Financial advisers in Irvine , CA

AUM: $139.3B
Per adviser: —
Advisers: —

No reported disclosures

Pathway Capital Management, LP

Irvine, CA · Est. 1997

NationalInternational

AUM: $97.8B
Per adviser: $1.1B
Advisers: 88

No reported disclosures

Acorns

Irvine, CA · Est. 2013

AUM: $13.4B
Per adviser: $956M
Advisers: 14

No reported disclosures

Fpa Real Estate Advisers Group, LLC

Irvine, CA · Est. 2017

AUM: $8.0B
Per adviser: $613M
Advisers: 13

No reported disclosures

Index Fund Advisors, INC.

Irvine, CA · Est. 2000

AUM: $5.9B
Per adviser: $198M
Advisers: 30

No reported disclosures

Sabal Investment Advisors, LLC

Irvine, CA · Est. 2016

AUM: $5.8B
Per adviser: $583M
Advisers: 10

No reported disclosures

First Foundation Advisors

Irvine, CA · Est. 1990

AUM: $5.1B
Per adviser: $203M
Advisers: 25

No reported disclosures

Private Management Group INC

Irvine, CA · Est. 1986

AUM: $4.9B
Per adviser: $234M
Advisers: 21

No reported disclosures

Rimrock Capital Management LLC

Irvine, CA · Est. 2006

AUM: $3.9B
Per adviser: $428M
Advisers: 9

No reported disclosures

Avanath Capital Management, LLC

Irvine, CA · Est. 2014

AUM: $3.7B
Per adviser: $107M
Advisers: 35

No reported disclosures

Trilogy Capital, INC.

Irvine, CA · Est. 2015

AUM: $3.2B
Per adviser: $43M
Advisers: 74

No reported disclosures

Cooper Mcmanus

Irvine, CA · Est. 2003

NationalInternational

AUM: $2.9B
Per adviser: $57M
Advisers: 50

No reported disclosures

Anfield Capital Management, LLC

Irvine, CA · Est. 2013

AUM: $2.2B
Per adviser: $309M
Advisers: 7

No reported disclosures

Benefit Financial Services Group

Irvine, CA · Est. 2007

AUM: $1.5B
Per adviser: $57M
Advisers: 27

No reported disclosures

Apriem Advisors

Irvine, CA · Est. 1998

AUM: $1.5B
Per adviser: $106M
Advisers: 14

No reported disclosures

Kairos

Irvine, CA · Est. 2015

AUM: $897M
Per adviser: $41M
Advisers: 22

No reported disclosures

Gt Investment Partners, LP

Irvine, CA · Est. 2022

AUM: $853M
Per adviser: $171M
Advisers: 5

No reported disclosures

Tempus Wealth Planning, LLC

Irvine, CA · Est. 2016

AUM: $699M
Per adviser: $78M
Advisers: 9

No reported disclosures

Three Arch Wealth Management LLC

Irvine, CA · Est. 2025

AUM: $662M
Per adviser: $221M
Advisers: 3

No reported disclosures

Warren Street Wealth Advisors, LLC

Irvine, CA · Est. 2019

AUM: $656M
Per adviser: $94M
Advisers: 7

No reported disclosures

West Wealth Group, LLC

Irvine, CA · Est. 2021

AUM: $617M
Per adviser: $47M
Advisers: 13

No reported disclosures

Preservation Equity Fund Advisors, LLC

Irvine, CA · Est. 2022

AUM: $503M
Per adviser: $168M
Advisers: 3

No reported disclosures

Regents Park Funds, LLC

Irvine, CA · Est. 2017

AUM: $433M
Per adviser: $108M
Advisers: 4

No reported disclosures

Validex Global Investing

Irvine, CA · Est. 2013

AUM: $353M
Per adviser: $176M
Advisers: 2

No reported disclosures

American Fundstars

Irvine, CA · Est. 2022

AUM: $333M
Per adviser: $37M
Advisers: 9

No reported disclosures

Charles Fish Investments, INC.

Irvine, CA · Est. 1996

AUM: $331M
Per adviser: $83M
Advisers: 4

No reported disclosures

Concord Investment Counsel

Irvine, CA · Est. 1991

AUM: $327M
Per adviser: $109M
Advisers: 3

No reported disclosures

Kanani Advisory Group INC.

Irvine, CA · Est. 2022

AUM: $288M
Per adviser: $72M
Advisers: 4

No reported disclosures

Prosperity Wealth Planning LLC

Irvine, CA · Est. 2021

AUM: $269M
Per adviser: $67M
Advisers: 4

No reported disclosures

Harmony Point Wealth Advisors, INC.

Irvine, CA · Est. 2022

AUM: $263M
Per adviser: $263M
Advisers: 1

No reported disclosures

Advanced Financial Strategies INC

Irvine, CA · Est. 2000

AUM: $252M
Per adviser: $42M
Advisers: 6

No reported disclosures

Klein Pavlis & Peasley Financial, INC.

Irvine, CA · Est. 2021

AUM: $233M
Per adviser: $78M
Advisers: 3

No reported disclosures

Capital Cs Group, LLC

Irvine, CA · Est. 2021

AUM: $227M
Per adviser: $76M
Advisers: 3

No reported disclosures

Sun Group Wealth Partners LLC

Irvine, CA · Est. 2014

AUM: $224M
Per adviser: $112M
Advisers: 2

No reported disclosures

Wealth Teams Alliance

Irvine, CA · Est. 2022

AUM: $224M
Per adviser: $19M
Advisers: 12

No reported disclosures

Optimize Financial INC.

Irvine, CA · Est. 2021

AUM: $222M
Per adviser: $74M
Advisers: 3

No reported disclosures

Marrick Wealth

Irvine, CA · Est. 2022

AUM: $216M
Per adviser: $108M
Advisers: 2

No reported disclosures

Filigree Wealth Advisors, LLC

Irvine, CA · Est. 2022

AUM: $209M
Per adviser: $70M
Advisers: 3

No reported disclosures

Clearview Wealth Management

Irvine, CA · Est. 2021

AUM: $179M
Per adviser: $89M
Advisers: 2

No reported disclosures

Shima Capital Management LLC

Irvine, CA · Est. 2022

AUM: $165M
Per adviser: $27M
Advisers: 6

No reported disclosures

Ultra Advisory Group

Irvine, CA · Est. 2025

AUM: $143M
Per adviser: $143M
Advisers: 1

No reported disclosures

Cooke Wealth Management, LLC

Irvine, CA · Est. 2025

AUM: $137M
Per adviser: $68M
Advisers: 2

No reported disclosures

Sunstone Advisors, LLC

Irvine, CA · Est. 2023

AUM: $123M
Per adviser: $14M
Advisers: 9

No reported disclosures

Mile Wealth Management

Irvine, CA · Est. 2026

AUM: $120M
Per adviser: $120M
Advisers: 1

No reported disclosures

Dove Investment Research And Management, INC.

Irvine, CA · Est. 2026

AUM: $107M
Per adviser: $54M
Advisers: 2

No reported disclosures

Sky Vision Wealth Management Corp.

Irvine, CA · Est. 2022

AUM: $53M
Per adviser: $26M
Advisers: 2

No reported disclosures

Tripacific Capital Advisors, LLC

Irvine, CA · Est. 2006

AUM: $12M
Per adviser: $3M
Advisers: 4

No reported disclosures

Vista Point Asset Management LLC

Irvine, CA · Est. 2026