Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA Program

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Newport, WA

Every SEC-registered investment adviser representative at a firm office in Newport, with the firms that employ the most of them.

3 registered advisors work in Newport; the most are at Ae Wealth Management, LLC (1). 0 list the CFP designation and 0 are also registered broker representatives.

Firms with the most advisors in Newport

FirmAdvisors in Newport
Ae Wealth Management, LLC1
Physician Advising LLC1
Reinhardt Consulting1

Advisors in Newport, A to Z

Search all of Washington →

Other cities in Washington

All of Washington →

Seattle 2,047Bellevue 1,462Spokane 536Vancouver 521Tacoma 310Camas 309Kirkland 287Bellingham 208Mercer Island 166Gig Harbor 144Kennewick 130Redmond 114Lynnwood 112Edmonds 111Everett 109Olympia 109Yakima 105Renton 102Issaquah 97Federal Way 92Silverdale 86Bothell 77Spokane Valley 73Puyallup 68

Questions

How many financial advisors are in Newport, WA?

3 investment adviser representatives are registered at firm offices in Newport, Washington, according to the SEC's Investment Adviser Public Disclosure records. 0 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Newport?

Ae Wealth Management, LLC, with 1 registered advisors in Newport, followed by Physician Advising LLC with 1.

How do I check a financial advisor in Newport?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.