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Best financial advisors in Irvine, CA

Registered advisers within 25 miles of Irvine, CA.

Offices
2,278
Firms
798
Combined AUM
$22.0T
Firm-wide filings, not assets booked only here
Clients
3.62M
3,622,820 clients when Item 5C has a number
Avg / client
$6.07M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRITY ALLIANCE, LLC.
BROOKSTONE WEALTH ADVISORS, LLC
BEAU CAPITAL LLC
EMBARCADERO CAPITAL ADVISORS, INC.
TOWNELEY CAPITAL MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
ANT MONEY ADVISORS
COMPAK ASSET MANAGEMENT
ENDURE CAPITAL, LLC
BERILIUM
AVALON FINANCIAL ADVISORS
OSAGE PACIFIC ADVISORS, INC.
FUSION FINANCIAL
ADVISORS ON CALL
LPL FINANCIAL LLC
CHATTERTON & ASSOCIATES
MWA FINANCIAL SERVICES INC.
DUCERE WEALTH MANAGEMENT

Investors

JOHN EMIL LIMPERT
DIANE BREWER
Geoffrey Erik Fellows
Parker Terrill Austin
ERNEST DANIEL GARRETT
PAULA DURRANT
TRACY ANN KUNTZ
ROBYN LYNN CLARKE
Carlos Ortega
MARTIN DANIEL STANDISH
OMID EFTEKHARI
SCOTT JOLYON MONROE
BRIAN CRAIG MOSHENKO
Christian Connella
MOEEZ UL-HAQ ANSARI
JOHN HOWARD DEARDORFF
YEKATERINA IVANOVNA GALKINA
CLAUDE EDWIN GAITHER
ELMER BARBA SALVADOR
EVA POPOV BOWEN
JAVAID ULHAQ ANSARI
Melissa Lynn Wright
Qinyi Du
Ryan Thomas Harding
Avi Darshankumar Gorasia
FEROZ ULHAQ ANSARI
IMRAN ULHAQ ANSARI
JOHN WILLIAM BAFFA
GLENN CHARLES LINK
FREDERICK LEEZEN JIN
Arash Kouhi
ALBERTO GUILLEN SALAS
ANDREW PHILLIP MCVAY
Reva Suzanne Sanchez
PHILLIP SCOTT VIGIL
ROBERT LANSING HICKS
AMIRREZA KAYYAL
GREGORY AVERY RAMIREZ
CHRISTOPHER PAUL JENKINS
ANITHA NICOLE GRAVES
KYLE PATRICK SCHNEIDER
ERIC Y. OH
Arrash Bruce Zare
ROBERT DEWITTE CHATTERTON
ROBERT D. CHATTERTON
TERESA A DE LUCA
BRANDON AN
YAN ZHANG
Zheng Wang
Joshua Evan Leung
Cole Redmond Hunter
Jacob Cole Ferdig
Hector Alexis Romo
Saul Lopez
Duc Duy Le
Carlos Enrique Sanchez
CHAD BRADEN FOSTER
JONATHAN PAUL OBEST
Sean Patrick Keyes
NICHOLAS BZOVI
JACK STEWART STEMPER
ZANE CONFAIR KELLER
CODY JAMES COLUMNA
ULRICH EMANUEL KELLER
JOHN THOMAS HARRINGTON

Within 25 miles of Irvine, CA, Best Investors lists 798 registered investment advisory firms with 2,278 offices nearby, managing about $22.0T in combined regulatory AUM across 3,622,820 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Irvine

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM