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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Newport Beach, CA

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Newport Beach, A to Z.

The short answer

8 registered advisors work at Osaic Wealth, Inc. in Newport Beach, out of 7,287 at the firm nationwide; it ranks number 38 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Newport Beach, A to Z

Every Osaic Wealth, Inc. advisor →

Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. advisors in other cities

Scottsdale, AZ 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33

Other firms in Newport Beach

All Newport Beach advisors →

Beacon Pointe Advisors, LLC 207Merrill Lynch, Pierce, Fenner & Smith Incorporated 191Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 84UBS Financial Services Inc. 79LPL Financial LLC 62Wells Fargo Clearing Services, LLC 54J.P. Morgan Securities LLC 52Creative Planning Institutional Advisors, LLC 49MML Investors Services, LLC 44Cetera Investment Advisers LLC 40Charles Schwab & Co., Inc. 39

Questions

How many financial advisors does Osaic Wealth, Inc. have in Newport Beach?

8 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Newport Beach?

Osaic Wealth, Inc. ranks number 38 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 207.

How do I check a Osaic Wealth, Inc. 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 Osaic Wealth, Inc. 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.