RIAs in Newport Beach, CA
130 RIAs based in Newport Beach, California managing a combined $4T.
Pacific Investment Management Company LLC
RIANewport Beach, CA
AUM $3.7TTEAM 1968REPS 20
Beacon Pointe Advisors, LLC
RIANewport Beach, CA
AUM $54.9BTEAM 780REPS 473
Canterbury Consulting Incorporated
RIANewport Beach, CA
AUM $45.9BTEAM 64REPS 25
Pacific Life Fund Advisors LLC
RIANewport Beach, CA
AUM $42.8BTEAM 20REPS 3
Sageview Advisory Group, LLC
RIANewport Beach, CA
AUM $37.5BTEAM 195REPS 99
Research Affiliates
RIANewport Beach, CA
AUM $27.8BTEAM 66REPS 3
Aristotle Pacific Capital, LLC
RIANewport Beach, CA
AUM $26.8BTEAM 46REPS 10
Aristotle Investment Services, LLC
RIANewport Beach, CA
AUM $16.5BTEAM 27REPS 7
Paamco Prisma, LLC
RIANewport Beach, CA
AUM $14.5BTEAM 37REPS 4
Pacific Private Fund Advisors LLC
RIANewport Beach, CA
AUM $12.2BTEAM 12REPS 2
Windjammer Capital Investors
RIANewport Beach, CA
AUM $3.1BTEAM 27REPS 3
Strategic Global Advisors, LLC
RIANewport Beach, CA
AUM $3BTEAM 19REPS 4
Hollencrest Capital Management
RIANewport Beach, CA
AUM $2.9BTEAM 19REPS 16
KBS Realty Advisors, LLC
RIANewport Beach, CA
AUM $2.7BTEAM 75REPS 6
ROW Asset Management, LLC
RIANewport Beach, CA
AUM $2.5BTEAM 20REPS 5
JDL Advisers
RIANewport Beach, CA
AUM $2.3BTEAM 10REPS 12
APC Asset Development I, LP
RIANewport Beach, CA
AUM $2.3BTEAM 46REPS 4
APC Asset Development II, LP
RIANewport Beach, CA
AUM $2.1BTEAM 46REPS 4
L Squared Capital Partners
RIANewport Beach, CA
AUM $2BTEAM 18REPS 6
Whittier Advisors, LLC
RIANewport Beach, CA
AUM $1.9BTEAM 7REPS 13
Triguard Management LLC
RIANewport Beach, CA
AUM $1.9BTEAM 9REPS 4
KBS Capital Advisors, LLC
RIANewport Beach, CA
AUM $1.7BTEAM 75REPS 6
Provenio Capital
RIANewport Beach, CA
AUM $1.6BTEAM 11REPS 6
Buchanan Street Partners, L.P.
RIANewport Beach, CA
AUM $1.6BTEAM 29REPS 4
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