Best Financial Advisors in IRVINE, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in IRVINE
Page 1 of 2 · 45 firms
PRIVATE MANAGEMENT GROUP INC
IRVINE, CA · Since 1986
PATHWAY CAPITAL MANAGEMENT, LP
IRVINE, CA · Since 1997
ANFIELD CAPITAL MANAGEMENT, LLC
IRVINE, CA · Since 2013
SABAL INVESTMENT ADVISORS, LLC
IRVINE, CA · Since 2016
FPA REAL ESTATE ADVISERS GROUP, LLC
IRVINE, CA · Since 2017
CONCORD INVESTMENT COUNSEL
IRVINE, CA · Since 1991
ADVANCED FINANCIAL STRATEGIES INC
IRVINE, CA · Since 2000
CHARLES FISH INVESTMENTS, INC.
IRVINE, CA · Since 1996
SUN GROUP WEALTH PARTNERS LLC
IRVINE, CA · Since 2014
WARREN STREET WEALTH ADVISORS, LLC
IRVINE, CA · Since 2019
REGENTS PARK FUNDS, LLC
IRVINE, CA · Since 2017
WEALTH TEAMS ALLIANCE
IRVINE, CA · Since 2022
GT INVESTMENT PARTNERS, LP
IRVINE, CA · Since 2022
KANANI ADVISORY GROUP INC.
IRVINE, CA · Since 2022
CLEARVIEW WEALTH MANAGEMENT
IRVINE, CA · Since 2021
SHIMA CAPITAL MANAGEMENT LLC
IRVINE, CA · Since 2022
FIRST FOUNDATION ADVISORS
IRVINE, CA · Since 1990
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
IRVINE, CA · Since 2021
MARRICK WEALTH
IRVINE, CA · Since 2022
SKY VISION WEALTH MANAGEMENT CORP.
IRVINE, CA · Since 2022
SUNSTONE ADVISORS, LLC
IRVINE, CA · Since 2023
INDEX FUND ADVISORS, INC.
IRVINE, CA · Since 2000
COOPER MCMANUS
IRVINE, CA · Since 2003
RIMROCK CAPITAL MANAGEMENT LLC
IRVINE, CA · Since 2006
BENEFIT FINANCIAL SERVICES GROUP
IRVINE, CA · Since 2007
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.