Investment adviser firms in IRVINE, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
49 firms · Source months shown: July 2026 and August 2026
- ACORNS ADVISERS, LLCCRD 165926 · IRVINE, CA$13,386,348,075.00Regulatory AUM · August 2026
- ADVANCED FINANCIAL STRATEGIES INCCRD 108296 · IRVINE, CA$251,748,030.00Regulatory AUM · August 2026
- AMERICAN FUNDSTARS FINANCIAL GROUP LLCCRD 315860 · IRVINE, CA$332,687,583.00Regulatory AUM · August 2026
- ANFIELD CAPITAL MANAGEMENT, LLCCRD 165211 · IRVINE, CA$2,164,405,044.00Regulatory AUM · August 2026
- APRIEM ADVISORSCRD 108188 · IRVINE, CA$1,483,716,736.00Regulatory AUM · August 2026
- AVANATH CAPITAL MANAGEMENT, LLCCRD 172704 · IRVINE, CA$3,749,413,912.00Regulatory AUM · August 2026
- BFSG, LLCCRD 143617 · IRVINE, CA$1,535,338,692.00Regulatory AUM · August 2026
- CAPITAL BANK AND TRUST COMPANYCRD 170017 · IRVINE, CA$139,294,588,096.00Regulatory AUM · August 2026
- CAPITAL CS GROUP, LLCCRD 304523 · IRVINE, CA$227,302,570.00Regulatory AUM · August 2026
- CHARLES FISH INVESTMENTS, INC.CRD 110445 · IRVINE, CA$331,331,810.00Regulatory AUM · August 2026
- CLEARVIEW WEALTH MANAGEMENT, LLCCRD 288978 · IRVINE, CA$178,543,412.00Regulatory AUM · August 2026
- CONCORD INVESTMENT COUNSELCRD 107901 · IRVINE, CA$397,890,400.00Regulatory AUM · August 2026
- COOKE WEALTH MANAGEMENT, LLCCRD 127309 · IRVINE, CA$136,851,490.00Regulatory AUM · August 2026
- COOPER FINANCIAL GROUPCRD 111458 · IRVINE, CA$2,852,543,930.00Regulatory AUM · August 2026
- DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.CRD 300058 · IRVINE, CA$107,371,381.00Regulatory AUM · August 2026
- FILIGREE WEALTH ADVISORS, LLCCRD 318729 · IRVINE, CA$209,136,489.00Regulatory AUM · August 2026
- FIRST FOUNDATION ADVISORSCRD 106075 · IRVINE, CA$5,063,713,129.00Regulatory AUM · August 2026
- FPA REAL ESTATE ADVISERS GROUP, LLCCRD 288195 · IRVINE, CA$7,970,799,113.00Regulatory AUM · August 2026
- GT INVESTMENT PARTNERS, LPCRD 315867 · IRVINE, CA$853,484,879.00Regulatory AUM · August 2026
- HARMONY POINT WEALTH ADVISORS, INC.CRD 323643 · IRVINE, CA$263,212,695.00Regulatory AUM · August 2026
- INDEX FUND ADVISORS, INC.CRD 109143 · IRVINE, CA$5,929,710,382.00Regulatory AUM · August 2026
- KAIROS INVESTMENT MANAGEMENT COMPANY, LLCCRD 161321 · IRVINE, CA$897,240,576.00Regulatory AUM · August 2026
- KANANI ADVISORY GROUP INC.CRD 288314 · IRVINE, CA$288,157,525.00Regulatory AUM · August 2026
- KLEIN PAVLIS & PEASLEY FINANCIAL, INC.CRD 112414 · IRVINE, CA$232,698,506.00Regulatory AUM · August 2026
- MARRICK WEALTH, LLCCRD 164758 · IRVINE, CA$215,567,832.00Regulatory AUM · August 2026
- MILE WEALTH MANAGEMENT LLCCRD 288519 · IRVINE, CA$120,121,620.00Regulatory AUM · August 2026
- OPTIMIZE FINANCIAL INC.CRD 315963 · IRVINE, CA$221,735,704.00Regulatory AUM · August 2026
- PATHWAY CAPITAL MANAGEMENT, LPCRD 108016 · IRVINE, CA$97,818,354,930.00Regulatory AUM · August 2026
- PELORUS CAPITAL MANAGEMENT, LLCCRD 342820 · IRVINE, CANot availableRegulatory AUM · August 2026
- PRESERVATION EQUITY FUND ADVISORS, LLCCRD 300968 · IRVINE, CA$502,879,532.00Regulatory AUM · August 2026
- PRIVATE MANAGEMENT GROUP INCCRD 104707 · IRVINE, CA$4,903,675,907.00Regulatory AUM · August 2026
- PROSPERITY WEALTH PLANNING LLCCRD 315163 · IRVINE, CA$269,224,678.00Regulatory AUM · August 2026
- REGENTS PARK FUNDS, LLCCRD 284684 · IRVINE, CA$432,967,118.00Regulatory AUM · July 2026
- RIMROCK CAPITAL MANAGEMENT LLCCRD 120410 · IRVINE, CA$3,851,562,308.00Regulatory AUM · August 2026
- SABAL INVESTMENT ADVISORS, LLCCRD 169572 · IRVINE, CA$5,830,687,813.00Regulatory AUM · August 2026
- SHIMA CAPITAL MANAGEMENT LLCCRD 320929 · IRVINE, CA$164,638,011.00Regulatory AUM · August 2026
- SKY VISION WEALTH MANAGEMENT CORP.CRD 317320 · IRVINE, CA$52,827,000.00Regulatory AUM · August 2026
- SUN GROUP WEALTH PARTNERS LLCCRD 166372 · IRVINE, CA$224,450,529.00Regulatory AUM · August 2026
- SUNSTONE ADVISORS, LLCCRD 324002 · IRVINE, CA$122,826,584.00Regulatory AUM · August 2026
- TEMPUS WEALTH PLANNING, LLCCRD 285349 · IRVINE, CA$699,383,573.00Regulatory AUM · August 2026
- THREE ARCH WEALTH MANAGEMENT LLCCRD 333733 · IRVINE, CA$662,439,902.00Regulatory AUM · August 2026
- TRILOGY CAPITAL, INC.CRD 281597 · IRVINE, CA$3,210,026,097.00Regulatory AUM · August 2026
- TRIPACIFIC CAPITAL ADVISORS, LLCCRD 142121 · IRVINE, CA$12,298,908.00Regulatory AUM · August 2026
- ULTRA ADVISORY GROUP LLCCRD 338775 · IRVINE, CA$142,609,950.00Regulatory AUM · August 2026
- VALIDUS GROWTH INVESTORS, LLCCRD 166575 · IRVINE, CA$352,898,702.00Regulatory AUM · August 2026
- VISTA POINT ASSET MANAGEMENT LLCCRD 341810 · IRVINE, CANot availableRegulatory AUM · August 2026
- WARREN STREET WEALTH ADVISORS, LLCCRD 173447 · IRVINE, CA$656,098,135.00Regulatory AUM · August 2026
- WEALTH TEAMS ALLIANCE INC.CRD 168907 · IRVINE, CA$223,889,000.00Regulatory AUM · August 2026
- WEST WEALTH GROUP, LLCCRD 316644 · IRVINE, CA$616,733,224.00Regulatory AUM · August 2026