Top 10 advisors in Newport Beach
We’ve curated a list of the best financial advisors in Newport Beach, take a look at it below
Find an advisor in Newport Beach| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $21,865,344,448 | 38 advisors | ||
| 2 | $10,686,600,351 | 11 advisors | ||
| 3 | $8,145,001,002 | 45 advisors | ||
| 4 | $4,535,833,015 | 12 advisors | ||
| 5 | $3,909,024,987 | 29 advisors | ||
| 6 | $3,231,153,620 | 23 advisors | ||
| 7 | $2,494,130,786 | 24 advisors | ||
| 8 | $2,305,833,589 | 18 advisors | ||
| 9 | $2,304,772,597 | 38 advisors | ||
| 10 | $2,232,489,259 | 67 advisors |
How we came up with this list
To generate our top financial advisors list in Newport Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Newport Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Aristotle Pacific Capital, LLC
Assets under management
$21,865,344,448
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Aristotle Investment Services, LLC
Assets under management
$10,686,600,351
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
3. Paamco Prisma, LLC
Assets under management
$8,145,001,002
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
4. Pacific Private Fund Advisors LLC
Assets under management
$4,535,833,015
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
5. Corient Capital Partners, LLC
Assets under management
$3,909,024,987
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
6. Strategic Global Advisors, LLC
Assets under management
$3,231,153,620
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Model Portfolios For Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Windjammer Capital Investors
Assets under management
$2,494,130,786
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Row Asset Management, LLC
Assets under management
$2,305,833,589
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
9. Apc Asset Development I, Lp
Assets under management
$2,304,772,597
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Canterbury Consulting Incorporated
Assets under management
$2,232,489,259
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.