Fiduciary advisors in Irvine, CA

44 registered advisers

Irvine is a planned corporate park city where real estate development firms and tech companies cluster in south Orange County. Fee-only firms account for 41 of the 44 registered practices, or about 93% of the local market.

ACORNS

Fee-OnlyAlso Compensated via Product Sales
Irvine, CaliforniaCRD #165926
Typical Fee1.00%
AUM$10.4B
Minimum--
Clients4,813,137

ADVANCED FINANCIAL STRATEGIES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #108296
Typical Fee--
AUM$242M
Minimum--
Clients404

AMERICAN FUNDSTARS

Clean RecordAlso Compensated via Brokerage
Irvine, CaliforniaCRD #315860
Typical Fee--
AUM$333M
Minimum--
Clients489

ANFIELD CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #165211
Typical Fee--
AUM$1.8B
Minimum--
Clients710

APRIEM ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #108188
Typical Fee--
AUM$1.2B
Minimum--
Clients2,597

AVANATH CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Irvine, CaliforniaCRD #172704
Typical Fee--
AUM$3.6B
Minimum--
Clients12

BENEFIT FINANCIAL SERVICES GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #143617
Typical Fee--
AUM$1.3B
Minimum--
Clients855

CAPITAL BANK AND TRUST COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #170017
Typical Fee--
AUM$139.3B
Minimum--
Clients579

CAPITAL CS GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #304523
Typical Fee--
AUM$175M
Minimum--
Clients473

CHARLES FISH INVESTMENTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #110445
Typical Fee--
AUM$342M
Minimum--
Clients51

CLEARVIEW WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #288978
Typical Fee--
AUM$159M
Minimum--
Clients608

CONCORD INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #107901
Typical Fee--
AUM$327M
Minimum--
Clients458

COOKE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #127309
Typical Fee--
AUM$137M
Minimum--
Clients303

COOPER MCMANUS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #111458
Typical Fee--
AUM$2.9B
Minimum--
Clients7,111

FILIGREE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #318729
Typical Fee--
AUM$180M
Minimum--
Clients42

FIRST FOUNDATION ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #106075
Typical Fee--
AUM$5.4B
Minimum--
Clients3,945

FPA REAL ESTATE ADVISERS GROUP, LLC

Fee-Only, No Conflicts
Irvine, CaliforniaCRD #288195
Typical Fee--
AUM$7.7B
Minimum--
Clients37

GT INVESTMENT PARTNERS, LP

Fee-Only, No ConflictsClean Record
Irvine, CaliforniaCRD #315867
Typical Fee--
AUM$760M
Minimum--
Clients8

HARMONY POINT WEALTH ADVISORS, INC.

Clean RecordAlso Compensated via Brokerage
Irvine, CaliforniaCRD #323643
Typical Fee--
AUM$251M
Minimum--
Clients646

INDEX FUND ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #109143
Typical Fee--
AUM$5.3B
Minimum--
Clients7,146

INSIGHT WEALTH STRATEGIES, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #151437
Typical Fee--
AUM$109M
Minimum--
Clients235

KAIROS

Fee-Only, No ConflictsClean Record
Irvine, CaliforniaCRD #161321
Typical Fee--
AUM$992M
Minimum--
Clients18

KANANI ADVISORY GROUP INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #288314
Typical Fee--
AUM$202M
Minimum--
Clients986

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

Fee-OnlyAlso Compensated via Product Sales
Irvine, CaliforniaCRD #112414
Typical Fee--
AUM$233M
Minimum--
Clients808

MARRICK WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #164758
Typical Fee--
AUM$174M
Minimum--
Clients298

PATHWAY CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #108016
Typical Fee--
AUM$92.9B
Minimum--
Clients115

PRESERVATION EQUITY FUND ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #300968
Typical Fee--
AUM$419M
Minimum--
Clients3

PRIVATE MANAGEMENT GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #104707
Typical Fee--
AUM$4.5B
Minimum--
Clients6,784

PROSPERITY WEALTH PLANNING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #315163
Typical Fee--
AUM$216M
Minimum--
Clients583

REGENTS PARK FUNDS, LLC

Fee-Only, No ConflictsClean Record
Irvine, CaliforniaCRD #284684
Typical Fee--
AUM$397M
Minimum--
Clients9

RIMROCK CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #120410
Typical Fee--
AUM$4.1B
Minimum--
Clients22

SABAL INVESTMENT ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Irvine, CaliforniaCRD #169572
Typical Fee--
AUM$4.3B
Minimum--
Clients6

SAPIENCE INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #284720
Typical Fee--
AUM$185M
Minimum--
Clients9

SHIMA CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Irvine, CaliforniaCRD #320929
Typical Fee--
AUM$165M
Minimum--
Clients3

SKY VISION WEALTH MANAGEMENT CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #317320
Typical Fee--
AUM$106M
Minimum--
Clients77

SUN GROUP WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #166372
Typical Fee--
AUM$224M
Minimum--
Clients589

SUNSTONE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #324002
Typical Fee--
AUM$96M
Minimum--
Clients9

TEMPUS WEALTH PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #285349
Typical Fee2.00%
AUM$507M
Minimum--
Clients1,620

THREE ARCH WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #333733
Typical Fee--
AUM$503M
Minimum--
Clients734

TRILOGY CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #281597
Typical Fee--
AUM$2.6B
Minimum--
Clients8,537

TRIPACIFIC CAPITAL ADVISORS, LLC

Clean RecordAlso Compensated via Insurance
Irvine, CaliforniaCRD #142121
Typical Fee--
AUM$12M
Minimum--
Clients1

WARREN STREET WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #173447
Typical Fee--
AUM$458M
Minimum--
Clients1,021

WEALTH TEAMS ALLIANCE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #168907
Typical Fee--
AUM$206M
Minimum--
Clients950

WEST WEALTH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #316644
Typical Fee--
AUM$472M
Minimum--
Clients2,273
Fiduciary Advisors in Irvine, California | FiduciaryListings