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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

Data updated on October 15, 2025
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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.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterYouTube
The Bahnsen Group - CAAddressNewport BeachCaliforniaUnited StatesEmailPhone64.8Link
Maddy Stewart - RBC Wealth Management Financial AdvisorAddressNewport BeachCaliforniaUnited StatesEmailPhone00Link
Bank of America Financial CenterAddressNewport BeachCaliforniaUnited StatesEmailPhone173.4Link
Bank of America ATMAddressNewport BeachCaliforniaUnited StatesEmailPhone00Link
Beacon Pointe AdvisorsAddressNewport BeachCaliforniaUnited StatesEmailPhone64.7Link
Lung Wealth Advisory of Raymond JamesAddressNewport BeachCaliforniaUnited StatesEmailPhone00Link
PacificView Wealth ManagementAddressNewport BeachCaliforniaUnited StatesEmailPhone15Link
Newport Advisory LLCAddressNewport BeachCaliforniaUnited StatesEmailPhone00Link
Compak Asset ManagementAddressNewport BeachCaliforniaUnited StatesEmailPhone33.7Link
HN Financial GroupAddressNewport BeachCaliforniaUnited StatesEmailPhone00Link
[
  {
    "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"
  }
]

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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

407

Number of Financial planners in Newport Beach with Email

97

List of Financial planners in Newport Beach with Social Media Accounts

108

Facebook Profiles

67

Instagram Handles

220

LinkedIn Profiles

157

X Handles

1

TikTok Profiles

121

YouTube Channels

Download sales qualified leads of Financial planners in the Newport Beach

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

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.

363

Number of Financial planners in Newport Beach with website

55

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.

4

Number of 1 star-rated Financial planners in Newport Beach

1

Number of 2 star-rated Financial planners in Newport Beach

6

Number of 3 star-rated Financial planners in Newport Beach

17

Number of 4 star-rated Financial planners in Newport Beach

72

Number of 5 star-rated Financial planners in Newport Beach

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The total number of Financial planners in Newport Beach is 418.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Newport Beach at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in Newport Beach once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in Newport Beach dataset costs $99.

There are 407 Financial planners in Newport Beach with phone numbers.

There are 97 Financial planners in Newport Beach with email addresses.

There are 137 Financial planners in Newport Beach with both phone numbers and email lists.

There are 220 Financial planners in Newport Beach with LinkedIn Profiles.

There are 108 Financial planners in Newport Beach with Facebook Profiles.

There are 67 Financial planners in Newport Beach with Instagram Handles.

There are 157 Financial planners in Newport Beach with X Handles.

There are 1 Financial planners in Newport Beach with TikTok Profiles.

There are 121 Financial planners in Newport Beach with YouTube Channels.

The total count of Financial planners in Newport Beach with a website is 363.

The total count of Financial planners in Newport Beach without a website is 55.

There are 72 5-star rated Financial planners in Newport Beach.

There are 17 4-star rated Financial planners in Newport Beach.

There are 6 3-star rated Financial planners in Newport Beach.

There are 1 2-star rated Financial planners in Newport Beach.

There are 4 1-star rated Financial planners in Newport Beach.

The average age of Financial planners in Newport Beach is 5 years and 4 months.

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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.