SEC-registered financial advisors in Newport Beach, CA
Common fee types
- 98%Percentage of assets
- 63%Fixed or flat fee
- 41%Hourly
Showing 24 of 49
- Affinity Investment Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ant Money AdvisorsUnder $25MSEC recordFixed or flat fee
- Banta Asset Management LP$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Beacon Pointe Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Bell & Brown Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Boyer Financial Services, Inc.$100M to $500MSEC recordPercentage of assets
- Canterbury Consulting Incorporated$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Catalyst Wealth Advisors LLC$100M to $500MSEC recordPercentage of assets
- Compak Asset Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
- Creative Planning Institutional Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Crystal Cove Asset Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Ducere Wealth Management$500M to $1BSEC recordPercentage of assets
- Fell Capital Management$100M to $500MSEC recordPercentage of assetsPerformance-based
- Flatrock Wealth Partners LLC$100M to $500MSEC recordPercentage of assets
- Hollencrest Capital Management$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- JDL Advisers$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Knightsbridge Wealth Management$1B or moreSEC recordPercentage of assetsPerformance-based
- L Squared Capital Partners$1B or moreSEC recordPercentage of assetsPerformance-based
- Lockerman Financial Group, Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Longtail Alpha, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Miramontes Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Newport Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- Noble Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pacific Investment Management Company LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Pacific Specialty Investment Group, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Pan Global Advisers, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Pariax Private Wealth Management$100M to $500MSEC recordPercentage of assets
- Pavion Blue Capital, LLC$100M to $500MSEC recordPercentage of assets
- Prattes Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Procore Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Provenio Capital$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Purus Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Rba Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- RS Crum Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Sidoxia Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Signature Resources Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Spectrum Asset Management Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Spinnaker Investment Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Strategic Global Advisors, LLC$1B or moreSEC recordPercentage of assets
- Tarbox Family Office, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Tax Efficient Asset Management Solution, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tidecrest Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Triad Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Wealth Strategies Group$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Werlemann Wealth Management$100M to $500MSEC recordPercentage of assets
- Westshore Wealth$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Whittier Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- WingUnder $25MSEC recordPercentage of assetsFixed or flat fee
- Yosemite Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.