AdvisorRanked

Best Financial Advisors in IRVINE, California

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

45
Registered Firms
0.95%
Median Fee
of assets/year
$433M
Median AUM
45
Firms Listed
in our database

Top-Ranked Advisors in IRVINE

#1
100

PRIVATE MANAGEMENT GROUP INC

IRVINE, CA · Since 1986

$4.9B AUM21 clientsFee: 0%
FiduciaryFee-Only
#2
100

CONCORD INVESTMENT COUNSEL

IRVINE, CA · Since 1991

$327M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100

PATHWAY CAPITAL MANAGEMENT, LP

IRVINE, CA · Since 1997

$97.8B AUM88 clientsFee: 0%
FiduciaryFee-Only
#4
100

ADVANCED FINANCIAL STRATEGIES INC

IRVINE, CA · Since 2000

$252M AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
100

CHARLES FISH INVESTMENTS, INC.

IRVINE, CA · Since 1996

$331M AUM4 clientsFee: 0%
FiduciaryFee-Only
#6
100

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

IRVINE, CA · Since 2021

$233M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
100

MARRICK WEALTH

IRVINE, CA · Since 2022

$216M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
100

ANFIELD CAPITAL MANAGEMENT, LLC

IRVINE, CA · Since 2013

$2.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#9
100

SUN GROUP WEALTH PARTNERS LLC

IRVINE, CA · Since 2014

$224M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

WEALTH TEAMS ALLIANCE

IRVINE, CA · Since 2022

$224M AUM12 clientsFee: 0%
FiduciaryFee-Only
#11
100

SABAL INVESTMENT ADVISORS, LLC

IRVINE, CA · Since 2016

$5.8B AUM10 clientsFee: 0%
FiduciaryFee-Only
#12
100

WARREN STREET WEALTH ADVISORS, LLC

IRVINE, CA · Since 2019

$656M AUM7 clientsFee: 0%
FiduciaryFee-Only
#13
100

REGENTS PARK FUNDS, LLC

IRVINE, CA · Since 2017

$433M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
100

FPA REAL ESTATE ADVISERS GROUP, LLC

IRVINE, CA · Since 2017

$8.0B AUM13 clientsFee: 0%
FiduciaryFee-Only
#15
100

KANANI ADVISORY GROUP INC.

IRVINE, CA · Since 2022

$288M AUM4 clientsFee: 0%
FiduciaryFee-Only
#16
100

CLEARVIEW WEALTH MANAGEMENT

IRVINE, CA · Since 2021

$179M AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
100

GT INVESTMENT PARTNERS, LP

IRVINE, CA · Since 2022

$853M AUM5 clientsFee: 0%
FiduciaryFee-Only
#18
100

SKY VISION WEALTH MANAGEMENT CORP.

IRVINE, CA · Since 2022

$53M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
100

SHIMA CAPITAL MANAGEMENT LLC

IRVINE, CA · Since 2022

$165M AUM6 clientsFee: 0%
FiduciaryFee-Only
#20
100

SUNSTONE ADVISORS, LLC

IRVINE, CA · Since 2023

$123M AUM9 clientsFee: 0%
FiduciaryFee-Only
#21
95

FIRST FOUNDATION ADVISORS

IRVINE, CA · Since 1990

$5.1B AUM25 clientsFee: 0%
FiduciaryFee-Only
#22
95

APRIEM ADVISORS

IRVINE, CA · Since 1998

$1.5B AUM14 clientsFee: 0%
FiduciaryFee-Only
#23
95

INDEX FUND ADVISORS, INC.

IRVINE, CA · Since 2000

$5.9B AUM30 clientsFee: 0%
FiduciaryFee-Only
#24
95

COOPER MCMANUS

IRVINE, CA · Since 2003

$2.9B AUM50 clientsFee: 0%
FiduciaryFee-Only
#25
95

RIMROCK CAPITAL MANAGEMENT LLC

IRVINE, CA · Since 2006

$3.9B AUM9 clientsFee: 0%
FiduciaryFee-Only
#26
95

COOKE WEALTH MANAGEMENT, LLC

IRVINE, CA · Since 2025

$137M AUM2 clientsFee: 0%
FiduciaryFee-Only
#27
95

BENEFIT FINANCIAL SERVICES GROUP

IRVINE, CA · Since 2007

$1.5B AUM27 clientsFee: 0%
FiduciaryFee-Only
#28
95

KAIROS

IRVINE, CA · Since 2015

$897M AUM22 clientsFee: 0%
FiduciaryFee-Only
#29
95

CAPITAL BANK AND TRUST COMPANY

IRVINE, CA · Since 2014

$139.3B AUM0 clientsFee: 0%
FiduciaryFee-Only
#30
95

AVANATH CAPITAL MANAGEMENT, LLC

IRVINE, CA · Since 2014

$3.7B AUM35 clientsFee: 0%
FiduciaryFee-Only
#31
95

TRILOGY CAPITAL, INC.

IRVINE, CA · Since 2015

$3.2B AUM74 clientsFee: 0%
FiduciaryFee-Only
#32
95

TEMPUS WEALTH PLANNING, LLC

IRVINE, CA · Since 2016

$699M AUM9 clientsFee: 0%
FiduciaryFee-Only
#33
95

MILE WEALTH MANAGEMENT

IRVINE, CA · Since 2026

$120M AUM1 clientsFee: 0%
FiduciaryFee-Only
#34
95

DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.

IRVINE, CA · Since 2026

$107M AUM2 clientsFee: 0%
FiduciaryFee-Only
#35
95

PRESERVATION EQUITY FUND ADVISORS, LLC

IRVINE, CA · Since 2022

$503M AUM3 clientsFee: 0%
FiduciaryFee-Only
#36
95

CAPITAL CS GROUP, LLC

IRVINE, CA · Since 2021

$227M AUM3 clientsFee: 0%
FiduciaryFee-Only
#37
95

PROSPERITY WEALTH PLANNING LLC

IRVINE, CA · Since 2021

$269M AUM4 clientsFee: 0%
FiduciaryFee-Only
#38
95

AMERICAN FUNDSTARS

IRVINE, CA · Since 2022

$333M AUM9 clientsFee: 0%
Broker-Dealer
#39
95

WEST WEALTH GROUP, LLC

IRVINE, CA · Since 2021

$617M AUM13 clientsFee: 0%
FiduciaryFee-Only
#40
95

FILIGREE WEALTH ADVISORS, LLC

IRVINE, CA · Since 2022

$209M AUM3 clientsFee: 0%
FiduciaryFee-Only
#41
95

THREE ARCH WEALTH MANAGEMENT LLC

IRVINE, CA · Since 2025

$662M AUM3 clientsFee: 0%
FiduciaryFee-Only
#42
95

ULTRA ADVISORY GROUP

IRVINE, CA · Since 2025

$143M AUM1 clientsFee: 0%
FiduciaryFee-Only
#43
95

TRIPACIFIC CAPITAL ADVISORS, LLC

IRVINE, CA · Since 2006

$12M AUM4 clientsFee: 0%
FiduciaryFee-Only
#44
92

HARMONY POINT WEALTH ADVISORS, INC.

IRVINE, CA · Since 2022

$263M AUM1 clientsFee: 0%
FiduciaryFee-Only
#45
84

ACORNS

IRVINE, CA · Since 2013

$13.4B AUM14 clientsFee: 0%
FiduciaryFee-Only2 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in IRVINE?

The median advisory fee in IRVINE, CA is 0.95% of assets under management per year, based on Form ADV filings from 45 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.