# 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/page/2

## 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 2 of 3, 51 to 100 of 119, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Kanani Advisory Group Inc.](https://advisorcensus.com/firm/kanani-advisory-group-inc-irvine-ca-288314) ([md](https://advisorcensus.com/firm/kanani-advisory-group-inc-irvine-ca-288314.md)) | 288314 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Klein Pavlis & Peasley Financial, Inc.](https://advisorcensus.com/firm/klein-pavlis-and-peasley-financial-inc-irvine-ca-112414) ([md](https://advisorcensus.com/firm/klein-pavlis-and-peasley-financial-inc-irvine-ca-112414.md)) | 112414 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Subscription, Other |
| [Kyur, Inc.](https://advisorcensus.com/firm/kyur-inc-irvine-ca-284721) ([md](https://advisorcensus.com/firm/kyur-inc-irvine-ca-284721.md)) | 284721 | Irvine, CA | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [LAI Capital Management LLC](https://advisorcensus.com/firm/lai-capital-management-llc-irvine-ca-128462) ([md](https://advisorcensus.com/firm/lai-capital-management-llc-irvine-ca-128462.md)) | 128462 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Performance fee |
| [Lanes Wealth Management LLC](https://advisorcensus.com/firm/lanes-wealth-management-llc-irvine-ca-291381) ([md](https://advisorcensus.com/firm/lanes-wealth-management-llc-irvine-ca-291381.md)) | 291381 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Performance fee |
| [LBG Advisor](https://advisorcensus.com/firm/lbg-advisor-irvine-ca-164065) ([md](https://advisorcensus.com/firm/lbg-advisor-irvine-ca-164065.md)) | 164065 | Irvine, CA | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [Legacy & Wealth Financial Advisors](https://advisorcensus.com/firm/legacy-and-wealth-financial-advisors-irvine-ca-284432) ([md](https://advisorcensus.com/firm/legacy-and-wealth-financial-advisors-irvine-ca-284432.md)) | 284432 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly |
| [Lieef LLC](https://advisorcensus.com/firm/lieef-llc-irvine-ca-329709) ([md](https://advisorcensus.com/firm/lieef-llc-irvine-ca-329709.md)) | 329709 | Irvine, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Lotus Domaine Management LLC](https://advisorcensus.com/firm/lotus-domaine-management-llc-irvine-ca-321188) ([md](https://advisorcensus.com/firm/lotus-domaine-management-llc-irvine-ca-321188.md)) | 321188 | Irvine, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Lupu Financial](https://advisorcensus.com/firm/lupu-financial-irvine-ca-311610) ([md](https://advisorcensus.com/firm/lupu-financial-irvine-ca-311610.md)) | 311610 | Irvine, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly |
| [Magnolia Capital Asset Management LLC](https://advisorcensus.com/firm/magnolia-capital-asset-management-llc-irvine-ca-323624) ([md](https://advisorcensus.com/firm/magnolia-capital-asset-management-llc-irvine-ca-323624.md)) | 323624 | Irvine, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Performance fee |
| [Marrick Wealth](https://advisorcensus.com/firm/marrick-wealth-irvine-ca-164758) ([md](https://advisorcensus.com/firm/marrick-wealth-irvine-ca-164758.md)) | 164758 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Martin Wealth Management, LLC](https://advisorcensus.com/firm/martin-wealth-management-llc-irvine-ca-147225) ([md](https://advisorcensus.com/firm/martin-wealth-management-llc-irvine-ca-147225.md)) | 147225 | Irvine, CA | State-registered investment adviser | Not reported | 18 | Other |
| [Maxim Capital Advisors, Inc.](https://advisorcensus.com/firm/maxim-capital-advisors-inc-irvine-ca-130161) ([md](https://advisorcensus.com/firm/maxim-capital-advisors-inc-irvine-ca-130161.md)) | 130161 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee |
| [Mile Wealth Management](https://advisorcensus.com/firm/mile-wealth-management-irvine-ca-288519) ([md](https://advisorcensus.com/firm/mile-wealth-management-irvine-ca-288519.md)) | 288519 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [MRD, Inc.](https://advisorcensus.com/firm/mrd-inc-irvine-ca-111227) ([md](https://advisorcensus.com/firm/mrd-inc-irvine-ca-111227.md)) | 111227 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [My Money MGR](https://advisorcensus.com/firm/my-money-mgr-irvine-ca-325395) ([md](https://advisorcensus.com/firm/my-money-mgr-irvine-ca-325395.md)) | 325395 | Irvine, CA | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Newcoast Group Management LLC](https://advisorcensus.com/firm/newcoast-group-management-llc-irvine-ca-317961) ([md](https://advisorcensus.com/firm/newcoast-group-management-llc-irvine-ca-317961.md)) | 317961 | Irvine, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [OC Capital Management Ltd](https://advisorcensus.com/firm/oc-capital-management-ltd-irvine-ca-335522) ([md](https://advisorcensus.com/firm/oc-capital-management-ltd-irvine-ca-335522.md)) | 335522 | Irvine, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Olsem Asset Management Inc](https://advisorcensus.com/firm/olsem-asset-management-inc-irvine-ca-339947) ([md](https://advisorcensus.com/firm/olsem-asset-management-inc-irvine-ca-339947.md)) | 339947 | Irvine, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [On-Chain Systematic Trading, Inc.](https://advisorcensus.com/firm/on-chain-systematic-trading-inc-irvine-ca-334539) ([md](https://advisorcensus.com/firm/on-chain-systematic-trading-inc-irvine-ca-334539.md)) | 334539 | Irvine, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [One Eighty Ventures Management, LLC](https://advisorcensus.com/firm/one-eighty-ventures-management-llc-irvine-ca-343841) ([md](https://advisorcensus.com/firm/one-eighty-ventures-management-llc-irvine-ca-343841.md)) | 343841 | Irvine, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Optimize Financial Inc.](https://advisorcensus.com/firm/optimize-financial-inc-irvine-ca-315963) ([md](https://advisorcensus.com/firm/optimize-financial-inc-irvine-ca-315963.md)) | 315963 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Optimus Advisory Group](https://advisorcensus.com/firm/optimus-advisory-group-irvine-ca-111239) ([md](https://advisorcensus.com/firm/optimus-advisory-group-irvine-ca-111239.md)) | 111239 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly, Fixed fee, Other |
| [Oz Wealth Management LLC](https://advisorcensus.com/firm/oz-wealth-management-llc-irvine-ca-307303) ([md](https://advisorcensus.com/firm/oz-wealth-management-llc-irvine-ca-307303.md)) | 307303 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Pathfinder Finance and Insurance Solutions](https://advisorcensus.com/firm/pathfinder-finance-and-insurance-solutions-irvine-ca-139679) ([md](https://advisorcensus.com/firm/pathfinder-finance-and-insurance-solutions-irvine-ca-139679.md)) | 139679 | Irvine, CA | State-registered investment adviser | Not reported | 20 | Other |
| [Pathway Capital Management, LP](https://advisorcensus.com/firm/pathway-capital-management-lp-irvine-ca-108016) ([md](https://advisorcensus.com/firm/pathway-capital-management-lp-irvine-ca-108016.md)) | 108016 | Irvine, CA | SEC-registered investment adviser | Over $5 billion | 29 | % of assets, Fixed fee, Performance fee |
| [Pelorus Capital Management, LLC](https://advisorcensus.com/firm/pelorus-capital-management-llc-irvine-ca-342820) ([md](https://advisorcensus.com/firm/pelorus-capital-management-llc-irvine-ca-342820.md)) | 342820 | Irvine, CA | SEC-registered investment adviser | Not reported | 0 | % of assets, Fixed fee |
| [Preservation Equity Fund Advisors, LLC](https://advisorcensus.com/firm/preservation-equity-fund-advisors-llc-irvine-ca-300968) ([md](https://advisorcensus.com/firm/preservation-equity-fund-advisors-llc-irvine-ca-300968.md)) | 300968 | Irvine, CA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Private Management Group Inc](https://advisorcensus.com/firm/private-management-group-inc-irvine-ca-104707) ([md](https://advisorcensus.com/firm/private-management-group-inc-irvine-ca-104707.md)) | 104707 | Irvine, CA | SEC-registered investment adviser | $1 billion to $5 billion | 40 | % of assets |
| [Prosperity Wealth Planning LLC](https://advisorcensus.com/firm/prosperity-wealth-planning-llc-irvine-ca-315163) ([md](https://advisorcensus.com/firm/prosperity-wealth-planning-llc-irvine-ca-315163.md)) | 315163 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Retegy LLC](https://advisorcensus.com/firm/retegy-llc-irvine-ca-294291) ([md](https://advisorcensus.com/firm/retegy-llc-irvine-ca-294291.md)) | 294291 | Irvine, CA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Rimrock Capital Management LLC](https://advisorcensus.com/firm/rimrock-capital-management-llc-irvine-ca-120410) ([md](https://advisorcensus.com/firm/rimrock-capital-management-llc-irvine-ca-120410.md)) | 120410 | Irvine, CA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Performance fee |
| [Rockwealth Financial LLC](https://advisorcensus.com/firm/rockwealth-financial-llc-irvine-ca-329798) ([md](https://advisorcensus.com/firm/rockwealth-financial-llc-irvine-ca-329798.md)) | 329798 | Irvine, CA | State-registered investment adviser | Under $25 million | 2 | Fixed fee |
| [RX3, LLC](https://advisorcensus.com/firm/rx3-llc-irvine-ca-297294) ([md](https://advisorcensus.com/firm/rx3-llc-irvine-ca-297294.md)) | 297294 | Irvine, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Sabal Investment Advisors, LLC](https://advisorcensus.com/firm/sabal-investment-advisors-llc-irvine-ca-169572) ([md](https://advisorcensus.com/firm/sabal-investment-advisors-llc-irvine-ca-169572.md)) | 169572 | Irvine, CA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Other |
| [Scholardog](https://advisorcensus.com/firm/scholardog-irvine-ca-341107) ([md](https://advisorcensus.com/firm/scholardog-irvine-ca-341107.md)) | 341107 | Irvine, CA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Selleck Financial Group](https://advisorcensus.com/firm/selleck-financial-group-irvine-ca-289240) ([md](https://advisorcensus.com/firm/selleck-financial-group-irvine-ca-289240.md)) | 289240 | Irvine, CA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Semaphore Investments](https://advisorcensus.com/firm/semaphore-investments-irvine-ca-124965) ([md](https://advisorcensus.com/firm/semaphore-investments-irvine-ca-124965.md)) | 124965 | Irvine, CA | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee, Other |
| [Shima Capital Management LLC](https://advisorcensus.com/firm/shima-capital-management-llc-irvine-ca-320929) ([md](https://advisorcensus.com/firm/shima-capital-management-llc-irvine-ca-320929.md)) | 320929 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Sky Vision Wealth Management Corp.](https://advisorcensus.com/firm/sky-vision-wealth-management-corp-irvine-ca-317320) ([md](https://advisorcensus.com/firm/sky-vision-wealth-management-corp-irvine-ca-317320.md)) | 317320 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Stellar Alpha Capital LLC](https://advisorcensus.com/firm/stellar-alpha-capital-llc-irvine-ca-342938) ([md](https://advisorcensus.com/firm/stellar-alpha-capital-llc-irvine-ca-342938.md)) | 342938 | Irvine, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Stormbreaker Financial LLC](https://advisorcensus.com/firm/stormbreaker-financial-llc-irvine-ca-339890) ([md](https://advisorcensus.com/firm/stormbreaker-financial-llc-irvine-ca-339890.md)) | 339890 | Irvine, CA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Sun Group Wealth Partners LLC](https://advisorcensus.com/firm/sun-group-wealth-partners-llc-irvine-ca-166372) ([md](https://advisorcensus.com/firm/sun-group-wealth-partners-llc-irvine-ca-166372.md)) | 166372 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Sunstone Advisors, LLC](https://advisorcensus.com/firm/sunstone-advisors-llc-irvine-ca-324002) ([md](https://advisorcensus.com/firm/sunstone-advisors-llc-irvine-ca-324002.md)) | 324002 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee |
| [Surya Capital, LLC](https://advisorcensus.com/firm/surya-capital-llc-irvine-ca-161105) ([md](https://advisorcensus.com/firm/surya-capital-llc-irvine-ca-161105.md)) | 161105 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Syzygy Financial LLC](https://advisorcensus.com/firm/syzygy-financial-llc-irvine-ca-154896) ([md](https://advisorcensus.com/firm/syzygy-financial-llc-irvine-ca-154896.md)) | 154896 | Irvine, CA | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly |
| [T11 Capital Management](https://advisorcensus.com/firm/t11-capital-management-irvine-ca-166939) ([md](https://advisorcensus.com/firm/t11-capital-management-irvine-ca-166939.md)) | 166939 | Irvine, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Tactical Equity Partners, LLC](https://advisorcensus.com/firm/tactical-equity-partners-llc-irvine-ca-325496) ([md](https://advisorcensus.com/firm/tactical-equity-partners-llc-irvine-ca-325496.md)) | 325496 | Irvine, CA | State-registered investment adviser | Under $25 million | 3 | Performance fee |
| [Tempus Wealth Planning, LLC](https://advisorcensus.com/firm/tempus-wealth-planning-llc-irvine-ca-285349) ([md](https://advisorcensus.com/firm/tempus-wealth-planning-llc-irvine-ca-285349.md)) | 285349 | Irvine, CA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |

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## 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 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.