The Gold Standard Directory

The best financial advisors in Newport Beach, CA

W
#1GOLD STANDARD PICK
Warren Street Wealth Advisors, LLC
Financial advisors, Newport Beach, CA
5.0 stars29 reviews
EEssential Trust Financial Insurance Solutions logo
#2
Essential Trust Financial Insurance Solutions
Financial advisors, Newport Beach, CA
5.0 stars26 reviews
RRetirement Planning Newport Beach | Miramontes Capital logo
#3
Retirement Planning Newport Beach | Miramontes Capital
Financial advisors, Newport Beach, CA
4.9 stars29 reviews
GG3 Capital Wealth logo
#4
G3 Capital Wealth
Financial advisors, Newport Beach, CA
5.0 stars20 reviews
T
#5
Tidecrest Wealth Management, LLC
Financial advisors, Newport Beach, CA
5.0 stars13 reviews
WWINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary logo
#6
WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
Financial advisors, Newport Beach, CA
5.0 stars13 reviews
H
#7
Highway One Capital
Financial advisors, Newport Beach, CA
5.0 stars11 reviews
KKnightsbridge Wealth Management logo
#8
Knightsbridge Wealth Management
Financial advisors, Newport Beach, CA
5.0 stars6 reviews
FFinn Financial Group logo
#9
Finn Financial Group
Financial advisors, Newport Beach, CA
5.0 stars5 reviews
BBell&Brown Wealth Advisors, LLC logo
#10
Bell&Brown Wealth Advisors, LLC
Financial advisors, Newport Beach, CA
5.0 stars4 reviews
B
#11
BNY Wealth Newport Beach CA
Financial advisors, Newport Beach, CA
5.0 stars2 reviews
C
#12
CIBC Private Wealth
Financial advisors, Newport Beach, CA
5.0 stars2 reviews
N
#13
Noble Financial Advisors
Financial advisors, Newport Beach, CA
5.0 stars2 reviews
H
#14
Hobert Wealth Management
Financial advisors, Newport Beach, CA
5.0 stars1 reviews
P
#15
Pence Wealth Management - Financial Advisors
Financial advisors, Newport Beach, CA
5.0 stars1 reviews
SSignature Estate & Investment Advisors, LLC logo
#16
Signature Estate & Investment Advisors, LLC
Financial advisors, Newport Beach, CA
5.0 stars1 reviews
FFinancial Resources Group & FRG Insurance Solutions, Inc. logo
#17
Financial Resources Group & FRG Insurance Solutions, Inc.
Financial advisors, Newport Beach, CA
4.8 stars21 reviews
EElevate Financial Partners logo
#18
Elevate Financial Partners
Financial advisors, Newport Beach, CA
4.8 stars19 reviews
A
#19
Advanced Planning Wealth Management Group
Financial advisors, Newport Beach, CA
4.7 stars15 reviews
A
#20
Advisory Benefit Services
Financial advisors, Newport Beach, CA
4.7 stars15 reviews
T
#21
The Bahnsen Group - Newport Beach, CA
Financial advisors, Newport Beach, CA
4.5 stars8 reviews
T
#22
Tower 68 Financial Advisors
Financial advisors, Newport Beach, CA
4.3 stars3 reviews
N
#23
Newport Wealth Advisors
Financial advisors, Newport Beach, CA
3.7 stars6 reviews
BBalboa Wealth Partners logo
#24
Balboa Wealth Partners
Financial advisors, Newport Beach, CA
3.0 stars2 reviews

How the order is set: in each area and niche, the highest Google rating among businesses with at least 25 Google reviews comes first, a tie goes to more reviews, and businesses with fewer reviews follow. The first card is the Gold Standard Pick. Ratings, reviews and contact details are from our own scan of the area. Nobody can pay for a place. Updated November 15, 2026.

The Gold Standard Directory by The Algo Vision.

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