RIAs in NEWPORT BEACH, CA
131 RIAs based in NEWPORT BEACH, California managing a combined $4T.
PENCE CAPITAL MANAGEMENT, LLC
RIANEWPORT BEACH, CA
AUM $1.5BTEAM 14REPS 6
CAPROCK PARTNERS MANAGEMENT, INC.
RIANEWPORT BEACH, CA
AUM $1.5BTEAM 50REPS 5
COMPAK ASSET MANAGEMENT
RIANEWPORT BEACH, CA
AUM $1.5BTEAM 20REPS 16
SHORECLIFF ASSET MANAGEMENT COMPANY LLC
RIANEWPORT BEACH, CA
AUM $1.4BTEAM 14REPS 2
AFFINITY INVESTMENT ADVISORS, LLC
RIANEWPORT BEACH, CA
AUM $1.2BTEAM 6REPS 2
KNIGHTSBRIDGE WEALTH MANAGEMENT
RIANEWPORT BEACH, CA
AUM $1.1BTEAM 13REPS 10
SPINNAKER INVESTMENT GROUP, LLC
RIANEWPORT BEACH, CA
AUM $1.1BTEAM 11REPS 8
TARBOX FAMILY OFFICE, INC.
RIANEWPORT BEACH, CA
AUM $954MTEAM 8REPS 6
LONGTAIL ALPHA, LLC
RIANEWPORT BEACH, CA
AUM $822MTEAM 9REPS 3
RS CRUM INC.
RIANEWPORT BEACH, CA
AUM $721MTEAM 9REPS 9
WESTSHORE WEALTH
RIANEWPORT BEACH, CA
AUM $662MTEAM 10REPS 7
PURUS WEALTH MANAGEMENT, LLC
RIANEWPORT BEACH, CA
AUM $658MTEAM 12REPS 6
SPECTRUM ASSET MANAGEMENT INC
RIANEWPORT BEACH, CA
AUM $657MTEAM 12REPS 10
MIG CAPITAL, LLC
RIANEWPORT BEACH, CA
AUM $590MTEAM 3REPS 4
DUCERE WEALTH MANAGEMENT
RIANEWPORT BEACH, CA
AUM $504MTEAM 11REPS 8
BELL & BROWN WEALTH ADVISORS, LLC
RIANEWPORT BEACH, CA
AUM $487MTEAM 3REPS 3
RBA WEALTH MANAGEMENT, LLC
RIANEWPORT BEACH, CA
AUM $452MTEAM 7REPS 3
PAVION BLUE CAPITAL, LLC
RIANEWPORT BEACH, CA
AUM $444MTEAM 4REPS 2
ENGAGED CAPITAL
RIANEWPORT BEACH, CA
AUM $432MTEAM 11REPS 7
FLATROCK WEALTH PARTNERS LLC
RIANEWPORT BEACH, CA
AUM $418MTEAM 5REPS 2
REVITATE FUND ADVISOR LLC
RIANEWPORT BEACH, CA
AUM $399MTEAM 15REPS 5
MIRAMONTES CAPITAL, LLC
RIANEWPORT BEACH, CA
AUM $397MTEAM 15REPS 11
CLEARLIGHT PARTNERS MANAGEMENT, LLC
RIANEWPORT BEACH, CA
AUM $390MTEAM 10REPS 3
YOSEMITE CAPITAL MANAGEMENT
RIANEWPORT BEACH, CA
AUM $369MTEAM 8REPS 6
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