Laurels

Best Financial Advisors in Irvine
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Irvine Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 71 52 24

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Antonio Financial Group

Antonio Financial Group is an independent RIA firm that serves clients in North Carolina along, with those in San Diego, Orange, and Los Angeles counties. Its clients receive financial planning services on an hourly, as-needed basis. The company also offers reviews of existing portfolios and insurance policies, along with straightforward investment recommendations. The firm gives clients referrals to legal and tax professionals when necessary. Antonio Financial Group was founded by CFP Robert Antonio, a financial advisor with experience working at multiple banks and advisories.

Irvine, CA 92612

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AW Wealth Advisory

AW Wealth Advisory is an Irvine-based wealth management firm run by certified wealth strategist Alex Wahba. The company helps clients create and grow their assets, protect their wealth, distribute wealth throughout their lifetimes, and distribute wealth after death. It offers retirement planning, wealth management, and investments services, as well as online resources and tools to educate its clients on financial matters.

Irvine, CA 92618

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Burnham Gibson Wealth Advisors, Inc.

Burnham Gibson Wealth Advisors, Inc. is an independent California company with services for private clients and corporations. Its private clients receive wealth management help, insurance planning options, and financial and estate planning. It also offers 401(k) plans, succession planning, and employee benefits consultations for corporations. Company president, Darin Gibson, has over two decades of industry experience.

Irvine, CA 92614

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Clarity Capital Advisors

Clarity Capital Advisors offers fiduciary planning and wealth management services to Irvine residents. Specific services include investment management, retirement planning, employer 401(k) plans, asset allocation, college planning, and charitable giving. Clarity Capital Advisors' team has more than five decades of combined experience in the financial industry.

Irvine, CA 92618

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JMB Financial Managers

JMB Financial Managers is an Irvine-based financial services firm that specializes in serving business owners, self-employed people, independent contractors, and their families. Its clients receive comprehensive retirement planning services, education planning to relieve the burden of tuition, and customized investment management solutions. The company president, Jack Brkich, is a CFP with over two decades of financial services experience.

Irvine, CA 92606

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KS Financial Advisors

KS Financial Advisors uses a team-focused approach to give clients access to insurance agents, accountants, and financial planners. Its team leverages more than five decades of combined experience to help individuals and businesses create a plan to achieve their financial goals. Irvine clients receive a full analysis of their current assets and needs, a review of their tax return, tax planning strategies, long-term financial planning solutions, and investment management services.

Irvine, CA 92618

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MACM

Established in 1991, Mitchell Anthony Capital Management is a financial investment advisor serving clients through its office in Irvine. The firm offers financial planning and investment management services. These include life insurance, will and trust administration, long-term care insurance, and asset allocation. MACM has in-house researchers to obtain the data it needs to make financial decisions. Moreover, its team of financial advisors has a combined experience of 75 years in helping clients reach their goals.

9259 Research Drive
Irvine, CA 92618

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MILE Wealth Management

MILE Wealth Management is an Irvine firm run by Mark Wilson, a CFP who has been quoted in multiple publications and media sources. Mark has more than two decades of experience in the financial services industry. The firm breaks wealth management down into two comprehensive components: customized financial planning and goal-based investment management services.

Irvine, CA 92618

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Newport Capital Advisors

Newport Capital Advisors is a fiduciary wealth management firm that's served Orange County clients for more than three decades. The firm, located in Newport Beach, gives clients access to wealth management services, estate planning solutions, trust services, investment banking options, and customized retirement plans.

Irvine, CA 92618

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Purposeful Financial

Purposeful Financial aims to empower and educate Irvine clients. The company founder, Monica Khanna Singhania, has both CFP and CFA designations. The firm offers comprehensive wealth management services, including retirement planning, investment planning, insurance planning, and education planning.

Irvine, CA 92618

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Retegy LLC

Retegy LLC focuses on helping pre-retirees smooth the retirement transition. The Irvine-based firm provides long-term and short-term financial planning services, creates customized retirement strategies, and handles investment management for clients. Founder Vladimir Kouznetsov is a certified financial planner who is also a member of the Ed Slott Master Elite IRA Advisor Group.

Irvine, CA 92618

Website

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