Financial Planners in Newport Beach, CA — 36 Firms (2026)
36 financial planners in Newport Beach, California meet our listing bar — a website plus a public review record. They average 4.19★ across 36 rated firms, and 18 are rated 4.5★ or higher. The highest-rated is ACACIA Insurance Services, Inc. at 5.0★ across 52 Google reviews.
Showing 36 of 36 · sorted by Google rating
1.
ACACIA Insurance Services, Inc.
★★★★★★★★★★5.0(52 Google reviews)✓ Verified on Google
Financial Planning · 4667 MacArthur Blvd #260, Newport Beach, CA 92660
2.
Essential Trust Financial Insurance Solutions
★★★★★★★★★★5.0(25 Google reviews)✓ Verified on Google
Financial Planning · 895 Dove St 3rd floor, Newport Beach, CA 92660
Services: advisory
3.
Fortitude Wealth Management
★★★★★★★★★★5.0(18 Google reviews)✓ Verified on Google
Financial Planning · 620 Newport Center Dr Ste 580, Newport Beach, CA 92660
4.
Boyer Financial Services Inc
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 4063 Birch St Ste 150, Newport Beach, CA 92660
5.
WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 620 Newport Center Dr Suit 1100, Newport Beach, CA 92660
Services: advisory
6.
Fourth Point Wealth
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 4100 Newport Pl Ste 160, Newport Beach, CA 92660
7.
Sidoxia Capital Management, LLC
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 2901 West Coast Hwy Suite 200, Newport Beach, CA 92663
8.
YHC Wealth Management Group
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 4675 MacArthur Ct Ste 450, Floor 4, Newport Beach, CA 92660
Services: advisory
9.
College Planning America
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 4000 MacArthur Blvd #1050, Newport Beach, CA 92660
10.
Finn Financial Group
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 260 Newport Center Dr #100, Newport Beach, CA 92660
11.
Tax & Financial Group
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 4695 MacArthur Ct Fl 10, Newport Beach, CA 92660
Services: advisory
12.
Retirement Planning Newport Beach | Miramontes Capital
★★★★★★★★★★4.9(28 Google reviews)✓ Verified on Google
Financial Planning · 4701 Teller Ave, Newport Beach, CA 92660
13.
Onitus Capital
★★★★★★★★★★4.8(24 Google reviews)✓ Verified on Google
Financial Planning · 3857 Birch St Ste #5059, Newport Beach, CA 92660
14.
Financial Resources Group & FRG Insurance Solutions, Inc.
★★★★★★★★★★4.8(18 Google reviews)✓ Verified on Google
Financial Planning · 660 Newport Center Dr UNIT 700, Newport Beach, CA 92660
15.
Beacon Pointe Advisors
★★★★★★★★★★4.8(12 Google reviews)✓ Verified on Google
Financial Planning · 24 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660
Services: advisory
16.
Advanced Planning Wealth Management Group
★★★★★★★★★★4.7(15 Google reviews)✓ Verified on Google
Financial Planning · 4770 Campus Dr Ste 210, Newport Beach, CA 92660
17.
Advisory Benefit Services
★★★★★★★★★★4.7(15 Google reviews)✓ Verified on Google
Financial Planning · 4695 MacArthur Ct #360, Newport Beach, CA 92660
18.
Elevate Financial Partners
★★★★★★★★★★4.6(20 Google reviews)✓ Verified on Google
Financial Planning · 4675 MacArthur Ct Ste 1430, Newport Beach, CA 92660
19.
The Bahnsen Group - Newport Beach, CA
★★★★★★★★★★4.4(7 Google reviews)✓ Verified on Google
Financial Planning · 520 Newport Center Dr Ste 300, Newport Beach, CA 92660
20.
Spinnaker Investment Group, LLC
★★★★★★★★★★4.3(6 Google reviews)✓ Verified on Google
Financial Planning · 4100 MacArthur Blvd Ste 120, Newport Beach, CA 92660
21.
Signature Resources Capital Management, LLC
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 100 Bayview Cir # 2200, Newport Beach, CA 92660
22.
Compak Asset Management
★★★★★★★★★★4.1(17 Google reviews)✓ Verified on Google
Financial Planning · 1801 Dove St, Newport Beach, CA 92660
Services: advisory
23.
Capstone Partners Financial and Insurance Services
★★★★★★★★★★4.0(6 Google reviews)✓ Verified on Google
Financial Planning · 4675 MacArthur Ct #1050, Newport Beach, CA 92660
24.
Bank of America Financial Center
★★★★★★★★★★3.9(19 Google reviews)✓ Verified on Google
Financial Planning · 3475 Via Lido, Newport Beach, CA 92663
Services: advisory
25.
Hollencrest Capital Management
★★★★★★★★★★3.8(5 Google reviews)✓ Verified on Google
Financial Planning · 100 Bayview Cir #500, Newport Beach, CA 92660
26.
Newport Wealth Advisors
★★★★★★★★★★3.7(6 Google reviews)✓ Verified on Google
Financial Planning · 4695 MacArthur Ct #1100, Newport Beach, CA 92660
27.
SageView Advisory Group
★★★★★★★★★★3.7(3 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 4000 MacArthur Blvd #1050, Newport Beach, CA 92660
Services: advisory
28.
BMO Bank N.A Branches
★★★★★★★★★★3.6(14 Google reviews)✓ Verified on Google
Financial Planning · 4400 MacArthur Blvd, Newport Beach, CA 92660
Services: advisory
29.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.5(22 Google reviews)✓ Verified on Google
Financial Planning · 2600 San Miguel Dr, Newport Beach, CA 92660
Services: advisory
30.
Fidelity Investments
★★★★★★★★★★3.4(7 Google reviews)✓ Verified on Google
Financial Planning · 1600 Newport Center Dr Suite 100, Newport Beach, CA 92660
31.
Lotter Group
★★★★★★★★★★3.4(7 Google reviews)✓ Verified on Google
Financial Planning · 6 Upper Newport Plaza Dr, Newport Beach, CA 92660
32.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.1(37 Google reviews)✓ Verified on Google
Financial Planning · 1016 Irvine Ave, Newport Beach, CA 92660
Services: advisory
33.
Diligent Financial Group
★★★★★★★★★★2.5(8 Google reviews)
Financial Planning · 1600 Dove St # 250, Newport Beach, CA 92660
34.
Bank of America Financial Center
★★★★★★★★★★2.4(38 Google reviews)✓ Verified on Google
Financial Planning · 4101 MacArthur Blvd, Newport Beach, CA 92660
Services: advisory
35.
Bank of America Financial Center
★★★★★★★★★★2.4(23 Google reviews)✓ Verified on Google
Financial Planning · 500 Newport Center Dr #191, Newport Beach, CA 92660
Services: advisory
36.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(24 Google reviews)✓ Verified on Google
Financial Planning · 2501 Eastbluff Dr, Newport Beach, CA 92660
Services: advisory
Top financial planners in Newport Beach
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | ACACIA Insurance Services, Inc. | Financial Planning | 5.0 / 5 | 52 |
| 2 | Essential Trust Financial Insurance Solutions | Financial Planning | 5.0 / 5 | 25 |
| 3 | Fortitude Wealth Management | Financial Planning | 5.0 / 5 | 18 |
| 4 | Boyer Financial Services Inc | Financial Planning | 5.0 / 5 | 13 |
| 5 | WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary | Financial Planning | 5.0 / 5 | 13 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.