SHORECLIFF ASSET MANAGEMENT COMPANY LLC
Newport Beach, CA
AUM
$1.41B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(949) 806-3980
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
158 advisers found
AFFINITY INVESTMENT ADVISORS, LLC
Newport Beach, CA
AUM
$1.16B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-660-6373
KNIGHTSBRIDGE WEALTH MANAGEMENT
Newport Beach, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
949-644-4444
SPINNAKER INVESTMENT GROUP, LLC
Newport Beach, CA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(949) 396-6700
TARBOX FAMILY OFFICE, INC.
Newport Beach, CA
AUM
$953.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
949-721-2330
LONGTAIL ALPHA, LLC
Newport Beach, CA
AUM
$822.4M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +4 more
949 706 8092
RS CRUM INC.
Newport Beach, CA
AUM
$720.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
949-428-9696
WESTSHORE WEALTH
Newport Beach, CA
AUM
$662.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(949) 825-7505
PURUS WEALTH MANAGEMENT, LLC
Newport Beach, CA
AUM
$658.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-356-6330
SPECTRUM ASSET MANAGEMENT INC
Newport Beach, CA
AUM
$657.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
949-717-3400
MIG CAPITAL, LLC
Newport Beach, CA
AUM
$589.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-474-5800
DUCERE WEALTH MANAGEMENT
Newport Beach, CA
AUM
$503.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
714-393-0959
BELL & BROWN WEALTH ADVISORS, LLC
Newport Beach, CA
AUM
$486.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
949-396-1088
RBA WEALTH MANAGEMENT, LLC
Newport Beach, CA
AUM
$452.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
949-945-2104
PAVION BLUE CAPITAL, LLC
Newport Beach, CA
AUM
$443.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(213) 805-6698
ENGAGED CAPITAL
Newport Beach, CA
AUM
$432.3M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-734-7900
FLATROCK WEALTH PARTNERS LLC
Newport Beach, CA
AUM
$417.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
(949) 687-2615
REVITATE FUND ADVISOR LLC
Newport Beach, CA
AUM
$398.6M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
949-522-5604
MIRAMONTES CAPITAL, LLC
Newport Beach, CA
AUM
$396.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-800-460-1595
CLEARLIGHT PARTNERS MANAGEMENT, LLC
Newport Beach, CA
AUM
$390.3M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
949-725-6610
YOSEMITE CAPITAL MANAGEMENT
Newport Beach, CA
AUM
$369.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
714-730-3310
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
Newport Beach, CA
AUM
$303.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(949) 261-7726
PAN GLOBAL ADVISERS, LLC
Newport Beach, CA
AUM
$270.5M
Wealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
949-878-9410
CWS CAPITAL PARTNERS LLC
Newport Beach, CA
AUM
$268.4M
Wealth Mgmt
Team
25 advisors
Clients
0
Fees
Performance-based fees · REIMBURSED EXPENSES +1 more
800-466-0020