Areas served: Irvine, CA and surrounding Orange County
Irvine's financial advisory landscape reflects the city's diverse economy, serving tech professionals, healthcare executives, and business owners from the Irvine Spectrum to University Park. The concentration of high-net-worth individuals and corporate headquarters has attracted advisors specializing in equity compensation, estate planning, and succession planning. This directory provides verified information on local financial advisors, including their credentials, fee structures, fiduciary status, and areas of specialization.
BML Wealth Management is a fiduciary retirement planning firm in Irvine, CA, led by Brian Lautz and a team of financial advisors specializing in custom retirement strategies. They use their proprietary Retirement Fingerprint® Program—a 5-step guided process—to create personalized income, investment, tax, healthcare, and legacy plans for pre-retirees and retirees. With over 5,000 retirement plans created and managing over $500 million in client assets, BML serves Orange County and surrounding areas with a fee-transparent, education-first approach.
“I cannot say enough good things about BML Wealth Management. From the very beginning, the entire team has been warm, compassionate, and incredibly professional. After the sudden loss of my husband, I was navigating an overwhelming and emotional time. BML Wealth Management provided not only expert financial guidance, but also a sense of calm and stability when I needed it most. They took the time to explain everything clearly, ensured I retained full control over my assets, and helped me thoughtfully oversee and organize my financial affairs. Their attention to detail, integrity, and genuine care set them apart. Knowing my assets are being managed responsibly and transparently has given me true peace of mind. I am deeply grateful for their support and would highly recommend BML Wealth Management to anyone seeking trustworthy, knowledgeable, and compassionate financial advisors.”
— Candace Pineda, Google Review · 5 ★ avg from 110 reviewsFalcon Wealth Planning is a NAPFA-registered, fee-only financial advisory firm led by CERTIFIED FINANCIAL PLANNER™ professionals with over 30 years of combined experience. Based in Ontario, CA with nationwide coverage, they specialize in comprehensive tax-focused wealth management for business owners and pre-retirees, managing over $1.4 billion in client assets. Unlike commission-based advisors, Falcon operates as a true fiduciary registered with the SEC, providing transparent retirement planning, investment management, tax optimization, and estate planning services designed to help clients keep more of what they earn.
“As a new client of Falcon Wealth Management, I’ve had a great experience so far. Ray Sicard has been very professional, knowledgeable, and easy to work with. From our first meeting, he took the time to understand my financial goals and clearly explained the different options available to me. I especially appreciated how patient and thorough he was in answering my questions. I never felt rushed, and he made sure I was comfortable with the plan we discussed before moving forward. It’s clear that he takes his clients’ financial goals seriously and wants to help them make informed decisions. I’m glad I chose Falcon Wealth Management and look forward to continuing to work with Ray going forward.”
— Daniel Fecteau, Google Review · 4.9 ★ avg from 279 reviewsPure Financial Advisors is a fee-only registered investment advisory firm serving Brea, CA and surrounding Southern California with comprehensive retirement and tax planning. Led by a team of certified financial professionals (CFP®, CPA, CFA), Pure specializes in holistic financial planning for pre-retirees and retirees, focusing on tax reduction strategies, evidence-based investment management, and retirement income planning. Recognized as #39 among America's top 150 fee-only RIA firms by Financial Planning (2025) and rated 4.5/5 stars by Newsweek, Pure combines fiduciary service with extensive financial education through weekly content, retirement classes, and their "Your Money, Your Wealth" TV and podcast programs.
“Pure Financial is what is known as a truly independent financial planning, advice and services provider. They have kept our best interests at the forefront of their services to me and my wife for over 3 years now. They are very thorough in their analysis of our finances and assets, and provide a regular, up-to-date, and complete picture of where we stand in terms of meeting our long term goals. Investment and portfolio performance is reviewed with us every 4 months, and adjustments to investment and tax strategies are made based on feedback and discussion during those reviews. Pure is very easy to work with, and I trust them implicitly in managing our portfolio during our retirement. Yes, their services do cost a small percentage of the value of the portfolio they manage for you, but the cost is very reasonable given the value of the advice and planning they provide. I am a passive investor, and knowing that someone else who knows far better what they are doing than I do gives me great peace of mind when it comes to managing my assets during retirement.”
— James Olson, Google Review · 5 ★ avg from 45 reviewsJohn Stokes Financial is an independent, fiduciary financial planning firm in Irvine, CA, led by John Stokes, a Certified Financial Planner™ (CFP®) with over 20 years of experience. The firm specializes in comprehensive wealth management for families, business owners, and retirees across Orange County, offering fee-only advice with no commissions or sales incentives. Known for personalized retirement planning, tax-efficient investing, and estate coordination, John Stokes Financial serves clients who value transparency and long-term relationships.
“Personable and Professional, understanding of needs and goals, especially in transitional life moments. Excellent communications and support providing understanding of processes and mindset along with easy access and monitoring of assets. I’m truly thankful that I found John Stokes, especially after a dramatic transitional life event. I’m very pleased with the advice provided and the performance of my account. I highly recommend John Stokes or at least add to your possible list for any evacuation of potential financial advisors.”
— David Hensel, Google Review · 5 ★ avg from 43 reviewsWarren Street Wealth Advisors is a fee-only fiduciary wealth management firm in Irvine, CA, founded in 2015. All advisors are CERTIFIED FINANCIAL PLANNER® professionals and CPAs who provide comprehensive financial planning, investment management, tax planning and preparation, and estate planning services. Clients work with a dedicated team that proactively monitors every aspect of their financial plan, with particular expertise serving Southern California Edison retirees, business owners, and families seeking holistic wealth management.
“Warren Street Wealth Advisors (WSWA) has been managing my retirement portfolio for many, many years. They care about what matters to me, ask lots of questions to make sure the investment strategy used is in alignment with my values, and they answer any question I may have. They respond quickly to every inquiry and are always professional, kind, and available. I watched many of my peers over the years postpone their retirement plans as a result of attempting to manage their own portfolio. I did not want that to happen to me, so I joined the Warren Street family. Now here I am, a few short years away from retirement, and I am pleased to say that because of the care and financial expertise from the staff at WSWA, I will be retiring on my planned retirement date. If you want peace of mind about your future, please do yourself a favor and choose Warren Street Wealth Advisors! Cheers, friends!”
— David Morasse, Google Review · 5 ★ avg from 29 reviewsMosley Wealth Management in Anaheim, CA is led by Tom Mosley, a former minister with 19 years of ministry experience who entered the financial industry in 1995 to help retirees avoid choosing between necessities like food and medicine. The firm specializes in comprehensive retirement income strategies, tax-efficiency planning, and IRA/401(k) rollovers for pre-retirees and retirees across Southern California. With a 4.9-star Google rating and a relationship-first approach rooted in trust and community service, Mosley helps clients preserve what they've earned and pursue the retirement they've envisioned.
“My wife and I are clients with Mosley. He and his staff are knowledgeable, professional, and a pleasure to work with. I highly recommend them for all your financial needs!”
— Jerry Koyama, Google Review · 4.9 ★ avg from 33 reviewsMaven Group Investment Strategies is an independent financial advisory firm based in Irvine, CA, specializing in comprehensive wealth management for families navigating major life transitions. The firm offers tax-efficient investment strategies, retirement income planning, and estate coordination, with a focus on uncovering hidden tax opportunities to preserve and grow client wealth. With a 5-star rating from clients and a consultative approach, Maven Group serves Orange County and surrounding areas through personalized financial planning tailored to each family's unique goals.
Three Arch Wealth Management is a boutique, fee-only fiduciary firm in Irvine, CA serving families and institutions with $500k+ in investable assets. Led by CFP-certified advisors Becky and Tyler, the firm manages over $700 million across 275+ clients with a 99% retention rate. They specialize in integrated financial planning for retirees, high-income professionals (doctors, executives, tech professionals), and business owners, combining comprehensive planning, tax-efficient investing, and estate strategy into one unified approach.
“We've had a great experience working with Three Arch Wealth Management. Becky and Tyler are incredibly attentive to the details that matter most to us and our family. They take the time to understand our specific goals and values, and it shows in the thoughtful, personalized guidance they provide. It's clear they genuinely care and are committed to helping us build a strong financial future. Highly recommend!”
— Taylor Bankhead, Google Review · 5 ★ avg from 17 reviewsPure Financial Advisors is a fee-only financial planning and wealth management firm serving Irvine, CA and surrounding areas. Their team of certified financial professionals specializes in retirement planning, tax reduction strategies, and evidence-based investment management. Ranked #39 nationally among fee-only RIA firms by Financial Planning (2025) and rated 4½ stars by Newsweek as one of America's Top Financial Advisory Firms, Pure takes a transparent, education-first approach to helping clients build comprehensive financial plans tailored to their unique goals.
“I highly recommend Pure Financial Advisors and our advisor, Bryan Ross. He completely understands our needs and helps us with our tax planning and our withdrawal strategy in retirement. I completely trust him and will only use a fiduciary to manage my money.”
— Laureen Callo, Google Review · 4.8 ★ avg from 33 reviewsBlue Trust is a fiduciary wealth management firm serving Orange County and beyond with biblical financial counsel. Managing over $62 billion in assets for 11,000+ families, their CERTIFIED FINANCIAL PLANNER™ professionals integrate Christian values into comprehensive financial planning, investment management, estate and trust services, and family office solutions. Clients work with advisors who prioritize faith-aligned stewardship, multi-generational legacy planning, and charitable giving strategies. Serving individuals, business owners, nonprofits, athletes, and family offices across the wealth spectrum.
“The Orange County team of Ronald Blue Trust is awesome to work with. Very knowledgeable, professional and focused on client needs/desire to steward assets well with an eternal perspective in mind. Their full team has complete integrity and trust. They are great to partner with in creating a solid financial plan for your family and future generations to come. Thank you, RBT!”
— James Summers, Google Review · 5 ★ avg from 14 reviewsTidecrest Wealth Management, LLC is a fee-only fiduciary wealth management firm in Newport Beach, CA, led by Sean McIntyre, CFP®, CPWA®. The firm specializes in comprehensive financial planning for families, business owners, and retirees in coastal Southern California, offering investment management, retirement planning, tax strategy, and estate planning coordination. With a 5-star rating from 13 Google reviews, Tidecrest serves clients who value personalized attention and conflict-free advice tailored to their unique financial goals.
“Tidecrest Wealth Management is exceptional. From our very first meeting, their team made me feel confident, informed, and genuinely cared for. They took the time to understand my financial goals, family, and long-term vision. Their guidance is thoughtful, clear, and strategic — not cookie-cutter. What really stands out is their integrity and communication. I always know where things stand, why decisions are being made, and how they fit into the bigger picture. It’s rare to find a firm that combines high-level financial expertise with such a personal, relationship-driven approach. I highly recommend their services!”
— Willie Waite, Google Review · 5 ★ avg from 13 reviewsCheck Capital Management is an award-winning asset management firm founded by Steven Check in 1987, managing $2.3 billion in client assets across 46 states. The firm is distinguished by its profit-based fee structure — select clients only pay management fees when their accounts increase in value. Based in Costa Mesa, CA, Check Capital specializes in long-term value investing, focusing on acquiring undervalued stocks of exceptional businesses with a culture of avoiding losses.
“We have worked with Check Capital for the past 9 years. During that time, through the ups and downs of the market they have been rock solid. Our financial advisor, Chis Ballard, has been amazing to work with. Market volatility can be daunting, but Chris has provided education and perspective, and as a result we have more peace of mind regarding our investments, which have performed well. Chris is personable, and a knowledgeable professional with the highest level of integrity...we trust him implicitly. Our experience with Check Capital has been outstanding.”
— Jim Pirzynski, Google Review · 4.8 ★ avg from 19 reviewsKPP Financial is an independent, fee-only fiduciary advisor headquartered in Irvine, CA, led by CEO Justin Klein. Since 1998, they've specialized in transparent wealth management, direct indexing for tax efficiency, 401(k) management through Pontera, and deferred sales trusts for business owners exiting high-value assets. They invest their own capital alongside clients and broadcast the daily InvestTalk podcast for investor education.
“I grew to know KPP Financial thru their weekday Investtalk podcast. I learned so much about stock picking and investing. At first, I tried to apply all i learned on my own. But, I quickly learned that I loved buying stocks but had NO idea when to sell. I finally hung up my hat for the bulk of my own stock investing and now entrust that job to the KPP team. I still buy some stocks on my own, those I have a strong conviction about, but KPP does a great job picking stocks for me that I would never be able to pick on my own. The customer service is great. I am a happy customer and am bringing family members in with me. These guys don't just put your money into index funds or ETFs (why would anyone pay an advisor for that?) but actively trade stocks so I am in the right place at the right time!”
— Paige Burgess, Google Review · 4.7 ★ avg from 29 reviewsClearview Wealth Management is a full-service registered investment advisory firm in Irvine, CA, staffed by CERTIFIED FINANCIAL PLANNER™ professionals. They specialize in comprehensive financial and investment planning, customized wealth management strategies, retirement planning, tax planning, and insurance solutions for clients seeking independent, ongoing financial advice. Their fiduciary approach focuses on maximizing resources and helping clients achieve long-term life goals.
“We have been clients of Clearview Wealth Management and Mark and Nick for over 20 years and have always been very satisfied with the service and financial services they provide. I've referred several friends and family members, and they have also reported that they're pleased with all aspects of working with Mark, Nick, and Eric. The professional manner and personal relationships we've enjoyed would be hard to match anywhere else. My investments and financial planning relationship will stay with CWM forever..!!”
— Bill Griffith, Google Review · 5 ★ avg from 10 reviewsIrvine Wealth Management is an independent financial advisory firm serving families and professionals in Irvine, CA. Led by experienced advisors specializing in retirement planning, investment management, and tax-efficient strategies, the firm provides personalized financial guidance tailored to each client's goals. With a 5-star Google rating and a commitment to fiduciary responsibility, they help clients navigate complex financial decisions with clarity and confidence.
“Matthew Sassani has been our financial advisor for more than 15 years. He has prepared us for Retirement, Estate Planning, Long Term Care Insurance, and Investments. He always keeps our best interests in mind. He provides us with sound advice and gives us the guidance we need in making the right decisions. He checks in with us to provide us updates and just to see how we are doing. We meet with Matthew a few times a year to review our plan. My wife and I enjoy the time we spend together and have come to consider him a close friend as well as our financial advisor. We highly recommend Matthew to our family and friends.”
— Mark Neubauer, Google Review · 5 ★ avg from 10 reviewsFinancial Advisors Network is a comprehensive wealth management firm in Tustin, CA that emphasizes client education and full-service financial planning. Their team of financial advisors provides personalized guidance on retirement planning, investment management, tax strategies, and estate planning, believing that every financial piece should support the next. They serve Orange County families and professionals with a 4.8-star rating and offer complimentary consultations to prospective clients.
“It is no coincidence that Rod Kamps, the founder and CEO of Financial Advisors Network (FAN), has been named Five Star Wealth Manager seven years in a row. His strategies are for sensible, steady gain, supported by his adept utilization of real estate in one form or another to diversify your portfolio along with the standard types of investments, by the expertise of Rohan Nakrani in the use of the Bloomberg Terminal, and by the superior tax knowledge of Alexander Krivosheev. FAN fees are very reasonable for the excellent service provided -- a feature not often found in the financial management industry. On the other hand, my experience and observation of some other firms is that if the fees are too good to be true, there can be a negative reason such as highly limiting, cookie-cutter philosophies and/or lack of proper licensing. FAN is independent, and Rod and his highly qualified advisors and paraplanners working with his philosophies are fee based, so there's no conflict of interest. Low cost classes are taught by FAN at Irvine Valley College. Even if you have been doing your own planning, you will learn a lot, but I also think you will want to sign on!”
— Kristine Slaughter, Google Review · 4.8 ★ avg from 13 reviewsGordon Wang is a Financial Advisor with Transamerica Financial Advisors serving clients in Irvine, CA and Orange County. He specializes in retirement planning, life insurance, and wealth management strategies tailored to individuals and families. Backed by Transamerica's resources and a 5.0-star Google rating from 7 reviews, Gordon provides comprehensive financial guidance to help clients achieve long-term financial security.
“I never thought I would enjoy financial evaluations, but now that Gordon is here, I do. Gordon, you have my sincere gratitude for transforming my doubt into assurance.”
— Richard Hicks, Google Review · 5 ★ avg from 7 reviewsRay Valencia is a financial planner based in Irvine, CA, affiliated with Prudential Advisors. He specializes in helping clients build sustainable retirement income strategies that preserve their independence and lifestyle throughout their lives. Using the KEPT planning process (Knowledge, Empathy, Passion, Trust), Ray provides personalized financial guidance focused on what matters most to his clients. He serves the Irvine, Orange County, and Southern California areas with a client-centered approach that prioritizes transparency and ongoing progress reviews.
Serenity Wealth Management is a fee-only financial planning firm in Costa Mesa, CA, led by CERTIFIED FINANCIAL PLANNER™ professionals who specialize in comprehensive wealth management for busy professionals, business owners, and families in Orange County. They offer holistic financial planning including retirement planning, investment management, tax optimization, and estate planning, with a fiduciary commitment to always act in clients' best interests. As an independent firm, they provide unbiased advice without commission-based product sales.
Kanani Advisory Group is a fee-only fiduciary wealth management firm in Irvine, CA, led by Certified Financial Planner™ professionals who specialize in comprehensive financial planning for families, business owners, and retirees. Unlike commission-based advisors, they operate on a transparent fee-only model with no conflicts of interest, providing investment management, retirement planning, tax strategy, and estate planning services. With a 4.6-star rating from 38 Google reviews, they serve clients throughout Orange County with a client-first approach grounded in fiduciary duty.
Pacific Coast Wealth Management is a fee-only fiduciary financial advisory firm in Aliso Viejo, CA, led by Greg Baker, a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor℠ with over 20 years of experience. The firm specializes in comprehensive financial planning, retirement income strategies, and investment management for individuals, families, and business owners across Southern California. As an independent advisor, Greg provides conflict-free guidance aligned solely with clients' best interests, not product sales.
“I've known Blair both personally and professionally for about 20 years. You're not going to get a more fiduciarilly (is that a word?) focused financial advisor than Mr. Applegate. Blair is dedicated, detailed, persistent and patient which all serve him well as he takes care of your finances. There's a good chance that after working with Blair and entrusting him with your money, you'll not only have a new trusted advisor, but also a friend. Blair currently manages the finances for my wife and I - and we are more that happy with the returns we've received thus far. With the myriad of financial advisors out there, you can feel great about choosing Blair to manage and build your financial house.”
— Phil Swartz, Google Review · 4.6 ★ avg from 11 reviewsEP Wealth Advisors is a financial advisory firm based in Irvine that provides comprehensive wealth management and financial planning services to individuals and families in Orange County. The team specializes in investment management, retirement planning, and personalized financial strategies designed to help clients build and preserve wealth. With a focus on personalized service and fiduciary standards, EP Wealth Advisors works as a trusted partner to help clients achieve their long-term financial goals.
Applied Financial Planning, Inc. is a fee-only fiduciary wealth management firm in Irvine, CA, led by CERTIFIED FINANCIAL PLANNER™ professionals. They specialize in comprehensive financial planning, retirement planning, and investment management for individuals and families in Orange County. As a fiduciary, they are legally obligated to act in clients' best interests, providing conflict-free advice with transparent fee structures.
“I recently participated in my first financial planning session with Andrea Graham and I was blown away by her professionalism and insights. She was able to answer questions that I had been curious about for years and gave me several points of view depending on where I wanted to see my finances in the future. I had a great amount of stress before my meeting but walked away with immense confidence in the direction we are taking. I am pleased that she is financial advisor. I will be sending her and her company all of my referrals.”
— Zoe Flippen, Google Review · 4.6 ★ avg from 9 reviewsResilience Wealth Group is a financial advisory firm based in Irvine serving clients throughout Southern California. They provide comprehensive wealth management, financial planning, and investment management services designed to help clients build and preserve their financial futures. The firm focuses on creating personalized strategies tailored to individual client needs and goals.
Hall Wealth Management Group is an independent financial advisory firm located in Irvine, California, specializing in comprehensive wealth management and financial planning for individuals and families. The team provides personalized investment management, retirement planning, and financial strategy services designed to help clients build and preserve wealth. They focus on understanding each client's unique financial goals and circumstances to develop tailored solutions.
Edward Jones Financial Advisor Jason Jiang, CEPA®|AAMS®|CRPC™|CRPS™, provides comprehensive financial planning and investment management services to individuals and families in the Irvine area. With multiple professional certifications, Jason offers personalized guidance on retirement planning, investment strategies, and wealth management tailored to each client's financial goals. Edward Jones is a trusted national firm known for its local, relationship-based approach to financial advisory services.
Charles Schwab's Irvine branch at 2825 Main Street is staffed by a team of 19 credentialed financial consultants, led by Branch Manager Matthew Bohm, CFP®. The team includes consultants holding CFP®, AAMS®, CWS®, and MBA designations who provide personalized investment advice, retirement planning, and wealth management services. Serving Irvine and surrounding Orange County communities, the branch offers complimentary consultations and regular educational workshops for clients at all wealth levels.
Bright Wealth Advisors is an independent financial advisory firm in Irvine, CA specializing in retirement planning and wealth management. With over 15 years of experience navigating clients through various market conditions, they provide unbiased guidance using a wide selection of financial tools—not limited to one company's products. Their signature 'Lasting Wealth Blueprint' process helps clients prepare for retirement by addressing income planning, tax strategies, and long-term care considerations.
Cooke Wealth Management, LLC is an independent financial advisory firm serving clients in Irvine and surrounding Orange County communities. They provide comprehensive wealth management, investment management, and financial planning services tailored to individual and family financial goals. Their team focuses on delivering personalized strategies to help clients build and preserve wealth.
Morgan Stanley Financial Advisors in Irvine provides comprehensive wealth management and financial planning services to individuals and families. Their experienced advisors offer investment management, retirement planning, estate planning, and personalized financial strategies tailored to clients' long-term goals. As part of Morgan Stanley, a globally recognized financial institution, they combine institutional resources with local expertise to help clients build and preserve wealth.
Centerpoint Financial Management LLC is a financial advisory firm based in Irvine that provides comprehensive financial planning and investment management services to help clients build and protect their wealth. The firm works with individuals and families to develop personalized financial strategies tailored to their specific goals and circumstances.
BML Wealth Management is the top-ranked financial advisor in Irvine with a Lantern Score of 84.76/100 and a 5-star rating from 110 reviews. They specialize in retirement planning and are best for pre-retirees and retirees seeking personalized retirement strategies and tax-efficient income planning.
Falcon Wealth Planning (Lantern Score: 83.72/100) and John Stokes Financial (Lantern Score: 83.17/100) are excellent choices for business owners. Falcon Wealth Planning serves business owners alongside high-income earners seeking tax optimization, while John Stokes Financial specializes in comprehensive wealth strategies for business owners with a perfect 5-star rating.
Several top-ranked firms serve high-net-worth clients, including Three Arch Wealth Management (Lantern Score: 79.93/100, 5 stars) which specializes in families and institutions with $500k+ in investable assets, and Blue Trust (Lantern Score: 78.99/100, 5 stars) which offers wealth management with a focus on legacy and estate planning for high-net-worth families.
No financial advisors in the Irvine area are currently open on weekends based on available data. All 31 listed financial advisory firms operate during standard weekday business hours only.
BML Wealth Management (Lantern Score: 84.76/100, top-ranked) and Pure Financial Advisors - Main St (Lantern Score: 79.41/100, 4.8 stars) are both excellent options for pre-retirees. Both firms specialize in comprehensive retirement planning and are specifically recommended for pre-retirees seeking personalized strategies and tax-efficient income planning.
Falcon Wealth Planning (Lantern Score: 83.72/100) and Maven Group Investment Strategies (Lantern Score: 79.93/100, 5 stars) both specialize in tax strategy optimization. Pure Financial Advisors has two Irvine-area locations emphasizing tax reduction strategies, with the Saturn St location ranked at 83.27/100.