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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Newport Beach, CA

Every SEC-registered financial advisor at a firm office in Newport Beach who lists the Chartered Financial Analyst designation, A to Z.

80 CFA charterholders work in Newport Beach; the most are at Beacon Pointe Advisors, LLC (15). 16 are also registered broker representatives.

CFA advisors in Newport Beach, A to Z

Every advisor in Newport Beach →

Firms with the most CFA charterholders in Newport Beach

Beacon Pointe Advisors, LLC 15Canterbury Consulting Incorporated 5Knightsbridge Wealth Management 5Corient 3Green Street 3J.P. Morgan Securities LLC 3Cibc Private Wealth Advisors, Inc. 2Creative Planning Institutional Advisors, LLC 2Hollencrest Capital Management 2Rockefeller Capital Management 2Sidoxia Capital Management, LLC 2Signature Resources Capital Management, LLC 2Tarbox Family Office, Inc. 2Wells Fargo Clearing Services, LLC 2Affinity Investment Advisors, LLC 1

CFA advisors in other California cities

All of California →

San Francisco 180Los Angeles 169San Diego 110Irvine 51Pasadena 43Foster City 32Walnut Creek 29Torrance 24Beverly Hills 21San Mateo 20Menlo Park 19Palo Alto 19La Jolla 18Santa Barbara 17El Segundo 16Oakland 12Santa Monica 12Carlsbad 11Aliso Viejo 10San Rafael 10Berkeley 9Costa Mesa 9Folsom 8San Jose 8

Questions

How many CFA financial advisors are in Newport Beach, CA?

80 SEC-registered investment adviser representatives at firm offices in Newport Beach, California list the CFA designation; Beacon Pointe Advisors, LLC employs the most of them (15).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA 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. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.