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 retirement-focused wealth management firm in Irvine led by financial professionals dedicated to personalized retirement planning. They offer comprehensive services including income planning, investment management, tax planning, healthcare planning, and legacy planning through their proprietary Retirement Fingerprint® program—a 5-step process that creates customized financial roadmaps tailored to each client's unique goals and values. Named to the Inc. 5000 list of America's fastest-growing private companies, BML combines strategic planning with ongoing advisor support and a secure digital portal to help clients confidently navigate their financial future.
Falcon Wealth Planning is a fee-only, fiduciary financial advisory firm serving clients nationwide with comprehensive wealth management services including retirement planning, investment management, tax planning, financial planning, and estate planning. Led by CFP® certified professionals with over 30 years of combined experience, Falcon specializes in tax-efficient strategies for business owners, retirees, and individuals building wealth. They manage over $1.4 billion in assets and prioritize transparency and personalized planning without commissions or hidden fees.
Pure Financial Advisors is a fee-only financial advisory firm in Brea specializing in comprehensive financial planning, retirement planning, investment management, and tax reduction strategies. Led by experienced, credentialed professionals, they focus on creating personalized financial blueprints through a transparent, education-first approach. Their holistic advisory process addresses retirement readiness, portfolio alignment, tax minimization, and long-term wealth building for clients at various life stages.
John Stokes Financial is an independent financial advisory firm based in Irvine specializing in comprehensive wealth management, retirement planning, and investment strategies for individuals and families. With a focus on personalized service and fiduciary principles, they help clients navigate complex financial decisions and build long-term wealth. Their experienced team works closely with each client to develop customized financial plans aligned with their specific goals and circumstances.
Warren Street Wealth Advisors is a fee-only, fiduciary financial advisory firm founded in 2015, serving individuals, families, and business owners in Southern California. Their CFP® advisors provide comprehensive financial planning, investment management, tax planning and preparation, and estate planning services. All advisors operate as fiduciaries with no commissions on investment recommendations, ensuring advice is solely in the client's best interest.
Mosley Wealth Management, led by founder Tom Mosley since 1995, provides comprehensive financial planning and wealth management services to retirees and pre-retirees throughout Southern California. They specialize in retirement income strategies, asset protection, estate planning, life insurance, tax-efficiency strategies, IRA/401(k) rollovers, annuities, investments, and long-term care planning. Built on principles of personal relationships and trust, Mosley Wealth Management helps clients preserve their assets and pursue their retirement goals with confidence.
Maven Group Investment Strategies is a financial advisory firm based in Irvine specializing in comprehensive financial planning, investment management, and tax strategy optimization. The firm helps clients discover hidden tax opportunities and develop personalized financial plans tailored to their goals. Maven Group serves individual investors and families seeking professional guidance to grow and protect their wealth.
Three Arch Wealth Management is a boutique, fee-only wealth management firm serving families and institutions with $500k+ in investable assets across Orange County. Founded and run by CFP-certified advisors Becky and Tyler, the firm manages over $700 million in assets under management with a 99% client retention rate. They offer comprehensive financial planning, tax-efficient investment management, and estate planning through their integrated "Three Arch Approach," which combines personalized goal-based planning, globally diversified portfolios backed by Nobel Prize-winning research, and prosperity-building strategies for retirees, high-income earners, founders, and business owners.
Pure Financial Advisors is a fee-only registered investment advisor in Irvine specializing in comprehensive financial planning, retirement planning, investment management, and tax reduction strategies. Their certified financial professionals provide personalized financial blueprints and holistic wealth management for individuals nearing retirement, in retirement, or navigating major life changes. The firm emphasizes financial education and transparent advisory processes, offering free assessments and retirement planning classes to help clients achieve long-term financial goals.
Blue Trust is a wealth management and fiduciary advisory firm serving individuals, families, business owners, and institutional clients across Orange County and beyond. Combining financial expertise with biblical principles, they offer comprehensive services including financial planning, investment management, estate and trust services, business consulting, family office services, and specialized guidance for athletes, entertainers, ministries, and nonprofits. The firm is known for their holistic approach to stewardship and legacy planning, helping clients align their financial decisions with their values and long-term goals.
Tidecrest Wealth Management, LLC is an independent financial advisory firm located in Newport Beach, California, serving affluent individuals and families with comprehensive wealth management services. The firm specializes in investment management, retirement planning, and personalized financial strategies designed to build and preserve wealth across multiple generations. Tidecrest's team works closely with clients to develop customized financial plans aligned with their long-term goals and values.
Check Capital Management is a financial advisory firm based in Costa Mesa specializing in comprehensive wealth management and financial planning services. They work with individuals and businesses to develop customized strategies for investment management, retirement planning, and long-term financial growth. Their team of experienced consultants provides personalized guidance to help clients achieve their financial goals.
KPP Financial Inc. is a financial consulting firm based in Irvine specializing in comprehensive financial planning and advisory services. With over two decades of experience, they help individuals and businesses develop strategies for wealth management, retirement planning, and investment management. Their team of certified professionals delivers personalized guidance tailored to each client's unique financial goals.
Clearview Wealth Management, LLC is a financial advisory firm based in Irvine specializing in comprehensive wealth management and financial planning services. The team helps clients develop personalized financial strategies to achieve their long-term goals, including retirement planning, investment management, and comprehensive financial planning. They work with individuals and families to create actionable plans tailored to their specific situations and objectives.
Irvine Wealth Management is an independent financial advisory firm based in Irvine, CA, offering comprehensive wealth management and financial planning services to individuals and families. The firm provides personalized investment management, retirement planning, and strategic financial guidance tailored to each client's unique goals and circumstances. They focus on building long-term relationships with clients seeking professional expertise in managing and growing their wealth.
Financial Advisors Network is an independent financial advisory firm based in Tustin serving Orange County and surrounding areas. They provide comprehensive financial planning, investment management, and retirement planning services tailored to individual clients' goals and circumstances. The firm focuses on personalized guidance to help clients build and protect their wealth.
Gordon Wang is a financial advisor with Transamerica Financial Advisors, based in Irvine. He provides personalized financial planning and advisory services to help clients build and protect their wealth. With a focus on individual client needs, Gordon works to develop comprehensive financial strategies tailored to each client's goals and circumstances.
Ray Valencia is an independent financial planner based in Irvine specializing in comprehensive financial planning and investment management. Serving individuals and families throughout Orange County, Ray works directly with clients to develop personalized strategies aligned with their long-term goals. His practice focuses on helping clients build wealth, plan for retirement, and make informed investment decisions.
Serenity Wealth Management is an independent financial advisory firm based in Costa Mesa serving Orange County clients with personalized wealth management, retirement planning, and investment strategy. The firm focuses on helping individuals and families build and preserve wealth through comprehensive financial planning tailored to their specific goals and life circumstances.
Kanani Advisory Group is a financial advisory firm based in Irvine specializing in comprehensive wealth management, investment management, and financial planning for individuals and families. The firm helps clients build and preserve wealth through personalized strategies tailored to their unique financial goals and circumstances.
Pacific Coast Wealth Management is an independent financial advisory firm based in Aliso Viejo serving the Southern California region. They provide comprehensive wealth management, financial planning, investment management, and insurance services to help clients build and protect their assets. The firm combines personalized advisory expertise with a focus on understanding each client's unique financial goals and circumstances.
EP 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 an independent financial advisory firm based in Irvine serving Orange County and surrounding areas. They provide comprehensive financial planning and investment management services to help clients build and preserve wealth through personalized strategies. The firm focuses on understanding each client's unique goals and circumstances to deliver tailored financial solutions.
Resilience 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 is a full-service financial services firm offering investment management, retirement planning, and brokerage services to individual and business clients. The Irvine branch provides personalized financial guidance, account management, and access to a wide range of investment products and tools. Schwab combines self-directed investing options with professional advisory services to help clients build and manage their wealth.
Bright Wealth Advisors is an independent financial advisory firm based in Irvine, California, providing personalized wealth management and financial planning services to individuals and families. They specialize in helping clients build and protect their financial futures through comprehensive planning strategies, investment management, and retirement planning tailored to each client's unique goals and circumstances.
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.