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
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.
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.
Assets under management
$63,982,979,356
Headcount
233 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-54251
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
Fpa Real Estate Advisers Group, LLC
Fpa Real Estate Advisers Group, LLC is a financial advisory firm based in Irvine, California. It currently has approximately $7,940,971,326 of assets under management and employs about 58 people. Fpa Real Estate Advisers Group, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$7,940,971,326
Headcount
58 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-110433
Services offered
Portfolio Management For Pooled Investment Vehicles
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.
Assets under management
$4,894,670,423
Headcount
69 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
SEC number
801-35973
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Selection Of Other Advisers
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.
Assets under management
$4,353,562,326
Headcount
50 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-57978
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
Avanath Capital Management, LLC
Avanath Capital Management, LLC is a financial advisory firm based in Irvine, California. It currently has approximately $3,637,629,382 of assets under management and employs about 116 people. Avanath Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,637,629,382
Headcount
116 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-80398
Services offered
Portfolio Management For Pooled Investment Vehicles
Rimrock Capital Management LLC
Rimrock Capital Management LLC is a financial advisory firm based in Irvine, California. It currently has approximately $3,636,789,453 of assets under management and employs about 33 people. Rimrock Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,636,789,453
Headcount
33 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-65109
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
Private Management Group Inc
Private Management Group Inc is a financial advisory firm based in Irvine, California. It currently has approximately $3,510,342,406 of assets under management and employs about 15 people. Private Management Group Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$3,510,342,406
Headcount
15 advisors
Fee structure
A percentage of assets under your management
SEC number
801-28023
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)
Sabal Investment Advisors, LLC
Sabal Investment Advisors, LLC is a financial advisory firm based in Irvine, California. It currently has approximately $2,482,553,810 of assets under management and employs about 16 people. Sabal Investment Advisors, LLC uses a fee structure of a percentage of assets under your management and carried interest payable to the gps.
Assets under management
$2,482,553,810
Headcount
16 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST PAYABLE TO THE GPS
SEC number
801-108305
Services offered
Portfolio Management For Pooled Investment Vehicles
Alpha Cubed Investments, LLC
Alpha Cubed Investments, LLC is a financial advisory firm based in Irvine, California. It currently has approximately $2,466,347,960 of assets under management and employs about 35 people. Alpha Cubed Investments, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$2,466,347,960
Headcount
35 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-77372
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
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.
Assets under management
$1,650,789,006
Headcount
73 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-106922
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
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