List of Financial planners in Newport Beach
There are 418 Financial planners in Newport Beach as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 193 Financial planners which is 46.17% of all Financial planners in Newport Beach are single-owner operations, while the remaining 225 which is 53.83% are part of larger brands. Average age of Financial planners in Newport Beach is 5 years and 4 months.Financial planners are also establishing a strong digital presence across various platforms: 220 have LinkedIn profiles, 108 have Facebook Pages, 67 are active on Instagram, 157 have X (formerly Twitter) handles, 1 are on TikTok, and 121 have YouTube channels. About 363 Financial planners have their own website and the remaining 55 don’t have their own website.
- 418
Number of Financial planners
- 97
Email addresses
- 407
Phone numbers
- 363
With Websites
- 220
LinkedIn Profiles
- 108
Facebook Profiles
- 67
Instagram Handles
- 157
X Handles
- 1
TikTok Profiles
- 121
YouTube Channels
Download list of Financial planners in Newport Beach
You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| The Bahnsen Group - CA | Address | Newport Beach | California | United States | Phone | 6 | 4.8 | Link | ||||||
| Maddy Stewart - RBC Wealth Management Financial Advisor | Address | Newport Beach | California | United States | Phone | 0 | 0 | Link | ||||||
| Bank of America Financial Center | Address | Newport Beach | California | United States | Phone | 17 | 3.4 | Link | ||||||
| Bank of America ATM | Address | Newport Beach | California | United States | Phone | 0 | 0 | Link | ||||||
| Beacon Pointe Advisors | Address | Newport Beach | California | United States | Phone | 6 | 4.7 | Link | ||||||
| Lung Wealth Advisory of Raymond James | Address | Newport Beach | California | United States | Phone | 0 | 0 | Link | ||||||
| PacificView Wealth Management | Address | Newport Beach | California | United States | Phone | 1 | 5 | Link | ||||||
| Newport Advisory LLC | Address | Newport Beach | California | United States | Phone | 0 | 0 | Link | ||||||
| Compak Asset Management | Address | Newport Beach | California | United States | Phone | 3 | 3.7 | Link | ||||||
| HN Financial Group | Address | Newport Beach | California | United States | Phone | 0 | 0 | Link |
[
{
"name": "The Bahnsen Group - CA",
"address": "52**********",
"phone": "********5010",
"email": "qu*******@th**********",
"lat": 33.61632,
"lng": -117.8709773,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Newport Beach",
"star_count": 4.8,
"rating_count": 6,
"category_name": "Financial planners"
},
{
"name": "Maddy Stewart - RBC Wealth Management Financial Advisor",
"address": "61**********",
"phone": "********8997",
"email": "da**********@rb*****",
"lat": 33.6183284,
"lng": -117.8725053,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Newport Beach",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Investment services,Financial planners"
},
{
"name": "Bank of America Financial Center",
"address": "33**********",
"phone": "********4663",
"email": "sa*******@ml****",
"lat": 33.5962739,
"lng": -117.8703821,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Newport Beach",
"star_count": 3.4,
"rating_count": 17,
"category_name": "Banks,Financial planners,Financial consultants"
},
{
"name": "Bank of America ATM",
"address": "33**********",
"phone": "********8500",
"email": "sa*******@ml****",
"lat": 33.5962739,
"lng": -117.8703821,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Newport Beach",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,ATMs,Financial consultants"
},
{
"name": "Beacon Pointe Advisors",
"address": "24**********",
"phone": "********1600",
"email": "in**@be**********",
"lat": 33.6078315,
"lng": -117.8746664,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Newport Beach",
"star_count": 4.7,
"rating_count": 6,
"category_name": "Financial planners,Investment services,Financial consultants"
},
{
"name": "Lung Wealth Advisory of Raymond James",
"address": "66**********",
"phone": "********2238",
"email": "su*****@In**********",
"lat": 33.6209936,
"lng": -117.8743027,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Newport Beach",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Financial consultants"
},
{
"name": "PacificView Wealth Management",
"address": "19**********",
"phone": "********5444",
"email": "in**@pa**********",
"lat": 33.6706144,
"lng": -117.857665,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Newport Beach",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners"
},
{
"name": "Newport Advisory LLC",
"address": "46**********",
"phone": "********9000",
"email": "in**@ne**********",
"lat": 33.6704092,
"lng": -117.8621433,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Newport Beach",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Compak Asset Management",
"address": "18**********",
"phone": "********9700",
"email": "in*********@co********",
"lat": 33.665482,
"lng": -117.8672471,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Newport Beach",
"star_count": 3.7,
"rating_count": 3,
"category_name": "Financial planners,Financial consultants"
},
{
"name": "HN Financial Group",
"address": "19**********",
"phone": "********7769",
"email": "in**@hn**********",
"lat": 33.6553779,
"lng": -117.8599107,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Newport Beach",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
}
]Loading...
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How many Financial planners are there in Newport Beach?
There are a total of 418 Financial planners in Newport Beach as of October 15, 2025.
Number of Financial planners in Newport Beach with Phone Number
Number of Financial planners in Newport Beach with Email
List of Financial planners in Newport Beach with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
TikTok Profiles
YouTube Channels
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Data of Financial planners in Newport Beach with/without Website
Download the list of Financial planners in Newport Beach as of October 15, 2025 with and without website information.
Number of Financial planners in Newport Beach with website
Number of Financial planners in Newport Beach without website
List of Financial planners in Newport Beach By Ratings
Download the data of the number of star-rated Financial planners in Newport Beach as of October 15, 2025.
Number of 1 star-rated Financial planners in Newport Beach
Number of 2 star-rated Financial planners in Newport Beach
Number of 3 star-rated Financial planners in Newport Beach
Number of 4 star-rated Financial planners in Newport Beach
Number of 5 star-rated Financial planners in Newport Beach
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