#1Beacon Pointe Advisors, LLC
BEACON POINTE ADVISORS, LLC
Based in Newport Beach, CA
Retirement Plan Advisors in Newport Beach, CA
The top-ranked retirement plan advisors serving Newport Beach, CA are Beacon Pointe Advisors, LLC, Bell & Brown Wealth Advisors, LLC and Boyer Financial Services, Inc.. We list 241 retirement plan advisors serving Newport Beach, CA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Newport Beach, CA (Orange County). 241 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Newport Beach
#2Bell & Brown Wealth Advisors, LLC
BELL & BROWN WEALTH ADVISORS, LLCBased in Newport Beach, CA#3Boyer Financial Services, Inc.
BOYER FINANCIAL SERVICES, INC.Based in Newport Beach, CA#4Canterbury Consulting Incorporated
CANTERBURY CONSULTING INCORPORATEDBased in Newport Beach, CA#5Crystal Cove Asset Management
CRYSTAL COVE ASSET MANAGEMENT, LLCBased in Newport Beach, CA#6Jdl Advisers
J.DEREK LEWIS & ASSOCIATES, INC.Based in Newport Beach, CA#7Kbs Realty Advisors, LLC
KBS REALTY ADVISORS, LLCBased in Newport Beach, CA#8Legacy Pcg, LLC
LEGACY PCG, LLCBased in Newport Beach, CA#9Longtail Alpha, LLC
LONGTAIL ALPHA, LLCBased in Newport Beach, CA#10Noble Wealth Management, Inc.
NOBLE WEALTH MANAGEMENT, INC.Based in Newport Beach, CA
20 more providers serving this area
- Pacific Investment Management Company LLC, Newport Beach, CA
- Pariax Private Wealth Management, Newport Beach, CA
- Prattes Wealth Partners, Newport Beach, CA
- Purus Wealth Management, LLC, Newport Beach, CA
- Rba Wealth Management, LLC, Newport Beach, CA
- Signature Resources Capital Management, LLC, Newport Beach, CA
- Tidecrest Wealth Management, LLC, Newport Beach, CA
- Westshore Wealth, Newport Beach, CA
- Creative Planning Institutional Advisors, LLC, Newport Beach, CA (1 mi)
- Procore Advisors, LLC, Newport Beach, CA (1 mi)
- Provenio Capital, Newport Beach, CA (1 mi)
- Apriem Advisors, Irvine, CA (3 mi)
- Index Fund Advisors, Inc., Irvine, CA (3 mi)
- Marrick Wealth, Irvine, CA (4 mi)
- First Foundation Advisors, Irvine, CA (4 mi)
- Trilogy Capital, Inc., Irvine, CA (4 mi)
- West Wealth Group, LLC, Irvine, CA (4 mi)
- Benefit Financial Services Group, Irvine, CA (4 mi)
- Leisure Capital Management, Inc., Costa Mesa, CA (4 mi)
- Sun Group Wealth Partners LLC, Irvine, CA (5 mi)
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Frequently asked questions
How many retirement plan advisors serve Newport Beach?
We list 241 retirement plan advisors serving Newport Beach, CA: 18 based there and 223 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Newport Beach?
The top-ranked retirement plan advisors serving Newport Beach, CA are Beacon Pointe Advisors, LLC, Bell & Brown Wealth Advisors, LLC, Boyer Financial Services, Inc., Canterbury Consulting Incorporated and Crystal Cove Asset Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Newport Beach are verified against official records?
10 of the top 10 match an active official record: Beacon Pointe Advisors, LLC (U.S. Securities and Exchange Commission), Bell & Brown Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Boyer Financial Services, Inc. (U.S. Securities and Exchange Commission), Canterbury Consulting Incorporated (U.S. Securities and Exchange Commission) and Crystal Cove Asset Management (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .