Financial advisors in Newport Beach, CA

509 financial advisors listed in Newport Beach, California. 381 with a phone number and 452 with a website.

Newport Beach accounts for 2% of the financial advisors listed in California and ranks #6 among California cities for financial advisors.

Quick answer

Newport Beach, CA has 509 financial advisors listed on USA Business Search. 381 list a phone number and 452 list a website. The most listings are in ZIP codes 92660, 92663, 92662.

Updated October 2026

Capstone Partners Financial and Insurance Services

4675 MacArthur Ct #1050, Newport Beach, CA 92660 · Claim or fix

Call (949) 660-1717 Website Map

Fidelity Investments

1600 Newport Center Dr Ste 100, Newport Beach, CA 92660 · Claim or fix

Call (800) 367-0190 Website Map

Lotter Group

6 Upper Newport Plz, Newport Beach, CA 92660 · Claim or fix

Call (949) 253-8500 Website Map

Advanced Benefit Systems

4695 Macarthur Ct Ste 360, Newport Beach, CA 92660 · Claim or fix

Call (949) 325-0224 Website Map

Retirement Planning Newport Beach | Miramontes Capital

4701 Teller Ave, Newport Beach, CA 92660 · Claim or fix

Call (800) 460-1595 Website Map

Harvey & Co Llc

5000 Birch St Ste 8500, Newport Beach, CA 92660 · Claim or fix

Call (949) 757-0400 Website Map

1 Oak Advisory

3991 MacArthur Blvd, Newport Beach, CA 92660 · Claim or fix

Website Map

1st Olympic Capital

4533 MacArthur Blvd, Newport Beach, CA 92660 · Claim or fix

Website Map

3g Capital Advisors

1300 N Bristol St, Newport Beach, CA 92660 · Claim or fix

Call (949) 752-7481 Website Map

Abc Business Funding

170 Newport Center Dr Ste 112, Newport Beach, CA 92660 · Claim or fix

Call (888) 600-0058 Website Map

Abdullah Khalil

620 Newport Center Dr Ste 1000, Newport Beach, CA 92660 · Claim or fix

Call (949) 219-1019 Website Map

Account Connect Limited (acl)

5015 Birch St, Newport Beach, CA 92660 · Claim or fix

Website Map

ACOM CAPITAL - Commercial Lending Mastery

120 Newport Center Dr #280, Newport Beach, CA 92660 · Claim or fix

Call (619) 738-6474 Website Map

Advanced E-financial Technologies, Inc.

23 Corporate Plaza Dr Ste 133, Newport Beach, CA 92660 · Claim or fix

Website Map

Advanced Planning Wealth Management Group

4770 Campus Dr Ste 210, Newport Beach, CA 92660 · Claim or fix

Call (949) 501-4600 Website Map

Advisor Solution's Group Inc

1300 N Bristol St Ste 100, Newport Beach, CA 92660 · Claim or fix

Call (949) 250-1855 Website Map

Ae Lending Solutions

895 Dove St Ste 300, Newport Beach, CA 92660 · Claim or fix

Call (714) 462-4499 Website Map

Afs/ibex Financial Services Inc

4100 Newport Place Dr Ste 670, Newport Beach, CA 92660 · Claim or fix

Call (949) 756-2600 Website Map

Ag Global Capital Inc

4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 · Claim or fix

Call (949) 264-1565 Map

Alliance Funding Solutions

4000 MacArthur Blvd, Newport Beach, CA 92660 · Claim or fix

Website Map

Allianz Asset Management Of America

650 Newport Center Dr, Newport Beach, CA 92660 · Claim or fix

Call (949) 219-2200 Website Map

Allie Williamson - Northwestern Mutual

1500 Quail St, Newport Beach, CA 92660 · Claim or fix

Call (949) 863-5992 Website Map

Alpha Growth Plc

23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 · Claim or fix

Call (949) 326-9796 Website Map

Alpha Wealth Partners

4343 Von Karman Ave Ste 250i, Newport Beach, CA 92660 · Claim or fix

Call (949) 429-0100 Website Map

Altai Capital Management

4675 Macarthur Ct Ste 1500, Newport Beach, CA 92660 · Claim or fix

Call (949) 326-9611 Website Map

Alternity Investment Advisors

2901 W Coast Hwy, Newport Beach, CA 92663 · Claim or fix

Website Map

Altin Consulting

1048 Irvine Ave PMB 244, Newport Beach, CA 92660 · Claim or fix

Website Map

American Global Investors

680 Newport Center Dr Ste 250, Newport Beach, CA 92660 · Claim or fix

Call (714) 369-3580 Website Map

Americap Direct Funding

1201 Dove St, Newport Beach, CA 92660 · Claim or fix

Website Map

Ameriprise Financial Advisors

260 Newport Center Dr Ste 403, Newport Beach, CA 92660 · Claim or fix

Call (949) 999-3301 Website Map

Andalon Partners

260 Newport Center Dr, Newport Beach, CA 92660 · Claim or fix

Call (949) 228-9411 Website Map

Andrea M Casaw - Morgan Stanley

800 Newport Center Dr Ste 500, Newport Beach, CA 92660 · Claim or fix

Call (949) 940-6175 Website Map

Anfield Advisors, Llc

4695 Macarthur Ct Ste 430, Newport Beach, CA 92660 · Claim or fix

Website Map

Angel Space International

610 Newport Center Dr, Newport Beach, CA 92660 · Claim or fix

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Angelstreet.com

24 Corporate Plaza Dr, Newport Beach, CA 92660 · Claim or fix

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Ankona Capital

120 Newport Center Dr, Newport Beach, CA 92660 · Claim or fix

Website Map

Aopdex

2549 Eastbluff Dr # 308, Newport Beach, CA 92660 · Claim or fix

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Approved Credit Score

1024 Bayside Dr, Newport Beach, CA 92660 · Claim or fix

Website Map

Arc Financial

20301 Sw Birch St Ste 201, Newport Beach, CA 92660 · Claim or fix

Call (949) 797-0180 Website Map

Arch Lane Capital

23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 · Claim or fix

Website Map

Arch Loans

100 Bayview Cir Ste 2200, Newport Beach, CA 92660 · Claim or fix

Call (949) 891-0273 Website Map

Ardent Financing Corp

23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 · Claim or fix

Call (888) 316-1349 Website Map

Ares Management Corporation

4675 Macarthur Ct Ste 625, Newport Beach, CA 92660 · Claim or fix

Call (949) 892-4900 Map

Aristotle Credit Partners, Llc

840 Newport Center Dr Ste 600, Newport Beach, CA 92660 · Claim or fix

Call (949) 681-2100 Website Map

Armada Advisors, Llc

500 Newport Center Dr Ste 850, Newport Beach, CA 92660 · Claim or fix

Call (949) 385-6550 Map

Arroyo Consulting Group, Inc.

5020 Campus Dr Ste 760, Newport Beach, CA 92660 · Claim or fix

Website Map

Arroyo Consulting Group, Inc. / Homeconstructionloan.com

4000 Macarthur Blvd Ste 600, Newport Beach, CA 92660 · Claim or fix

Call (800) 800-9188 Website Map

Asset Lendr

204 33rd St, Newport Beach, CA 92663 · Claim or fix

Call (949) 400-2853 Website Map

Asset Plan Partners

3300 Irvine Ave Ste 220, Newport Beach, CA 92660 · Claim or fix

Call (949) 222-5800 Website Map

Asset Preservation

5000 Birch St Ste 550, Newport Beach, CA 92660 · Claim or fix

Call (949) 308-9543 Website Map

AT&A Advisors Inc

1400 Quail St Suite 155, Newport Beach, CA 92660 · Claim or fix

Call (949) 795-7061 Website Map

Atlantis Tax Group & Financial Services

4590 MacArthur Blvd, Newport Beach, CA 92660 · Claim or fix

Website Map

Atwood Financial

5000 Birch St Ste 3000, Newport Beach, CA 92660 · Claim or fix

Call (949) 209-8923 Website Map

Aura Accounting Solutions

2280 University Dr, Newport Beach, CA 92660 · Claim or fix

Call (949) 799-1920 Website Map

Awan Capital

4695 MacArthur Ct, Newport Beach, CA 92660 · Claim or fix

Call (949) 887-2107 Website Map

Axone Capital

4340 Von Karman Ave Ste 250, Newport Beach, CA 92660 · Claim or fix

Call (949) 723-9118 Website Map

Balboa Financial

1024 Bayside Dr PMB 234, Newport Beach, CA 92660 · Claim or fix

Call (949) 427-2680 Website Map

Balboa Wealth Partners

1400 Newport Center Dr Ste 290, Newport Beach, CA 92660 · Claim or fix

Call (949) 445-1465 Website Map

Baldwin Wealth Planning

660 Newport Center Dr Ste 550, Newport Beach, CA 92660 · Claim or fix

Call (949) 999-4038 Website Map

Banc of America Investment Services

4101 MacArthur Blvd, Newport Beach, CA 92660 · Claim or fix

Call (949) 260-5991 Website Map

Bank Freedom

20251 SW Acacia St, Newport Beach, CA 92660 · Claim or fix

Website Map

Bankers Funding

4 Corporate Plaza Dr Ste 100, Newport Beach, CA 92660 · Claim or fix

Call (949) 759-7701 Website Map

Banta Asset Management Lp

517 30th St, Newport Beach, CA 92663 · Claim or fix

Call (949) 673-9944 Website Map

Barry Wong

3300 Irvine Ave Ste 111a, Newport Beach, CA 92660 · Claim or fix

Call (800) 653-1364 Website Map

Bayside Funding

3419 Via Lido # 128, Newport Beach, CA 92663 · Claim or fix

Call (949) 463-8071 Website Map

Beacon Pointe Advisors

24 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 · Claim or fix

Call (949) 718-1600 Website Map

Belay International Corporation

4675 MacArthur Ct, Newport Beach, CA 92660 · Claim or fix

Call (949) 610-0835 Website Map

Bell&brown Wealth Advisors, Llc

14 Corporate Plaza Dr Ste 100, Newport Beach, CA 92660 · Claim or fix

Call (949) 396-1088 Website Map

Biz Com Loans

120 Newport Center Dr, Newport Beach, CA 92660 · Claim or fix

Website Map

Blast

4600 Campus Dr, Newport Beach, CA 92660 · Claim or fix

Website Map

Bluebird Partners

1048 Irvine Ave #728, Newport Beach, CA 92660 · Claim or fix

Call (949) 690-1109 Website Map

Bny Mellon Wealth Management

1600 Newport Center Dr Ste 200, Newport Beach, CA 92660 · Claim or fix

Call (949) 253-5000 Website Map

Bold Group

2901 W Coast Hwy Ste 320, Newport Beach, CA 92663 · Claim or fix

Call (949) 650-1885 Website Map

Boyer Financial Services

4063 Birch St Ste 150, Newport Beach, CA 92660 · Claim or fix

Call (949) 336-4990 Website Map

Branch Investment Group

20151 Sw Birch St Ste 220, Newport Beach, CA 92660 · Claim or fix

Call (949) 680-3400 Map

Brian Ogden

620 Newport Center Dr Ste #1000, Newport Beach, CA 92660 · Claim or fix

Call (760) 476-3801 Website Map

Bridge Financial Management

4343 Von Karman Ave Ste 250, Newport Beach, CA 92660 · Claim or fix

Call (949) 229-2262 Website Map

Britt Private Capital

24 Corporate Plaza Dr, Newport Beach, CA 92660 · Claim or fix

Call (949) 861-3639 Map

Brokers Xpress Llc

4063 Birch St Ste 220, Newport Beach, CA 92660 · Claim or fix

Call (949) 296-0461 Map

Bryanna Duckwitz

620 Newport Center Dr Ste 1000, Newport Beach, CA 92660 · Claim or fix

Call (949) 219-1063 Website Map

Buchanan Street Partners

3501 Jamboree Rd Ste 4200, Newport Beach, CA 92660 · Claim or fix

Call (949) 721-1414 Website Map

Bull Venture Capital

2901 W Coast Hwy Ste 200, Newport Beach, CA 92663 · Claim or fix

Call (844) 422-7069 Website Map

Bullock Law - "the Tax Strategist"

23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 · Claim or fix

Call (800) 797-3885 Website Map

Cambridge Spg

660 Newport Center Dr, Newport Beach, CA 92660 · Claim or fix

Call (888) 615-6166 Website Map

Cameron Hume

250 Newport Center DrSuite 206, Newport Beach, CA 92660 · Claim or fix

Website Map

Cannalinks

2901 W Coast Hwy, Newport Beach, CA 92663 · Claim or fix

Website Map

Canterbury Consulting Inc.

610 Newport Center Dr Ste 500, Newport Beach, CA 92660 · Claim or fix

Call (949) 721-9580 Website Map

Cantor Capital Group

881 Dover Dr Ste 110, Newport Beach, CA 92663 · Claim or fix

Call (949) 631-5010 Website Map

Capital Bankcards

1024 Bayside Dr, Newport Beach, CA 92660 · Claim or fix

Call (888) 942-5888 Map

Capital Cove

4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 · Claim or fix

Call (949) 798-5515 Website Map

Capital Fluency | 401k Fluency

650 Newport Center Dr, Newport Beach, CA 92660 · Claim or fix

Website Map

Capital Reserve Advisors Inc

4750 Von Karman Ave, Newport Beach, CA 92660 · Claim or fix

Website Map

Capital Synergy Partners

4400 Macarthur Blvd Ste 850, Newport Beach, CA 92660 · Claim or fix

Website Map

Caprock

450 Newport Center Dr Ste 280, Newport Beach, CA 92660 · Claim or fix

Call (949) 891-0039 Website Map

Carl J. Hattermann - UBS Financial Services

888 San Clemente Dr Ste 300, Newport Beach, CA 92660 · Claim or fix

Call (949) 717-3966 Website Map

Cash Advance Exchange

3416 Via Oporto, Newport Beach, CA 92663 · Claim or fix

Call (877) 865-7744 Website Map

Cash For Gold Coins

4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 · Claim or fix

Call (949) 431-7711 Website Map

Catalyst Wealth Advisors Llc

23 Corporate Plaza Dr Ste 240, Newport Beach, CA 92660 · Claim or fix

Website Map

Cayler Capital

895 Dove St, Newport Beach, CA 92660 · Claim or fix

Call (323) 632-6380 Website Map

Cb Towne Center Financial

1617 Westcliff Dr Ste 208, Newport Beach, CA 92660 · Claim or fix

Call (949) 270-1334 Website Map

Cembrus Capital

20341 Sw Birch St Ste 300, Newport Beach, CA 92660 · Claim or fix

Website Map

Centaurus Financial

1500 W Balboa Blvd Ste 201, Newport Beach, CA 92663 · Claim or fix

Call (949) 673-7122 Website Map

Centricity Financial

5000 Birch St Ste 3000, Newport Beach, CA 92660 · Claim or fix

Call (949) 444-2295 Website Map

Century Mortgage

110 Newport Center Dr Ste 200, Newport Beach, CA 92660 · Claim or fix

Call (949) 759-3610 Website Map

Cg Commercial Funding

660 Newport Center Dr Ste 800, Newport Beach, CA 92660 · Claim or fix

Call (949) 720-9511 Website Map

Chartered Realty Investors Society

700 Newport Center Dr, Newport Beach, CA 92660 · Claim or fix

Call (888) 724-7516 Website Map

Christopher Gonsior | Family Financial Home Loans

4000 MacArthur Blvd Ste 600, Newport Beach, CA 92660 · Claim or fix

Call (949) 836-6480 Website Map

Christopher Quiroz - Morgan Stanley

800 Newport Center Dr Ste 500, Newport Beach, CA 92660 · Claim or fix

Call (949) 717-5312 Website Map

Cibc Private Wealth

520 Newport Center Dr Ste 700, Newport Beach, CA 92660 · Claim or fix

Call (949) 660-0080 Website Map

City Lending

20251 SW Acacia St STE 120, Newport Beach, CA 92660 · Claim or fix

Call (800) 391-4346 Website Map

Cjk Investments

4100 Macarthur Blvd Ste 200, Newport Beach, CA 92660 · Claim or fix

Call (949) 224-4175 Website Map

Clarity Capital Partners

5000 Birch Street, East Tower, #100, Newport Beach, CA 92660 · Claim or fix

Call (800) 805-7526 Website Map

Clearlight Partners

100 Bayview Pl # 5000, Newport Beach, CA 92660 · Claim or fix

Call (949) 725-6610 Website Map

Clearview Hotel Capital

3501 Jamboree Rd Ste 550, Newport Beach, CA 92660 · Claim or fix

Call (949) 706-0010 Website Map

Coastal Mortgage

1601 Dove St Ste 110, Newport Beach, CA 92660 · Claim or fix

Call (949) 833-9144 Website Map

Coconut Funding Corporation

100 Bayview Cir Ste 200, Newport Beach, CA 92660 · Claim or fix

Call (949) 200-8277 Website Map

Collaso Tax Services

4101 Birch St, Newport Beach, CA 92660 · Claim or fix

Call (949) 419-2700 Website Map

College Planning America

4000 Macarthur Blvd Ste 1050, Newport Beach, CA 92660 · Claim or fix

Call (714) 813-1703 Website Map

Corient Capital Partners, Llc.

500 Newport Center Dr Ste 700, Newport Beach, CA 92660 · Claim or fix

Call (949) 945-2750 Website Map

Corporate Business Strategies

4340 Von Karman Ave Ste 200, Newport Beach, CA 92660 · Claim or fix

Website Map

Cost Recovery Solutions

660 Newport Center Dr Ste 650, Newport Beach, CA 92660 · Claim or fix

Website Map

Country West Financial Services

620 Newport Center Dr, Newport Beach, CA 92660 · Claim or fix

Call (949) 520-8960 Map

Court Investment Services

4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 · Claim or fix

Website Map

Credit 1 Finance

5000 Birch St Ste 100B, Newport Beach, CA 92660 · Claim or fix

Call (855) 461-1798 Website Map

Crosspoint Financial

3101 W Coast Hwy Ste 210, Newport Beach, CA 92663 · Claim or fix

Call (949) 650-6600 Website Map

Crossroads Capital Insurance Services

140 Newport Center Dr Ste 150, Newport Beach, CA 92660 · Claim or fix

Call (949) 629-4330 Map

Crowdfunders Choice

23 Corporate Plaza Dr Ste 133, Newport Beach, CA 92660 · Claim or fix

Website Map

Crown Bay Wealth

610 Newport Center Dr Ste 410, Newport Beach, CA 92660 · Claim or fix

Call (949) 889-0899 Website Map

Cruttenden Partners

4600 Campus Dr Ste 110, Newport Beach, CA 92660 · Claim or fix

Call (949) 399-9000 Website Map

Crystal Cove Capital

5020 Campus Dr, Newport Beach, CA 92660 · Claim or fix

Website Map

Cupp Wealth Strategies

2901 W Coast Hwy Ste 200, Newport Beach, CA 92663 · Claim or fix

Call (909) 899-2627 Map

Curve Capital Llc

23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 · Claim or fix

Website Map

Daim

120 Newport Center Dr, Newport Beach, CA 92660 · Claim or fix

Call (949) 298-7582 Website Map

Dartbrook Partners Llc.

1200 Newport Center Dr Ste 220, Newport Beach, CA 92660 · Claim or fix

Call (949) 718-6343 Website Map

David Rowan Young - Morgan Stanley

800 Newport Center Dr Ste 500, Newport Beach, CA 92660 · Claim or fix

Call (949) 760-2462 Website Map

Davos Investment Group

23 Corporate Plaza Dr, Newport Beach, CA 92660 · Claim or fix

Website Map

Dcg

260 Newport Center Dr, Newport Beach, CA 92660 · Claim or fix

Call (888) 757-6455 Map

Defer Capital Gains Taxes

220 Newport Center Dr Ste 11-442, Newport Beach, CA 92660 · Claim or fix

Website Map

Defoe Redmount

23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 · Claim or fix

Call (949) 423-3785 Website Map

Desert Crossroads Group Holdings Llc

260 Newport Center Dr, Newport Beach, CA 92660 · Claim or fix

Call (888) 757-6455 Website Map

Digital Asset Investment Management

260 Newport Center Dr Ste 100, Newport Beach, CA 92660 · Claim or fix

Call (949) 298-7582 Website Map

Digital Offering

4600 Campus Dr Ste 108, Newport Beach, CA 92660 · Claim or fix

Call (866) 209-1955 Website Map

Diligent Financial Group

1600 Dove St Ste 250, Newport Beach, CA 92660 · Claim or fix

Call (949) 468-0357 Website Map

Diverse Financial

100 Bayview Cir Ste 330, Newport Beach, CA 92660 · Claim or fix

Call (949) 509-9100 Website Map

Diversified Funding Group

240 Newport Center Dr Ste 203, Newport Beach, CA 92660 · Claim or fix

Call (949) 644-9920 Website Map

Divitiae Llc

220 Newport Center Dr Unit 11603, Newport Beach, CA 92660 · Claim or fix

Website Map

Dover Management Solutions, Llc.

660 Newport Center Dr Ste 1300, Newport Beach, CA 92660 · Claim or fix

Call (949) 474-5809 Map

Dpw Holdings

201 Shipyard Way, Newport Beach, CA 92663 · Claim or fix

Call (888) 753-2235 Map

Draco Capital Partners

260 Newport Center Dr, Newport Beach, CA 92660 · Claim or fix

Website Map

Duckworth Wealth Advisors, Inc.

1500 Quail St Ste 200, Newport Beach, CA 92660 · Claim or fix

Call (949) 629-4040 Website Map

How to choose a financial advisor in Newport Beach

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in Newport Beach, California?

USA Business Search shows 509 financial advisors in Newport Beach. 381 list a phone number and 452 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 92660, 92663, 92662, 92657, 92661.

How do I choose a financial advisor in Newport Beach?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in Newport Beach compare with the rest of California?

Newport Beach has 2% of the 24,546 financial advisors listed in California, which ranks #6 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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