Explore Financial Advisors Serving Newport Beach, CA

Balboa Wealth Partners is a Newport Beach-based financial advisory firm specializing in comprehensive wealth management solutions. We combine institutional investment expertise with personalized financial planning to help clients achieve long-term financial independence. Our services include retirement planning, estate strategies, and customized portfolio management through both proprietary and third-party investment vehicles.

Aristotle Capital Management is a global investment management organization specializing in equity and fixed income portfolio solutions for institutional and advisory clients. We combine active management with research-driven frameworks to achieve long-term financial objectives, managing $57 billion in assets while advising on an additional $100 billion. Our employee-owned structure and PRI Signatory status reflect our commitment to responsible, client-focused investment strategies.

Whittier Trust is a multifamily office providing comprehensive wealth management services to high-net-worth individuals, families, businesses, and foundations. Our core offerings include investment management, family office administration, trust and fiduciary services, philanthropic planning, real estate management, and Nevada trust advantages. We strive to preserve wealth, strengthen family legacies, and deliver personalized, tax-efficient solutions that align with each client's values and long-term goals.

Pacific Asset Management specializes in credit investment strategies, utilizing fundamental research and ESG integration to identify opportunities across bank loans, high-yield bonds, and investment-grade securities. Our experienced team delivers tailored solutions through a boutique structure that prioritizes agility and client-centric service. We focus on risk management and collaborative decision-making to navigate dynamic markets effectively.

PlanPerfect is a third-party administrator specializing in retirement plan design, compliance, and administration. We help businesses optimize tax savings through customized 401(k), profit-sharing, and pension plans while ensuring regulatory compliance. Our services combine technical expertise with personalized support for business owners and financial professionals.

Knightsbridge Wealth Management offers personalized wealth management solutions, specializing in active investment management, private investments, and legacy planning. With a client-first ethos, we deliver tailored financial strategies grounded in decades of expertise and fiduciary responsibility. Our services prioritize tax efficiency, portfolio optimization, and long-term wealth preservation.