BEACON POINTE ADVISORS, LLC
Newport Beach, CA
AUM
$54.87B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
440 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
949-718-1600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, NEWPORT BEACH
65 advisers found
HOLLENCREST CAPITAL MANAGEMENT
Newport Beach, CA
AUM
$2.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
949-737-7700
PROVENIO CAPITAL
Newport Beach, CA
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(949) 301-9060
COMPAK ASSET MANAGEMENT
Newport Beach, CA
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
(800) 388-9700
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
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
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
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
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
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
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
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
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
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
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