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Find The Best Financial Advisors in Irvine, California
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Irvine, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Irvine, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 16 vetted financial advisors and 47 non-vetted financial advisors in Irvine, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Irvine, California have an average of 27 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Irvine, California
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Top Financial Advisor Firms in Irvine, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| PATHWAY CAPITAL MANAGEMENT, LP 18575 Jamboree Road, 7th Floor Irvine, CA, 92612 | 108016 | $87,787,751,721 | 109 | A percentage of AUM, Fixed fees, Performance Based |
| CAPITAL BANK AND TRUST COMPANY 6455 Irvine Center Drive, Irvine, CA, 92618-4518 | 170017 | $75,863,757,861 | 536 | A percentage of AUM |
| ACORNS 5300 California Avenue, Irvine, CA, 92617 | 165926 | $8,210,969,354 | 5763237 | Fixed fees |
| FPA REAL ESTATE ADVISERS GROUP, LLC 2082 Michelson Drive, 4th Floor Irvine, CA, 92612 | 288195 | $5,656,052,408 | 32 | Performance Based, Other (PERCENTAGE OF COMMITTED OR INVESTED CAPITAL) |
| FIRST FOUNDATION ADVISORS 18101 Von Karman Ave, Suite 700 Irvine, CA, 92612-1051 | 106075 | $5,249,948,140 | 4065 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| INDEX FUND ADVISORS, INC. 19200 Von Karman Ave, Suite 150 Irvine, CA, 92612-6566 | 109143 | $4,954,888,558 | 7193 | A percentage of AUM, Fixed fees |
| PRECEPT ADVISORY GROUP LLC 130 Theory, Suite 200 Irvine, CA, 92617 | 152776 | $4,268,132,507 | 62 | A percentage of AUM, Hourly charges, Fixed fees |
| PRIVATE MANAGEMENT GROUP INC 15635 Alton Parkway, Suite 400 Irvine, CA, 92618 | 104707 | $4,167,304,710 | 6440 | A percentage of AUM |
| AVANATH CAPITAL MANAGEMENT, LLC 4 Park Plaza, Suite 1400 Irvine, CA, 92614 | 172704 | $3,832,484,339 | 11 | A percentage of AUM, Performance Based |
| SABAL INVESTMENT ADVISORS, LLC 2211 Michelson Drive, Suite 620 Irvine, CA, 92612 | 169572 | $3,269,271,651 | 6 | A percentage of AUM, Other (CARRIED INTEREST PAYABLE TO THE GENERAL PARTNERS OF THE FUNDS) |
| RIMROCK CAPITAL MANAGEMENT LLC 100 Innovation Drive, Suite 200 Irvine, CA, 92617-3040 | 120410 | $3,112,004,768 | 20 | A percentage of AUM, Performance Based |
| COOPER MCMANUS 9870 Research Drive, Irvine, CA, 92618 | 111458 | $2,560,714,584 | 6372 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES) |
| ALPHA CUBED INVESTMENTS, LLC 18301 Von Karman Ave., Suite 900 Irvine, CA, 92612 | 159347 | $2,491,321,794 | 4537 | A percentage of AUM, Hourly charges, Fixed fees |
| TRILOGY CAPITAL, INC. 2601 Main Street, Suite 100 Irvine, CA, 92614 | 281597 | $1,886,949,860 | 18469 | A percentage of AUM, Hourly charges, Fixed fees |
| ANFIELD CAPITAL MANAGEMENT, LLC 19900 Macarthur Boulevard, Suite 655 Irvine, CA, 92612 | 165211 | $1,436,480,900 | 763 | A percentage of AUM, Fixed fees |
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