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Best financial advisors in Newport Beach, CA

Registered advisers within 25 miles of Newport Beach, CA.

Offices
1,908
Firms
724
Combined AUM
$25.7T
Firm-wide filings, not assets booked only here
Clients
3.45M
3,447,399 clients when Item 5C has a number
Avg / client
$7.45M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
VERACITY CAPITAL LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC
SPECTRUM ASSET MANAGEMENT INC
TRIAD INVESTMENT MANAGEMENT, LLC
FLATROCK WEALTH PARTNERS LLC
LONG ECOMMERCE VENTURES, LLC
COOPER MCMANUS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
RAYLIANT INVESTMENT RESEARCH
AFFINITY INVESTMENT ADVISORS, LLC
SOWELL MANAGEMENT
OSAIC WEALTH, INC.
ASCENTIS INDEPENDENT ADVISORS, LLC
DUCERE WEALTH MANAGEMENT

Investors

MARK MAMORU MITAMURA
DAVID MUNHO CHOI
WHITNEY CHRISTINE MASSEY
Michael Jonathan Mess
Katherine Marie Hooper
Nataliia A Romriell
Gregory James Nugent
Charles Anthony Vickery
Timothy A Yost
PETER RANDALL ZIERHUT
TONY KYUWHAN JUNG
Ty Eric Neubauer
MICHAEL JAMES OTTMAN
NANCY JANE HOWARD
RYAN LEE KELLY
MITCHEL EVAN NEEDELMAN
Garrett James Peterson
LISA SUZANNE SHARP
JOHN EDWARD HELDMAN
DAVID MICHAEL HUTCHISON
KEVIN MICHAEL WINTERS
John Michael West
Jeffry Jess Johnson
Dylan Austin Johnson
Cathie Michelle Callahan D'Itri
Karen Virginia Vogelsang
Robert Sileo
TRACI LYNN KAAS
CALVIN M NGUYEN
Manal William Gerges
Pedram Peter Honari
JUSTIN JAMES BEERMAN
GREGORY ROBERT LAI
LAWRENCE LO
ROBERTO JOAQUIN DURAN
Cole David DiMarco
MICHAEL DEAN LOCKWOOD
Brent Dennard
MARIANNE SELLERS EHLERS
Kevin Matthew Campbell
MATTHEW TAYLOR MANSKAR
Jaden Grant Duncan
ESMERALDA ALMAZAN
BRAHAM JEFFREY DUNCAN
NICHOLAS ANDREW LOCKWOOD
DERRICK NGUYEN
Grant Michael Lockwood
VALERIA ESTEBAN
Jennifer Schrier
Sean Patrick Hooper
DEAN ALLAN HOLMES
SHANNON ASHER KUJAWA
Jordan Vander Poorten
ELIZABETH CHRISTINA DE MURO
NICHOLAS BZOVI
JACK STEWART STEMPER
ZANE CONFAIR KELLER
CODY JAMES COLUMNA
ULRICH EMANUEL KELLER
JOHN THOMAS HARRINGTON

Within 25 miles of Newport Beach, CA, Best Investors lists 724 registered investment advisory firms with 1,908 offices nearby, managing about $25.7T in combined regulatory AUM across 3,447,399 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Newport Beach

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 PGIM, INC. 2 clients · 5 advisers $1.13T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM