NEWPORT WEALTH ADVISORS, INC.
Newport Beach, CA
AUM
$262.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM
(877) 692-7227
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
158 advisers found
TIDECREST WEALTH MANAGEMENT, LLC
Newport Beach, CA
AUM
$249.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
949-335-5202
PRATTES WEALTH PARTNERS
Newport Beach, CA
AUM
$243.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-271-6333
NOBLE WEALTH MANAGEMENT, INC.
Newport Beach, CA
AUM
$223.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-272-2008
MEDICI CAPITAL LLC
Newport Beach, CA
AUM
$215.8M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(949) 706-1455
RAYLIANT INVESTMENT RESEARCH
Newport Beach, CA
AUM
$203.5M
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM
626-407-4581
GSI CAPITAL ADVISORS LLC
Newport Beach, CA
AUM
$182.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
833-734-8474
PORT STREET INVESTMENTS, LLC
Newport Beach, CA
AUM
$174.5M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
949-718-1600
CATALYST WEALTH ADVISORS LLC
Newport Beach, CA
AUM
$167.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
(949) 357-2390
BOYER FINANCIAL SERVICES, INC.
Newport Beach, CA
AUM
$167.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
949-336-4990
SIDOXIA CAPITAL MANAGEMENT, LLC
Newport Beach, CA
AUM
$149.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-258-4322
PROCORE ADVISORS, LLC
Newport Beach, CA
AUM
$143.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-339-2990
CRYSTAL COVE ASSET MANAGEMENT
Newport Beach, CA
AUM
$135.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(949) 359-1399
BANTA ASSET MANAGEMENT LP
Newport Beach, CA
AUM
$128.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-673-9944
PACIFIC SPECIALTY INVESTMENT GROUP, LLC
Newport Beach, CA
AUM
$123.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(949) 379-7333
TRIAD INVESTMENT MANAGEMENT, LLC
Newport Beach, CA
AUM
$119.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(949) 679-3991
PARIAX PRIVATE WEALTH MANAGEMENT
Newport Beach, CA
AUM
$115.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(949) 688-0881
LOCKERMAN FINANCIAL GROUP, INC
Newport Beach, CA
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
949-544-3500
WERLEMANN WEALTH MANAGEMENT
Newport Beach, CA
AUM
$110.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
949-200-4620
BREAKWATER INVESTMENT GROUP, LLC
Newport Beach, CA
AUM
$107.0M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
949-812-6945
HAVAPLAN FINANCIAL
Newport Beach, CA
AUM
$98.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
949-610-8975
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
Newport Beach, CA
AUM
$79.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415.287-5100
BRIDGE CAPITAL CONSULTING, LLC
Newport Beach, CA
AUM
$76.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-229-2262
PROBITAS FINANCIAL
Newport Beach, CA
AUM
$74.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
949-528-6060