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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 - May 15, 2025Newport 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJerry 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
VERIFIEDMatthew 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
VERIFIEDJarret 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
VERIFIEDHomestead 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDSerena 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
VERIFIEDX 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
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
Advisory Services:
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses
Compensation/Fee
Based on Assets
VERIFIEDQualifications
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Newport Beach, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 650 Newport Center Drive, Newport Beach, CA, 92660 | $2,615,929,249,500 | 2811 | 3194 | A percentage of AUM, Performance Based |
| 2 | 4000 Macarthur Blvd., Suite 1050 Newport Beach, CA, 92660 | $202,573,491,630 | 34543 | 262 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 700 Newport Center Drive, Newport Beach, CA, 92660-6397 | $39,897,306,252 | 61 | 19 | A percentage of AUM |
| 4 | 24 Corporate Plaza, Suite 150 Newport Beach, CA, 92660 | $31,279,960,486 | 47098 | 500 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 660 Newport Center Drive, Suite 300 Newport Beach, CA, 92660 | $28,392,009,518 | 34 | 67 | A percentage of AUM |
| 6 | 840 Newport Center Drive, 7th Floor Newport Beach, CA, 92660 | $21,865,344,448 | 31 | 38 | A percentage of AUM, Performance Based |
| 7 | 840 Newport Center Drive, Suite 700 Newport Beach, CA, 92660 | $13,370,639,429 | 19 | 21 | A percentage of AUM |
| 8 | 660 Newport Center Drive, Suite 930 Newport Beach, CA, 92660 | $9,320,091,885 | 63 | 44 | A percentage of AUM, Fixed fees, Performance Based |
| 9 | 610 Newport Center Drive, Suite 500 Newport Beach, CA, 92660-6404 | $6,614,738,141 | 4358 | 72 | A percentage of AUM, Fixed fees, Performance Based |
| 10 | 840 Newport Center Drive, Suite 480 Newport Beach, CA, 92660 | $5,689,422,342 | 20 | 13 | A percentage of AUM, Performance Based |
| 11 | 840 Newport Center Drive, Suite 650 Newport Beach, CA, 92660-6460 | $3,733,071,073 | 9 | 28 | A percentage of AUM, Performance Based |
| 12 | 800 Newport Center Dr., Suite 700 Newport Beach, CA, 92660 | $3,121,427,581 | 8 | 80 | A percentage of AUM, Performance Based, Other (ACQUISITION AND ADMINISTRATIVE FEES) |
| 13 | 100 Bayview Circle, Suite 650 Newport Beach, CA, 92660-3043 | $2,768,301,384 | 32 | 22 | A percentage of AUM |
| 14 | 800 Newport Center Drive, Suite 700 Newport Beach, CA, 92660 | $2,555,927,641 | 3 | 80 | A percentage of AUM, Performance Based, Other (ACQUISITION AND DISPOSITION FEES) |
| 15 | 450 Newport Center Drive, Suite 420 Newport Beach, CA, 92660 | $2,419,325,639 | 13 | 17 | 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)
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
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
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)
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)
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
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
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
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
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
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
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)
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)
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
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
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