CAPITAL BANK AND TRUST COMPANY
Irvine, CA
AUM
$139.29B
Wealth MgmtTrusts & EstatesInstitutional
Team
121 employees
Clients
—
Fees
Percentage of AUM
(949) 975-5000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, IRVINE
80 advisers found
PATHWAY CAPITAL MANAGEMENT, LP
Irvine, CA
AUM
$97.82B
Wealth MgmtRetirementInstitutional
Team
88 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-622-1000
ACORNS
Irvine, CA
AUM
$13.39B
Wealth MgmtTrusts & Estates
Team
14 advisors
Clients
0
Fees
Fixed fees
855-739-2859
FPA REAL ESTATE ADVISERS GROUP, LLC
Irvine, CA
AUM
$7.97B
Wealth Mgmt
Team
13 advisors
Clients
0
Fees
Performance-based fees; PERCENTAGE OF COMMITTED OR INVESTED CAPITAL
949-399-2500
INDEX FUND ADVISORS, INC.
Irvine, CA
AUM
$5.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
949-502-0050
SABAL INVESTMENT ADVISORS, LLC
Irvine, CA
AUM
$5.83B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST PAYABLE TO THE GENERAL PARTNERS OF THE FUNDS
949-255-2699
FIRST FOUNDATION ADVISORS
Irvine, CA
AUM
$5.06B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
949-476-0300
PRIVATE MANAGEMENT GROUP INC
Irvine, CA
AUM
$4.90B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM
949-752-7500
RIMROCK CAPITAL MANAGEMENT LLC
Irvine, CA
AUM
$3.85B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-381-7800
AVANATH CAPITAL MANAGEMENT, LLC
Irvine, CA
AUM
$3.75B
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-269-4700
TRILOGY CAPITAL, INC.
Irvine, CA
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-221-8105
COOPER MCMANUS
Irvine, CA
AUM
$2.85B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
800-516-5333
ANFIELD CAPITAL MANAGEMENT, LLC
Irvine, CA
AUM
$2.16B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
949-891-0600
BENEFIT FINANCIAL SERVICES GROUP
Irvine, CA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
949-955-2552
APRIEM ADVISORS
Irvine, CA
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(949) 253-8888
KAIROS
Irvine, CA
AUM
$897.2M
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
949-709-8888
GT INVESTMENT PARTNERS, LP
Irvine, CA
AUM
$853.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-210-9178
TEMPUS WEALTH PLANNING, LLC
Irvine, CA
AUM
$699.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-393-2525
THREE ARCH WEALTH MANAGEMENT LLC
Irvine, CA
AUM
$662.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
(949) 400-7107
WARREN STREET WEALTH ADVISORS, LLC
Irvine, CA
AUM
$656.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
714-876-6200
WEST WEALTH GROUP, LLC
Irvine, CA
AUM
$616.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-682-9105
PRESERVATION EQUITY FUND ADVISORS, LLC
Irvine, CA
AUM
$502.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
714-662-5565
REGENTS PARK FUNDS, LLC
Irvine, CA
AUM
$433.0M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
949-891-0600
VALIDEX GLOBAL INVESTING
Irvine, CA
AUM
$352.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-410-1410
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