Newport Capital Group has been recognized by Barron’s as one of the nation’s Top 100 Institutional Consulting Teams, ranking at number 42.
The annual ranking evaluates advisory practices that steward assets for institutional organizations, including foundations, endowments and universities. Barron’s determines its list using a mix of quantitative and qualitative criteria, including assets under management, revenue, client retention, team credentials and compliance records.
This placement reflects Newport’s strength in institutional investment management, retirement plan consulting and multi-generational wealth strategies. The firm’s advisory approach is built around a clear understanding of each organization’s specific governance structure, fiduciary obligations and long-term objectives.
This national recognition reinforces Newport’s position as a trusted institutional partner and validates the firm’s focus on supporting the missions of the organizations it serves.
Barron’s 2026 Top 100 Institutional Consulting Teams published May 11, 2026: Rankings are based on the assessment of Barron’s Quantitative and qualitative measures include institutional assets overseen, revenue generated, team composition, team credentials and regulatory records. Rankings do not reflect any one client’s experience, do not guarantee future performance or investment outcome and are not an endorsement of any team. There were 126 teams considered for the ranking. No direct or indirect compensation has been provided for any of the above rankings/awards by Newport Capital Group for participation. Ratings are not indicative of future performance.