLC

NEWPORT BEACH, CA · Since 2013

$12.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#45
95

BUCHANAN STREET PARTNERS, L.P.

NEWPORT BEACH, CA · Since 2013

$1.6B AUM14 clientsFee: 0%
FiduciaryFee-Only
#46
95

PURUS WEALTH MANAGEMENT, LLC

NEWPORT BEACH, CA · Since 2015

$658M AUM4 clientsFee: 0%
FiduciaryFee-Only
#47
95

BELL & BROWN WEALTH ADVISORS, LLC

NEWPORT BEACH, CA · Since 2015

$487M AUM2 clientsFee: 0%
FiduciaryFee-Only
#48
95

MIRAMONTES CAPITAL, LLC

NEWPORT BEACH, CA · Since 2017

$397M AUM8 clientsFee: 0%
FiduciaryFee-Only
#49
95

LONGTAIL ALPHA, LLC

NEWPORT BEACH, CA · Since 2018

$822M AUM6 clientsFee: 0%
FiduciaryFee-Only
#50
95

SPINNAKER INVESTMENT GROUP, LLC

NEWPORT BEACH, CA · Since 2016

$1.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
#51
95

L SQUARED CAPITAL PARTNERS

NEWPORT BEACH, CA · Since 2017

$2.0B AUM15 clientsFee: 0%
FiduciaryFee-Only
#52
95

PROCORE ADVISORS, LLC

NEWPORT BEACH, CA · Since 2025

$144M AUM3 clientsFee: 0%
FiduciaryFee-Only
#53
95

RBA WEALTH MANAGEMENT, LLC

NEWPORT BEACH, CA · Since 2017

$452M AUM2 clientsFee: 0%
FiduciaryFee-Only
#54
95

CAPROCK PARTNERS MANAGEMENT, INC.

NEWPORT BEACH, CA · Since 2019

$1.5B AUM14 clientsFee: 0%
FiduciaryFee-Only
#55
95

ARISTOTLE PACIFIC CAPITAL, LLC

NEWPORT BEACH, CA · Since 2019

$26.8B AUM22 clientsFee: 0%
FiduciaryFee-Only
#56
95

PRATTES WEALTH PARTNERS

NEWPORT BEACH, CA · Since 2022

$244M AUM3 clientsFee: 0%
FiduciaryFee-Only
#57
95

PARIAX PRIVATE WEALTH MANAGEMENT

NEWPORT BEACH, CA · Since 2020

$115M AUM1 clientsFee: 0%
FiduciaryFee-Only
#58
95

PAVION BLUE CAPITAL, LLC

NEWPORT BEACH, CA · Since 2019

$444M AUM2 clientsFee: 0%
FiduciaryFee-Only
#59
95

ANT MONEY ADVISORS

NEWPORT BEACH, CA · Since 2020

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#60
95

FLATROCK WEALTH PARTNERS LLC

NEWPORT BEACH, CA · Since 2024

$418M AUM2 clientsFee: 0%
FiduciaryFee-Only
#61
95

SHORECLIFF ASSET MANAGEMENT COMPANY LLC

NEWPORT BEACH, CA · Since 2023

$1.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#62
95

APC ASSET DEVELOPMENT I, LP

NEWPORT BEACH, CA · Since 2023

$2.3B AUM22 clientsFee: 0%
FiduciaryFee-Only
#63
95

APC ASSET DEVELOPMENT II, LP

NEWPORT BEACH, CA · Since 2023

$2.1B AUM22 clientsFee: 0%
FiduciaryFee-Only
#64
95

BOYER FINANCIAL SERVICES, INC.

NEWPORT BEACH, CA · Since 2024

$167M AUM2 clientsFee: 0%
FiduciaryFee-Only
#65
95

PROVENIO CAPITAL

NEWPORT BEACH, CA · Since 2024

$1.6B AUM6 clientsFee: 0%
FiduciaryFee-Only
#66
95

KBS REALTY ADVISORS, LLC

NEWPORT BEACH, CA · Since 2002

$2.7B AUM3 clientsFee: 0%
FiduciaryFee-Only
#67
95

KBS CAPITAL ADVISORS, LLC

NEWPORT BEACH, CA · Since 2013

$1.7B AUM3 clientsFee: 0%
FiduciaryFee-Only
#68
95

MEDICI CAPITAL LLC

NEWPORT BEACH, CA · Since 2026

$216M AUM1 clientsFee: 0%
FiduciaryFee-Only
#69
95

TRIAD INVESTMENT MANAGEMENT, LLC

NEWPORT BEACH, CA · Since 2026

$120M AUM2 clientsFee: 0%
FiduciaryFee-Only
#70
92

NEWPORT WEALTH ADVISORS, INC.

NEWPORT BEACH, CA · Since 2024

$263M AUM6 clientsFee: 0%
Broker-Dealer
#71
92

CRYSTAL COVE ASSET MANAGEMENT

NEWPORT BEACH, CA · Since 2026

$135M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#72
87

CWS CAPITAL PARTNERS LLC

NEWPORT BEACH, CA · Since 2016

$268M AUM25 clientsFee: 0%
FiduciaryFee-Only1 complaint
#73
87

ROW ASSET MANAGEMENT, LLC

NEWPORT BEACH, CA · Since 2013

$2.5B AUM10 clientsFee: 0%
FiduciaryFee-Only1 complaint
#74
71

HOLLENCREST CAPITAL MANAGEMENT

NEWPORT BEACH, CA · Since 1998

$2.9B AUM19 clientsFee: 0%
FiduciaryFee-Only3 complaints
#75
51

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

NEWPORT BEACH, CA · Since 1994

$3666.9B AUM628 clientsFee: 0%
FiduciaryFee-Only3 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.