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Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in Newport Beach, CA

Every SEC-registered investment adviser representative at a Creative Planning office in Newport Beach, A to Z.

5 registered advisors work at Creative Planning in Newport Beach, out of 1,081 at the firm nationwide; it ranks number 59 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors in Newport Beach, A to Z

Every Creative Planning advisor →

Creative Planning advisors in every city and state →Creative Planning: assets, clients and custodians →Creative Planning news and advisor moves →Creative Planning payout grid vs. other firms →Advisor Moves: who changed firms this week →

Creative Planning advisors in other cities

Overland Park, KS 671McLean, VA 15Bloomington, MN 14Chicago, IL 13Atlanta, GA 11Dallas, TX 8Knoxville, TN 7Berwyn, PA 6Denver, CO 6Irvine, CA 6Memphis, TN 6San Diego, CA 6Alpharetta, GA 5Austin, TX 5Brookfield, WI 5

Other firms in Newport Beach

All Newport Beach advisors →

Beacon Pointe Advisors, LLC 202Merrill Lynch, Pierce, Fenner & Smith Incorporated 190Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 82UBS Financial Services Inc. 78LPL Financial LLC 64J.P. Morgan Securities LLC 60Wells Fargo Clearing Services, LLC 58Creative Planning Institutional Advisors, LLC 48Charles Schwab & Co., Inc. 40Cetera Investment Advisers LLC 39Stifel, Nicolaus & Company, Incorporated 38

Questions

How many financial advisors does Creative Planning have in Newport Beach?

5 investment adviser representatives are registered at Creative Planning offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Creative Planning one of the largest advisor employers in Newport Beach?

Creative Planning ranks number 59 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 202.

How do I check a Creative Planning advisor in Newport Beach?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Creative Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.