City
Wealth management firms in Irvine, California
As of October 2, 2026, 102 wealth management firms, including broker-dealer firms, with their main office in Irvine, California reported $47.0 billion in regulatory assets under management; the largest by assets was Acorns, with $13.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 102
- Regulatory assets under management
- $47.0 billion
- Average per firm
- $461.0 million
- SEC-registered, of those listed
- 34 of 100 (34.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Acorns | SEC | $13.4 billion | 5,152,940 |
| 2 | Index Fund Advisors, Inc. | SEC | $5.9 billion | 6,664 |
| 3 | First Foundation Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $5.1 billion | 3,373 |
| 4 | Private Management Group Inc | SEC | $4.9 billion | 7,132 |
| 5 | Trilogy Capital, Inc. | SEC | $3.2 billion | 18,988 |
| 6 | Cooper McManus | SEC | $2.9 billion | 7,111 |
| 7 | Benefit Financial Services Group | SEC | $1.5 billion | 2,289 |
| 8 | Apriem Advisors | SEC | $1.5 billion | 2,878 |
| 9 | Tempus Wealth Planning, LLC | SEC | $699.4 million | 1,751 |
| 10 | Three Arch Wealth Management LLC | SEC | $662.4 million | 826 |
| 11 | Warren Street Wealth Advisors, LLC | SEC | $656.1 million | 1,272 |
| 12 | West Wealth Group, LLC | SEC | $616.7 million | 2,746 |
| 13 | Concord Investment Counsel | SEC | $397.9 million | 456 |
| 14 | American Fundstars Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $332.7 million | 489 |
| 15 | Charles Fish Investments, Inc. | SEC | $331.3 million | 46 |
| 16 | Kanani Advisory Group Inc. | SEC | $288.2 million | 1,200 |
| 17 | Prosperity Wealth Planning LLC | SEC | $269.2 million | 621 |
| 18 | Harmony Point Wealth Advisors, Inc. | SEC | $263.2 million | 620 |
| 19 | Advanced Financial Strategies Inc | SEC | $251.7 million | 388 |
| 20 | Klein Pavlis & Peasley Financial, Inc. | SEC | $232.7 million | 808 |
| 21 | Sun Group Wealth Partners LLC | SEC | $224.5 million | 589 |
| 22 | Wealth Teams Alliance | SEC | $223.9 million | 985 |
| 23 | Marrick Wealth | SEC | $215.6 million | 323 |
| 24 | Filigree Wealth Advisors, LLC | SEC | $209.1 million | 212 |
| 25 | MRD, Inc. | SEC | $181.7 million | 266 |
| 26 | Clearview Wealth Management | SEC | $178.5 million | 646 |
| 27 | Western Growers Financial Services Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $153.8 million | 303 |
| 28 | Ultra Advisory Group | SEC | $142.6 million | 302 |
| 29 | Cooke Wealth Management, LLC | SEC | $136.9 million | 303 |
| 30 | Mile Wealth Management | SEC | $120.1 million | 211 |
| 31 | Simple Portfolio Management, Inc. | State | $117.1 million | 63 |
| 32 | Dove Investment Research and Management, Inc. | SEC | $107.4 million | 577 |
| 33 | Iron Horse Capital, Inc. | State | $102.6 million | 153 |
| 34 | Capital Synergy Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $102.3 million | 331 |
| 35 | Sky Vision Wealth Management Corp. | SEC | $101.4 million | 91 |
| 36 | Hilpan Moxie Wealth Management, LLC | SEC | $100.4 million | 264 |
| 37 | Anchor Wealth Management, LLC | State | $98.4 million | 163 |
| 38 | Laguna Coast Capital | State | $86.8 million | 63 |
| 39 | Lanes Wealth Management LLC | State | $73.0 million | 132 |
| 40 | Legacy & Wealth Financial Advisors | State | $58.8 million | 112 |
| 41 | Maxim Capital Advisors, Inc. | State | $58.5 million | 122 |
| 42 | Win Team Advisory Services | State | $57.6 million | 143 |
| 43 | Depaolo & May Strategic Wealth LLC | State | $55.2 million | 140 |
| 44 | Duckett Wealth Management | State | $53.6 million | 112 |
| 45 | Fortuna Asset Management LLC | State | $53.2 million | 39 |
| 46 | Coastal Capital Advisors | State | $52.3 million | 381 |
| 47 | DBA Generational Wealth Strategies | State | $51.6 million | 226 |
| 48 | Beltramo Financial Services, Inc. | State | $50.1 million | 118 |
| 49 | OZ Wealth Management LLC | State | $38.0 million | 90 |
| 50 | Tangent Retirement | State | $36.9 million | 52 |
| 51 | Optimus Advisory Group | State | $35.0 million | 233 |
| 52 | Ascend Financial Advisers, Inc | State | $32.7 million | 103 |
| 53 | FJP Portfolio Management | State | $29.5 million | 34 |
| 54 | Swell Financial | State | $27.9 million | 42 |
| 55 | CDB Advisory & Consulting | State | $25.2 million | 17 |
| 56 | John G. O'Connell | State | $24.0 million | 51 |
| 57 | Capital Fluency | State | $18.6 million | 26 |
| 58 | Honest Wealth LLC | State | $16.4 million | 67 |
| 59 | Lupu Financial | State | $15.0 million | 60 |
| 60 | Einstok Wealth Management LLC | State | $14.3 million | 70 |
| 61 | Eldridge Street Asset Management, LLC | State | $13.8 million | 33 |
| 62 | Rockwealth Financial LLC | State | $12.4 million | 9 |
| 63 | Ingen Strategies, LLC | State | $11.8 million | 104 |
| 64 | LBG Advisor | State | $11.4 million | 55 |
| 65 | Norberg Capital Management, LLC | State | $11.1 million | 7 |
| 66 | Am Wealth Solutions, LLC | State | $11.1 million | 21 |
| 67 | Solomon and Associates LLC | State | $11.1 million | 32 |
| 68 | First Sigma Capital LLC | State | $9.9 million | 6 |
| 69 | Integ Financial Investment Advisory LLC | State | $9.9 million | 53 |
| 70 | Retegy LLC | State | $8.1 million | 36 |
| 71 | Centerpoint Financial Management LLC | State | $7.4 million | 15 |
| 72 | Devkota Capital Advisors | State | $7.3 million | 25 |
| 73 | Financial Growth Management Inc. | State | $7.3 million | 42 |
| 74 | JC&COMPANY | State | $6.3 million | 5 |
| 75 | 86 Republic, LLC | State | $6.1 million | 47 |
| 76 | Focused Capital Investment, LLC | State | $6.0 million | 45 |
| 77 | Kuber Investments | State | $5.0 million | 24 |
| 78 | 3D Holistic Wealth | State | $4.8 million | 35 |
| 79 | Castle Capital Management | State | $4.1 million | 5 |
| 80 | White Stork Asset Management LLC | State | $2.7 million | 25 |
| 81 | Tactical Equity Partners, LLC | State | $2.1 million | 7 |
| 82 | Irontree Wealth Management, Inc. | State | $1.1 million | 16 |
| 83 | Syzygy Financial LLC | State | $775,831 | 11 |
| 84 | Magnolia Capital Asset Management LLC | State | $400,000 | 1 |
| 85 | Aurevia Capital Inc. | State | $101,200 | 2 |
| 86 | Applied Financial Planning, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 87 | Classiccpa | State | $0 | 0 |
| 88 | FDP Wealth Management, LLC | State | $0 | 0 |
| 89 | Ftib Asset Management LLC | State | $0 | 0 |
| 90 | Hoainvest LLC | SEC | $0 | 0 |
| 91 | Luhman Wealth Partners | State | $0 | 0 |
| 92 | Patels and Company Capital | State | $0 | 0 |
| 93 | Pelorus Capital Management, LLC | SEC | $0 | 0 |
| 94 | Rennie & Associates | State | $0 | 0 |
| 95 | Robin Lee Wealth Management | State | $0 | 0 |
| 96 | Scholardog | State | $0 | 0 |
| 97 | Selleck Financial Group | State | $0 | 0 |
| 98 | Semaphore Investments | State | $0 | 0 |
| 99 | Stormbreaker Financial LLC | State | $0 | 0 |
| 100 | Sutter Capital Partners, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
Showing the 100 largest of 102 firms. Search by name to find another.
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.