# Financial advisors in Newport Beach, CA

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/los-angeles/newport-beach/page/3

## At a glance

- Investment advisory firms: 165
- Registration: SEC-registered investment adviser: 76, State-registered investment adviser: 63, Exempt reporting adviser: 26
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 48 (35%); Percentage of assets 133 (96%); Hourly charges 49 (35%); Fixed fees 60 (43%); Commissions 1 (1%); Performance-based fees 42 (30%); Other 16 (12%); No compensation arrangements reported 26
- Regulatory assets under management (Item 5.F): Under $25 million 36 (22%); $25 million to $100 million 24 (15%); $100 million to $500 million 35 (21%); $500 million to $1 billion 8 (5%); $1 billion to $5 billion 21 (13%); Over $5 billion 10 (6%); Not reported 31 (19%)
- Years registered: Under 5 years 70 (42%); 5 to 9 years 32 (19%); 10 to 19 years 39 (24%); 20 years or more 23 (14%); Not reported 1 (1%)

## Firms (page 3 of 4, 101 to 150 of 165, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Pavion Blue Capital, LLC](https://advisorcensus.com/firm/pavion-blue-capital-llc-newport-beach-ca-301968) ([md](https://advisorcensus.com/firm/pavion-blue-capital-llc-newport-beach-ca-301968.md)) | 301968 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Pence Capital Management, LLC](https://advisorcensus.com/firm/pence-capital-management-llc-newport-beach-ca-281739) ([md](https://advisorcensus.com/firm/pence-capital-management-llc-newport-beach-ca-281739.md)) | 281739 | Newport Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Other |
| [Port Street Investments, LLC](https://advisorcensus.com/firm/port-street-investments-llc-newport-beach-ca-168596) ([md](https://advisorcensus.com/firm/port-street-investments-llc-newport-beach-ca-168596.md)) | 168596 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [Prattes Wealth Partners](https://advisorcensus.com/firm/prattes-wealth-partners-newport-beach-ca-298746) ([md](https://advisorcensus.com/firm/prattes-wealth-partners-newport-beach-ca-298746.md)) | 298746 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Performance fee |
| [Preneed Advisory, LLC](https://advisorcensus.com/firm/preneed-advisory-llc-newport-beach-ca-338417) ([md](https://advisorcensus.com/firm/preneed-advisory-llc-newport-beach-ca-338417.md)) | 338417 | Newport Beach, CA | State-registered investment adviser | Not reported | 0 | % of assets |
| [Prideco Capital Partners, LLC](https://advisorcensus.com/firm/prideco-capital-partners-llc-newport-beach-ca-333586) ([md](https://advisorcensus.com/firm/prideco-capital-partners-llc-newport-beach-ca-333586.md)) | 333586 | Newport Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Probitas Financial](https://advisorcensus.com/firm/probitas-financial-newport-beach-ca-143819) ([md](https://advisorcensus.com/firm/probitas-financial-newport-beach-ca-143819.md)) | 143819 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets |
| [Procore Advisors, LLC](https://advisorcensus.com/firm/procore-advisors-llc-newport-beach-ca-289037) ([md](https://advisorcensus.com/firm/procore-advisors-llc-newport-beach-ca-289037.md)) | 289037 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Provenio Capital](https://advisorcensus.com/firm/provenio-capital-newport-beach-ca-333009) ([md](https://advisorcensus.com/firm/provenio-capital-newport-beach-ca-333009.md)) | 333009 | Newport Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Fixed fee, Performance fee |
| [Prudence US Management, LLC](https://advisorcensus.com/firm/prudence-us-management-llc-newport-beach-ca-292905) ([md](https://advisorcensus.com/firm/prudence-us-management-llc-newport-beach-ca-292905.md)) | 292905 | Newport Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Pruvise](https://advisorcensus.com/firm/pruvise-newport-beach-ca-304365) ([md](https://advisorcensus.com/firm/pruvise-newport-beach-ca-304365.md)) | 304365 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Performance fee |
| [Purus Wealth Management, LLC](https://advisorcensus.com/firm/purus-wealth-management-llc-newport-beach-ca-174490) ([md](https://advisorcensus.com/firm/purus-wealth-management-llc-newport-beach-ca-174490.md)) | 174490 | Newport Beach, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [RBA Wealth Management, LLC](https://advisorcensus.com/firm/rba-wealth-management-llc-newport-beach-ca-291029) ([md](https://advisorcensus.com/firm/rba-wealth-management-llc-newport-beach-ca-291029.md)) | 291029 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Redmount Capital Partners LLC](https://advisorcensus.com/firm/redmount-capital-partners-llc-newport-beach-ca-174198) ([md](https://advisorcensus.com/firm/redmount-capital-partners-llc-newport-beach-ca-174198.md)) | 174198 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Performance fee |
| [Research Affiliates](https://advisorcensus.com/firm/research-affiliates-newport-beach-ca-120440) ([md](https://advisorcensus.com/firm/research-affiliates-newport-beach-ca-120440.md)) | 120440 | Newport Beach, CA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets |
| [Revitate Fund Advisor LLC](https://advisorcensus.com/firm/revitate-fund-advisor-llc-newport-beach-ca-326939) ([md](https://advisorcensus.com/firm/revitate-fund-advisor-llc-newport-beach-ca-326939.md)) | 326939 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee, Other |
| [RJR Financial Services](https://advisorcensus.com/firm/rjr-financial-services-newport-beach-ca-133700) ([md](https://advisorcensus.com/firm/rjr-financial-services-newport-beach-ca-133700.md)) | 133700 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Other |
| [Roth Capital Partners, LLC](https://advisorcensus.com/firm/roth-capital-partners-llc-newport-beach-ca-15407) ([md](https://advisorcensus.com/firm/roth-capital-partners-llc-newport-beach-ca-15407.md)) | 15407 | Newport Beach, CA | State-registered investment adviser | Not reported | 25 | Fixed fee |
| [Row Asset Management, LLC](https://advisorcensus.com/firm/row-asset-management-llc-newport-beach-ca-168336) ([md](https://advisorcensus.com/firm/row-asset-management-llc-newport-beach-ca-168336.md)) | 168336 | Newport Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Performance fee |
| [RS Crum Inc.](https://advisorcensus.com/firm/rs-crum-inc-newport-beach-ca-158621) ([md](https://advisorcensus.com/firm/rs-crum-inc-newport-beach-ca-158621.md)) | 158621 | Newport Beach, CA | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Fixed fee |
| [Sachi Financial Planning](https://advisorcensus.com/firm/sachi-financial-planning-newport-beach-ca-324752) ([md](https://advisorcensus.com/firm/sachi-financial-planning-newport-beach-ca-324752.md)) | 324752 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Sagevest Financial Advisors, LLC](https://advisorcensus.com/firm/sagevest-financial-advisors-llc-newport-beach-ca-164047) ([md](https://advisorcensus.com/firm/sagevest-financial-advisors-llc-newport-beach-ca-164047.md)) | 164047 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Sailcrest Capital Management LLC](https://advisorcensus.com/firm/sailcrest-capital-management-llc-newport-beach-ca-331486) ([md](https://advisorcensus.com/firm/sailcrest-capital-management-llc-newport-beach-ca-331486.md)) | 331486 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Performance fee, Other |
| [Scott Anderson Financial, Inc.](https://advisorcensus.com/firm/scott-anderson-financial-inc-newport-beach-ca-134243) ([md](https://advisorcensus.com/firm/scott-anderson-financial-inc-newport-beach-ca-134243.md)) | 134243 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly |
| [SHI Sanchez Capital Management LLC](https://advisorcensus.com/firm/shi-sanchez-capital-management-llc-newport-beach-ca-342381) ([md](https://advisorcensus.com/firm/shi-sanchez-capital-management-llc-newport-beach-ca-342381.md)) | 342381 | Newport Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Shorebird, LLC](https://advisorcensus.com/firm/shorebird-llc-newport-beach-ca-290121) ([md](https://advisorcensus.com/firm/shorebird-llc-newport-beach-ca-290121.md)) | 290121 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Shorecliff Asset Management Company LLC](https://advisorcensus.com/firm/shorecliff-asset-management-company-llc-newport-beach-ca-324111) ([md](https://advisorcensus.com/firm/shorecliff-asset-management-company-llc-newport-beach-ca-324111.md)) | 324111 | Newport Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets |
| [Sidoxia Capital Management, LLC](https://advisorcensus.com/firm/sidoxia-capital-management-llc-newport-beach-ca-145969) ([md](https://advisorcensus.com/firm/sidoxia-capital-management-llc-newport-beach-ca-145969.md)) | 145969 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Signature Resources Capital Management, LLC](https://advisorcensus.com/firm/signature-resources-capital-management-llc-newport-beach-ca-144069) ([md](https://advisorcensus.com/firm/signature-resources-capital-management-llc-newport-beach-ca-144069.md)) | 144069 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Silverlight Asset Management, LLC](https://advisorcensus.com/firm/silverlight-asset-management-llc-newport-beach-ca-306251) ([md](https://advisorcensus.com/firm/silverlight-asset-management-llc-newport-beach-ca-306251.md)) | 306251 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Silveroak Investments, LLC](https://advisorcensus.com/firm/silveroak-investments-llc-newport-beach-ca-290935) ([md](https://advisorcensus.com/firm/silveroak-investments-llc-newport-beach-ca-290935.md)) | 290935 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Sirocco Partners, LLC](https://advisorcensus.com/firm/sirocco-partners-llc-newport-beach-ca-332835) ([md](https://advisorcensus.com/firm/sirocco-partners-llc-newport-beach-ca-332835.md)) | 332835 | Newport Beach, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Sobey Road Capital Management, LLC](https://advisorcensus.com/firm/sobey-road-capital-management-llc-newport-beach-ca-335539) ([md](https://advisorcensus.com/firm/sobey-road-capital-management-llc-newport-beach-ca-335539.md)) | 335539 | Newport Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Sound Investment Management, LLC](https://advisorcensus.com/firm/sound-investment-management-llc-newport-beach-ca-299859) ([md](https://advisorcensus.com/firm/sound-investment-management-llc-newport-beach-ca-299859.md)) | 299859 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Spearhead Advisors, LLC](https://advisorcensus.com/firm/spearhead-advisors-llc-newport-beach-ca-316684) ([md](https://advisorcensus.com/firm/spearhead-advisors-llc-newport-beach-ca-316684.md)) | 316684 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Spectrum Asset Management Inc](https://advisorcensus.com/firm/spectrum-asset-management-inc-newport-beach-ca-111007) ([md](https://advisorcensus.com/firm/spectrum-asset-management-inc-newport-beach-ca-111007.md)) | 111007 | Newport Beach, CA | SEC-registered investment adviser | $500 million to $1 billion | 39 | % of assets, Hourly, Fixed fee |
| [Spinnaker Investment Group, LLC](https://advisorcensus.com/firm/spinnaker-investment-group-llc-newport-beach-ca-283414) ([md](https://advisorcensus.com/firm/spinnaker-investment-group-llc-newport-beach-ca-283414.md)) | 283414 | Newport Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Strategic Global Advisors, LLC](https://advisorcensus.com/firm/strategic-global-advisors-llc-newport-beach-ca-286019) ([md](https://advisorcensus.com/firm/strategic-global-advisors-llc-newport-beach-ca-286019.md)) | 286019 | Newport Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets |
| [Sunpath Financial](https://advisorcensus.com/firm/sunpath-financial-newport-beach-ca-312343) ([md](https://advisorcensus.com/firm/sunpath-financial-newport-beach-ca-312343.md)) | 312343 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Sway Ventures Management LLC](https://advisorcensus.com/firm/sway-ventures-management-llc-newport-beach-ca-170302) ([md](https://advisorcensus.com/firm/sway-ventures-management-llc-newport-beach-ca-170302.md)) | 170302 | Newport Beach, CA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Tarbox Family Office, Inc.](https://advisorcensus.com/firm/tarbox-family-office-inc-newport-beach-ca-106079) ([md](https://advisorcensus.com/firm/tarbox-family-office-inc-newport-beach-ca-106079.md)) | 106079 | Newport Beach, CA | SEC-registered investment adviser | $500 million to $1 billion | 40 | % of assets, Hourly, Fixed fee |
| [Tate Capital Group](https://advisorcensus.com/firm/tate-capital-group-newport-beach-ca-332336) ([md](https://advisorcensus.com/firm/tate-capital-group-newport-beach-ca-332336.md)) | 332336 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Tax Efficient Asset Management Solution, Inc.](https://advisorcensus.com/firm/tax-efficient-asset-management-solution-inc-newport-beach-ca-146778) ([md](https://advisorcensus.com/firm/tax-efficient-asset-management-solution-inc-newport-beach-ca-146778.md)) | 146778 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Terra Way Capital, Inc.](https://advisorcensus.com/firm/terra-way-capital-inc-newport-beach-ca-285448) ([md](https://advisorcensus.com/firm/terra-way-capital-inc-newport-beach-ca-285448.md)) | 285448 | Newport Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Tidecrest Wealth Management, LLC](https://advisorcensus.com/firm/tidecrest-wealth-management-llc-newport-beach-ca-332422) ([md](https://advisorcensus.com/firm/tidecrest-wealth-management-llc-newport-beach-ca-332422.md)) | 332422 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Treussard Capital Management](https://advisorcensus.com/firm/treussard-capital-management-newport-beach-ca-326105) ([md](https://advisorcensus.com/firm/treussard-capital-management-newport-beach-ca-326105.md)) | 326105 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly |
| [Triad Investment Management, LLC](https://advisorcensus.com/firm/triad-investment-management-llc-newport-beach-ca-146786) ([md](https://advisorcensus.com/firm/triad-investment-management-llc-newport-beach-ca-146786.md)) | 146786 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Triguard Management LLC](https://advisorcensus.com/firm/triguard-management-llc-newport-beach-ca-159472) ([md](https://advisorcensus.com/firm/triguard-management-llc-newport-beach-ca-159472.md)) | 159472 | Newport Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Twenty-Five Capital Partners](https://advisorcensus.com/firm/twenty-five-capital-partners-newport-beach-ca-338735) ([md](https://advisorcensus.com/firm/twenty-five-capital-partners-newport-beach-ca-338735.md)) | 338735 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Unity Wealth Partners](https://advisorcensus.com/firm/unity-wealth-partners-newport-beach-ca-316222) ([md](https://advisorcensus.com/firm/unity-wealth-partners-newport-beach-ca-316222.md)) | 316222 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Other |

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## Questions people ask

**How many financial advisory firms are there 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), 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.

**How many fee-only financial advisors are in Newport Beach, CA?**
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.

**How many financial advisors in Newport Beach, CA offer financial planning?**
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.

**Are the financial advisors in Newport Beach, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in Beverly Hills, CA](https://advisorcensus.com/advisors/ca/los-angeles/beverly-hills) (https://advisorcensus.com/advisors/ca/los-angeles/beverly-hills.md)
- [Financial advisors in El Segundo, CA](https://advisorcensus.com/advisors/ca/los-angeles/el-segundo) (https://advisorcensus.com/advisors/ca/los-angeles/el-segundo.md)
- [Financial advisors in Manhattan Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/manhattan-beach) (https://advisorcensus.com/advisors/ca/los-angeles/manhattan-beach.md)
- [Financial advisors in Woodland Hills, CA](https://advisorcensus.com/advisors/ca/los-angeles/woodland-hills) (https://advisorcensus.com/advisors/ca/los-angeles/woodland-hills.md)
- [Financial advisors in Torrance, CA](https://advisorcensus.com/advisors/ca/los-angeles/torrance) (https://advisorcensus.com/advisors/ca/los-angeles/torrance.md)
- [Financial advisors in West Hollywood, CA](https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood) (https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood.md)
- [Financial advisors in Hermosa Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach) (https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach.md)
- [Financial advisors in Huntington Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach) (https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach.md)
- [Financial advisors in Calabasas, CA](https://advisorcensus.com/advisors/ca/los-angeles/calabasas) (https://advisorcensus.com/advisors/ca/los-angeles/calabasas.md)
- [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Financial advisors in Newport Beach, CA: 165 firms from Form ADV filings as of October 2026.