Find a Financial Advisor in Irvine, CA

 

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We did the hard work of finding trustworthy partners in Irvine, CA.

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We Only Work With The Best Irvine Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Irvine, CA


  • Financial Advisor Close to Irvine, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Irvine, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Irvine, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Irvine financial advisors.
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How Retirement-Friendly is Irvine, CA?

  • Population: 273,157
  • % of Population 62 Years and Over: 12.7%
  • Average Home Value: $841,700
  • Average Monthly Housing Cost: $2,422
  • Average Household Income: $135,877
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Irvine, CA

 

PRIVATE MANAGEMENT GROUP INC

Website

(949) 752-7500

15635 Alton Parkway
Suite 400
Irvine, CA 92618

SEC#: 801-28023
Years in Business: 35 years

WIN TEAM ADVISORY SERVICES

Website

(949) 336-7300

560 Wald

Irvine, CA 92618

SEC#: 801-68877
Years in Business: 13 years

CARDINAL POINT WEALTH MANAGEMENT, LLC

Website

(866) 213-2036

19200 Von Karman Ave
Suite 618
Irvine, CA 92612

SEC#: 801-110000
Years in Business: 4 years

NEWPORT WEALTH STRATEGIES, INC.

Website

(949) 484-4700

18301 Von Karman Ave.
Ste 900
Irvine, CA 92612

SEC#: 801-72831
Years in Business: 10 years

SUN GROUP WEALTH PARTNERS LLC

Website

(949) 625-6800

17500 Red Hill Ave
Suite 140
Irvine, CA 92614

SEC#: 801-79233
Years in Business: 7 years

NEW MARKET WEALTH MANAGEMENT, LLC

Website

(657) 900-1899

100 Spectrum Center Drive
Suite 125
Irvine, CA 92618

SEC#: 801-110574
Years in Business: 4 years

AVANATH CAPITAL MANAGEMENT, LLC

Website

(949) 269-4700

1920 Main Street
Suite 150
Irvine, CA 92614

SEC#: 801-80398
Years in Business: 7 years

FPA REAL ESTATE ADVISERS GROUP, LLC

Website

(949) 399-2500

2082 Michelson Drive,
4th Floor
Irvine, CA 92612

SEC#: 801-110433
Years in Business: 4 years

RAYLIANT INVESTMENT RESEARCH

Website

(818) 795-6189

11 Zephyr

Irvine, CA 92602

SEC#: 801-118201
Years in Business: 1 years

 


Irvine, CA Financial Advisor FAQs

Financial advisors help clients manage their finances and savings through a variety of different methods. These include insurance policy selection, investment portfolio management and estate planning. Clients hire financial advisors for a variety of reasons, often to help them achieve long term savings goals such as retirement or paying off a mortgage. Most relationships between financial advisors and their clients span years. Financial advisors often live and work in the same communities as their clients do. Many still prefer to build relationships over face-to-face meetings, but more and more conduct business online in order to reach more clients. Robo-advisors are computer algorithms which spew general investment advice depending on data which clients give them and can be a cost-effective way to begin investing.
Irvine is a large commercial city located in central Orange County. It is known for its massive Irvine Spectrum commercial district as well as the several colleges and universities within its city limits, most notably University of California Irvine. In addition to UCI, Irvine is home to several satellite campuses of major Southern California universities including Pepperdine University and the University of Southern California. Irvine also serves as Orange County’s massive corporate center. It is home to the international headquarters for several well-known corporations including Taco Bell, LA Fitness, Tilly’s and O’Neill. Financial advisors in Irvine also serve: Newport Beach, Laguna Beach, Corona Del Mar, Huntington Beach, Mission Viejo, Laguna Niguel, San Clemente, Dana Point, Coto De Caza, Seal Beach, and Orange County.