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Find Retirement Advisors for Retirement Planning in Irvine, California
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Irvine, California
Last Updated - April 25, 2025Irvine has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 47 non-vetted advisors in your local area. These retirement advisors in Irvine, California have an average of 27 years of experience.
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List of Qualified Retirement Planning Advisors in Irvine, California
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJerry Slusiewicz
Pacific Financial Planners
Qualifications
CRD# 1739938
Firm CRD# 132314
Series 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals
Compensation/Fee
Not Specified
VERIFIEDMatthew Pixa
CFP®
My Portfolio Guide, LLC
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDJarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDHomestead Wealth Management
CIMA®, AIF®, ChFC®
Qualifications
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDSerena Kim
Prudential
Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDX Advisors, LLC
CFP®
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses
Compensation/Fee
Based on Assets
VERIFIEDQualifications
Firm CRD# 144316
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Irvine, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 18575 Jamboree Road, 7th Floor Irvine, CA, 92612 | $87,787,751,721 | 109 | 235 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 6455 Irvine Center Drive, Irvine, CA, 92618-4518 | $75,863,757,861 | 536 | 151 | A percentage of AUM |
| 3 | 5300 California Avenue, Irvine, CA, 92617 | $8,210,969,354 | 5763237 | 442 | Fixed fees |
| 4 | 2082 Michelson Drive, 4th Floor Irvine, CA, 92612 | $5,656,052,408 | 32 | 89 | Performance Based, Other (PERCENTAGE OF COMMITTED OR INVESTED CAPITAL) |
| 5 | 18101 Von Karman Ave, Suite 700 Irvine, CA, 92612-1051 | $5,249,948,140 | 4065 | 67 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 6 | 19200 Von Karman Ave, Suite 150 Irvine, CA, 92612-6566 | $4,954,888,558 | 7193 | 55 | A percentage of AUM, Fixed fees |
| 7 | 130 Theory, Suite 200 Irvine, CA, 92617 | $4,268,132,507 | 62 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 15635 Alton Parkway, Suite 400 Irvine, CA, 92618 | $4,167,304,710 | 6440 | 18 | A percentage of AUM |
| 9 | 4 Park Plaza, Suite 1400 Irvine, CA, 92614 | $3,832,484,339 | 11 | 121 | A percentage of AUM, Performance Based |
| 10 | 2211 Michelson Drive, Suite 620 Irvine, CA, 92612 | $3,269,271,651 | 6 | 15 | A percentage of AUM, Other (CARRIED INTEREST PAYABLE TO THE GENERAL PARTNERS OF THE FUNDS) |
| 11 | 100 Innovation Drive, Suite 200 Irvine, CA, 92617-3040 | $3,112,004,768 | 20 | 28 | A percentage of AUM, Performance Based |
| 12 | 9870 Research Drive, Irvine, CA, 92618 | $2,560,714,584 | 6372 | 52 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES) |
| 13 | 18301 Von Karman Ave., Suite 900 Irvine, CA, 92612 | $2,491,321,794 | 4537 | 35 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 2601 Main Street, Suite 100 Irvine, CA, 92614 | $1,886,949,860 | 18469 | 75 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 19900 Macarthur Boulevard, Suite 655 Irvine, CA, 92612 | $1,436,480,900 | 763 | 11 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Irvine, California
QualificationsFirm CRD# 108016
Assets Under Management $87,787,751,721
No. Of Clients109
Clients Per Financial Advisor0
PATHWAY CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Irvine, California. With a nearly $88B assets under management, the firm specializes in crafting personalized retirement planning solutions for 109 clients. The team consists of 235 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 170017
Assets Under Management $75,863,757,861
No. Of Clients536
Clients Per Financial Advisor4
CAPITAL BANK AND TRUST COMPANY is a financial advisory firm situated in Irvine, California. With a nearly $76B assets under management, the firm specializes in crafting personalized retirement planning solutions for 536 clients. The team consists of 151 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 165926
Assets Under Management $8,210,969,354
No. Of Clients5763237
Clients Per Financial Advisor13039
ACORNS is a financial advisory firm situated in Irvine, California. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5763237 clients. The team consists of 442 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 288195
Assets Under Management $5,656,052,408
No. Of Clients32
Clients Per Financial Advisor0
FPA REAL ESTATE ADVISERS GROUP, LLC is a financial advisory firm situated in Irvine, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 89 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (PERCENTAGE OF COMMITTED OR INVESTED CAPITAL)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 106075
Assets Under Management $5,249,948,140
No. Of Clients4065
Clients Per Financial Advisor61
FIRST FOUNDATION ADVISORS is a financial advisory firm situated in Irvine, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4065 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection for other advisors
QualificationsFirm CRD# 109143
Assets Under Management $4,954,888,558
No. Of Clients7193
Clients Per Financial Advisor131
INDEX FUND ADVISORS, INC. is a financial advisory firm situated in Irvine, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7193 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 152776
Assets Under Management $4,268,132,507
No. Of Clients62
Clients Per Financial Advisor8
PRECEPT ADVISORY GROUP LLC is a financial advisory firm situated in Irvine, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 62 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 104707
Assets Under Management $4,167,304,710
No. Of Clients6440
Clients Per Financial Advisor358
PRIVATE MANAGEMENT GROUP INC is a financial advisory firm situated in Irvine, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6440 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 172704
Assets Under Management $3,832,484,339
No. Of Clients11
Clients Per Financial Advisor0
AVANATH CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Irvine, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 121 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 169572
Assets Under Management $3,269,271,651
No. Of Clients6
Clients Per Financial Advisor0
SABAL INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Irvine, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST PAYABLE TO THE GENERAL PARTNERS OF THE FUNDS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 120410
Assets Under Management $3,112,004,768
No. Of Clients20
Clients Per Financial Advisor1
RIMROCK CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Irvine, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 111458
Assets Under Management $2,560,714,584
No. Of Clients6372
Clients Per Financial Advisor123
COOPER MCMANUS is a financial advisory firm situated in Irvine, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6372 clients. The team consists of 52 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SOLICITOR/REFERRAL FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 159347
Assets Under Management $2,491,321,794
No. Of Clients4537
Clients Per Financial Advisor130
ALPHA CUBED INVESTMENTS, LLC is a financial advisory firm situated in Irvine, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4537 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 281597
Assets Under Management $1,886,949,860
No. Of Clients18469
Clients Per Financial Advisor246
TRILOGY CAPITAL, INC. is a financial advisory firm situated in Irvine, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18469 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 165211
Assets Under Management $1,436,480,900
No. Of Clients763
Clients Per Financial Advisor69
ANFIELD CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Irvine, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 763 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (SPEAKING ENGAGEMENTS AND PRESENTATIONS)
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