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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

CHARLES SCHWAB & CO., INC.
PURE FINANCIAL ADVISORS, LLC
ACCELERATE RETIREMENT
COOPER MCMANUS
GLOBAL VIEW CAPITAL MANAGEMENT LLC
ATTIVO LEGACY ADVISORS, LLC
RETIREMENT INVESTMENT ADVISORS INC.
LPL FINANCIAL LLC
ABRAHAM & CO., INC.
LIGHTHOUSE FINANCIAL SERVICES INC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
SMART PORTFOLIO
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Investors

PAUL JING WEI HSU
QUAN WEI LEE
GARRETT THOMAS EARLS
GARY JAMES HALL
Kelli Diane Martin
JUAN RHENE ORTIZ
Jared Snyder
Kristopher Jiake Lu
Koral Anne Newman
Mark A Garcia
David K Shin
William L Jones
Jordan Luke Opre
Nolan Philip Dunn
Sure Kim Oeng
Donny Nguyen
ANNIE JU-YIN CHEN
Matthias Shortridge
RICHARD ANTHONY AVILEZ ALEXANDER
Joseph James Sanchez
Blake Kenneth Naylor
Marcus Gonzalez
Sophois Sokhom
CONOR KENNETH WEIR
DAVID JOSEPH PEARL
JOSEPH DALY FIERRO
FRANK MERCURI
MARK STUART BILLES
Maida M Talens
MARITES DE LEON VELENA
DAVID WILLIAMSON
Brooke N Zasadny
Chelsea Pittman
Christopher Brian Soukup
JAYCE ALAN LOWE
MICHAEL ROBERT VERITY
Dawson Joseph Halvorson
DANIELLE CYNTHIA BLUNT
Jamie Michelle Brown
Carrie Botana Valerio
MINA GILL
DAVID CHRIS LATHAM
ALEKSANDR REVMIROVICH DYO
EDWIN ORWIN YOUNG
MARK C. NEWPORT
THOMAS R BETTE

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