SEC-registered financial advisors in Irvine, CA
Common fee types
- 97%Percentage of assets
- 76%Fixed or flat fee
- 62%Hourly
Showing 24 of 34
- Acorns$1B or moreSEC recordFixed or flat fee
- Advanced Financial Strategies Inc$100M to $500MSEC recordPercentage of assetsHourly
- American Fundstars$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Apriem Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Benefit Financial Services Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Capital Bank and Trust Company$1B or moreSEC recordPercentage of assets
- Capital CS Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Charles Fish Investments, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Clearview Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Concord Investment Counsel$100M to $500MSEC recordPercentage of assetsPerformance-based
- Cooke Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cooper McManus$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Dove Investment Research and Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Filigree Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- First Foundation Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Harmony Point Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Index Fund Advisors, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Kanani Advisory Group Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Klein Pavlis & Peasley Financial, Inc.$100M to $500MSEC recordPercentage of assetsNewsletter subscriptionsOther
- Marrick Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mile Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Optimize Financial Inc.$100M to $500MSEC recordPercentage of assets
- Private Management Group Inc$1B or moreSEC recordPercentage of assets
- Prosperity Wealth Planning LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sky Vision Wealth Management Corp.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sun Group Wealth Partners LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tempus Wealth Planning, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Three Arch Wealth Management LLC$500M to $1BSEC recordPercentage of assets
- Trilogy Capital, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Ultra Advisory Group$100M to $500MSEC recordPercentage of assetsHourly
- Validex Global Investing$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Warren Street Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Wealth Teams Alliance$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- West Wealth Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.