Top Financial Advisors in Irvine, California
Finding the right financial advisor in Irvine is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Irvine, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Irvine, CA.
Find the Best Financial Advisor Firms in Irvine:
FIRST FOUNDATION ADVISORS
CRD#: 106075
Address: 18101 Von Karman Ave Suite 700, Irvine, CA 92612-1051
Clients: 627
Average Clients per Advisor: 15
AUM: $ 5.0B
INDEX FUND ADVISORS, INC.
CRD#: 109143
Address: 19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566
Clients: 1,566
Average Clients per Advisor: 60
AUM: $ 4.4B
BURNHAM GIBSON WEALTH ADVISORS, LLC
CRD#: 312284
Address: 2050 Main Street Suite 510, Irvine, CA 92614
Clients: 351
Average Clients per Advisor: 17
AUM: $ 3.1B
ALPHA CUBED INVESTMENTS, LLC
CRD#: 159347
Address: 18301 Von Karman Ave. Suite 900, Irvine, CA 92612
Clients: 802
Average Clients per Advisor: 36
AUM: $ 2.0B
APRIEM ADVISORS
CRD#: 108188
Address: 19200 Von Karman Avenue Suite 1050, Irvine, CA 92612
Clients: 715
Average Clients per Advisor: 51
AUM: $ 1.5B
COOPER MCMANUS
CRD#: 111458
Address: 9870 Research Drive, Irvine, CA 92618
Clients: 2,142
Average Clients per Advisor: 59
AUM: $ 1.3B
How We Chose the Top Financial Advisors in Irvine, California
To create this list of top financial advisor firms in Irvine, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Irvine has to offer.
Search Financial Advisors in Irvine, California
Jerry Lee Clements
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Alan Nakamura
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Roberta Bautista Armijo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher Jerome Cataldi
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Edward Morio Kawahara
Registered Affiliation(s):MORGAN STANLEY
Timothy John Skelly
Registered Affiliation(s):MORGAN STANLEY
Eric Randall Glade
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
William Thomas Toner
Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.
Margaret Meek Sheldon
Registered Affiliation(s):LPL FINANCIAL LLC
Mary Kathleen Caporale
Registered Affiliation(s):EDWARD JONES
Kaiping Kenneth Wu
Registered Affiliation(s):FSC SECURITIES CORPORATION
Victoria Lynne Barbisan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Carl Joseph Hattermann
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Trenton Glen Adams
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Louis Basil Windawi
Registered Affiliation(s):LPL FINANCIAL LLC
Richard James Rang
Registered Affiliation(s):FINANCIAL MANAGEMENT NETWORK INC
Brian Peter Mcnamara
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Lisa Ann Chapman
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Gerald Montegani Jr.
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Laila Sobhi Marshall-pence
Registered Affiliation(s):LPL FINANCIAL LLC
Sandra Cheryl Field
Registered Affiliation(s):ASSET PLANNING, INC
Chuck M Ives
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jesse M Rodriquez
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Gary Robert Velek
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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