Newport Capital Group has been ranked #34 on Financial Advisor Magazine’s 2025 list of America’s Top RIAs.

This annual ranking is considered a leading industry benchmark for independent registered investment advisors. It reflects firm-reported assets under management and a sustained commitment to long-term client service.

For Newport, recognition on this list reflects both an approach rooted in independence and the deep relationships we have with the families we serve. We remain focused on providing clear, measured guidance built around each family’s priorities.

Thank you to our clients for the trust you place in us, and to our team for the care and discipline behind every decision.

For a complete view of the Financial Advisor Magazine RIA ranking, click here.

Important Disclosures:

FA’s 2025 Annual RIA Ranking Published July/August 2025: Firms need to complete and submit a survey on their firm’s behalf to be included in the published survey. FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA’s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2024, to be included in the print edition of Financial Advisor magazine’s 2025 RIA survey. Firms with under $500 million will be included in FA’s expanded 2025 online RIA survey. Hybrid RIA firms, corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey. A hybrid RIA is registered as both an RIA and a broker/dealer. A corporate RIA is a registered investment advisor most often formed by a broker-dealer that files an ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity’s corporate RIA may offer investment advice. They are considered investment advisor representatives (IARs) of the corporate RIA. All of the assets under management of the IARs are included in the corporate RIA’s ADV filed with the SEC.  No fee is charged to participate. The rating is not indicative of client’s experience and the ratings is not indicative the adviser’s future performance.