Top 10 advisors in Irvine
We’ve curated a list of the best financial advisors in Irvine, take a look at it below
Find an advisor in Irvine| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $63,982,979,356 | 233 advisors | ||
| 2 | $7,940,971,326 | 58 advisors | ||
| 3 | $4,894,670,423 | 69 advisors | ||
| 4 | $4,353,562,326 | 50 advisors | ||
| 5 | $3,637,629,382 | 116 advisors | ||
| 6 | $3,636,789,453 | 33 advisors | ||
| 7 | $3,510,342,406 | 15 advisors | ||
| 8 | $2,482,553,810 | 16 advisors | ||
| 9 | $2,466,347,960 | 35 advisors | ||
| 10 | $1,650,789,006 | 73 advisors |
How we came up with this list
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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Pathway Capital Management, Lp
Assets under management
$63,982,979,356
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
2. Fpa Real Estate Advisers Group, LLC
Assets under management
$7,940,971,326
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. First Foundation Advisors
Assets under management
$4,894,670,423
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
4. Index Fund Advisors, Inc.
Assets under management
$4,353,562,326
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
5. Avanath Capital Management, LLC
Assets under management
$3,637,629,382
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Rimrock Capital Management LLC
Assets under management
$3,636,789,453
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)
- Not sure which one to choose?Use our smart matching tool
7. Private Management Group Inc
Assets under management
$3,510,342,406
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)
8. Sabal Investment Advisors, LLC
Assets under management
$2,482,553,810
Fee structure
A percentage of assets under your management
CARRIED INTEREST PAYABLE TO THE GPS
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Alpha Cubed Investments, LLC
Assets under management
$2,466,347,960
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
- Not sure which one to choose?Use our smart matching tool
10. Trilogy Capital, Inc.
Assets under management
$1,650,789,006
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
Your first meeting is free.