Ways to browse advisors serving Newport Beach, CA

Pick a specialty or descriptor to browse more advisors serving Newport Beach, CA.

By how they work

Type	Advisors
Large-firm	5,049
Flat-fee	3,353
Seasoned	2,435
Independent	1,717
CFP®-certified	964

By who they serve

Type	Advisors
High-net-worth	1,427
Baby Boomer	92
Millennial	6
Gen X	3

Browse by specialty

Find advisors serving Newport Beach, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	4,519
Executive	2,668
Wealth management	2,643
Retired	2,219
Tax-loss harvesting	2,001
Retirement plans for business owners (SEP, solo 401k)	1,361
Private / alternative investments	1,015
College savings (529s, UTMA, etc.)	990
Active portfolio management	967
Retirement income strategy	855
General retirement planning	837
Options & derivatives strategies	695
General estate planning guidance	693
ESG / Sustainable investing	649
HENRY (High Earners, Not Rich Yet)	638
Mid-Career Professionals	604
Approaching retirement	595
Cash flow / budgeting	559
Annuities	486
Income planning	480
Charitable giving & philanthropy	446
Concentrated stock management	435
Equity compensation tax strategy	384
Real estate investing	340
Social Security optimization	340
Business exit / sale strategy	334
Passive / index investing	305
Divorce financial planning	196
Self-Employed	183
Retirement withdrawal strategies	176
Multi-generational wealth transfer	175
Intergenerational Families	169
Business ownership considerations	160
Attorney	132
Established Professionals	123
General tax planning	123
Financial Professional	107
Planning for children with special needs	105
Business succession planning	102
Women Professionals	82
Technology Professional	70
Divorced	67
Parents	60
Long-term care insurance	55
Values-based investing	47
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	36
Debt management	33
Tax strategies for small businesses	31
Retired	26
Factor investing / smart beta	23
Doctor or Medical Professional	22
Life insurance needs analysis	20
Women's Finance	19
Family Business	17
Liquidity event planning	17
Dentist	15
Equity Recipients (RS/RSU, SOP, ESPP)	15
Business Financial Management	14
Business sale tax planning	14
LGBTQIA	14
Young Families	12
Christian Faith Based	10
Entertainment Industry	10
Medicare planning	10
Educators, Teachers, and Academics	9
Charitable giving tax strategies	8
Religious/faith focused	8
Young Professionals	7
Engineering Professional	6
Dual Income Family	4
Cross-border / expatriate tax planning	3
Early retirement planning	3
Immigrants	3

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