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Find Retirement Advisors for Retirement Planning in Newport Beach, California

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Newport Beach, California

Last Updated - April 25, 2025

Newport Beach has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 72 non-vetted advisors in your local area. These retirement advisors in Newport Beach, California have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Newport Beach, California

advisor
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Jerry Slusiewicz
Pacific Financial Planners

Qualifications
CRD# 1739938
Firm CRD# 132314
Series 7, 63, 65

Minimum Assets Required
$100,000

Advisory Services:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals

Compensation/Fee

Not Specified

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advisor
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Matthew Pixa
CFP®
My Portfolio Guide, LLC

Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Jarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management

Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Homestead Wealth Management
CIMA®, AIF®, ChFC®

Qualifications
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Serena Kim
Prudential

Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor
vector.svg VERIFIED

X Advisors, LLC
CFP®

Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 153184

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses

Compensation/Fee

Based on Assets

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advisor

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Top 15 Retirement Planning firms in Newport Beach, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

650 Newport Center Drive,
Newport Beach, CA, 92660
$2,615,929,249,50028113194
A percentage of AUM, Performance Based
2

4000 Macarthur Blvd., Suite 1050
Newport Beach, CA, 92660
$202,573,491,63034543262
A percentage of AUM, Hourly charges, Fixed fees
3

700 Newport Center Drive,
Newport Beach, CA, 92660-6397
$39,897,306,2526119
A percentage of AUM
4

24 Corporate Plaza, Suite 150
Newport Beach, CA, 92660
$31,279,960,48647098500
A percentage of AUM, Hourly charges, Fixed fees
5

660 Newport Center Drive, Suite 300
Newport Beach, CA, 92660
$28,392,009,5183467
A percentage of AUM
6

840 Newport Center Drive, 7th Floor
Newport Beach, CA, 92660
$21,865,344,4483138
A percentage of AUM, Performance Based
7

840 Newport Center Drive, Suite 700
Newport Beach, CA, 92660
$13,370,639,4291921
A percentage of AUM
8

660 Newport Center Drive, Suite 930
Newport Beach, CA, 92660
$9,320,091,8856344
A percentage of AUM, Fixed fees, Performance Based
9

610 Newport Center Drive, Suite 500
Newport Beach, CA, 92660-6404
$6,614,738,141435872
A percentage of AUM, Fixed fees, Performance Based
10

840 Newport Center Drive, Suite 480
Newport Beach, CA, 92660
$5,689,422,3422013
A percentage of AUM, Performance Based
11

840 Newport Center Drive, Suite 650
Newport Beach, CA, 92660-6460
$3,733,071,073928
A percentage of AUM, Performance Based
12

800 Newport Center Dr., Suite 700
Newport Beach, CA, 92660
$3,121,427,581880
A percentage of AUM, Performance Based, Other (ACQUISITION AND ADMINISTRATIVE FEES)
13

100 Bayview Circle, Suite 650
Newport Beach, CA, 92660-3043
$2,768,301,3843222
A percentage of AUM
14

800 Newport Center Drive, Suite 700
Newport Beach, CA, 92660
$2,555,927,641380
A percentage of AUM, Performance Based, Other (ACQUISITION AND DISPOSITION FEES)
15

450 Newport Center Drive, Suite 420
Newport Beach, CA, 92660
$2,419,325,6391317
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Newport Beach, California

QualificationsFirm CRD# 104559

Assets Under Management $2,615,929,249,500

No. Of Clients2811

Clients Per Financial Advisor1

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $3T assets under management, the firm specializes in crafting personalized retirement planning solutions for 2811 clients. The team consists of 3194 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (CERTAIN NON-DISCRETIONARY SERVICES)
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QualificationsFirm CRD# 126777

Assets Under Management $202,573,491,630

No. Of Clients34543

Clients Per Financial Advisor132

SAGEVIEW ADVISORY GROUP, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $203B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34543 clients. The team consists of 262 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 105169

Assets Under Management $39,897,306,252

No. Of Clients61

Clients Per Financial Advisor3

PACIFIC LIFE FUND ADVISORS LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $40B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
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QualificationsFirm CRD# 119290

Assets Under Management $31,279,960,486

No. Of Clients47098

Clients Per Financial Advisor94

BEACON POINTE ADVISORS, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $31B assets under management, the firm specializes in crafting personalized retirement planning solutions for 47098 clients. The team consists of 500 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (CONSULTING SERVICES)
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QualificationsFirm CRD# 120440

Assets Under Management $28,392,009,518

No. Of Clients34

Clients Per Financial Advisor1

RESEARCH AFFILIATES is a financial advisory firm situated in Newport Beach, California. With a nearly $28B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (NON-DISCRETIONARY INVESTMENT ADVICE TO ENTITIES)
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QualificationsFirm CRD# 298050

Assets Under Management $21,865,344,448

No. Of Clients31

Clients Per Financial Advisor1

ARISTOTLE PACIFIC CAPITAL, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 324207

Assets Under Management $13,370,639,429

No. Of Clients19

Clients Per Financial Advisor1

ARISTOTLE INVESTMENT SERVICES, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
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QualificationsFirm CRD# 108989

Assets Under Management $9,320,091,885

No. Of Clients63

Clients Per Financial Advisor1

PAAMCO PRISMA, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 63 clients. The team consists of 44 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 22875

Assets Under Management $6,614,738,141

No. Of Clients4358

Clients Per Financial Advisor61

CANTERBURY CONSULTING INCORPORATED is a financial advisory firm situated in Newport Beach, California. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4358 clients. The team consists of 72 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 168830

Assets Under Management $5,689,422,342

No. Of Clients20

Clients Per Financial Advisor2

PACIFIC PRIVATE FUND ADVISORS LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
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QualificationsFirm CRD# 160396

Assets Under Management $3,733,071,073

No. Of Clients9

Clients Per Financial Advisor0

WINDJAMMER CAPITAL INVESTORS is a financial advisory firm situated in Newport Beach, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 119662

Assets Under Management $3,121,427,581

No. Of Clients8

Clients Per Financial Advisor0

KBS REALTY ADVISORS, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 80 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (ACQUISITION AND ADMINISTRATIVE FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Pesnsion consulting services
  • Other (REAL ESTATE LIMITED PARTNERSHIPS)
View Full Profile

QualificationsFirm CRD# 286019

Assets Under Management $2,768,301,384

No. Of Clients32

Clients Per Financial Advisor1

STRATEGIC GLOBAL ADVISORS, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (MODEL PORTFOLIOS FOR OTHER ADVISERS)
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QualificationsFirm CRD# 166213

Assets Under Management $2,555,927,641

No. Of Clients3

Clients Per Financial Advisor0

KBS CAPITAL ADVISORS, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 80 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (ACQUISITION AND DISPOSITION FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 168336

Assets Under Management $2,419,325,639

No. Of Clients13

Clients Per Financial Advisor1

ROW ASSET MANAGEMENT, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

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