PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
Newport Beach, CA
AUM
$3.67T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
628 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(949) 720-6000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, NEWPORT BEACH
125 advisers found
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
CANTERBURY CONSULTING INCORPORATED
Newport Beach, CA
AUM
$45.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
949-721-9580
PACIFIC LIFE FUND ADVISORS LLC
Newport Beach, CA
AUM
$42.81B
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM
800.800.7646
SAGEVIEW ADVISORY GROUP, LLC
Newport Beach, CA
AUM
$37.50B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
112 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
800-814-8742
RESEARCH AFFILIATES
Newport Beach, CA
AUM
$27.84B
Wealth MgmtRetirementInstitutional
Team
29 advisors
Clients
0
Fees
Percentage of AUM
949 325 8700
ARISTOTLE PACIFIC CAPITAL, LLC
Newport Beach, CA
AUM
$26.76B
Wealth MgmtInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(949) 681-2100
ARISTOTLE INVESTMENT SERVICES, LLC
Newport Beach, CA
AUM
$16.50B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM
(949) 681-2100
PAAMCO PRISMA, LLC
Newport Beach, CA
AUM
$14.45B
Wealth MgmtRetirementInstitutional
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-261-4900
WINDJAMMER CAPITAL INVESTORS
Newport Beach, CA
AUM
$3.10B
Wealth Mgmt
Team
24 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(949) 721-9944
STRATEGIC GLOBAL ADVISORS, LLC
Newport Beach, CA
AUM
$3.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
949-706-2640
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
KBS REALTY ADVISORS, LLC
Newport Beach, CA
AUM
$2.72B
Wealth MgmtRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
949-417-6500
ROW ASSET MANAGEMENT, LLC
Newport Beach, CA
AUM
$2.55B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-478-8300
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
L SQUARED CAPITAL PARTNERS
Newport Beach, CA
AUM
$2.04B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-398-0168
WHITTIER ADVISORS, LLC
Newport Beach, CA
AUM
$1.89B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
949-341-4250
TRIGUARD MANAGEMENT LLC
Newport Beach, CA
AUM
$1.88B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(949) 398-0005
KBS CAPITAL ADVISORS, LLC
Newport Beach, CA
AUM
$1.70B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
949-417-6500
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
BUCHANAN STREET PARTNERS, L.P.
Newport Beach, CA
AUM
$1.61B
Wealth MgmtInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-721-1414
PENCE CAPITAL MANAGEMENT, LLC
Newport Beach, CA
AUM
$1.54B
Wealth MgmtInstitutionalFee-Only/Hourly
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
949-660-8777
CAPROCK PARTNERS MANAGEMENT, INC.
Newport Beach, CA
AUM
$1.52B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-342-8000
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
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