{ "path": "/advisors/ca/los-angeles/newport-beach", "url": "https://advisorcensus.com/advisors/ca/los-angeles/newport-beach", "page_type": "metro_city", "title": "Financial advisors in Newport Beach, CA", "filters": {}, "scope_total": 165, "faq": [ { "q": "How many financial advisory firms are there in Newport Beach, CA?", "a": "AdvisorCensus lists 165 investment advisory firms with a principal office in Newport Beach, California (part of the Los Angeles metro area), from Form ADV filings as of October 2026: 76 SEC-registered, 63 state-registered, and 26 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Newport Beach, CA?", "a": "48 of the 165 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Newport Beach, CA offer financial planning?", "a": "69 of the 139 firms in Newport Beach, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Newport Beach, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 48 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in Newport Beach, CA. AdvisorCensus lists 165 investment advisory firms with a principal office in Newport Beach, California (part of the Los Angeles metro area) as of October 2026. Firms are listed alphabetically. The full Los Angeles metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Newport Beach, CA: 165 firms from Form ADV filings as of October 2026.", "total_firms": 165, "page": 1, "total_pages": 4, "sort": "name", "registration_types": { "sec": 76, "state": 63, "exempt": 26 }, "fee_model_mix": [ { "code": "fee-only", "count": 48 }, { "code": "percentage_of_aum", "count": 133 }, { "code": "hourly", "count": 49 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 60 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 42 }, { "code": "other", "count": 16 }, { "code": "not_reported", "count": 26 } ], "years_registered_distribution": [ { "code": "under_5", "count": 70 }, { "code": "5_to_9", "count": 32 }, { "code": "10_to_19", "count": 39 }, { "code": "20_plus", "count": 23 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 36 }, { "code": "25m_100m", "count": 24 }, { "code": "100m_500m", "count": 35 }, { "code": "500m_1b", "count": 8 }, { "code": "1b_5b", "count": 21 }, { "code": "over_5b", "count": 10 }, { "code": "not_reported", "count": 31 } ], "firms": [ { "crd_number": 108278, "name": "Affinity Investment Advisors, LLC", "name_as_filed": "AFFINITY INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/affinity-investment-advisors-llc-newport-beach-ca-108278", "city": "Newport Beach", "state": "CA", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 313190, "name": "Aionios Capital Partners, LLC", "name_as_filed": "AIONIOS CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/aionios-capital-partners-llc-newport-beach-ca-313190", "city": "Newport Beach", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338253, "name": "Alpha Fund Management LLC", "name_as_filed": "ALPHA FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/alpha-fund-management-llc-newport-beach-ca-338253", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159463, "name": "Alternity Investment Advisors", "name_as_filed": "ALTERNITY INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/alternity-investment-advisors-newport-beach-ca-159463", "city": "Newport Beach", "state": "CA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332318, "name": "Altus Private Capital", "name_as_filed": "ALTUS PRIVATE CAPITAL", "url": "https://advisorcensus.com/firm/altus-private-capital-newport-beach-ca-332318", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304904, "name": "Aneuvia Capital", "name_as_filed": "ANEUVIA CAPITAL", "url": "https://advisorcensus.com/firm/aneuvia-capital-newport-beach-ca-304904", "city": "Newport Beach", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 305665, "name": "Ankona Management, LLC", "name_as_filed": "ANKONA MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ankona-management-llc-newport-beach-ca-305665", "city": "Newport Beach", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308481, "name": "ANT Money Advisors", "name_as_filed": "ANT MONEY ADVISORS", "url": "https://advisorcensus.com/firm/ant-money-advisors-newport-beach-ca-308481", "city": "Newport Beach", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 328513, "name": "APC Asset Development I, LP", "name_as_filed": "APC ASSET DEVELOPMENT I, LP", "url": "https://advisorcensus.com/firm/apc-asset-development-i-lp-newport-beach-ca-328513", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 328587, "name": "APC Asset Development II, LP", "name_as_filed": "APC ASSET DEVELOPMENT II, LP", "url": "https://advisorcensus.com/firm/apc-asset-development-ii-lp-newport-beach-ca-328587", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317164, "name": "Arcano Capital USA, Inc.", "name_as_filed": "ARCANO CAPITAL USA, INC.", "url": "https://advisorcensus.com/firm/arcano-capital-usa-inc-newport-beach-ca-317164", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324207, "name": "Aristotle Investment Services, LLC", "name_as_filed": "ARISTOTLE INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/aristotle-investment-services-llc-newport-beach-ca-324207", "city": "Newport Beach", "state": "CA", "years_registered": 3, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298050, "name": "Aristotle Pacific Capital, LLC", "name_as_filed": "ARISTOTLE PACIFIC CAPITAL, LLC", "url": "https://advisorcensus.com/firm/aristotle-pacific-capital-llc-newport-beach-ca-298050", "city": "Newport Beach", "state": "CA", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 339520, "name": "Aristotle Pacific CLO Adviser III, LLC", "name_as_filed": "ARISTOTLE PACIFIC CLO ADVISER III, LLC", "url": "https://advisorcensus.com/firm/aristotle-pacific-clo-adviser-iii-llc-newport-beach-ca-339520", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 142987, "name": "Banta Asset Management LP", "name_as_filed": "BANTA ASSET MANAGEMENT LP", "url": "https://advisorcensus.com/firm/banta-asset-management-lp-newport-beach-ca-142987", "city": "Newport Beach", "state": "CA", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158373, "name": "Beach Cities Wealth Management, LLC", "name_as_filed": "BEACH CITIES WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/beach-cities-wealth-management-llc-newport-beach-ca-158373", "city": "Newport Beach", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119290, "name": "Beacon Pointe Advisors, LLC", "name_as_filed": "BEACON POINTE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/beacon-pointe-advisors-llc-newport-beach-ca-119290", "city": "Newport Beach", "state": "CA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 327739, "name": "Beau Capital LLC", "name_as_filed": "BEAU CAPITAL LLC", "url": "https://advisorcensus.com/firm/beau-capital-llc-newport-beach-ca-327739", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 175419, "name": "Bell & Brown Wealth Advisors, LLC", "name_as_filed": "BELL & BROWN WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bell-and-brown-wealth-advisors-llc-newport-beach-ca-175419", "city": "Newport Beach", "state": "CA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111548, "name": "BK Chin", "name_as_filed": "BK CHIN", "url": "https://advisorcensus.com/firm/bk-chin-newport-beach-ca-111548", "city": "Newport Beach", "state": "CA", "years_registered": 29, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331868, "name": "Boyer Financial Services, Inc.", "name_as_filed": "BOYER FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/boyer-financial-services-inc-newport-beach-ca-331868", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128747, "name": "Breakwater Investment Group, LLC", "name_as_filed": "BREAKWATER INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/breakwater-investment-group-llc-newport-beach-ca-128747", "city": "Newport Beach", "state": "CA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283663, "name": "Bridge Capital Consulting, LLC", "name_as_filed": "BRIDGE CAPITAL CONSULTING, LLC", "url": "https://advisorcensus.com/firm/bridge-capital-consulting-llc-newport-beach-ca-283663", "city": "Newport Beach", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169052, "name": "Buchanan Street Partners, L.P.", "name_as_filed": "BUCHANAN STREET PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/buchanan-street-partners-l-p-newport-beach-ca-169052", "city": "Newport Beach", "state": "CA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 305719, "name": "California Benefits and Retirement Group, LLC", "name_as_filed": "CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/california-benefits-and-retirement-group-llc-newport-beach-ca-305719", "city": "Newport Beach", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 174674, "name": "Campbell Advisory Services, LLC", "name_as_filed": "CAMPBELL ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/campbell-advisory-services-llc-newport-beach-ca-174674", "city": "Newport Beach", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 22875, "name": "Canterbury Consulting Incorporated", "name_as_filed": "CANTERBURY CONSULTING INCORPORATED", "url": "https://advisorcensus.com/firm/canterbury-consulting-incorporated-newport-beach-ca-22875", "city": "Newport Beach", "state": "CA", "years_registered": 37, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 296925, "name": "Caprock Partners Management, Inc.", "name_as_filed": "CAPROCK PARTNERS MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/caprock-partners-management-inc-newport-beach-ca-296925", "city": "Newport Beach", "state": "CA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297503, "name": "Catalyst Wealth Advisors LLC", "name_as_filed": "CATALYST WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/catalyst-wealth-advisors-llc-newport-beach-ca-297503", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145561, "name": "Centricity Financial LLC", "name_as_filed": "CENTRICITY FINANCIAL LLC", "url": "https://advisorcensus.com/firm/centricity-financial-llc-newport-beach-ca-145561", "city": "Newport Beach", "state": "CA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 165583, "name": "Centriplan, LLC", "name_as_filed": "CENTRIPLAN, LLC", "url": "https://advisorcensus.com/firm/centriplan-llc-newport-beach-ca-165583", "city": "Newport Beach", "state": "CA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 157610, "name": "Clearlight Partners Management, LLC", "name_as_filed": "CLEARLIGHT PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/clearlight-partners-management-llc-newport-beach-ca-157610", "city": "Newport Beach", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 109930, "name": "Compak Asset Management", "name_as_filed": "COMPAK ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/compak-asset-management-newport-beach-ca-109930", "city": "Newport Beach", "state": "CA", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 166340, "name": "Core Investment Management, LLC", "name_as_filed": "CORE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/core-investment-management-llc-newport-beach-ca-166340", "city": "Newport Beach", "state": "CA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126777, "name": "Creative Planning Institutional Advisors, LLC", "name_as_filed": "CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/creative-planning-institutional-advisors-llc-newport-beach-ca-126777", "city": "Newport Beach", "state": "CA", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168947, "name": "Crossmarket Capital, LLC", "name_as_filed": "CROSSMARKET CAPITAL, LLC", "url": "https://advisorcensus.com/firm/crossmarket-capital-llc-newport-beach-ca-168947", "city": "Newport Beach", "state": "CA", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 289810, "name": "Crystal Cove Asset Management", "name_as_filed": "CRYSTAL COVE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/crystal-cove-asset-management-newport-beach-ca-289810", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166871, "name": "CWS Capital Partners LLC", "name_as_filed": "CWS CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/cws-capital-partners-llc-newport-beach-ca-166871", "city": "Newport Beach", "state": "CA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 23551, "name": "CWS Investments", "name_as_filed": "CWS INVESTMENTS", "url": "https://advisorcensus.com/firm/cws-investments-newport-beach-ca-23551", "city": "Newport Beach", "state": "CA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 329757, "name": "Dalco Capital Management, LLC", "name_as_filed": "DALCO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dalco-capital-management-llc-newport-beach-ca-329757", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 147675, "name": "Davenport Advisors 14 LLC", "name_as_filed": "DAVENPORT ADVISORS 14 LLC", "url": "https://advisorcensus.com/firm/davenport-advisors-14-llc-newport-beach-ca-147675", "city": "Newport Beach", "state": "CA", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336045, "name": "Deep Blue Capital", "name_as_filed": "DEEP BLUE CAPITAL", "url": "https://advisorcensus.com/firm/deep-blue-capital-newport-beach-ca-336045", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338031, "name": "Devens Wealth Management", 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