Kim R. Coyle CPA & Associates Orange County CPA
“He and his associates communicate everything in an organized fashion, so you don't feel overwhelmed by all the material.”
Best Financial Advisors in Newport Beach, CA
15 firms listed · 10 in Newport Beach · 1 open 24/7 · 1 open weekends · 13 rated 4.5+
Data verified October 31, 2026
S D Cooper Co
Weaver Consulting Group
“Your service and expertise is why you are the best in the industry!”
Integrity Wealth Management
Warren Street Wealth Advisors
“I have been completely satisfied with all aspects of this firm from the moment I started working with them 7+ years ago.”
Finn Financial Group
“I can confidently say that I am successful today largely due to his strategic long-term financial planning.”
The 15 firms listed for Newport Beach, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Newport Beach, CA
Of the 15 firms we list here, 10 are in Newport Beach itself and 5 come from Huntington Beach (10 mi). The firms on this page are rated from 4.2 to 5.0 across 163 reviews; 13 are rated 4.5 or higher. 1 is open around the clock and 1 is open on weekends. The services the firms on this page list most often on their websites are business services (2), elder care (2), estate planning (2), personal financial planning (2) and succession planning (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers urgent consultations; 3 offer payment plans; 5 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; all 15 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Newport Beach offer a free first meeting?
5 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
R. M. White & Associates
“They handle my business books and have been doing a great job for a long time now.”
Retirement Planning Newport Beach | Miramontes Capital
“My advisor Michael Remington has helped me feel secure about my financial stabilty.”
Balboa Tax & Accounting Services
“They helped me decides how to properly claim my home and figure out how much tax saving related to that deduction.”
Exactax Solutions
“They have handled my payroll and taxes for the past 8 years.”
Clearglass Capital Partners
“He knows how to build an institutional platform that comes across when it is time to market the firm for capital.”
Taylor Wealth Management
Advanced Planning Wealth Management Group
“I would have to say that I am so comfortable with the service I have received from the Advanced Planning Group, that I recommended many of my friends, who have also chosen them for their retirement needs.”
Financial Resources Group
“Very good customer service by Bob and all the staff.”
Spinnaker Investment Group
“One of the best decisions of my life was to put my trust in Joe Stapleton and the Spinnaker Investment Group!”
Why these companies made our list
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