California > Newport Beach Yellow Pages > Finance > Investment Services & Advisors

Newport Beach Investment Services & Advisors

Local Businesses: 224 [Showing 1-100 of 224]

Acacia Research 500 Newport Center Drive Suite 700 Newport Beach, CA 92660-7007 (949) 480-8300 +view more (949) 480-8301 (Fax) Paul Ryan (Ceo) Services: Corporate Services, Research Categories: Investment Management Services
Advisor Solution's Group Inc. 1300 Bristol Street North Suite 100 Newport Beach, CA 92660-2989 (949) 250-1855 Krista Zipfel (President) Categories: Business Management Consultants, Broker Consultants, Financial Planning Consultants
Allianz Global Investors 680 Newport Center Drive Suite 250 Newport Beach, CA 92660-4046 (949) 219-2200 +view more (949) 219-3949 (Fax) Catheline Taylor (Manager) Categories: Security Brokers & Dealers
American Planning Institute 2815 Carob Street Newport Beach, CA 92660-3212 (949) 760-1010 +view more (949) 760-1065 (Fax) Esam Kurd (Owner) Categories: Financial Planning Consultants
American Recon 359 San Miguel Drive Newport Beach, CA 92660-7812 (949) 720-1200 Categories: Financial Planning Consultants
Ameriprise Financial 4425 Jamboree Road Newport Beach, CA 92660-3024 (949) 387-8057 Categories: Financial Services, Financial Planning Consultants
Apg Partners 246 Marsala Newport Beach, CA 92660-8309 (949) 759-4800 Categories: Financial Planning Consultants
Approved Aeronautics 864 Production Place Newport Beach, CA 92663-2810 (949) 650-1800 Categories: Security Brokers & Dealers, Aircraft Parts, Equipment & Supplies
Arete Advisors 20321 Southwest Birch Street Suite 200 Newport Beach, CA 92660-1756 (949) 203-3010 Categories: Investment Services & Advisors
Asa Investment Newport Beach, CA 92660 (949) 650-6791 Categories: Security Brokers & Dealers
Asset Investment Property 2901 West Coast Highway Newport Beach, CA 92663-4023 (949) 258-4336 Products: Government Securities, Treasuries Services: Asset Management, Business Services, Consultations, Corporate Services, Lead… Categories: Investment Services & Advisors, Security Brokers & Dealers, Real Estate
Associates Asset Management Llc 20101 Southwest Birch Street Suite 120 Newport Beach, CA 92660-1749 (714) 675-7123 +view more (888) 525-9454 (Toll Free) Products: Mortgages, Stocks, Equities Services: Asset Management, Debt Management, Asset Protection Categories: Investment Services & Advisors
Atlantic Trust 4675 Macarthur Court Suite 1150 Newport Beach, CA 92660-8839 (949) 660-0080 +view more (949) 885-0061 (Primary Phone) Categories: Investment Services & Advisors
Avalon Capital Llc 305 East Bay Front Newport Beach, CA 92662-1317 (949) 675-0125 Categories: Security Brokers & Dealers
B Riley & Company Inc 4675 Macarthur Court Suite 1500 Newport Beach, CA 92660-1879 (949) 852-9911 Categories: Security Brokers & Dealers
Banta Asset Management Lp 517 30th Street Newport Beach, CA 92663-3713 (949) 673-9944 Mark Banta Categories: Financial Services, Security Brokers & Dealers
Bcc Capital Partners 4685 Macarthur Court Newport Beach, CA 92660-8810 (949) 833-3767 +view more (949) 752-7569 (Fax) Edward Bixler (Owner) Categories: Financial Planning Consultants, Security Brokers & Dealers
Beacon Pointe Advisors 24 Corporate Plaza Drive Newport Beach, CA 92660-7965 (949) 718-1600 Shannon Eusey (President) Categories: Sales & Marketing Consultant, Financial Planning Consultants
Becker Capital Partners Inc. 240 Newport Center Drive Suite 225 Newport Beach, CA 92660-7513 (949) 760-8700 Nick Becker (President) Categories: Financial Planning Consultants
Belcourt Investments Inc 513 30th Street Suite A Newport Beach, CA 92663-3773 (949) 720-3800 James Peters (President) Categories: Investment Services & Advisors
Blackrock 4400 Macarthur Boulevard Suite 700 Newport Beach, CA 92660-2038 (949) 623-0700 Larry Nohr (Manager) Categories: Investment Management Services
Blair Associates 1300 Quail Street Newport Beach, CA 92660-2729 (949) 474-9074 Categories: Financial Planning Consultants
Bradstreet Investment Co. 121 Agate Avenue Newport Beach, CA 92662-1001 (949) 723-1542 William Stewart (Partner) Categories: Investment Management Services
Brokersxpress Newport Beach 4063 Birch Street Suite 220 Newport Beach, CA 92660-2241 (949) 296-0461 Products: Bonds, Stocks, Equities, Fixed Income Securities Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
Budc Capitol Holdings 5000 Birch Street Newport Beach, CA 92660-2127 (949) 475-6829 Categories: Investment Management Services
Buffalo Capital Corporation 4299 Macarthur Boulevard Suite 100 Newport Beach, CA 92660-2019 (949) 476-2799 +view more (949) 476-2790 (Fax) Jeff Vieth (Owner) Categories: Investment Services & Advisors, Financial Planning Consultants
Camel Financial 4667 Macarthur Boulevard Suite 200 Newport Beach, CA 92660-1816 (949) 722-7717 Lynn Sopwith (President) Categories: Financial Advisory Services
Canterbury Consulting 660 Newport Center Drive Suite 300 Newport Beach, CA 92660-6499 (949) 721-9580 Mike Ethridge Services: Asset Allocation, Asset Management, Consultations, Research, Wealth Management,… Categories: Investment Management Services
Capital Wealth Management 20341 Irvine Avenue Suite D5 Newport Beach, CA 92660-0228 (800) 354-1543 Categories: Financial Management & Consulting
Capstone Partners 4695 Macarthur Court Suite 220 Newport Beach, CA 92660-8851 (949) 863-1597 Categories: Insurance Carriers, Financial Planning Consultants
Clearvue Capital 895 Dove Street Suite 120 Newport Beach, CA 92660-2947 (949) 296-3280 Donald Regan (Owner) Categories: Mortgage Bankers & Correspondents, Investment Management Services
Cliffview Investments Llc 1901 Kings Road Newport Beach, CA 92663-5004 (949) 548-7100 Categories: Investment Management Services
Compak Asset Management 1801 Dove Street Newport Beach, CA 92660-2403 (949) 679-2500 +view more (949) 261-6142 (Primary Phone) Categories: Security & Commodity Brokers, Investment Services & Advisors
Core Realty 1600 Dove Street Suite 450 Newport Beach, CA 92660-2447 (949) 863-1031 Categories: Real Estate Investment Trusts, Real Estate
Courtlandt Financial Group 3991 Macarthur Boulevard Suite 320 Newport Beach, CA 92660-3004 (949) 251-6901 +view more (949) 251-6911 (Fax) Connie Suh Categories: Financial Planning Consultants, Financial Advisory Services
Courtney Group Inc The 500 Newport Center Drive Suite 580 Newport Beach, CA 92660-7031 (949) 706-3600 +view more (949) 625-7900 (Fax) Tom Courtney (Owner) Categories: Investment Bankers, Financial Advisory Services
Creative Wealth Strategies 610 Newport Center Drive Suite 290 Newport Beach, CA 92660-6426 (949) 640-2500 Categories: Financial Planning Consultants, Real Estate
Crossmark Financial 1601 Dove Street Suite 199 Newport Beach, CA 92660-2441 (949) 440-2000 Categories: Financial Services, Financial Planning Consultants
Crowell Weedon & Co 800 Newport Center Drive Newport Beach, CA 92660-6309 (949) 644-1890 +view more (949) 644-6913 (Fax) Theodore Paulson (Owner) Products: Bonds, Stocks, Equities, Fixed Income Securities Services: Brokerage Services Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
Crystal Cove Advisors Inc 1101 Dove Street Suite 120 Newport Beach, CA 92660-2819 (949) 752-7790 Jessica Franklin (Executive) Categories: Financial Planning Consultants
Daniel Bergner 110 Newport Center Drive Newport Beach, CA 92660-6902 (949) 719-1111 Daniel Bergner Categories: Security Brokers & Dealers
Danjor Recovery Program Inc 4500 Campus Drive Suite 202 Newport Beach, CA 92660-1831 (949) 955-1585 +view more (877) 809-6835 (Toll Free) Categories: Security Brokers & Dealers, Accessories Manufacturers, Women's & Girls Clothing & Accessories Stores
Diversified Pacific Partners 901 Dove Street Suite 220 Newport Beach, CA 92660-3001 (949) 863-1955 Tom Janecki (Manager) Categories: Financial Planning Consultants
Dorian Investments 250 Newport Center Drive Suite M106 Newport Beach, CA 92660-7516 (949) 759-6897 Mark Dorian (Owner) Categories: Investment Services & Advisors
Driftwood Investments 567 San Nicolas Drive Suite 170 Newport Beach, CA 92660-6521 (949) 640-1568 Jeffrey Wood (Owner) Products: Real Estate Services: Estate Planning, Inheritance Planning Categories: Financial Planning Consultants, Real Estate
Duval Management Inc 4630 Campus Drive Newport Beach, CA 92660-1822 (949) 260-8454 Categories: Investment Services & Advisors
E K B H Financial 1600 Dove Street Suite 480 Newport Beach, CA 92660-1433 (949) 863-1830 Categories: Financial Planning Consultants, Financial Advisory Services
Edward Jones - Financial Advisor: Bob Josten MAKING SENSE OF INVESTING 307 Marine Avenue Suite 8 Newport Beach, CA 92662-1255 (949) 723-0267 Products: Newport Beach Financial Advisor Investment Management Funds Investment Stock… Services: Stocks & Bonds Investment Managers Advisors Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers
Edward Jones - Financial Advisor: Leonard Pezza MAKING SENSE OF INVESTING 250 Newport Center Drive Suite 206 Newport Beach, CA 92660-7518 (949) 640-6400 Products: Newport Beach Financial Advisor Investment Management Funds Investment Stock… Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers
Edward Jones - Financial Advisor: Lucy E Walther MAKING SENSE OF INVESTING 4100 Newport Place Drive Suite 190 Newport Beach, CA 92660-2494 (949) 250-8100 Products: Newport Beach Financial Advisor Investment Management Funds Investment Stock… Services: Stocks & Bonds Investment Managers Advisors Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers
Errico Robert L Cfp 3991 Macarthur Boulevard Suite 250 Newport Beach, CA 92660-3039 (949) 224-1751 Robert Errico (Cfp) Categories: Financial Services, Financial Planning Consultants
Esp Financial 5000 Birch Street Newport Beach, CA 92660-2127 (949) 335-5623 Categories: Financial Services, Financial Planning Consultants
Eyeroo Corporation 180 Newport Center Drive Suite 200 Newport Beach, CA 92660-6942 (949) 999-4200 Categories: Financial Planning Consultants
Fell Capital Management Inc 1001 Dove Street Suite 230 Newport Beach, CA 92660-2849 (949) 476-5056 Categories: Investment Management Services
Fiduciary Services Ltd. 5120 Campus Drive Newport Beach, CA 92660-2101 (949) 833-8565 Kenneth Cummins (Owner) Categories: Financial Planning Consultants
Fina Corp Securities 4100 Macarthur Boulevard Newport Beach, CA 92660-2069 (949) 852-6562 Categories: Security Brokers & Dealers
Financial Advisors 5020 Campus Drive Newport Beach, CA 92660-2120 (949) 756-1032 +view more (949) 251-0910 (Primary Phone) Robert Klein (Manager) Categories: Insurance Carriers, Financial Planning Consultants
Financial Insights 2082 Southeast Bristol Street Suite 209 Newport Beach, CA 92660-1740 (949) 833-0959 Gordon Otter (Manager) Categories: Financial Planning Consultants
Finn Financial Group 260 Newport Center Drive Suite 100 Newport Beach, CA 92660-7522 (949) 999-3322 Categories: Investment Services & Advisors
First Allied Securities 1200 Quail Street Suite 225 Newport Beach, CA 92660-2717 (949) 475-2475 Peter Crane (Owner) Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
First Financial Resources 4675 Macarthur Court Suite 1430 Newport Beach, CA 92660-8892 (949) 223-2160 Richard Roberts (Ceo) Categories: Financial Advisory Services
Fmv Opinions 160 Newport Center Drive Newport Beach, CA 92660-6917 (949) 721-7000 Categories: Investment Services & Advisors
Foster Capital Management 950 Cagney Lane Newport Beach, CA 92663-1625 (949) 548-4656 Categories: Investment Services & Advisors
G & S Resources 4630 Campus Drive Newport Beach, CA 92660-1822 (949) 260-8416 Categories: Financial Planning Consultants, Mobile Home Parks & Communities
G A S Investments 3723 Birch Street Suite 11 Newport Beach, CA 92660-2614 (949) 263-0727 Patricia Taylor (Manager) Categories: Security Brokers & Dealers
Gamco 896 Production Place Newport Beach, CA 92663-2810 (949) 722-6205 Claude Gammel (Owner) Categories: Financial Planning Consultants
Global 1 5000 Newport Beach Newport Beach, CA 92660 (949) 260-2037 Marcel Pahmer (President) Services: Banking, Business Services, Employee Benefit Plans, Family Wealth Planning,… Categories: Investment Services & Advisors
Global Investment Report 1300 Bristol Street North Newport Beach, CA 92660-2951 (949) 660-7960 Categories: Investment Services & Advisors
Global Investment Solutions Llc 1300 Bristol Street North Suite 200 Newport Beach, CA 92660-2952 (949) 660-7960 Roger Kliminski (Owner) Categories: Investment Services & Advisors
Global Vantage 2424 Southeast Bristol Street Suite 200 Newport Beach, CA 92660-0757 (949) 757-1814 Categories: Financial Planning Consultants
Goodwind Ventures Inc 2901 West Coast Highway Newport Beach, CA 92663-4023 (949) 258-4323 Categories: Investment Services & Advisors
Green Street Advisors 660 Newport Center Drive Suite 800 Newport Beach, CA 92660-6409 (949) 640-8780 Kathy Chamberlain Products: Reits, Real Estate Investment Trust Services: Estate Planning, Trust Planning Categories: Financial Planning Consultants, Real Estate Investment Trusts
Halliburton Erle P 757 Domingo Drive Apartment G Newport Beach, CA 92660-4560 (949) 760-0000 Erle Halliburton Products: Shirts, Sweatshirts, Tops Categories: Security Brokers & Dealers
Halliburton Investments 757 Domingo Drive Apartment B Newport Beach, CA 92660-4520 (949) 760-0000 Erle Halliburton (Owner) Categories: Security Brokers & Dealers
Hanna And Morton 1301 Dove Street Suite 900 Newport Beach, CA 92660-2473 (949) 222-9071 +view more (949) 222-9170 (Primary Phone) Jim Lower (Manager) Categories: Investment Services & Advisors
Harrigan & Howard Financial Advisors 4001 Macarthur Boulevard Newport Beach, CA 92660-2505 (949) 629-1244 Nancy Howard (Manager) Categories: Financial Services, Financial Advisory Services
Hartley Group Employee Benefits Brokerage The 5000 Newport Beach Newport Beach, CA 92660 (949) 260-2022 Services: Banking, Business Services, Employee Benefit Plans, Family Wealth Planning,… Categories: Investment Services & Advisors
Hawk Investment Properties 501 30th Street Suite A Newport Beach, CA 92663-3767 (949) 274-7399 Categories: Security Brokers & Dealers
Health Care Reit Inc 660 Newport Center Drive Suite 1020 Newport Beach, CA 92660-8028 (949) 706-8455 Categories: Real Estate Investment Trusts, Real Estate Property Investment Properties
Hollencrest Securities Llc 100 Bayview Circle Suite 500 Newport Beach, CA 92660-8903 (949) 823-7700 Dale Sefarian Categories: Investment Services & Advisors
Hum Tina M Certified Financial Planner 895 Dove Street Newport Beach, CA 92660-2941 (949) 851-6530 +view more (949) 477-1219 (Primary Phone) Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual… Services: Asset Management, Brokerage Services, Consultations, Educational Planning,… Categories: Financial Planning Consultants
Hutton Private Capital Ltd. 4299 Macarthur Boulevard Suite 100 Newport Beach, CA 92660-2019 (949) 251-1470 Categories: Financial Planning Consultants
Independent Financial Group 881 Dover Drive Suite 11 Newport Beach, CA 92663-5983 (949) 645-3185 Products: Bonds, Stocks, Equities, Fixed Income Securities Services: Brokerage Services Categories: Financial Services, Security Brokers & Dealers
Insite Investment Realty 4001 Macarthur Boulevard Suite 103 Newport Beach, CA 92660-2508 (949) 679-8800 +view more (949) 679-8801 (Primary Phone) Michael Sun (Ceo) Categories: Security Brokers & Dealers, Real Estate
Integrated Wealth Management Inc 620 Newport Center Drive Newport Beach, CA 92660-6420 (949) 999-1555 Categories: Financial Planning Consultants
Integrity Financial Planning 3991 Macarthur Boulevard Suite 215 Newport Beach, CA 92660-3048 (949) 955-1188 Dyer Gail (Principal) Categories: Investment Services & Advisors
Invesco 4675 Macarthur Court Suite 1150 Newport Beach, CA 92660-8839 (949) 660-8851 Categories: Investment Management Services
Investors Trust 1 Upper Newport Plaza Newport Beach, CA 92660-2630 (949) 251-2000 +view more (949) 251-2012 (Primary Phone) Dennis Berryman Categories: Security Brokers & Dealers, Real Estate Management
J Derek Lewis & Associates 1001 Dove Street Suite 155 Newport Beach, CA 92660-2861 (949) 752-5206 +view more (949) 752-9096 (Primary Phone) Categories: Financial Planning Consultants
J L Jordan Investment Group Llc 4630 Campus Drive Newport Beach, CA 92660-1822 (949) 260-8448 Categories: Security Brokers & Dealers
J Lj All Around Sports 4630 Campus Drive Newport Beach, CA 92660-1822 (949) 260-8448 Categories: Security Brokers & Dealers, Sporting Goods Stores
Jeanco Financial Inc. 4590 Macarthur Boulevard Suite 500 Newport Beach, CA 92660-2028 (949) 752-1396 +view more (949) 475-9430 (Fax) Allen Klosowski (President) Categories: Financial Planning Consultants
Jeffrey Tomei 110 Newport Center Drive Newport Beach, CA 92660-6902 (949) 719-1155 Categories: Investment Services & Advisors
Jlt Financial 620 Newport Center Drive Newport Beach, CA 92660-6420 (949) 718-4422 Categories: Financial Planning Consultants
John Stokes Financial Service 4590 Macarthur Boulevard Suite 500 Newport Beach, CA 92660-2028 (949) 477-1245 Categories: Financial Planning Consultants
Jrl Capital 20371 Irvine Avenue Suite 140 Newport Beach, CA 92660-0119 (949) 650-2928 Larry Law (Owner) Categories: Financial Services, Financial Planning Consultants
Kbs Capital Advisors Llc 660 Newport Center Drive Newport Beach, CA 92660-6401 (949) 478-7100 Categories: Investment Services & Advisors, Real Estate
Kcs Financial 1201 Dove Street Suite 210 Newport Beach, CA 92660-2808 (949) 851-0088 Thomas Dugan (Principal) Categories: Financial Planning Consultants
Kensel & Co. 20062 Southwest Birch Street Suite 220 Newport Beach, CA 92660-1519 (949) 250-9011 Categories: Financial Planning Consultants
Knightsbridge Asset Management 660 Newport Center Drive Suite 460 Newport Beach, CA 92660-6405 (949) 644-4444 Gene Phillips Categories: Investment Services & Advisors

Acacia Research

500 Newport Center Drive Suite 700
Newport Beach, CA 92660-7007

(949) 480-8300 +view more

Paul Ryan (Ceo)

Services: Corporate Services, Research

Categories: Investment Management Services

Advisor Solution's Group Inc.

1300 Bristol Street North Suite 100
Newport Beach, CA 92660-2989

(949) 250-1855

Krista Zipfel (President)

Categories: Business Management Consultants, Broker Consultants, Financial Planning Consultants

Allianz Global Investors

680 Newport Center Drive Suite 250
Newport Beach, CA 92660-4046

(949) 219-2200 +view more

Catheline Taylor (Manager)

Categories: Security Brokers & Dealers

American Planning Institute

2815 Carob Street
Newport Beach, CA 92660-3212

(949) 760-1010 +view more

Esam Kurd (Owner)

Categories: Financial Planning Consultants

American Recon

359 San Miguel Drive
Newport Beach, CA 92660-7812

(949) 720-1200

Categories: Financial Planning Consultants

Ameriprise Financial

4425 Jamboree Road
Newport Beach, CA 92660-3024

(949) 387-8057

Categories: Financial Services, Financial Planning Consultants

Apg Partners

246 Marsala
Newport Beach, CA 92660-8309

(949) 759-4800

Categories: Financial Planning Consultants

Approved Aeronautics

864 Production Place
Newport Beach, CA 92663-2810

(949) 650-1800

Categories: Security Brokers & Dealers, Aircraft Parts, Equipment & Supplies

Arete Advisors

20321 Southwest Birch Street Suite 200
Newport Beach, CA 92660-1756

(949) 203-3010

Categories: Investment Services & Advisors

Asa Investment

Newport Beach, CA 92660

(949) 650-6791

Categories: Security Brokers & Dealers

Asset Investment Property

2901 West Coast Highway
Newport Beach, CA 92663-4023

(949) 258-4336

Products: Government Securities, Treasuries

Services: Asset Management, Business Services, Consultations, Corporate Services, Lead…

Categories: Investment Services & Advisors, Security Brokers & Dealers, Real Estate

Associates Asset Management Llc

20101 Southwest Birch Street Suite 120
Newport Beach, CA 92660-1749

(714) 675-7123 +view more

Products: Mortgages, Stocks, Equities

Services: Asset Management, Debt Management, Asset Protection

Categories: Investment Services & Advisors

Atlantic Trust

4675 Macarthur Court Suite 1150
Newport Beach, CA 92660-8839

(949) 660-0080 +view more

Categories: Investment Services & Advisors

Avalon Capital Llc

305 East Bay Front
Newport Beach, CA 92662-1317

(949) 675-0125

Categories: Security Brokers & Dealers

B Riley & Company Inc

4675 Macarthur Court Suite 1500
Newport Beach, CA 92660-1879

(949) 852-9911

Categories: Security Brokers & Dealers

Banta Asset Management Lp

517 30th Street
Newport Beach, CA 92663-3713

(949) 673-9944

Mark Banta

Categories: Financial Services, Security Brokers & Dealers

Bcc Capital Partners

4685 Macarthur Court
Newport Beach, CA 92660-8810

(949) 833-3767 +view more

Edward Bixler (Owner)

Categories: Financial Planning Consultants, Security Brokers & Dealers

Beacon Pointe Advisors

24 Corporate Plaza Drive
Newport Beach, CA 92660-7965

(949) 718-1600

Shannon Eusey (President)

Categories: Sales & Marketing Consultant, Financial Planning Consultants

Becker Capital Partners Inc.

240 Newport Center Drive Suite 225
Newport Beach, CA 92660-7513

(949) 760-8700

Nick Becker (President)

Categories: Financial Planning Consultants

Belcourt Investments Inc

513 30th Street Suite A
Newport Beach, CA 92663-3773

(949) 720-3800

James Peters (President)

Categories: Investment Services & Advisors

Blackrock

4400 Macarthur Boulevard Suite 700
Newport Beach, CA 92660-2038

(949) 623-0700

Larry Nohr (Manager)

Categories: Investment Management Services

Blair Associates

1300 Quail Street
Newport Beach, CA 92660-2729

(949) 474-9074

Categories: Financial Planning Consultants

Bradstreet Investment Co.

121 Agate Avenue
Newport Beach, CA 92662-1001

(949) 723-1542

William Stewart (Partner)

Categories: Investment Management Services

Brokersxpress Newport Beach

4063 Birch Street Suite 220
Newport Beach, CA 92660-2241

(949) 296-0461

Products: Bonds, Stocks, Equities, Fixed Income Securities

Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Budc Capitol Holdings

5000 Birch Street
Newport Beach, CA 92660-2127

(949) 475-6829

Categories: Investment Management Services

Buffalo Capital Corporation

4299 Macarthur Boulevard Suite 100
Newport Beach, CA 92660-2019

(949) 476-2799 +view more

Jeff Vieth (Owner)

Categories: Investment Services & Advisors, Financial Planning Consultants

Camel Financial

4667 Macarthur Boulevard Suite 200
Newport Beach, CA 92660-1816

(949) 722-7717

Lynn Sopwith (President)

Categories: Financial Advisory Services

Canterbury Consulting

660 Newport Center Drive Suite 300
Newport Beach, CA 92660-6499

(949) 721-9580

Mike Ethridge

Services: Asset Allocation, Asset Management, Consultations, Research, Wealth Management,…

Categories: Investment Management Services

Capital Wealth Management

20341 Irvine Avenue Suite D5
Newport Beach, CA 92660-0228

(800) 354-1543

Categories: Financial Management & Consulting

Capstone Partners

4695 Macarthur Court Suite 220
Newport Beach, CA 92660-8851

(949) 863-1597

Categories: Insurance Carriers, Financial Planning Consultants

Clearvue Capital

895 Dove Street Suite 120
Newport Beach, CA 92660-2947

(949) 296-3280

Donald Regan (Owner)

Categories: Mortgage Bankers & Correspondents, Investment Management Services

Cliffview Investments Llc

1901 Kings Road
Newport Beach, CA 92663-5004

(949) 548-7100

Categories: Investment Management Services

Compak Asset Management

1801 Dove Street
Newport Beach, CA 92660-2403

(949) 679-2500 +view more

Categories: Security & Commodity Brokers, Investment Services & Advisors

Core Realty

1600 Dove Street Suite 450
Newport Beach, CA 92660-2447

(949) 863-1031

Categories: Real Estate Investment Trusts, Real Estate

Courtlandt Financial Group

3991 Macarthur Boulevard Suite 320
Newport Beach, CA 92660-3004

(949) 251-6901 +view more

Connie Suh

Categories: Financial Planning Consultants, Financial Advisory Services

Courtney Group Inc The

500 Newport Center Drive Suite 580
Newport Beach, CA 92660-7031

(949) 706-3600 +view more

Tom Courtney (Owner)

Categories: Investment Bankers, Financial Advisory Services

Creative Wealth Strategies

610 Newport Center Drive Suite 290
Newport Beach, CA 92660-6426

(949) 640-2500

Categories: Financial Planning Consultants, Real Estate

Crossmark Financial

1601 Dove Street Suite 199
Newport Beach, CA 92660-2441

(949) 440-2000

Categories: Financial Services, Financial Planning Consultants

Crowell Weedon & Co

800 Newport Center Drive
Newport Beach, CA 92660-6309

(949) 644-1890 +view more

Theodore Paulson (Owner)

Products: Bonds, Stocks, Equities, Fixed Income Securities

Services: Brokerage Services

Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Crystal Cove Advisors Inc

1101 Dove Street Suite 120
Newport Beach, CA 92660-2819

(949) 752-7790

Jessica Franklin (Executive)

Categories: Financial Planning Consultants

Daniel Bergner

110 Newport Center Drive
Newport Beach, CA 92660-6902

(949) 719-1111

Daniel Bergner

Categories: Security Brokers & Dealers

Danjor Recovery Program Inc

4500 Campus Drive Suite 202
Newport Beach, CA 92660-1831

(949) 955-1585 +view more

Categories: Security Brokers & Dealers, Accessories Manufacturers, Women's & Girls Clothing & Accessories Stores

Diversified Pacific Partners

901 Dove Street Suite 220
Newport Beach, CA 92660-3001

(949) 863-1955

Tom Janecki (Manager)

Categories: Financial Planning Consultants

Dorian Investments

250 Newport Center Drive Suite M106
Newport Beach, CA 92660-7516

(949) 759-6897

Mark Dorian (Owner)

Categories: Investment Services & Advisors

Driftwood Investments

567 San Nicolas Drive Suite 170
Newport Beach, CA 92660-6521

(949) 640-1568

Jeffrey Wood (Owner)

Products: Real Estate

Services: Estate Planning, Inheritance Planning

Categories: Financial Planning Consultants, Real Estate

Duval Management Inc

4630 Campus Drive
Newport Beach, CA 92660-1822

(949) 260-8454

Categories: Investment Services & Advisors

E K B H Financial

1600 Dove Street Suite 480
Newport Beach, CA 92660-1433

(949) 863-1830

Categories: Financial Planning Consultants, Financial Advisory Services

Edward Jones - Financial Advisor: Bob Josten

MAKING SENSE OF INVESTING

307 Marine Avenue Suite 8
Newport Beach, CA 92662-1255

(949) 723-0267

Products: Newport Beach Financial Advisor Investment Management Funds Investment Stock…

Services: Stocks & Bonds Investment Managers Advisors

Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Leonard Pezza

MAKING SENSE OF INVESTING

250 Newport Center Drive Suite 206
Newport Beach, CA 92660-7518

(949) 640-6400

Products: Newport Beach Financial Advisor Investment Management Funds Investment Stock…

Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Lucy E Walther

MAKING SENSE OF INVESTING

4100 Newport Place Drive Suite 190
Newport Beach, CA 92660-2494

(949) 250-8100

Products: Newport Beach Financial Advisor Investment Management Funds Investment Stock…

Services: Stocks & Bonds Investment Managers Advisors

Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Errico Robert L Cfp

3991 Macarthur Boulevard Suite 250
Newport Beach, CA 92660-3039

(949) 224-1751

Robert Errico (Cfp)

Categories: Financial Services, Financial Planning Consultants

Esp Financial

5000 Birch Street
Newport Beach, CA 92660-2127

(949) 335-5623

Categories: Financial Services, Financial Planning Consultants

Eyeroo Corporation

180 Newport Center Drive Suite 200
Newport Beach, CA 92660-6942

(949) 999-4200

Categories: Financial Planning Consultants

Fell Capital Management Inc

1001 Dove Street Suite 230
Newport Beach, CA 92660-2849

(949) 476-5056

Categories: Investment Management Services

Fiduciary Services Ltd.

5120 Campus Drive
Newport Beach, CA 92660-2101

(949) 833-8565

Kenneth Cummins (Owner)

Categories: Financial Planning Consultants

Fina Corp Securities

4100 Macarthur Boulevard
Newport Beach, CA 92660-2069

(949) 852-6562

Categories: Security Brokers & Dealers

Financial Advisors

5020 Campus Drive
Newport Beach, CA 92660-2120

(949) 756-1032 +view more

Robert Klein (Manager)

Categories: Insurance Carriers, Financial Planning Consultants

Financial Insights

2082 Southeast Bristol Street Suite 209
Newport Beach, CA 92660-1740

(949) 833-0959

Gordon Otter (Manager)

Categories: Financial Planning Consultants

Finn Financial Group

260 Newport Center Drive Suite 100
Newport Beach, CA 92660-7522

(949) 999-3322

Categories: Investment Services & Advisors

First Allied Securities

1200 Quail Street Suite 225
Newport Beach, CA 92660-2717

(949) 475-2475

Peter Crane (Owner)

Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

First Financial Resources

4675 Macarthur Court Suite 1430
Newport Beach, CA 92660-8892

(949) 223-2160

Richard Roberts (Ceo)

Categories: Financial Advisory Services

Fmv Opinions

160 Newport Center Drive
Newport Beach, CA 92660-6917

(949) 721-7000

Categories: Investment Services & Advisors

Foster Capital Management

950 Cagney Lane
Newport Beach, CA 92663-1625

(949) 548-4656

Categories: Investment Services & Advisors

G & S Resources

4630 Campus Drive
Newport Beach, CA 92660-1822

(949) 260-8416

Categories: Financial Planning Consultants, Mobile Home Parks & Communities

G A S Investments

3723 Birch Street Suite 11
Newport Beach, CA 92660-2614

(949) 263-0727

Patricia Taylor (Manager)

Categories: Security Brokers & Dealers

Gamco

896 Production Place
Newport Beach, CA 92663-2810

(949) 722-6205

Claude Gammel (Owner)

Categories: Financial Planning Consultants

Global 1

5000 Newport Beach
Newport Beach, CA 92660

(949) 260-2037

Marcel Pahmer (President)

Services: Banking, Business Services, Employee Benefit Plans, Family Wealth Planning,…

Categories: Investment Services & Advisors

Global Investment Report

1300 Bristol Street North
Newport Beach, CA 92660-2951

(949) 660-7960

Categories: Investment Services & Advisors

Global Investment Solutions Llc

1300 Bristol Street North Suite 200
Newport Beach, CA 92660-2952

(949) 660-7960

Roger Kliminski (Owner)

Categories: Investment Services & Advisors

Global Vantage

2424 Southeast Bristol Street Suite 200
Newport Beach, CA 92660-0757

(949) 757-1814

Categories: Financial Planning Consultants

Goodwind Ventures Inc

2901 West Coast Highway
Newport Beach, CA 92663-4023

(949) 258-4323

Categories: Investment Services & Advisors

Green Street Advisors

660 Newport Center Drive Suite 800
Newport Beach, CA 92660-6409

(949) 640-8780

Kathy Chamberlain

Products: Reits, Real Estate Investment Trust

Services: Estate Planning, Trust Planning

Categories: Financial Planning Consultants, Real Estate Investment Trusts

Halliburton Erle P

757 Domingo Drive Apartment G
Newport Beach, CA 92660-4560

(949) 760-0000

Erle Halliburton

Products: Shirts, Sweatshirts, Tops

Categories: Security Brokers & Dealers

Halliburton Investments

757 Domingo Drive Apartment B
Newport Beach, CA 92660-4520

(949) 760-0000

Erle Halliburton (Owner)

Categories: Security Brokers & Dealers

Hanna And Morton

1301 Dove Street Suite 900
Newport Beach, CA 92660-2473

(949) 222-9071 +view more

Jim Lower (Manager)

Categories: Investment Services & Advisors

Harrigan & Howard Financial Advisors

4001 Macarthur Boulevard
Newport Beach, CA 92660-2505

(949) 629-1244

Nancy Howard (Manager)

Categories: Financial Services, Financial Advisory Services

Hartley Group Employee Benefits Brokerage The

5000 Newport Beach
Newport Beach, CA 92660

(949) 260-2022

Services: Banking, Business Services, Employee Benefit Plans, Family Wealth Planning,…

Categories: Investment Services & Advisors

Hawk Investment Properties

501 30th Street Suite A
Newport Beach, CA 92663-3767

(949) 274-7399

Categories: Security Brokers & Dealers

Health Care Reit Inc

660 Newport Center Drive Suite 1020
Newport Beach, CA 92660-8028

(949) 706-8455

Categories: Real Estate Investment Trusts, Real Estate Property Investment Properties

Hollencrest Securities Llc

100 Bayview Circle Suite 500
Newport Beach, CA 92660-8903

(949) 823-7700

Dale Sefarian

Categories: Investment Services & Advisors

Hum Tina M Certified Financial Planner

895 Dove Street
Newport Beach, CA 92660-2941

(949) 851-6530 +view more

Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual…

Services: Asset Management, Brokerage Services, Consultations, Educational Planning,…

Categories: Financial Planning Consultants

Hutton Private Capital Ltd.

4299 Macarthur Boulevard Suite 100
Newport Beach, CA 92660-2019

(949) 251-1470

Categories: Financial Planning Consultants

Independent Financial Group

881 Dover Drive Suite 11
Newport Beach, CA 92663-5983

(949) 645-3185

Products: Bonds, Stocks, Equities, Fixed Income Securities

Services: Brokerage Services

Categories: Financial Services, Security Brokers & Dealers

Insite Investment Realty

4001 Macarthur Boulevard Suite 103
Newport Beach, CA 92660-2508

(949) 679-8800 +view more

Michael Sun (Ceo)

Categories: Security Brokers & Dealers, Real Estate

Integrated Wealth Management Inc

620 Newport Center Drive
Newport Beach, CA 92660-6420

(949) 999-1555

Categories: Financial Planning Consultants

Integrity Financial Planning

3991 Macarthur Boulevard Suite 215
Newport Beach, CA 92660-3048

(949) 955-1188

Dyer Gail (Principal)

Categories: Investment Services & Advisors

Invesco

4675 Macarthur Court Suite 1150
Newport Beach, CA 92660-8839

(949) 660-8851

Categories: Investment Management Services

Investors Trust

1 Upper Newport Plaza
Newport Beach, CA 92660-2630

(949) 251-2000 +view more

Dennis Berryman

Categories: Security Brokers & Dealers, Real Estate Management

J Derek Lewis & Associates

1001 Dove Street Suite 155
Newport Beach, CA 92660-2861

(949) 752-5206 +view more

Categories: Financial Planning Consultants

J L Jordan Investment Group Llc

4630 Campus Drive
Newport Beach, CA 92660-1822

(949) 260-8448

Categories: Security Brokers & Dealers

J Lj All Around Sports

4630 Campus Drive
Newport Beach, CA 92660-1822

(949) 260-8448

Categories: Security Brokers & Dealers, Sporting Goods Stores

Jeanco Financial Inc.

4590 Macarthur Boulevard Suite 500
Newport Beach, CA 92660-2028

(949) 752-1396 +view more

Allen Klosowski (President)

Categories: Financial Planning Consultants

Jeffrey Tomei

110 Newport Center Drive
Newport Beach, CA 92660-6902

(949) 719-1155

Categories: Investment Services & Advisors

Jlt Financial

620 Newport Center Drive
Newport Beach, CA 92660-6420

(949) 718-4422

Categories: Financial Planning Consultants

John Stokes Financial Service

4590 Macarthur Boulevard Suite 500
Newport Beach, CA 92660-2028

(949) 477-1245

Categories: Financial Planning Consultants

Jrl Capital

20371 Irvine Avenue Suite 140
Newport Beach, CA 92660-0119

(949) 650-2928

Larry Law (Owner)

Categories: Financial Services, Financial Planning Consultants

Kbs Capital Advisors Llc

660 Newport Center Drive
Newport Beach, CA 92660-6401

(949) 478-7100

Categories: Investment Services & Advisors, Real Estate

Kcs Financial

1201 Dove Street Suite 210
Newport Beach, CA 92660-2808

(949) 851-0088

Thomas Dugan (Principal)

Categories: Financial Planning Consultants

Kensel & Co.

20062 Southwest Birch Street Suite 220
Newport Beach, CA 92660-1519

(949) 250-9011

Categories: Financial Planning Consultants

Knightsbridge Asset Management

660 Newport Center Drive Suite 460
Newport Beach, CA 92660-6405

(949) 644-4444

Gene Phillips

Categories: Investment Services & Advisors

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Newport Beach, CA

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- Investment Services & Advisors (224)
  - Financial Planning Consultants (97)
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