WIN TEAM ADVISORY SERVICES
Irvine, CA
AUM
$59.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
949-336-7300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
102 advisers found
LEGACY & WEALTH FINANCIAL ADVISORS
Irvine, CA
AUM
$58.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
949-529-1655
MAXIM CAPITAL ADVISORS, INC.
Irvine, CA
AUM
$58.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-752-0993
DEPAOLO & MAY STRATEGIC WEALTH LLC
Irvine, CA
AUM
$55.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
949-504-4149
DUCKETT WEALTH MANAGEMENT
Irvine, CA
AUM
$53.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(949) 892-1456
DBA GENERATIONAL WEALTH STRATEGIES
Irvine, CA
AUM
$51.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-468-2000
OZ WEALTH MANAGEMENT LLC
Irvine, CA
AUM
$38.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
949-378-5530
OPTIMUS ADVISORY GROUP
Irvine, CA
AUM
$35.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
949-727-4734
ASCEND FINANCIAL ADVISERS, INC
Irvine, CA
AUM
$32.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
949-450-1234
LAI CAPITAL MANAGEMENT LLC
Irvine, CA
AUM
$27.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
949-387-8781
CAPITAL FLUENCY
Irvine, CA
AUM
$18.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(949) 990-6250
ROCKWEALTH FINANCIAL LLC
Irvine, CA
AUM
$12.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Fixed fees
(714) 926-7420
TRIPACIFIC CAPITAL ADVISORS, LLC
Irvine, CA
AUM
$12.3M
Institutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-724-5900
INGEN STRATEGIES, LLC
Irvine, CA
AUM
$11.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-854-4695
LBG ADVISOR
Irvine, CA
AUM
$11.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-484-0350
CENTERPOINT FINANCIAL MANAGEMENT LLC
Irvine, CA
AUM
$7.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
949-753-2875
86 REPUBLIC, LLC
Irvine, CA
AUM
$6.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
714-251-8403
FOCUSED CAPITAL INVESTMENT, LLC
Irvine, CA
AUM
$6.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
949-732-0298
JC&COMPANY
Irvine, CA
AUM
$2.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(949)-553-1110
WHITE STORK ASSET MANAGEMENT LLC
Irvine, CA
AUM
$2.7M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
9496207770
SYZYGY FINANCIAL LLC
Irvine, CA
AUM
$776K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
714-609-3589
APPLIED FINANCIAL PLANNING, INC.
Irvine, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
714-929-7420
FDP WEALTH MANAGEMENT, LLC
Irvine, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
949-855-4337