# Financial advisors in Irvine, CA

> AdvisorCensus lists 119 investment advisory firms with a principal office in Irvine, California (part of the Los Angeles metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Los Angeles metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/los-angeles/irvine

## At a glance

- Investment advisory firms: 119
- Registration: SEC-registered investment adviser: 51, State-registered investment adviser: 50, Exempt reporting adviser: 18
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 27 (27%); Percentage of assets 91 (90%); Hourly charges 43 (43%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 58 (57%); Commissions 2 (2%); Performance-based fees 25 (25%); Other 16 (16%); No compensation arrangements reported 18
- Regulatory assets under management (Item 5.F): Under $25 million 26 (22%); $25 million to $100 million 18 (15%); $100 million to $500 million 27 (23%); $500 million to $1 billion 7 (6%); $1 billion to $5 billion 7 (6%); Over $5 billion 7 (6%); Not reported 27 (23%)
- Years registered: Under 5 years 52 (44%); 5 to 9 years 22 (18%); 10 to 19 years 26 (22%); 20 years or more 19 (16%)

## Firms (page 1 of 3, 1 to 50 of 119, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [3SPOKE Management, LLC](https://advisorcensus.com/firm/3spoke-management-llc-irvine-ca-308919) ([md](https://advisorcensus.com/firm/3spoke-management-llc-irvine-ca-308919.md)) | 308919 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [86 Republic, LLC](https://advisorcensus.com/firm/86-republic-llc-irvine-ca-307733) ([md](https://advisorcensus.com/firm/86-republic-llc-irvine-ca-307733.md)) | 307733 | Irvine, CA | State-registered investment adviser | Under $25 million | 6 | % of assets |
| [Acorns](https://advisorcensus.com/firm/acorns-irvine-ca-165926) ([md](https://advisorcensus.com/firm/acorns-irvine-ca-165926.md)) | 165926 | Irvine, CA | SEC-registered investment adviser | Over $5 billion | 13 | Fixed fee |
| [Advanced Financial Strategies Inc](https://advisorcensus.com/firm/advanced-financial-strategies-inc-irvine-ca-108296) ([md](https://advisorcensus.com/firm/advanced-financial-strategies-inc-irvine-ca-108296.md)) | 108296 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly |
| [Altai Capital Management, L.P.](https://advisorcensus.com/firm/altai-capital-management-l-p-irvine-ca-151638) ([md](https://advisorcensus.com/firm/altai-capital-management-l-p-irvine-ca-151638.md)) | 151638 | Irvine, CA | SEC-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee, Performance fee |
| [American Fundstars](https://advisorcensus.com/firm/american-fundstars-irvine-ca-315860) ([md](https://advisorcensus.com/firm/american-fundstars-irvine-ca-315860.md)) | 315860 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Performance fee |
| [Anchor Wealth Management, LLC](https://advisorcensus.com/firm/anchor-wealth-management-llc-irvine-ca-287635) ([md](https://advisorcensus.com/firm/anchor-wealth-management-llc-irvine-ca-287635.md)) | 287635 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Applied Financial Planning, Inc.](https://advisorcensus.com/firm/applied-financial-planning-inc-irvine-ca-136834) ([md](https://advisorcensus.com/firm/applied-financial-planning-inc-irvine-ca-136834.md)) | 136834 | Irvine, CA | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [Apriem Advisors](https://advisorcensus.com/firm/apriem-advisors-irvine-ca-108188) ([md](https://advisorcensus.com/firm/apriem-advisors-irvine-ca-108188.md)) | 108188 | Irvine, CA | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee, Performance fee |
| [Ascend Financial Advisers, Inc](https://advisorcensus.com/firm/ascend-financial-advisers-inc-irvine-ca-113273) ([md](https://advisorcensus.com/firm/ascend-financial-advisers-inc-irvine-ca-113273.md)) | 113273 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly |
| [Aurevia Capital Inc.](https://advisorcensus.com/firm/aurevia-capital-inc-irvine-ca-340031) ([md](https://advisorcensus.com/firm/aurevia-capital-inc-irvine-ca-340031.md)) | 340031 | Irvine, CA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Avanath Capital Management, LLC](https://advisorcensus.com/firm/avanath-capital-management-llc-irvine-ca-172704) ([md](https://advisorcensus.com/firm/avanath-capital-management-llc-irvine-ca-172704.md)) | 172704 | Irvine, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee |
| [Beltramo Financial Services, Inc.](https://advisorcensus.com/firm/beltramo-financial-services-inc-irvine-ca-154791) ([md](https://advisorcensus.com/firm/beltramo-financial-services-inc-irvine-ca-154791.md)) | 154791 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Fixed fee |
| [Benefit Financial Services Group](https://advisorcensus.com/firm/benefit-financial-services-group-irvine-ca-143617) ([md](https://advisorcensus.com/firm/benefit-financial-services-group-irvine-ca-143617.md)) | 143617 | Irvine, CA | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee, Other |
| [Bluepoint Wealth Advisors](https://advisorcensus.com/firm/bluepoint-wealth-advisors-irvine-ca-315850) ([md](https://advisorcensus.com/firm/bluepoint-wealth-advisors-irvine-ca-315850.md)) | 315850 | Irvine, CA | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee, Other |
| [Capital Bank and Trust Company](https://advisorcensus.com/firm/capital-bank-and-trust-company-irvine-ca-170017) ([md](https://advisorcensus.com/firm/capital-bank-and-trust-company-irvine-ca-170017.md)) | 170017 | Irvine, CA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets |
| [Capital CS Group, LLC](https://advisorcensus.com/firm/capital-cs-group-llc-irvine-ca-304523) ([md](https://advisorcensus.com/firm/capital-cs-group-llc-irvine-ca-304523.md)) | 304523 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Capital Fluency](https://advisorcensus.com/firm/capital-fluency-irvine-ca-306267) ([md](https://advisorcensus.com/firm/capital-fluency-irvine-ca-306267.md)) | 306267 | Irvine, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [Capital Synergy Partners](https://advisorcensus.com/firm/capital-synergy-partners-irvine-ca-148733) ([md](https://advisorcensus.com/firm/capital-synergy-partners-irvine-ca-148733.md)) | 148733 | Irvine, CA | State-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee, Other |
| [Castle Capital Management](https://advisorcensus.com/firm/castle-capital-management-irvine-ca-343211) ([md](https://advisorcensus.com/firm/castle-capital-management-irvine-ca-343211.md)) | 343211 | Irvine, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Centerpoint Financial Management LLC](https://advisorcensus.com/firm/centerpoint-financial-management-llc-irvine-ca-306065) ([md](https://advisorcensus.com/firm/centerpoint-financial-management-llc-irvine-ca-306065.md)) | 306065 | Irvine, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Charles Fish Investments, Inc.](https://advisorcensus.com/firm/charles-fish-investments-inc-irvine-ca-110445) ([md](https://advisorcensus.com/firm/charles-fish-investments-inc-irvine-ca-110445.md)) | 110445 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 30 | % of assets, Fixed fee |
| [Clearview Wealth Management](https://advisorcensus.com/firm/clearview-wealth-management-irvine-ca-288978) ([md](https://advisorcensus.com/firm/clearview-wealth-management-irvine-ca-288978.md)) | 288978 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Concord Investment Counsel](https://advisorcensus.com/firm/concord-investment-counsel-irvine-ca-107901) ([md](https://advisorcensus.com/firm/concord-investment-counsel-irvine-ca-107901.md)) | 107901 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Performance fee |
| [Cooke Wealth Management, LLC](https://advisorcensus.com/firm/cooke-wealth-management-llc-irvine-ca-127309) ([md](https://advisorcensus.com/firm/cooke-wealth-management-llc-irvine-ca-127309.md)) | 127309 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Cooper McManus](https://advisorcensus.com/firm/cooper-mcmanus-irvine-ca-111458) ([md](https://advisorcensus.com/firm/cooper-mcmanus-irvine-ca-111458.md)) | 111458 | Irvine, CA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee, Other |
| [DBA Generational Wealth Strategies](https://advisorcensus.com/firm/dba-generational-wealth-strategies-irvine-ca-111203) ([md](https://advisorcensus.com/firm/dba-generational-wealth-strategies-irvine-ca-111203.md)) | 111203 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Depaolo & May Strategic Wealth LLC](https://advisorcensus.com/firm/depaolo-and-may-strategic-wealth-llc-irvine-ca-327564) ([md](https://advisorcensus.com/firm/depaolo-and-may-strategic-wealth-llc-irvine-ca-327564.md)) | 327564 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee, Performance fee |
| [Dove Investment Research and Management, Inc.](https://advisorcensus.com/firm/dove-investment-research-and-management-inc-irvine-ca-300058) ([md](https://advisorcensus.com/firm/dove-investment-research-and-management-inc-irvine-ca-300058.md)) | 300058 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Duckett Wealth Management](https://advisorcensus.com/firm/duckett-wealth-management-irvine-ca-321880) ([md](https://advisorcensus.com/firm/duckett-wealth-management-irvine-ca-321880.md)) | 321880 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [FDP Wealth Management, LLC](https://advisorcensus.com/firm/fdp-wealth-management-llc-irvine-ca-154597) ([md](https://advisorcensus.com/firm/fdp-wealth-management-llc-irvine-ca-154597.md)) | 154597 | Irvine, CA | State-registered investment adviser | Not reported | 15 | Hourly, Fixed fee, Other |
| [FHT, LLC](https://advisorcensus.com/firm/fht-llc-irvine-ca-122827) ([md](https://advisorcensus.com/firm/fht-llc-irvine-ca-122827.md)) | 122827 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Performance fee |
| [Filigree Wealth Advisors, LLC](https://advisorcensus.com/firm/filigree-wealth-advisors-llc-irvine-ca-318729) ([md](https://advisorcensus.com/firm/filigree-wealth-advisors-llc-irvine-ca-318729.md)) | 318729 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [First Foundation Advisors](https://advisorcensus.com/firm/first-foundation-advisors-irvine-ca-106075) ([md](https://advisorcensus.com/firm/first-foundation-advisors-irvine-ca-106075.md)) | 106075 | Irvine, CA | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Hourly, Fixed fee, Performance fee |
| [FJP Portfolio Management](https://advisorcensus.com/firm/fjp-portfolio-management-irvine-ca-115038) ([md](https://advisorcensus.com/firm/fjp-portfolio-management-irvine-ca-115038.md)) | 115038 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets |
| [Focused Capital Investment, LLC](https://advisorcensus.com/firm/focused-capital-investment-llc-irvine-ca-308029) ([md](https://advisorcensus.com/firm/focused-capital-investment-llc-irvine-ca-308029.md)) | 308029 | Irvine, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Fortuna Asset Management LLC](https://advisorcensus.com/firm/fortuna-asset-management-llc-irvine-ca-106897) ([md](https://advisorcensus.com/firm/fortuna-asset-management-llc-irvine-ca-106897.md)) | 106897 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Performance fee |
| [FPA Real Estate Advisers Group, LLC](https://advisorcensus.com/firm/fpa-real-estate-advisers-group-llc-irvine-ca-288195) ([md](https://advisorcensus.com/firm/fpa-real-estate-advisers-group-llc-irvine-ca-288195.md)) | 288195 | Irvine, CA | SEC-registered investment adviser | Over $5 billion | 9 | Performance fee, Other |
| [Ftib Asset Management LLC](https://advisorcensus.com/firm/ftib-asset-management-llc-irvine-ca-329791) ([md](https://advisorcensus.com/firm/ftib-asset-management-llc-irvine-ca-329791.md)) | 329791 | Irvine, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Fujimoto Capital Management LLC](https://advisorcensus.com/firm/fujimoto-capital-management-llc-irvine-ca-288428) ([md](https://advisorcensus.com/firm/fujimoto-capital-management-llc-irvine-ca-288428.md)) | 288428 | Irvine, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [GT Investment Partners, LP](https://advisorcensus.com/firm/gt-investment-partners-lp-irvine-ca-315867) ([md](https://advisorcensus.com/firm/gt-investment-partners-lp-irvine-ca-315867.md)) | 315867 | Irvine, CA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Harmony Point Wealth Advisors, Inc.](https://advisorcensus.com/firm/harmony-point-wealth-advisors-inc-irvine-ca-323643) ([md](https://advisorcensus.com/firm/harmony-point-wealth-advisors-inc-irvine-ca-323643.md)) | 323643 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Commissions |
| [Hoainvest LLC](https://advisorcensus.com/firm/hoainvest-llc-irvine-ca-343069) ([md](https://advisorcensus.com/firm/hoainvest-llc-irvine-ca-343069.md)) | 343069 | Irvine, CA | SEC-registered investment adviser | Not reported | 0 | % of assets |
| [Honest Wealth LLC](https://advisorcensus.com/firm/honest-wealth-llc-irvine-ca-284735) ([md](https://advisorcensus.com/firm/honest-wealth-llc-irvine-ca-284735.md)) | 284735 | Irvine, CA | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [Impact America Management, LLC](https://advisorcensus.com/firm/impact-america-management-llc-irvine-ca-173537) ([md](https://advisorcensus.com/firm/impact-america-management-llc-irvine-ca-173537.md)) | 173537 | Irvine, CA | Exempt reporting adviser | Not reported | 10 | Not reported |
| [Index Fund Advisors, Inc.](https://advisorcensus.com/firm/index-fund-advisors-inc-irvine-ca-109143) ([md](https://advisorcensus.com/firm/index-fund-advisors-inc-irvine-ca-109143.md)) | 109143 | Irvine, CA | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee |
| [Ingen Strategies, LLC](https://advisorcensus.com/firm/ingen-strategies-llc-irvine-ca-314588) ([md](https://advisorcensus.com/firm/ingen-strategies-llc-irvine-ca-314588.md)) | 314588 | Irvine, CA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Irontree Wealth Management, Inc.](https://advisorcensus.com/firm/irontree-wealth-management-inc-irvine-ca-291515) ([md](https://advisorcensus.com/firm/irontree-wealth-management-inc-irvine-ca-291515.md)) | 291515 | Irvine, CA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Jc&company](https://advisorcensus.com/firm/jc-and-company-irvine-ca-300724) ([md](https://advisorcensus.com/firm/jc-and-company-irvine-ca-300724.md)) | 300724 | Irvine, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Kairos](https://advisorcensus.com/firm/kairos-irvine-ca-161321) ([md](https://advisorcensus.com/firm/kairos-irvine-ca-161321.md)) | 161321 | Irvine, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Performance fee, Other |

- Next page: https://advisorcensus.com/advisors/ca/los-angeles/irvine/page/2.md

## Questions people ask

**How many financial advisory firms are there in Irvine, CA?**
AdvisorCensus lists 119 investment advisory firms with a principal office in Irvine, California (part of the Los Angeles metro area), from Form ADV filings as of October 2026: 51 SEC-registered, 50 state-registered, and 18 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Irvine, CA?**
27 of the 119 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Irvine, CA offer financial planning?**
54 of the 101 firms in Irvine, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Irvine, CA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 27 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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- [Financial advisors in West Hollywood, CA](https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood) (https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood.md)
- [Financial advisors in Hermosa Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach) (https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach.md)
- [Financial advisors in Huntington Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach) (https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach.md)
- [Financial advisors in Calabasas, CA](https://advisorcensus.com/advisors/ca/los-angeles/calabasas) (https://advisorcensus.com/advisors/ca/los-angeles/calabasas.md)
- [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Financial advisors in Irvine, CA: 119 firms from Form ADV filings as of October 2026.