Falists

California · 158 advisers

Financial Advisors in Newport Beach, California

Looking for a financial advisor in Newport Beach, California? Falists indexes 158 SEC-registered and state-registered investment advisers in Newport Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 132 firms list a website you can visit directly. Firms in this directory manage up to $3.67T in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

158

With website

132

Largest AUM

$3.67T

Financial planning

65

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth125Planning65Trusts84Retirement46Institutional59

Top advisors in Newport Beach

Ranked by AUM · Fees, team & specialties at a glance

View all 158 →

JDL ADVISERS

Newport Beach, CA

AUM

$2.28B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

10 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

949-752-9096

Full profileVisit site →
View all 158 advisors in Newport Beach

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)Santa Barbara (56)

Common questions

How many financial advisors are in Newport Beach, California?
158 registered investment advisers are listed in our Newport Beach directory, sourced from public SEC filings.
What types of advisors are in Newport Beach?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Newport Beach?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.