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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 you 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 registrations check. 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 21, 2024Irvine has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 44 non-vetted advisors in your local area. These retirement advisors in Irvine, California have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Irvine, California
VERIFIEDSimon Reeves
Pasadena Private Wealth
Qualifications
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
VERIFIEDMarianne Ehlers
Oakwood Wealth Partners
Qualifications
CRD# 6667049
Firm CRD# 3978
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDDhillon Taylor
CFP®
Secura Financial Planning & Wealth Management
Qualifications
CRD# 6475318
Firm CRD# 137324
Series 7, 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, Commissions, Flat Fee, Based on Assets
VERIFIEDJerry Slusiewicz
Pacific Financial Planners
Qualifications
CRD# 1739938
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
VERIFIEDMichael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Advisory Services:
Tax Advice and Services.
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDMatthew Pixa
My Portfolio Guide
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
VERIFIEDMichael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
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 Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMichael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
Advisory Services:
Financial Planning, Portfolio Management, 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, 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
VERIFIED Qualifications
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
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Top 15 Retirement Planning firms in Irvine, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PATHWAY CAPITAL MANAGEMENT, LP 18575 Jamboree Road, 7th Floor Irvine, CA, 92612 | $88,041,081,088 | 107 | 233 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | CAPITAL BANK AND TRUST COMPANY 6455 Irvine Center Drive, Irvine, CA, 92618-4518 | $45,425,285,767 | 64 | 187 | A Percentage of AUM |
| 3 | FPA REAL ESTATE ADVISERS GROUP, LLC 2082 Michelson Drive, 4th Floor Irvine, CA, 92612 | $7,940,971,326 | 36 | 58 | A Percentage of AUM, Performance Based |
| 4 | ACORNS 5300 California Avenue, Irvine, CA, 92617 | $6,295,054,328 | 5730587 | 490 | Fixed Fees |
| 5 | FIRST FOUNDATION ADVISORS 18101 Von Karman Ave, Suite 700 Irvine, CA, 92612-1051 | $4,985,277,444 | 4177 | 69 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 6 | PRECEPT ADVISORY GROUP LLC 130 Theory, Suite 200 Irvine, CA, 92617 | $4,897,810,440 | 67 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | INDEX FUND ADVISORS, INC. 19200 Von Karman Ave, Suite 150 Irvine, CA, 92612-6566 | $4,353,562,326 | 6756 | 50 | A Percentage of AUM, Fixed Fees |
| 8 | AVANATH CAPITAL MANAGEMENT, LLC 1920 Main Street, Suite 150 Irvine, CA, 92614 | $3,637,629,382 | 11 | 116 | A Percentage of AUM, Performance Based |
| 9 | RIMROCK CAPITAL MANAGEMENT LLC 100 Innovation Drive, Suite 200 Irvine, CA, 92617-3040 | $3,636,789,453 | 21 | 33 | A Percentage of AUM, Performance Based |
| 10 | PRIVATE MANAGEMENT GROUP INC 15635 Alton Parkway, Suite 400 Irvine, CA, 92618 | $3,510,342,406 | 6222 | 15 | A Percentage of AUM |
| 11 | BURNHAM GIBSON WEALTH ADVISORS, LLC 2050 Main Street, Suite 510 Irvine, CA, 92614 | $3,142,749,973 | 1119 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | SABAL INVESTMENT ADVISORS, LLC 2211 Michelson Drive, Suite 620 Irvine, CA, 92612 | $2,482,553,810 | 4 | 16 | A Percentage of AUM, Other (CARRIED INTEREST PAYABLE TO THE GPS) |
| 13 | ALPHA CUBED INVESTMENTS, LLC 18301 Von Karman Ave., Suite 900 Irvine, CA, 92612 | $1,955,324,378 | 4082 | 35 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | TRILOGY CAPITAL, INC. 2601 Main Street, Suite 100 Irvine, CA, 92614 | $1,650,789,006 | 17798 | 73 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | COOPER MCMANUS 9870 Research Drive, Irvine, CA, 92618 | $1,296,801,066 | 4523 | 40 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR/REFERRAL FEES) |
Information on Top Retirement Planning firms in Irvine, California
QualificationsFirm CRD# 108016
Assets Under Management $88,041,081,088
No. Of Clients107
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 107 clients. The team consists of 233 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 170017
Assets Under Management $45,425,285,767
No. Of Clients64
Clients Per Financial Advisor0
CAPITAL BANK AND TRUST COMPANY is a financial advisory firm situated in Irvine, California. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 187 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
- Portfolio Management for Business
QualificationsFirm CRD# 288195
Assets Under Management $7,940,971,326
No. Of Clients36
Clients Per Financial Advisor1
FPA REAL ESTATE ADVISERS GROUP, LLC 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 36 clients. The team consists of 58 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
QualificationsFirm CRD# 165926
Assets Under Management $6,295,054,328
No. Of Clients5730587
Clients Per Financial Advisor11695
ACORNS 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 5730587 clients. The team consists of 490 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
QualificationsFirm CRD# 106075
Assets Under Management $4,985,277,444
No. Of Clients4177
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 4177 clients. The team consists of 69 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Selection of Other Advisors
QualificationsFirm CRD# 152776
Assets Under Management $4,897,810,440
No. Of Clients67
Clients Per Financial Advisor8
PRECEPT ADVISORY GROUP LLC 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 67 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 Business
- Pension Consulting Services
QualificationsFirm CRD# 109143
Assets Under Management $4,353,562,326
No. Of Clients6756
Clients Per Financial Advisor135
INDEX FUND ADVISORS, 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 6756 clients. The team consists of 50 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 172704
Assets Under Management $3,637,629,382
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 116 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
QualificationsFirm CRD# 120410
Assets Under Management $3,636,789,453
No. Of Clients21
Clients Per Financial Advisor1
RIMROCK 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 21 clients. The team consists of 33 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
- Portfolio Management for Business
QualificationsFirm CRD# 104707
Assets Under Management $3,510,342,406
No. Of Clients6222
Clients Per Financial Advisor415
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 6222 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 312284
Assets Under Management $3,142,749,973
No. Of Clients1119
Clients Per Financial Advisor59
BURNHAM GIBSON WEALTH 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 1119 clients. The team consists of 19 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 169572
Assets Under Management $2,482,553,810
No. Of Clients4
Clients Per Financial Advisor0
SABAL INVESTMENT ADVISORS, 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 4 clients. The team consists of 16 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 GPS)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 159347
Assets Under Management $1,955,324,378
No. Of Clients4082
Clients Per Financial Advisor117
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 4082 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 281597
Assets Under Management $1,650,789,006
No. Of Clients17798
Clients Per Financial Advisor244
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 17798 clients. The team consists of 73 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 111458
Assets Under Management $1,296,801,066
No. Of Clients4523
Clients Per Financial Advisor113
COOPER MCMANUS 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 4523 clients. The team consists of 40 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
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