Firms by city
Registered investment advisers in Newport Beach, CA
10 SEC-registered advisers headquartered in Newport Beach, listed by regulatory assets under management as reported on Form ADV.
10 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Pacific Investment ManagementCRD 104559 | Newport Beach, CA | $3666.94B | 628 | 41,699 |
| Beacon Pointe AdvisorsCRD 119290 | Newport Beach, CA | $54.87B | 440 | 29,929 |
| Canterbury ConsultingCRD 22875 | Newport Beach, CA | $45.88B | 25 | 172 |
| Pacific Life Fund AdvisorsCRD 105169 | Newport Beach, CA | $42.81B | 19 | 3 |
| Creative Planning Institutional AdvisorsCRD 126777 | Newport Beach, CA | $37.50B | 112 | 915 |
| Syzygy Asset ManagementCRD 120440 | Newport Beach, CA | $32.22B | 15 | 32 |
| Aristotle Pacific CapitalCRD 298050 | Newport Beach, CA | $26.76B | 22 | 15 |
| Aristotle Investment ServicesCRD 324207 | Newport Beach, CA | $16.50B | 7 | 1 |
| Paamco PrismaCRD 108989 | Newport Beach, CA | $14.45B | 33 | 47 |
| Pacific Private Fund AdvisorsCRD 168830 | Newport Beach, CA | $12.24B | 8 | 27 |
Pacific Investment ManagementCRD 104559$3666.94B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 628
- Clients
- 41,699
Beacon Pointe AdvisorsCRD 119290$54.87B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 440
- Clients
- 29,929
Canterbury ConsultingCRD 22875$45.88B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 25
- Clients
- 172
Pacific Life Fund AdvisorsCRD 105169$42.81B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 19
- Clients
- 3
Creative Planning Institutional AdvisorsCRD 126777$37.50B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 112
- Clients
- 915
Syzygy Asset ManagementCRD 120440$32.22B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 15
- Clients
- 32
Aristotle Pacific CapitalCRD 298050$26.76B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 22
- Clients
- 15
Aristotle Investment ServicesCRD 324207$16.50B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 7
- Clients
- 1
Paamco PrismaCRD 108989$14.45B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 33
- Clients
- 47
Pacific Private Fund AdvisorsCRD 168830$12.24B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 8
- Clients
- 27
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Newport Beach on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.