RIAs in IRVINE, CA
82 RIAs based in IRVINE, California managing a combined $309B.
CAPITAL BANK AND TRUST COMPANY
RIAIRVINE, CA
AUM $139BTEAM 121REPS 8
PATHWAY CAPITAL MANAGEMENT, LP
RIAIRVINE, CA
AUM $97.8BTEAM 248REPS 6
ACORNS
RIAIRVINE, CA
AUM $13.4BTEAM 302REPS 14
FPA REAL ESTATE ADVISERS GROUP, LLC
RIAIRVINE, CA
AUM $8BTEAM 110REPS 5
INDEX FUND ADVISORS, INC.
RIAIRVINE, CA
AUM $5.9BTEAM 50REPS 20
SABAL INVESTMENT ADVISORS, LLC
RIAIRVINE, CA
AUM $5.8BTEAM 16REPS 8
FIRST FOUNDATION ADVISORS
RIAIRVINE, CA
AUM $5.1BTEAM 53REPS 25
PRIVATE MANAGEMENT GROUP INC
RIAIRVINE, CA
AUM $4.9BTEAM 21REPS 28
RIMROCK CAPITAL MANAGEMENT LLC
RIAIRVINE, CA
AUM $3.9BTEAM 26REPS 10
AVANATH CAPITAL MANAGEMENT, LLC
RIAIRVINE, CA
AUM $3.7BTEAM 103REPS 4
TRILOGY CAPITAL, INC.
RIAIRVINE, CA
AUM $3.2BTEAM 74REPS 74
COOPER MCMANUS
RIAIRVINE, CA
AUM $2.9BTEAM 53REPS 63
ANFIELD CAPITAL MANAGEMENT, LLC
RIAIRVINE, CA
AUM $2.2BTEAM 10REPS 3
BENEFIT FINANCIAL SERVICES GROUP
RIAIRVINE, CA
AUM $1.5BTEAM 31REPS 25
APRIEM ADVISORS
RIAIRVINE, CA
AUM $1.5BTEAM 17REPS 17
KAIROS
RIAIRVINE, CA
AUM $897MTEAM 50REPS 7
GT INVESTMENT PARTNERS, LP
RIAIRVINE, CA
AUM $853MTEAM 6REPS 4
TEMPUS WEALTH PLANNING, LLC
RIAIRVINE, CA
AUM $699MTEAM 9REPS 10
THREE ARCH WEALTH MANAGEMENT LLC
RIAIRVINE, CA
AUM $662MTEAM 5REPS 4
WARREN STREET WEALTH ADVISORS, LLC
RIAIRVINE, CA
AUM $656MTEAM 10REPS 9
WEST WEALTH GROUP, LLC
RIAIRVINE, CA
AUM $617MTEAM 35REPS 18
PRESERVATION EQUITY FUND ADVISORS, LLC
RIAIRVINE, CA
AUM $503MTEAM 11REPS 4
REGENTS PARK FUNDS, LLC
RIAIRVINE, CA
AUM $433MTEAM 7REPS 2
CHARLES FISH INVESTMENTS, INC.
RIAIRVINE, CA
AUM $331MTEAM 5REPS 5
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