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2024

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Best Financial Advisors in Irvine, CA

Our Recommended Top 15

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. 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.

62Reviewed

43Curated

15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Irvine, CA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Irvine, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Irvine? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Irvine, CA 92612

Expertise.com Rating

Why choose this provider?

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.

19200 Von Karman Avenue, Ste. 1050, Irvine, CA 92612

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Apriem Advisors is a wealth management company that is located in Irvine and serves diverse, multi-generational clients. The firm helps entrepreneurs, families, and investors through proactive planning, life transition guide, and generational wealth planning services. It also assists non-profit organizations and retirement plans in fiduciary matters, investment management, consultant meetings, and staff and office operations. Apriem Advisors supports global and local charities such as World Vision, Jessie Rees Foundation, and Southern California Hospice Foundation.

  • Estate Planning
  • Retirement Planning
  • Financial Planning

Irvine, CA 92618

Expertise.com Rating

Why choose this provider?

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.

895 Dove Street, Newport Beach, CA 92660

Why choose this provider?

WorthPointe is a wealth advisory firm that serves clients in Irvine. It provides personalized financial planning services to individuals, families, and businesses. The firm allows clients to have their own financial dashboards online where they can monitor their documents, investments, insurance policies, credit cards, and retirement accounts in one place. Its founder and CEO, Christopher Van Slyke, has been in the wealth management industry since 1992. WorthPointe supports various charities such as the Center for Child Protection and Kinder4Rescue.

  • Certified Financial Planner (CFP)

2020 Main St Ste 690, Irvine, CA 92614

Expertise.com Rating

Why choose this provider?

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.

6 Venture, Irvine, CA 92618

Expertise.com Rating

Why choose this provider?

Cornerstone Financial Advisers is a local firm in Irvine providing guidance on investments and financial planning. It helps clients develop investment strategies focusing on mutual funds, bonds, managed money accounts, common stocks, and IRAs. It also assists clients in preparing investment plans, such as 401(k) and 403(b), tax, and estate plans. One of the firm's founders and managing partners, Lance Dumas, has been providing financial advice for over 20 years. He holds designations as an Accredited Investment Fiduciary and a Chartered Financial Consultant.

  • Estate Planning
  • Insurance Products
  • Tax Planning

16440 Bake Parkway, Irvine, CA 92618

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Clarity Wealth Management, Inc. is a CPA-owned wealth management firm that serves clients in Irvine and its surrounding areas. Gina Chironis is the chief executive officer of the firm. She has been a certified public accountant for over 20 years and holds the Personal Financial Specialist designation. Gina and her team offer 401(k), profit-sharing, and defined benefit plans. They also help clients with investments and wealth management. Gina is also the vice-chairperson of the CalCPA Personal Financial Planning State Committee.

  • Estate Planning
  • Private Wealth Advisor
  • Tax Planning

19200 Von Karman Avenue, Irvine, CA 92612

Expertise.com Rating

Review Sources

Yelp
5.0 (22)
Facebook
5.0 (3)
Google
5.0 (1)

Why choose this provider?

Located in Irvine, Silversage is a wealth management firm catering to the needs of professionals, high-net-worth families, and retirees. Its team of advisors offers investment consultation services covering asset allocation, tax efficiency, and risk evaluation. They pay attention to every detail, including IRA distributions, beneficiary designations, account registrations, and regulation changes, to avoid potential issues later on. Jeffrey M. Garell, the company's founding principal, has been in financial services for nearly 35 years. He is a member of the Financial Planning Association of Orange County.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

9070 Irvine Center Drive, Irvine, CA 92618

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

WealthWise Financial Services is a wealth management firm that caters to the specific needs of business owners, key executives, and women investors. Based in Irvine, the firm helps individuals with retirement and estate planning and assists business owners with retirement plans and exit strategies. As a female-owned company, the firm helps women with the education and tools to control their finances. Company president, Loreen Gilbert, has over two decades of experience in the wealth management industry.

  • Estate Planning
  • Retirement Planning

400 Spectrum Center Drive, Irvine, CA 92618

Expertise.com Rating

Why choose this provider?

Richard J. Ward, CFP, helps the residents of Irvine obtain their financial goals. Having been in the industry for over 40 years, Richard works as a financial advisor under Stifel Financial Corporation, an investment firm with more than 400 offices throughout the country. He assists his clients in making holistic financial plans, provides them with investment management strategies, and helps them prepare for retirement. Richard wrote the book "Redefining Retirement: Finding Purpose and Passion for Your Second Half."

  • Retirement Planning

18800 Von Karman Avenue, Irvine, CA 92612

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

TSG Wealth Management is a team of financial advisors that serves Irvine. It provides services such as investment or retirement planning, portfolio management, tax planning, and goal setting. Its business advisory division can assist companies in mergers and acquisitions, corporate retirement plans, and cash management. The team also offers risk management and insurance options, education planning services, and estate planning services. Established in 1965, TSG Wealth Management, has more than 300 years of combined experience in investment planning.

  • Retirement Planning

1401 Dove Street, Newport Beach, CA 92660

Expertise.com Rating

Review Sources

Google
4.7 (6)

Why choose this provider?

Independent Capital Management, Inc., is a boutique firm offering services to clients in Irvine. It provides customized financial guidance for college planning, insurance planning, and retirement planning. It also assists clients with estate planning, real estate and mortgage lending, and investment planning. Independent Capital Management has been helping businesses and families build wealth and preserve their assets since 1988. Marie Cammack, the division manager of the firm's Newport Beach office, is a supporter of the Susan G. Komen for the Cure organization.

  • Retirement Planning
  • Insurance Products

5000 Birch Street, Newport Beach, CA 92660

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Pence Wealth Management is an independent financial advisory firm that serves residents in Irvine. Focused on providing wealth management assistance for individual investors, it offers a wide range of services, from cash flow analysis, multi-generational wealth planning, asset gifting, and risk-adjusted portfolio management to distribution planning. The company, which has been serving since 1980, is headed by Laila Pence, a CFP who has appeared on media channels such as CNBC, Fox Business, and Reuters TV.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Irvine, CAFree Consultation
Odyssey Wealth Design
Irvine, CA 92612
Apriem Advisors
19200 Von Karman Avenue, Ste. 1050, Irvine, CA 92612
MILE Wealth Management
Irvine, CA 92618
WorthPointe
895 Dove Street, Newport Beach, CA 92660
PureFinancial.com
2020 Main St Ste 690, Irvine, CA 92614
Cornerstone Financial Advisers
6 Venture, Irvine, CA 92618
Clarity Wealth Management, Inc.
16440 Bake Parkway, Irvine, CA 92618
Silversage
19200 Von Karman Avenue, Irvine, CA 92612
Wealth Wise Financial Services
9070 Irvine Center Drive, Irvine, CA 92618
Richard J. Ward, CFP
400 Spectrum Center Drive, Irvine, CA 92618
TSG Wealth Management
18800 Von Karman Avenue, Irvine, CA 92612
Independent Capital Management, Inc.
1401 Dove Street, Newport Beach, CA 92660
Pence Wealth Management
5000 Birch Street, Newport Beach, CA 92660

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What should you anticipate during your initial consultation with a financial advisor in Irvine?

    Initial consultations with financial advisors in Irvine often give clients an idea of the overall value they would get, how much it would cost, and what next steps they would take. Financial records like bank account statements, insurance policies, and investment and 401(k) statements may also be requested from you so they have a complete picture of your current financial situation.

  • How much money does a financial advisor in Irvine make?

    The average salary for a financial advisor in Irvine is $87,373 annually, plus $17,800 in commissions. This is 7% higher than the national average salary for financial advisors. The salary also increases as a financial adviser gains more experience. Advisors with 1 to 2 years of experience earn $73,830, while those who have been in the industry for more than 10 years may earn as much as $125,057 annually.

  • How are financial advisors in Irvine compensated?

    It depends on the services you want. Your portfolio size, fee structure, and the price of hiring a financial advisor in Irvine will vary. A fee-only financial advisor receives compensation on an hourly or fixed-rate basis for their services, whereas third parties compensate commission-based financial advisors for their sales. Finally, some financial advisors base their fees on a percentage of the assets you entrust to them.

  • What do locals have to say about Irvine's financial counseling services?

    Irvine attracts top-tier financial advisors from all over the country due to its convenient position between Los Angeles and San Diego. Together with its highly educated population and a high percentage of citizens with advanced degrees in business and finance, the city's cutting-edge technology and progressive policies create a dynamic financial ecosystem. Irvine is a good location for financial consulting services, including business guidance, investment advice, and retirement planning.

  • In what ways can individuals and businesses earn passive income in Irvine?

    Irvine residents and business owners can earn passive income by having dividend stocks and rental properties or creating digital content, collecting royalty payments, franchising, and placing interests on loans. Creating and maintaining passive income requires a certain amount of capital investment and some form of upkeep. It may also be subject to income tax.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.