{ "path": "/advisors/ca/los-angeles/newport-beach", "url": "https://advisorcensus.com/advisors/ca/los-angeles/newport-beach/page/3", "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": 3, "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": 301968, "name": "Pavion Blue Capital, LLC", "name_as_filed": "PAVION BLUE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/pavion-blue-capital-llc-newport-beach-ca-301968", "city": "Newport Beach", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281739, "name": "Pence Capital Management, LLC", "name_as_filed": "PENCE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pence-capital-management-llc-newport-beach-ca-281739", "city": "Newport Beach", "state": "CA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 168596, "name": "Port Street Investments, LLC", "name_as_filed": "PORT STREET INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/port-street-investments-llc-newport-beach-ca-168596", "city": "Newport Beach", "state": "CA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298746, "name": "Prattes Wealth Partners", "name_as_filed": "PRATTES WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/prattes-wealth-partners-newport-beach-ca-298746", "city": "Newport Beach", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 338417, "name": "Preneed Advisory, LLC", "name_as_filed": "PRENEED ADVISORY, LLC", "url": "https://advisorcensus.com/firm/preneed-advisory-llc-newport-beach-ca-338417", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333586, "name": "Prideco Capital Partners, LLC", "name_as_filed": "PRIDECO CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/prideco-capital-partners-llc-newport-beach-ca-333586", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 143819, "name": "Probitas Financial", "name_as_filed": "PROBITAS FINANCIAL", "url": "https://advisorcensus.com/firm/probitas-financial-newport-beach-ca-143819", "city": "Newport Beach", "state": "CA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289037, "name": "Procore Advisors, LLC", "name_as_filed": "PROCORE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/procore-advisors-llc-newport-beach-ca-289037", "city": "Newport Beach", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333009, "name": "Provenio Capital", "name_as_filed": "PROVENIO CAPITAL", "url": "https://advisorcensus.com/firm/provenio-capital-newport-beach-ca-333009", "city": "Newport Beach", "state": "CA", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 292905, "name": "Prudence US Management, LLC", "name_as_filed": "PRUDENCE US MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/prudence-us-management-llc-newport-beach-ca-292905", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304365, "name": "Pruvise", "name_as_filed": "PRUVISE", "url": "https://advisorcensus.com/firm/pruvise-newport-beach-ca-304365", "city": "Newport Beach", "state": "CA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 174490, "name": "Purus Wealth Management, LLC", "name_as_filed": "PURUS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/purus-wealth-management-llc-newport-beach-ca-174490", "city": "Newport Beach", "state": "CA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291029, "name": "RBA Wealth Management, LLC", "name_as_filed": "RBA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rba-wealth-management-llc-newport-beach-ca-291029", "city": "Newport Beach", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174198, "name": "Redmount Capital Partners LLC", "name_as_filed": "REDMOUNT CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/redmount-capital-partners-llc-newport-beach-ca-174198", "city": "Newport Beach", "state": "CA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 120440, "name": "Research Affiliates", "name_as_filed": "RESEARCH AFFILIATES", "url": "https://advisorcensus.com/firm/research-affiliates-newport-beach-ca-120440", "city": "Newport Beach", "state": "CA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326939, "name": "Revitate Fund Advisor LLC", "name_as_filed": "REVITATE FUND ADVISOR LLC", "url": "https://advisorcensus.com/firm/revitate-fund-advisor-llc-newport-beach-ca-326939", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 133700, "name": "RJR Financial Services", "name_as_filed": "RJR FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/rjr-financial-services-newport-beach-ca-133700", "city": "Newport Beach", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 15407, "name": "Roth Capital Partners, LLC", "name_as_filed": "ROTH CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/roth-capital-partners-llc-newport-beach-ca-15407", "city": "Newport Beach", "state": "CA", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 168336, "name": "Row Asset Management, LLC", "name_as_filed": "ROW ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/row-asset-management-llc-newport-beach-ca-168336", "city": "Newport Beach", "state": "CA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158621, "name": "RS Crum Inc.", "name_as_filed": "RS CRUM INC.", "url": "https://advisorcensus.com/firm/rs-crum-inc-newport-beach-ca-158621", "city": "Newport Beach", "state": "CA", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324752, "name": "Sachi Financial Planning", "name_as_filed": "SACHI FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/sachi-financial-planning-newport-beach-ca-324752", "city": "Newport Beach", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164047, "name": "Sagevest Financial Advisors, LLC", "name_as_filed": "SAGEVEST FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sagevest-financial-advisors-llc-newport-beach-ca-164047", "city": "Newport Beach", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331486, "name": "Sailcrest Capital Management LLC", "name_as_filed": "SAILCREST CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sailcrest-capital-management-llc-newport-beach-ca-331486", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based", "other" ], "enhanced": false }, { "crd_number": 134243, "name": "Scott Anderson Financial, Inc.", "name_as_filed": "SCOTT ANDERSON FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/scott-anderson-financial-inc-newport-beach-ca-134243", "city": "Newport Beach", "state": "CA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 342381, "name": "SHI Sanchez Capital Management LLC", "name_as_filed": "SHI SANCHEZ CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/shi-sanchez-capital-management-llc-newport-beach-ca-342381", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290121, "name": "Shorebird, LLC", "name_as_filed": "SHOREBIRD, LLC", "url": "https://advisorcensus.com/firm/shorebird-llc-newport-beach-ca-290121", "city": "Newport Beach", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324111, "name": "Shorecliff Asset Management Company LLC", "name_as_filed": "SHORECLIFF ASSET MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/shorecliff-asset-management-company-llc-newport-beach-ca-324111", "city": "Newport Beach", "state": "CA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145969, "name": "Sidoxia Capital Management, LLC", "name_as_filed": "SIDOXIA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sidoxia-capital-management-llc-newport-beach-ca-145969", "city": "Newport Beach", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144069, "name": "Signature Resources Capital Management, LLC", "name_as_filed": "SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/signature-resources-capital-management-llc-newport-beach-ca-144069", "city": "Newport Beach", "state": "CA", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306251, "name": "Silverlight Asset Management, LLC", "name_as_filed": "SILVERLIGHT ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/silverlight-asset-management-llc-newport-beach-ca-306251", "city": "Newport Beach", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290935, "name": "Silveroak Investments, LLC", "name_as_filed": "SILVEROAK INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/silveroak-investments-llc-newport-beach-ca-290935", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332835, "name": "Sirocco Partners, LLC", "name_as_filed": "SIROCCO PARTNERS, LLC", "url": "https://advisorcensus.com/firm/sirocco-partners-llc-newport-beach-ca-332835", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335539, "name": "Sobey Road Capital Management, LLC", "name_as_filed": "SOBEY ROAD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sobey-road-capital-management-llc-newport-beach-ca-335539", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299859, "name": "Sound Investment Management, LLC", "name_as_filed": "SOUND INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sound-investment-management-llc-newport-beach-ca-299859", "city": "Newport Beach", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316684, "name": "Spearhead Advisors, LLC", "name_as_filed": "SPEARHEAD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/spearhead-advisors-llc-newport-beach-ca-316684", "city": "Newport Beach", "state": "CA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111007, "name": "Spectrum Asset Management Inc", "name_as_filed": "SPECTRUM ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/spectrum-asset-management-inc-newport-beach-ca-111007", "city": "Newport Beach", "state": "CA", "years_registered": 39, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283414, "name": "Spinnaker Investment Group, LLC", "name_as_filed": "SPINNAKER INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/spinnaker-investment-group-llc-newport-beach-ca-283414", "city": "Newport Beach", "state": "CA", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286019, "name": "Strategic Global Advisors, LLC", "name_as_filed": "STRATEGIC GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/strategic-global-advisors-llc-newport-beach-ca-286019", "city": "Newport Beach", "state": "CA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312343, "name": "Sunpath Financial", "name_as_filed": "SUNPATH FINANCIAL", "url": "https://advisorcensus.com/firm/sunpath-financial-newport-beach-ca-312343", "city": "Newport Beach", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170302, "name": "Sway Ventures Management LLC", "name_as_filed": "SWAY VENTURES MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sway-ventures-management-llc-newport-beach-ca-170302", "city": "Newport Beach", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 106079, "name": "Tarbox Family Office, Inc.", "name_as_filed": "TARBOX FAMILY OFFICE, INC.", "url": "https://advisorcensus.com/firm/tarbox-family-office-inc-newport-beach-ca-106079", "city": "Newport Beach", "state": "CA", "years_registered": 40, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332336, "name": "Tate Capital Group", "name_as_filed": "TATE CAPITAL GROUP", "url": "https://advisorcensus.com/firm/tate-capital-group-newport-beach-ca-332336", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146778, "name": "Tax Efficient Asset Management Solution, Inc.", "name_as_filed": "TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.", "url": "https://advisorcensus.com/firm/tax-efficient-asset-management-solution-inc-newport-beach-ca-146778", "city": "Newport Beach", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", 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