AMERICAN FUNDSTARS
Irvine, CA
AUM
$332.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-877-8838
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
102 advisers found
CHARLES FISH INVESTMENTS, INC.
Irvine, CA
AUM
$331.3M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
949-296-3970
CONCORD INVESTMENT COUNSEL
Irvine, CA
AUM
$327.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
949-852-4100
KANANI ADVISORY GROUP INC.
Irvine, CA
AUM
$288.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(949) 502-7001
PROSPERITY WEALTH PLANNING LLC
Irvine, CA
AUM
$269.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
877-878-7860
HARMONY POINT WEALTH ADVISORS, INC.
Irvine, CA
AUM
$263.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
888-391-7378
ADVANCED FINANCIAL STRATEGIES INC
Irvine, CA
AUM
$251.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
949-502-5333
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Irvine, CA
AUM
$232.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
800-557-5461
CAPITAL CS GROUP, LLC
Irvine, CA
AUM
$227.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-447-5405
SUN GROUP WEALTH PARTNERS LLC
Irvine, CA
AUM
$224.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-625-6800
WEALTH TEAMS ALLIANCE
Irvine, CA
AUM
$223.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
877-282-4768
MARRICK WEALTH
Irvine, CA
AUM
$215.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
949.258.9700
FILIGREE WEALTH ADVISORS, LLC
Irvine, CA
AUM
$209.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-989-2527
CLEARVIEW WEALTH MANAGEMENT
Irvine, CA
AUM
$178.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
949-333-6394
SHIMA CAPITAL MANAGEMENT LLC
Irvine, CA
AUM
$164.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
808-301-2963
ULTRA ADVISORY GROUP
Irvine, CA
AUM
$142.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
949-590-4923
COOKE WEALTH MANAGEMENT, LLC
Irvine, CA
AUM
$136.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-724-3880
SUNSTONE ADVISORS, LLC
Irvine, CA
AUM
$122.8M
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-771-1764
MILE WEALTH MANAGEMENT
Irvine, CA
AUM
$120.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
949-441-4410
WESTERN GROWERS FINANCIAL SERVICES
Irvine, CA
AUM
$115.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
888-737-8483
AUM
$107.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-276-5800
CAPITAL SYNERGY PARTNERS
Irvine, CA
AUM
$102.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
949-442-7413
ANCHOR WEALTH MANAGEMENT, LLC
Irvine, CA
AUM
$98.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
949-988-7382
LANES WEALTH MANAGEMENT LLC
Irvine, CA
AUM
$73.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-436-8578