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 $4,894,670,423 Number of advisors 69 advisors	$4,894,670,423	69 advisors
3	Assets under management $4,353,562,326 Number of advisors 50 advisors	$4,353,562,326	50 advisors
4	Assets under management $3,510,342,406 Number of advisors 15 advisors	$3,510,342,406	15 advisors
5	Assets under management $2,466,347,960 Number of advisors 35 advisors	$2,466,347,960	35 advisors
6	Assets under management $1,650,789,006 Number of advisors 73 advisors	$1,650,789,006	73 advisors
7	Assets under management $976,609,474 Number of advisors 32 advisors	$976,609,474	32 advisors
8	Assets under management $854,892,337 Number of advisors 16 advisors	$854,892,337	16 advisors
9	Assets under management $523,046,829 Number of advisors 19 advisors	$523,046,829	19 advisors
10	Assets under management $337,626,136 Number of advisors 17 advisors	$337,626,136	17 advisors

Just 2 minutes to apply

Free first consultation

No unsolicited calls

Get matched with an advisor

Commitment

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.

Get matched with an advisor

Methodology

To find the top financial advisors in Irvine, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

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
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
See full profile
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

Not sure which one to choose?

Get matched with an advisor

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

Not sure which one to choose?

Get matched with an advisor

Benefit Financial Services Group
Benefit Financial Services Group is a financial advisory firm based in Irvine, California. It currently has approximately $976,609,474 of assets under management and employs about 32 people. Benefit Financial Services Group uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and a percentage of assets under consultation.
$976,609,474 under management
32 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
A PERCENTAGE OF ASSETS UNDER CONSULTATION
Services offered
Financial Planning Services
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)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Credit And Cash Management Solutions, Insurance Solutions
See full profile
Apriem Advisors
Apriem Advisors is a financial advisory firm based in Irvine, California. It currently has approximately $854,892,337 of assets under management and employs about 16 people. Apriem Advisors uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$854,892,337 under management
16 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
See full profile

Not sure which one to choose?

Get matched with an advisor

Burnham Gibson Wealth Advisors, LLC
Burnham Gibson Wealth Advisors, LLC is a financial advisory firm based in Irvine, California. It currently has approximately $523,046,829 of assets under management and employs about 19 people. Burnham Gibson Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$523,046,829 under management
19 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
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
Selection Of Other Advisers
See full profile
Mgo Private Wealth, LLC
MGO Private Wealth, LLC is a Registered Investment Adviser offering financial planning, consulting, and investment management services. Established in July 2016, the firm is owned by MGO Group, LLC and Roman, LLC. As of December 31, 2024, the firm managed assets totaling $206,197,659. Services include retirement planning, education planning, trust and estate planning, investment policy statement planning, and discretionary or non-discretionary investment management. Fees for financial planning services range from $1,500 to $15,000, while investment management fees vary between 0.50% to 1.00% annually. The firm may recommend alternative investments and provides retirement plan consulting services. Clients have the option to grant investment discretion to the firm, allowing it to make decisions on their behalf. MGO Private Wealth does not charge performance-based fees and does not manage proprietary investment funds. The firm recommends the use of Charles Schwab Advisor Services, Fidelity Institutional Wealth Services, or JP Morgan for custody and brokerage services. Clients are encouraged to review their account statements and reports regularly. The firm has not been involved in any material legal or disciplinary events. MGO Private Wealth may receive compensation for client referrals and may recommend unaffiliated alternative investments where additional fees may apply. The firm has a Code of Ethics in place and does not accept the authority to vote client securities.
$337,626,136 under management
17 advisors
Fee structure
A percentage of assets under your management
Performance-based 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
Selection Of Other Advisers
Educational Seminars/workshops
See full profile

Commitment

Get matched with an advisor

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

It's quick and easy to find the right financial advisor for you

Visit Unbiased.com — your resource to find independent financial advice focused on your needs

Answer a few questions about your needs.

Match with an advisor

Connect with your perfectly matched financial advisor.
Your first meeting is free.

Frequently asked questions