Managers in Newport Beach, CA
United States · 223 asset managers within 25 km (98 in Newport Beach itself) · 283 wealth managers, banks and others
Nearby: Irvine, CA 71 · Costa Mesa, CA 11 · Laguna Beach, CA 6 · Aliso Viejo, CA 6 · Long Beach, CA 6 · Corona Del Mar, CA 5 · Dana Point, CA 4 · Tustin, CA 3 · Santa Ana, CA 3 · Huntington Beach, CA 3 · Laguna Hills, CA 3 · Lake Forest, CA 3
Asset managers in and around Newport Beach
| # | Manager | People here |
|---|---|---|
| 151 | CESTRIAN CAPITAL RESEARCH, INC Newport Beach | office |
| 152 | JPMORGAN CHASE & CO hedge funds, private equity, real estate, structured credit and 6 more · Irvine J.P. Morgan Securities LLC · 21 related pages $3.5tn · visa salary $167,000 | office |
| 153 | BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Newport Beach MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn | office |
| 154 | NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Newport Beach NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn | office |
| 155 | Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Irvine EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn | office |
| 156 | WELLS FARGO & COMPANY/MN wealth · Irvine WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn | office |
| 157 | ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Irvine RBC Rochdale, LLC · 23 related pages $590.8bn | office |
| 158 | Fisher Asset Management, LLC wealth · Irvine FISHER INVESTMENTS · 2 related pages $386.7bn | office |
| 159 | HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Irvine HSBC SECURITIES USA INC · 12 related pages $260.2bn | office |
| 160 | CAPITAL BANK AND TRUST COMPANY futures · Irvine $251.0bn | office |
| 161 | STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Newport Beach, Irvine STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn | 2 offices |
| 162 | Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Irvine Cerity Partners LLC · 4 related pages $161.7bn | office |
| 163 | Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Irvine Thrivent Investment Management Inc · 5 related pages $128.7bn | office |
| 164 | Canadian Imperial Bank of Commerce wealth, bank or insurer · Newport Beach CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn | office |
| 165 | OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Newport Beach OPPENHEIMER & CO. INC. · 5 related pages $36.7bn | office |
| 166 | ALLSTATE CORP structured credit, wealth · Tustin ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn | office |
| 167 | Acorns Advisers, LLC Irvine $15.3bn | based here |
| 168 | A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Newport Beach A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn | office |
| 169 | Alpha Cubed Investments, LLC Costa Mesa $2.9bn | based here |
| 170 | First American Financial Corp Santa Ana FIRST AMERICAN TRUST, FSB, First American Financial Corp, First American Home Warranty Corp $1.7bn | based here |
| 171 | Corient Capital Partners, LLC Newport Beach $1.3bn | based here |
| 172 | Golden State Wealth Management, LLC Santa Ana $1.1bn | based here |
| 173 | Three Arch Wealth Management LLC Irvine $651.9m | based here |
| 174 | Towneley Capital Management, Inc / DE Laguna Hills $509.5m | based here |
| 175 | Weaver Consulting Group Huntington Beach $487.7m | based here |
| 176 | Anfield Capital Management, LLC Irvine $363.5m | based here |
| 177 | Ducere Wealth Management LLC Newport Beach $332.6m | based here |
| 178 | Mosley Wealth Management Anaheim $314.3m | based here |
| 179 | TCFG Investment Advisors, LLC Laguna Niguel $296.8m | based here |
| 180 | Orange County Employees Retirement System asset owner · Santa Ana $279.6m | based here |
| 181 | Clarity Capital Partners LLC Newport Beach $279.4m | based here |
| 182 | PAN GLOBAL ADVISERS, LLC Newport Beach $270.5m | office |
| 183 | TCFG WEALTH MANAGEMENT, LLC Laguna Niguel $267.5m | based here |
| 184 | Pachira Investments Inc. Dana Point $265.0m | based here |
| 185 | Flatrock Wealth Partners LLC Newport Beach $254.6m | based here |
| 186 | Signature Resources Capital Management, LLC Newport Beach $253.6m | based here |
| 187 | Pavion Blue Capital, LLC Newport Beach $248.4m | based here |
| 188 | EHRLICH FINANCIAL GROUP Laguna Niguel $194.4m | based here |
| 189 | ES4, LLC Newport Beach $190.4m | based here |
| 190 | PROVENCE WEALTH MANAGEMENT GROUP Irvine $186.1m | based here |
| 191 | Clearview Wealth Management LLC Irvine $155.6m | based here |
| 192 | Sun Group Wealth Partners Irvine $146.6m | based here |
| 193 | Anchor Capital Management Group Inc Aliso Viejo $145.1m | based here |
| 194 | marrick wealth, LLC Irvine $140.8m | based here |
| 195 | FELL CAPITAL MANAGEMENT /ADV Newport Beach $118.7m | based here |
| 196 | Boyer Financial Services, Inc. Newport Beach $118.4m | based here |
| 197 | Crystal Cove Asset Management, LLC Newport Beach $91.7m | based here |
| 198 | CROSSPOINT FINANCIAL, LLC Tustin $43.7m | based here |
| 199 | PATHWAY CAPITAL MANAGEMENT, LP Irvine $23.9m | based here |
| 200 | Sapience Investments, LLC Irvine $771.9k | based here |
223 families; one row per corporate family, linking to its largest page.
Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.