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Laurels

Best Financial Advisors in Irvine
2020

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 70 51 23

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

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Grace Wealth Management Group, Inc. FEATURED Expertise

Grace Wealth Management Group, Inc. is a full-service financial company that offers multiple services and products to Irvine residents. The company has more than two decades of financial planning experience. In addition, the firm holds local workshops to educate people about their financial futures. The company focuses on investment management, financial planning, long-term retirement planning, and insurance products for individuals and families, as well as business planning strategies and multiple employees, benefits plans for business owners.

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

Website

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

Website

Benefit Financial Services Group

Benefit Financial Services Group provides wealth management services to individuals, along with institutional services for organizations. The RIA firm has offices in Irvine, California and Phoenix, Arizona. Company founder, John Campbell, has more than two decades of experience working to improve retirement plans for employees and individuals.

BML Wealth Management

BML Wealth Management is a wealth management firm that focuses on independent retirement planning. Company founder, Brian Levy, is an investment advisor representative with a Series 66 securities license, a health insurance license, and a life insurance license in California. The firm's advisors use a "Retirement Fingerprint" process to customize a plan for each client.

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

Website

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

Website

Clearview Wealth Management

Clearview Wealth Management is an Irvine-based financial planning firm staffed by certified financial planner professionals. Its clients receive retirement planning, wealth management, and financial planning advice. The company has an ongoing relationship with clients to help them reach their financial goals. Clearview Wealth Management was founded in 2003 by CFP Mark Phillips.

Cooper McManus Wealth Management

Cooper McManus Wealth Management's team has a combined eight decades of financial services experience. The Irvine-based firm gives clients advice on everything from insurance coverage to retirement planning and tax strategies. Irvine clients receive customized plans to reach their long-term financial goals.

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.

John Stokes Financial

John Stokes Financial is a California-based wealth management firm that specializes in helping people in transition receive the state and federal benefits. Since its founding in 2004, the company has assisted Fortune 500 companies across the nation. Its clients receive a full spectrum of financial services, including financial planning help, insurance options, tax assistance, and estate planning. The company also offers educational workshops.

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

Website

marrick wealth

Marrick Wealth staffs CPA financial planners with more than three decades of combined experience. Clients receive tax advice through CPAs and financial advice through CFPs. The company provides investment management and financial planning services to high-net-worth families across California.

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

Website

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.

Odyssey Wealth Design

Odyssey Wealth Design is an Irvine firm founded in 2000. The firm focuses on financial planning for physicians and business owners. The company's approach is uniquely geared toward managing the wealth of physicians and business owners. Business owners also receive advice on how to grow and manage their businesses.

Pacifica Wealth Advisors

Pacifica Wealth Advisors is a California-based firm that's been featured in multiple media publications. The firm serves individually affluent clients, recipients of sudden wealth, and small-to-mid-size businesses. The company president, Robert Pagliarini, has almost two decades of experience in the financial services industry. The firm offers business advisory services, 360-degree wealth management services, and services to help suddenly-wealthy people manage their assets.

Pure Financial Advisors

Pure Financial Advisors is a registered financial advisory firm with multiple offices in the state, including one in Irvine. It specializes in tax-optimized investment management and retirement planning. Its experienced advisors meet directly with clients to discuss their unique financial objectives. They then help clients develop long-term strategies that help to maximize income and minimize taxes. Pure Financial Advisors provides services on a fee-only basis. It also assists with tax and estate planning.

2020 Main St Ste 690
Irvine, CA 92614

Website

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.

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.

Silversage Advisors

Silversage Advisors provides California clients with customized wealth management planning. Its clients receive a plan that integrates all aspects of their financial lives. The firm also gives clients access to an online dashboard where they can see all of their financial information in real time. Silversage was founded in 2000.

Irvine, CA 92612

Website

WealthWise Financial Services

WealthWise Financial Services is a wealth management firm based in Irvine. The firm offers individuals help with retirement and estate planning, while business owners receive consultations regarding their retirement plans and exit strategies. Company president, Loreen Gilbert, is a wealth manager with over two decades of experience in the wealth management industry.

Wirth Financial & Insurance Services

Wirth Financial & Insurance Services has been serving individuals, business owners, and families for more than two decades. The Irvine-based firm creates long-term financial plans that address every aspect of a client's situation. Its aim is to help clients achieve their unique long-term goals and easily move through life's transitions, whatever they may be.

Irvine, CA 92614

Website

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