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Best Financial Advisors in Newport Beach

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Newport Beach, CANewport Beach, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Newport Beach, CANewport Beach, CA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

4343 Von Karman Ave, Suite 250T, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Certified Financial Planner (CFP)

Alpha Wealth Partners is a financial and investment planning firm that serves clients around Newport Beach. It provides comprehensive and actionable advice for matters related to tax, retirement, and education planning. It helps mitigate risks and minimize liabilities due to disability or illnesses by offering insurance plans. It also assists business owners in category consultation as well as valuation assessment. With over 50 years of collective experience, its advisors have handled over $100 million in client assets. The company’s President Stefan Reddrick, has proudly been delivering experience and service since 1998.

4343 Von Karman Ave, Suite 250T, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(949) 429-0100

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2040 Main Street, Suite 720, Irvine, CA 92614
Irvine, CA 92614
  • Certified Financial Planner (CFP)

Benefit Financial Services Group is a multi-faceted fiduciary firm serving individuals and families in Newport Beach. It assists clients with managing investments and guides financial planning. It also helps individuals plan for retirement, offering a selection of investment options and defined benefit plans. The firm opened its doors in 1986 under Steven Lee Yamshon. Yamshon has been in the industry for over 35 years and has taught investment finance at UCLA for over 25.

2040 Main Street, Suite 720, Irvine, CA 92614
Irvine, CA 92614

Website(949) 251-9333

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4343 Von Karman Avenue, Suite 250L, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Certified Financial Planner (CFP)
  • Financial Planning

Bridge Financial Management is an investment advisory firm serving Newport Beach. It advises clients on how to best utilize their assets and manage their finances using well-thought-out plans tailored to their needs. Its financial planning program assists clients in developing plans and reviews them regularly to monitor performance. This program also includes cash flow and budgeting techniques and retirement planning. It also recommends investment strategies and advises on their potential risks.

4343 Von Karman Avenue, Suite 250L, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(949) 229-2262

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

1801 Dove Street, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Compak Asset Management is a financial advisory firm serving clients in Newport Beach. It assists individuals with estate, net worth, income tax, and retirement planning by designing financial plans and implementing complementary strategies. These strategies may include developing business succession plans, reviewing investments, establishing spending and savings plans, and building emergency funds. Company president Moeez Ansari has 40 years of investment experience, including financial risk management, mutual fund selection modeling, and portfolio optimization.

1801 Dove Street, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(800) 388-9700

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.1 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5000 Birch Street, Suite 3000, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Estate and Trust Specialist
  • Retirement Planning

Emerald Wealth Management, Inc. (EWM) offers financial planning to the locals of Newport Beach. Some of its services include wealth accumulation, preservation, and distribution strategies; retirement income planning; personalized bookkeeping; investment monitoring and asset allocation; comprehensive personal, business, and retirement planning; and health and medicare insurance. EWM's team of associates includes professionals from unique backgrounds who give its clients multiple opinions, insight, and outlooks. The company has helped many individuals, families, and business owners develop solutions to their financial concerns.

5000 Birch Street, Suite 3000, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(800) 228-6647

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4695 MacArthur Court, 11th Floor, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Havaplan Financial is an advisory firm serving Newport Beach. Its clients include individuals who are starting out, settling down, entering midlife, near retirement, and enjoying retirement. It offers comprehensive financial planning and guidance on financial questions. It also helps clients develop long-term investment strategies based on their risk tolerance and individual goals. Classes on retirement savings and investments are also available. Founder Laurie Dubchansky has held her CFP designation since 2015 and volunteers at Women Investing in Security and Education.

4695 MacArthur Court, 11th Floor, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(949) 610-8975

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3991 MacArthur Boulevard Suite 215, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Retirement Planning

Integrity Wealth Management is a company that has been catering to clients in the Newport Beach metro and the surrounding communities since 2003. It offers a wide range of wealth planning services, including estate plan analysis, asset transfers, and beneficiary designation audits and reviews. The firm also provides insurance and tax reduction planning and mortgage reviews. Ralph Adamo, the president, has been working in the financial services industry since 1985. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations.

3991 MacArthur Boulevard Suite 215, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(949) 955-1188

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

1001 Dove Street Suite 155, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Estate Planning

J. Derek Lewis & Associates, Inc., provides financial advising services to clients in Newport Beach and the surrounding areas. It helps individuals prepare for the future financial needs of their loved ones by assisting them in creating financial plans. It also offers retirement income, Social Security maximization, and tax planning services. The company's president, J. Derek Lewis, has been helping clients with their investment matters since 1968. He started his financial career in 1966 as a bank officer at the Security Pacific National Bank.

1001 Dove Street Suite 155, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(949) 752-9096

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

4299 MacArthur Boulevard, Ste 100, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Certified Financial Planner (CFP)
  • Financial Planning

Klein Financial Advisors is a boutique financial planning and wealth management firm specializing in serving women in Newport Beach since 2003. It provides financial planning and investment management services, including asset allocation, securities selection, and risk management. It also provides transition planning for those who underwent major life changes, such as divorce or the loss of a loved one. Founder and president Lauren Klein is a Certified Divorce Analyst and has served as a board member of the Financial Planning Association in Orange County.

4299 MacArthur Boulevard, Ste 100, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(949) 477-4990

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

5000 Birch St, West Tower, Suite 3000, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Certified Financial Planner (CFP)

Mike Acevedo Financial Planning has been serving Newport Beach firefighters and police officers for more than ten years now. Traditional portfolio management is handled by the firm, which follows the fiduciary standard of care when providing retirement and tax planning advice. Life insurance, portfolio risk, and pension and DROP analysis are also other services offered by the firm. It is partnered with carriers such as Dynamic Wealth Advisors, Fidelity Investments, and Charles Schwab, and Ameritrade.

5000 Birch St, West Tower, Suite 3000, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(951) 741-5429

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4675 MacArthur Ct., Ste. 545, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

Since 1999, Reilly Financial Advisors has been catering to clients in Newport Beach. Individuals and families can get the firm's help with meeting short-term and long-term financial goals. It professionals assist in managing cash flow for college funds, insurance policies, and a retirement plan with a sustainable income. Its advisors also help with creating an investment portfolio that fits a client's goals and risk tolerance. Chairman Emeritus Don Reilly has more than 40 years of experience in the financial sector.

4675 MacArthur Ct., Ste. 545, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(619) 376-2569

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

23 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Certified Financial Planner (CFP)

The Retirement Income Center has been serving clients in Newport Beach since 2012. Its income management service helps individuals and families meet their current and future expenses. This includes advice on investment portfolios that fit a client's risk tolerance. The company's advisors also provide retirement income planning so that people have a sustainable income in their golden years. Founder and President Robert Klein is a certified public accountant and a Certified Financial Planner with more than a decade of experience.

23 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(949) 251-0910

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

620 Newport Center Dr, Suite 680, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Certified Financial Planner (CFP)

Rodriquez Wealth Management is a company serving the Newport Beach area. Since 1995, the firm's team has been transitioning and reserving clients' wealth. The firm's financial advisors suggest investing and accumulation methods for children's education, help manage clients' retirement assets, and construct tax-efficient investments to help decrease tax obligations. They also offer estate planning, risk management, and employee and executive benefits packages. Jesse Rodriquez, the firm's owner, was named one of Forbes' Best-In-State Wealth Advisors in 2021.

620 Newport Center Dr, Suite 680, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(949) 688-1570

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4 Upper Newport Plaza, Suite 201, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

RS Crum, Inc., is a wealth management company that caters to families and business owners around Newport Beach. It helps clients by providing personalized advice and developing strong goals-driven relationships with them. From estate and retirement planning to debt management and insurance products, it helps them devise a customized plan that will cover any specific financial concerns. With a team that includes six Certified Financial Planners, it strives to bring different perspectives and collaborative decisions in forwarding their client's needs.

4 Upper Newport Plaza, Suite 201, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(949) 428-9696

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

19200 Von Karman Avenue, Suite 370, Irvine, CA 92612
Irvine, CA 92612
  • Finance Planning

Silversage offers personalized wealth management and financial planning to the locals of Newport Beach. Its advisors work closely with its clients in creating a comprehensive plan that satisfies their concerns and is aligned with their lifestyle and values. It also offers the Personal Focus Plan, which aims to simplify complex decision-making while offering as much depth and detail as the client requires. Jeffrey M. Garell, the founding principal, is a Certified Financial Planner with over 35 years of industry experience.

19200 Von Karman Avenue, Suite 370, Irvine, CA 92612
Irvine, CA 92612

Website(949) 223-5175

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4100 MacArthur Blvd, Ste 120, Newport Beach, CA 92660
Newport Beach, CA 92660
Instagram
  • Certified Financial Planner (CFP)

The Spinnaker Investment Group provides wealth management services to individual professionals, small businesses, and corporations in Newport Beach. The firm helps in financial planning, college funding, estate overview, property management, health care evaluation, and balance sheet preparation. It operates on goal-based investing with the core belief that everyone has the opportunity to develop a financial portfolio. Morgan Christen, the CEO and chief investment officer, is a Certified Financial Planner who brings 26 years of investment management experience.

4100 MacArthur Blvd, Ste 120, Newport Beach, CA 92660
Newport Beach, CA 92660

InstagramWebsite(949) 396-6700

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

500 Newport Center Drive, Suite 500, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Financial Planning

Since 1985, Tarbox Family Office has been helping clients in Newport Beach. It deals with a wide range of financial services, from wealth transfer planning and risk management to asset protection and liability management. The company also provides tax preparation solutions. It has experience with investment management and educates clients on assets like bonds and stocks. The company's founder, Laura Tarbox, is the recipient of the Distinguished Instructor Award from the University of California, Irvine. She has been featured in the Los Angeles Times.

500 Newport Center Drive, Suite 500, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(949) 721-2330

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

520 Newport Center Dr 300, Newport Beach, CA 92660
Newport Beach, CA 92660
Instagram
  • Private Wealth Advisor

The Bahnsen Group offers financial guidance to businesses and individuals in Newport Beach. Its team of advisors assists clients with financial, tax, and estate planning. It also guides with legal matters, risk management, and lifestyle services such as elder care management, college preparation, and personal bookkeeping. The firm manages over $3.2 billion in client assets. It is helmed by managing partner and chief investment officer David L. Bahnsen. Bahnsen is a regular contributor to Forbes and National Review.

520 Newport Center Dr 300, Newport Beach, CA 92660
Newport Beach, CA 92660

InstagramWebsite(949) 877-5010

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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