Fiduciary advisors in Newport Beach, CA

71 registered advisers

Newport Beach is a coastal enclave where real estate values and Pacific Rim business ties shape a high-net-worth advisory market, and 71 SEC-registered fiduciary firms serve local investors. 64 of those firms -- 90% -- operate on a fee-only basis, accepting no commissions.

AFFINITY INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #108278
Typical Fee--
AUM$1.1B
Minimum--
Clients71

ANT MONEY ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #308481
Typical Fee--
AUM$607
Minimum--
Clients42

APC ASSET DEVELOPMENT I, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #328513
Typical Fee--
AUM$2.2B
Minimum--
Clients6

APC ASSET DEVELOPMENT II, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #328587
Typical Fee--
AUM$1.4B
Minimum--
Clients5

ARISTOTLE INVESTMENT SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #324207
Typical Fee--
AUM$16.2B
Minimum--
Clients19

ARISTOTLE PACIFIC CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #298050
Typical Fee--
AUM$26.7B
Minimum--
Clients38

BANTA ASSET MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #142987
Typical Fee--
AUM$129M
Minimum--
Clients211

BEACON POINTE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #119290
Typical Fee0.95%
AUM$39.8B
Minimum--
Clients54,870

BELL & BROWN WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #175419
Typical Fee--
AUM$487M
Minimum--
Clients608

BOYER FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #331868
Typical Fee1.50%
AUM$145M
Minimum--
Clients565

BUCHANAN STREET PARTNERS, L.P.

Clean RecordAlso Compensated via Insurance
Newport Beach, CaliforniaCRD #169052
Typical Fee--
AUM$1.6B
Minimum--
Clients25

CANTERBURY CONSULTING INCORPORATED

Fee-OnlyAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #22875
Typical Fee--
AUM$7.4B
Minimum--
Clients4,276

CAPROCK PARTNERS MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #296925
Typical Fee--
AUM$1.6B
Minimum--
Clients13

CATALYST WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #297503
Typical Fee--
AUM$149M
Minimum--
Clients87

CLEARLIGHT PARTNERS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #157610
Typical Fee--
AUM$434M
Minimum--
Clients2

COMPAK ASSET MANAGEMENT

Clean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #109930
Typical Fee--
AUM$1.3B
Minimum--
Clients3,264

CWS CAPITAL PARTNERS LLC

Also Compensated via Insurance
Newport Beach, CaliforniaCRD #166871
Typical Fee--
AUM$293M
Minimum--
Clients30

DUCERE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #337471
Typical Fee--
AUM$504M
Minimum--
Clients478

ENGAGED CAPITAL

Fee-Only, No Conflicts
Newport Beach, CaliforniaCRD #161251
Typical Fee--
AUM$432M
Minimum--
Clients8

FACTORIAL FUNDS MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #319107
Typical Fee--
AUM$804M
Minimum--
Clients33

FELL CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #104986
Typical Fee--
AUM$175M
Minimum--
Clients210

FLATROCK WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #321777
Typical Fee--
AUM$232M
Minimum--
Clients306

GSI CAPITAL ADVISORS LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #135143
Typical Fee--
AUM$182M
Minimum--
Clients3

HOLLENCREST CAPITAL MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #46217
Typical Fee--
AUM$2.7B
Minimum--
Clients1,296

J.DEREK LEWIS & ASSOCIATES, INC.

Clean RecordAlso Compensated via Brokerage
Newport Beach, CaliforniaCRD #122307
Typical Fee1.50%
AUM$1.8B
Minimum--
Clients7,459

KBS CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #166213
Typical Fee--
AUM$2.1B
Minimum--
Clients1

KBS REALTY ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #119662
Typical Fee--
AUM$2.9B
Minimum--
Clients7

KNIGHTSBRIDGE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #110347
Typical Fee--
AUM$833M
Minimum--
Clients1,386

L SQUARED CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #288509
Typical Fee--
AUM$1.6B
Minimum--
Clients8

LOCKERMAN FINANCIAL GROUP, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #316860
Typical Fee--
AUM$110M
Minimum--
Clients271

LONGTAIL ALPHA, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #282615
Typical Fee--
AUM$822M
Minimum--
Clients12

MAXQ ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #336560
Typical Fee--
AUM$400M
Minimum--
Clients1

MIG CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #160782
Typical Fee--
AUM$590M
Minimum--
Clients3

MIRAMONTES CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #264786
Typical Fee1.65%
AUM$397M
Minimum--
Clients1,709

NEWPORT WEALTH ADVISORS, INC.

Clean RecordAlso Compensated via Brokerage
Newport Beach, CaliforniaCRD #137159
Typical Fee--
AUM$193M
Minimum--
Clients1,124

NOBLE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #169963
Typical Fee--
AUM$213M
Minimum--
Clients660

NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #165451
Typical Fee--
AUM$138M
Minimum--
Clients87

PAAMCO PRISMA, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #108989
Typical Fee--
AUM$5.2B
Minimum--
Clients56

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

Fee-OnlyAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #104559
Typical Fee--
AUM$3.0T
Minimum--
Clients2,793

PACIFIC LIFE FUND ADVISORS LLC

Fee-Only, No Conflicts
Newport Beach, CaliforniaCRD #105169
Typical Fee--
AUM$41.1B
Minimum--
Clients67

PACIFIC PRIVATE FUND ADVISORS LLC

Fee-Only, No Conflicts
Newport Beach, CaliforniaCRD #168830
Typical Fee--
AUM$9.5B
Minimum--
Clients27

PARIAX PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #301474
Typical Fee--
AUM$119M
Minimum--
Clients106

PAVION BLUE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #301968
Typical Fee--
AUM$399M
Minimum--
Clients568

PENCE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #281739
Typical Fee--
AUM$1.7B
Minimum--
Clients315

PORT STREET INVESTMENTS, LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #168596
Typical Fee--
AUM$201M
Minimum--
Clients1

PRATTES WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #298746
Typical Fee--
AUM$180M
Minimum--
Clients109

PROCORE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #289037
Typical Fee--
AUM$111M
Minimum--
Clients402

PROVENIO CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #333009
Typical Fee--
AUM$1.6B
Minimum--
Clients128

PURUS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #174490
Typical Fee--
AUM$548M
Minimum--
Clients1,436

RAYLIANT INVESTMENT RESEARCH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #306119
Typical Fee--
AUM$168M
Minimum--
Clients4

RBA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #291029
Typical Fee--
AUM$404M
Minimum--
Clients1,191

RESEARCH AFFILIATES

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #120440
Typical Fee--
AUM$26.3B
Minimum--
Clients33

REVITATE FUND ADVISOR LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #326939
Typical Fee--
AUM$283M
Minimum--
Clients14

ROW ASSET MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #168336
Typical Fee--
AUM$2.5B
Minimum--
Clients13

RS CRUM INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #158621
Typical Fee--
AUM$617M
Minimum--
Clients952

SAGEVIEW ADVISORY GROUP, LLC

Also Compensated via Brokerage
Newport Beach, CaliforniaCRD #126777
Typical Fee--
AUM$238.6B
Minimum--
Clients13,295

SHORECLIFF ASSET MANAGEMENT COMPANY LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #324111
Typical Fee--
AUM$1.3B
Minimum--
Clients1

SIDOXIA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #145969
Typical Fee--
AUM$127M
Minimum--
Clients221

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #144069
Typical Fee--
AUM$228M
Minimum--
Clients807

SPECTRUM ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #111007
Typical Fee--
AUM$640M
Minimum--
Clients941

SPINNAKER INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #283414
Typical Fee--
AUM$1.1B
Minimum--
Clients2,337

STRATEGIC GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #286019
Typical Fee--
AUM$2.5B
Minimum--
Clients32

TARBOX FAMILY OFFICE, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #106079
Typical Fee--
AUM$967M
Minimum--
Clients862

TIDECREST WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #332422
Typical Fee--
AUM$212M
Minimum--
Clients307

TRIGUARD MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #159472
Typical Fee--
AUM$1.8B
Minimum--
Clients6

WERLEMANN WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #317777
Typical Fee--
AUM$110M
Minimum--
Clients80

WESTSHORE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #283843
Typical Fee--
AUM$534M
Minimum--
Clients735

WHITTIER ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #318024
Typical Fee--
AUM$1.5B
Minimum--
Clients14

WINDJAMMER CAPITAL INVESTORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #160396
Typical Fee--
AUM$3.3B
Minimum--
Clients9

WING

Clean RecordAlso Compensated via Insurance
Newport Beach, CaliforniaCRD #333826
Typical Fee--
AUM$16K
Minimum--
Clients5

YOSEMITE CAPITAL MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #124298
Typical Fee--
AUM$340M
Minimum--
Clients806
Fiduciary Advisors in Newport Beach, California | FiduciaryListings