Top 10 financial advisors in Irvine, CA

We've curated a list of the best financial advisors in Irvine, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $63,982,979,356 Number of advisors 233 advisors	$63,982,979,356	233 advisors
2	Assets under management $7,940,971,326 Number of advisors 58 advisors	$7,940,971,326	58 advisors
3	Assets under management $4,894,670,423 Number of advisors 69 advisors	$4,894,670,423	69 advisors
4	Assets under management $4,353,562,326 Number of advisors 50 advisors	$4,353,562,326	50 advisors
5	Assets under management $3,637,629,382 Number of advisors 116 advisors	$3,637,629,382	116 advisors
6	Assets under management $3,636,789,453 Number of advisors 33 advisors	$3,636,789,453	33 advisors
7	Assets under management $3,510,342,406 Number of advisors 15 advisors	$3,510,342,406	15 advisors
8	Assets under management $2,482,553,810 Number of advisors 16 advisors	$2,482,553,810	16 advisors
9	Assets under management $2,466,347,960 Number of advisors 35 advisors	$2,466,347,960	35 advisors
10	Assets under management $1,650,789,006 Number of advisors 73 advisors	$1,650,789,006	73 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To generate our top financial advisors list in Irvine, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Irvine. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Pathway Capital Management, Lp
Pathway Capital Management, Lp is a financial advisory firm based in Irvine, California. It currently has approximately $63,982,979,356 of assets under management and employs about 233 people. Pathway Capital Management, Lp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$63,982,979,356 under management
233 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
See full profile
Fpa Real Estate Advisers Group, LLC
FPA Real Estate Advisers Group, LLC is a vertically integrated real estate investment organization specializing in acquisitions, dispositions, finance, property management, and construction/renovation. Established in March 2017, the firm provides discretionary investment advisory services exclusively to privately offered pooled investment vehicles, particularly Real Estate Investment Trusts (REITs). As of December 31, 2024, the firm had gross assets under management of $7,688,525,310. Clients invest in privately offered pooled vehicles, with investments primarily focused on multifamily real estate suitable for blue-collar renters in target markets across the U.S. The firm charges Fund Management Fees based on total capital commitments and net operating income, with affiliates earning performance-based compensation. FPA REAG's investment strategy aims to make profitable direct and indirect investments in multifamily real estate, with risks associated with competition, acquisition outcomes, leverage, and economic factors disclosed in offering documents. The firm exercises investment discretion in managing assets, with a focus on aligning interests with investors. FPA REAG has no disciplinary history and provides custody and investment discretion services to clients.
$7,940,971,326 under management
58 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile
First Foundation Advisors
First Foundation Advisors is a financial advisory firm based in Irvine, California. It currently has approximately $4,894,670,423 of assets under management and employs about 69 people. First Foundation Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
$4,894,670,423 under management
69 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Selection Of Other Advisers
See full profile
Index Fund Advisors, Inc.
Index Fund Advisors, Inc. is a financial advisory firm based in Irvine, California. It currently has approximately $4,353,562,326 of assets under management and employs about 50 people. Index Fund Advisors, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
$4,353,562,326 under management
50 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
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Avanath Capital Management, LLC
Avanath Capital Management, LLC is a real estate investment manager specializing in affordable/workforce multifamily properties developed under programs like the Low Income Housing Tax Credit. Founded in 2008, the firm is owned by industry professionals with a focus on affordable housing. Avanath manages assets of approximately $3.6 billion on a discretionary basis. The firm provides investment advisory services to twelve clients, including closed-end funds and co-investment vehicles. Avanath's investment strategies are tailored to meet clients' objectives, with the authority to buy and sell investments without client consultation. The firm charges management fees based on capital commitments, with incentive allocations described in offering documents. Avanath's investment focus includes high-quality multifamily communities in coastal markets. The firm evaluates opportunities based on investment goals, market conditions, risk assessment, and value-adding potential. Risks include market fluctuations, competition, and investment concentration. Avanath has a Code of Ethics to ensure fair practices and a fiduciary duty to act in clients' best interests. The firm has custody of clients' funds through qualified custodians and exercises discretionary authority over investment decisions. Avanath does not engage in brokerage practices for real estate transactions and does not hold publicly-traded securities with voting rights. The firm has no financial conditions impairing its ability to meet client commitments.
$3,637,629,382 under management
116 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile
Rimrock Capital Management LLC
Rimrock Capital Management LLC is a financial advisory firm based in Irvine, California. It currently has approximately $3,636,789,453 of assets under management and employs about 33 people. Rimrock Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$3,636,789,453 under management
33 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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Private Management Group Inc
Private Management Group, Inc. is an investment advisor firm established in 1986, with Dennis Reiland and Robert Summers serving as Co-Presidents and Portfolio Managers. The firm's Chief Financial Officer and Chief Compliance Officer is John Luciano. PMG provides investment supervisory services, managing portfolios based on client risk and return objectives. The firm has $3.5 billion in assets under supervision as of December 2022. PMG aims to develop long-term relationships with clients and manage their capital professionally while taking commensurate risks. The firm constructs individual portfolios based on client input, emphasizing absolute returns compared to a risk-free benchmark plus a required return. PMG uses three main benchmarks: Growth-Accumulation, Balanced-Accumulation, and Balanced-Cash Flow. The firm's investment philosophy focuses on fundamental analysis and may include various investment types beyond traditional stocks and bonds. PMG charges fees based on assets under management, with a tiered fee structure. The firm may receive soft dollar benefits from broker/dealers for research services. PMG has discretion over client accounts, including voting client securities. The firm's team members hold various educational backgrounds and professional designations, such as the CFA. There are no disciplinary events or material conflicts of interest disclosed for any team member. Supervision is provided by the Co-Presidents and the Chief Compliance Officer. Clients are encouraged to compare custodial statements with PMG reports for accuracy. The firm may compensate promoters for client referrals and provide additional compensation for eligible referrals or profit participation plans for employees. For more information, clients can contact John Luciano, the Chief Compliance Officer.
$3,510,342,406 under management
15 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profile
Sabal Investment Advisors, LLC
Sabal Investment Advisors, LLC is a financial advisory firm based in Irvine, California. It currently has approximately $2,482,553,810 of assets under management and employs about 16 people. Sabal Investment Advisors, LLC uses a fee structure of a percentage of assets under your management and carried interest payable to the gps.
$2,482,553,810 under management
16 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST PAYABLE TO THE GPS
Services offered
Portfolio Management For Pooled Investment Vehicles
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Alpha Cubed Investments, LLC
Alpha Cubed Investments, LLC, established in 2011 in California, is a financial advisor firm with Todd Walsh as the majority owner. The firm manages over $3 billion in assets, with a focus on providing investment advisory services. Services offered include asset management, financial planning, and consulting. The firm emphasizes continuous account supervision and offers individualized investment advice tailored to clients' needs. Clients can have discretionary or non-discretionary portfolios, with options for placing reasonable restrictions on investments. Investment strategies include long-term and short-term purchases, trading, short sales, margin transactions, and option strategies. Fees are based on assets under management, not exceeding 1.50% annually, and are billed quarterly. The firm acts as a fiduciary, committed to acting in the best interests of clients. Clients have the option to direct brokerage, but the firm recommends using Fidelity or Schwab. The firm participates in prime brokerage services and may execute concurrent trades for multiple accounts. Clients receive account statements directly from custodians and have the option to grant investment discretion. The firm does not accept proxy-voting responsibility for clients. Alpha Cubed Investments does not require prepayment exceeding $1,200 or have a history of bankruptcy.
$2,466,347,960 under management
35 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
See full profile
Trilogy Capital, Inc.
Trilogy Capital, Inc. is a financial advisory firm based in Irvine, California. It currently has approximately $1,650,789,006 of assets under management and employs about 73 people. Trilogy Capital, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$1,650,789,006 under management
73 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
See full profile

Commitment

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Methodology

Top advisors in California

Alameda Alamo Aliso Viejo Anaheim Auburn Bakersfield Berkeley Beverly Hills Brea Burbank Burlingame Calabasas Camarillo Campbell Carlsbad Carmel Century City Chico Claremont Clayton Concord Corona Corona Del Mar Coronado Corte Madera Costa Mesa Culver City Cupertino Cypress Daly City Dana Point Danville Davis Del Mar Diamond Bar East Palo Alto El Dorado Hills El Segundo Encinitas Escondido Fairfield Folsom Foster City Fremont Fresno Fullerton Glendale Goleta Granite Bay Grass Valley Huntington Beach Indian Wells Lafayette Laguna Beach Laguna Hills Laguna Niguel Lake Forest La Mesa Larkspur Livermore Lodi Long Beach Los Altos Los Angeles Los Gatos Manhattan Beach Marina Del Rey Menlo Park Mill Valley Modesto Montecito Monterey Moorpark Morgan Hill Mountain View Murrieta Napa Newport Beach North Hollywood Novato Oakland Ontario Orange Orinda Palm Desert Palo Alto Palos Verdes Estates Pasadena Petaluma Piedmont Placentia Playa Vista Pleasant Hill Pleasanton Point Richmond Portola Valley Rancho Santa Fe Redding Redlands Redondo Beach Redwood City Redwood Shores Ripon Riverside Rocklin Rolling Hills Rolling Hills Est.Roseville Sacramento Sam Ramon San Bernardino San Clemente San Diego San Francisco San Jose San Juan Capistrano San Luis Obispo San Marino San Mateo San Rafael San Ramon Santa Ana Santa Barbara Santa Clara Santa Monica Santa Rosa Saratoga Sausalito Seal Beach Sebastopol Sherman Oaks Simi Valley Solana Beach Sonoma South Coast Metro South Pasadena South San Francisco Stockton Studio City Temecula Thousand Oaks Tiburon Torrance Tustin Walnut Creek Watsonville West Hollywood Westlake Village Whittier Woodland Hills Yorba Linda

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