Falists

California · 102 advisers

Financial Advisors in Irvine, California

Looking for a financial advisor in Irvine, California? Falists indexes 102 SEC-registered and state-registered investment advisers in Irvine — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 87 firms list a website you can visit directly. Firms in this directory manage up to $139.29B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

102

With website

87

Largest AUM

$139.29B

Financial planning

49

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth80Planning49Trusts58Retirement25Institutional39

Top advisors in Irvine

Ranked by AUM · Fees, team & specialties at a glance

View all 102 →

COOPER MCMANUS

Irvine, CA

AUM

$2.85B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

50 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

800-516-5333

Full profileVisit site →
View all 102 advisors in Irvine

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)Santa Barbara (56)

Common questions

How many financial advisors are in Irvine, California?
102 registered investment advisers are listed in our Irvine directory, sourced from public SEC filings.
What types of advisors are in Irvine?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Irvine?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.