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Top RIA Firms in Newport Beach, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Newport Beach, California. This hub covers 70 matching firms with $4.0T in total reported AUM and median AUM of $660.3M.
Firms
70
Matching current profiles
Total AUM
$4.0T
Reported regulatory AUM
Median AUM
$660.3M
Across firms with AUM
Largest firm
$3.7T
Pacific Investment Management Company LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Pacific Investment Management Company LLC CRD 104559 · Limited Liability Company | NEWPORT BEACH, CA | $3.7T May 2026 | +$676.8B+22.6% | +$1.4T+63.1% | +$745.0B+25.5% | +$2.3T+162.8% | -1,209 employees-38.1% over 3Y | +53 accounts+1.9% over 3Y |
| 2. Beacon Pointe Advisors, LLC CRD 119290 · Limited Liability Company | NEWPORT BEACH, CA | $54.9B May 2026 | +$15.0B+37.7% | +$31.6B+136.1% | +$42.4B+341.0% | +$50.9B+1266.3% | +360 employees+85.7% over 3Y | -12,331 accounts-29.2% over 3Y |
| 3. Canterbury Consulting Incorporated CRD 22875 · Corporation | NEWPORT BEACH, CA | $45.9B May 2026 | +$38.5B+520.7% | +$40.5B+751.5% | +$40.7B+792.6% | +$33.7B+277.9% | -3 employees-4.5% over 3Y | +10 accounts+0.2% over 3Y |
| 4. Pacific Life Fund Advisors LLC CRD 105169 · Limited Liability Company | NEWPORT BEACH, CA | $42.8B Mar 2026 | +$2.9B+7.3% | -$13.4B-23.8% | -$6.8B-13.6% | -$11.4B-21.1% | +4 employees+25.0% over 3Y | -17 accounts-20.0% over 3Y |
| 5. Sageview Advisory Group, LLC CRD 126777 · Limited Liability Company | NEWPORT BEACH, CA | $37.5B Mar 2026 | -$201.0B-84.3% | -$118.9B-76.0% | -$96.2B-71.9% | +$23.1B+160.4% | -29 employees-12.9% over 3Y | -19,818 accounts-93.8% over 3Y |
| 6. Research Affiliates CRD 120440 · Limited Liability Company | NEWPORT BEACH, CA | $27.8B Mar 2026 | -$547.2M-1.9% | -$7.2B-20.6% | -$3.5B-11.1% | -$17.9B-39.1% | -15 employees-18.5% over 3Y | +1 accounts+3.1% over 3Y |
| 7. Aristotle Pacific Capital, LLC CRD 298050 · Limited Liability Company | NEWPORT BEACH, CA | $26.8B Mar 2026 | +$71.0M+0.3% | +$6.5B+32.4% | +$12.3B+84.8% | — | +6 employees+15.0% over 3Y | +9 accounts+25.7% over 3Y |
| 8. Aristotle Investment Services, LLC CRD 324207 · Limited Liability Company | NEWPORT BEACH, CA | $16.5B Mar 2026 | +$344.4M+2.1% | — | — | — | +18 employees+200.0% over 3Y | +2 accounts+10.5% over 1Y |
| 9. Paamco Prisma, LLC CRD 108989 · Limited Liability Company | NEWPORT BEACH, CA | $14.5B May 2026 | +$9.2B+177.1% | +$6.3B+77.4% | +$7.3B+101.0% | -$857.5M-5.6% | -8 employees-17.8% over 3Y | -32 accounts-38.6% over 3Y |
| 10. Pacific Private Fund Advisors LLC CRD 168830 · Limited Liability Company | NEWPORT BEACH, CA | $12.2B Mar 2026 | +$6.5B+115.1% | +$7.5B+159.8% | +$8.5B+227.8% | — | 0 employees+0.0% over 3Y | +9 accounts+50.0% over 3Y |
| 11. Windjammer Capital Investors CRD 160396 · Limited Partnership | NEWPORT BEACH, CA | $3.1B Mar 2026 | -$632.0M-16.9% | +$744.2M+31.6% | +$912.2M+41.7% | +$2.4B+320.5% | +4 employees+17.4% over 3Y | +3 accounts+50.0% over 3Y |
| 12. Strategic Global Advisors, LLC CRD 286019 · Limited Liability Company | NEWPORT BEACH, CA | $3.0B Mar 2026 | +$518.1M+20.7% | -$1.3B-30.7% | -$2.0B-40.0% | +$36.4M+1.2% | -10 employees-34.5% over 3Y | 0 accounts+0.0% over 3Y |
| 13. Hollencrest Capital Management CRD 46217 · Limited Liability Company | NEWPORT BEACH, CA | $2.9B Mar 2026 | +$199.5M+7.5% | +$585.1M+25.6% | +$1.2B+70.8% | +$2.0B+235.8% | +3 employees+18.8% over 3Y | +470 accounts+53.6% over 3Y |
| 14. Kbs Realty Advisors, LLC CRD 119662 · Limited Liability Company | NEWPORT BEACH, CA | $2.7B Mar 2026 | -$396.4M-12.7% | -$729.7M-21.1% | -$744.1M-21.4% | -$6.1B-69.3% | -38 employees-33.6% over 3Y | -3 accounts-50.0% over 3Y |
| 15. Row Asset Management, LLC CRD 168336 · Limited Liability Company | NEWPORT BEACH, CA | $2.5B Mar 2026 | +$14.1M+0.6% | +$243.0M+10.5% | +$657.4M+34.8% | +$2.4B+2393.7% | +2 employees+11.1% over 3Y | +1 accounts+7.7% over 3Y |
| 16. J.derek Lewis & Associates, INC. CRD 122307 · Corporation | NEWPORT BEACH, CA | $2.3B May 2026 | +$494.2M+27.7% | +$1.0B+81.3% | +$1.2B+121.7% | +$2.0B+803.4% | +1 employees+11.1% over 3Y | +964 accounts+13.8% over 3Y |
| 17. Apc Asset Development I, LP CRD 328513 · Limited Partnership | NEWPORT BEACH, CA | $2.3B Mar 2026 | +$23.2M+1.0% | — | — | — | +4 employees+9.5% over 1Y | 0 accounts+0.0% over 1Y |
| 18. Apc Asset Development II, LP CRD 328587 · Limited Partnership | NEWPORT BEACH, CA | $2.1B Mar 2026 | +$666.8M+47.8% | — | — | — | +4 employees+9.5% over 1Y | +1 accounts+20.0% over 1Y |
| 19. L Squared Capital Partners CRD 288509 · Limited Partnership | NEWPORT BEACH, CA | $2.0B May 2026 | +$487.5M+31.4% | +$1.0B+102.2% | +$1.5B+274.1% | +$1.7B+488.0% | +4 employees+28.6% over 3Y | +4 accounts+133.3% over 3Y |
| 20. Whittier Advisors, LLC CRD 318024 · Limited Liability Company | NEWPORT BEACH, CA | $1.9B May 2026 | +$418.2M+28.4% | +$1.5B+414.0% | — | +$1.9B+4289.9% | +1 employees+16.7% over 3Y | +29 accounts+2900.0% over 3Y |
| 21. Triguard Management LLC CRD 159472 · Limited Liability Company | NEWPORT BEACH, CA | $1.9B May 2026 | +$41.3M+2.2% | -$174.6M-8.5% | +$278.3M+17.4% | +$1.4B+286.6% | 0 employees+0.0% over 3Y | +1 accounts+16.7% over 3Y |
| 22. Kbs Capital Advisors, LLC CRD 166213 · Limited Liability Company | NEWPORT BEACH, CA | $1.7B Mar 2026 | -$854.4M-33.4% | -$1.9B-52.3% | -$3.3B-66.1% | -$3.3B-66.1% | -38 employees-33.6% over 3Y | -2 accounts-66.7% over 3Y |
| 23. Provenio Capital CRD 333009 · Limited Liability Company | NEWPORT BEACH, CA | $1.6B Mar 2026 | -$8.6M-0.5% | — | — | -$3.3M-0.2% | 0 employees+0.0% over 1Y | +4 accounts+3.1% over 1Y |
| 24. Buchanan Street Partners, L.p. CRD 169052 · Limited Partnership | NEWPORT BEACH, CA | $1.6B Mar 2026 | -$785.6K-0.0% | -$114.6M-6.7% | +$456.0M+39.6% | +$693.1M+75.8% | +4 employees+16.0% over 3Y | +3 accounts+13.6% over 3Y |
| 25. Pence Capital Management, LLC CRD 281739 · Limited Liability Company | NEWPORT BEACH, CA | $1.5B Mar 2026 | +$173.9M+12.8% | — | — | — | +12 employees+600.0% over 3Y | +336 accounts+2400.0% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.