Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Irvine, CA

Every SEC-registered investment adviser representative at a firm office in Irvine, with the firms that employ the most of them.

1,751 registered advisors work in Irvine; the most are at J.P. Morgan Securities LLC (186). 0 list the CFP designation and 1,346 are also registered broker representatives.

Firms with the most advisors in Irvine

FirmAdvisors in Irvine
J.P. Morgan Securities LLC news186
Wells Fargo Clearing Services, LLC news147
Morgan Stanley news106
LPL Financial LLC news74
Merrill Lynch, Pierce, Fenner & Smith Incorporated news72
LPL Enterprise, LLC news60
Equitable Advisors, LLC news52
Osaic Wealth, Inc. news48
Cooper McManus38
UBS Financial Services Inc. news32
Charles Schwab & Co., Inc. news31
Strategic Advisers LLC30
Wells Fargo Advisors Financial Network, LLC news26
Transamerica Financial Advisors, LLC25
Northwestern Mutual Investment Services, LLC24
Park Avenue Securities LLC24
Private Management Group Inc.23
Trilogy Capital, Inc.23
Stifel, Nicolaus & Company, Incorporated news22
Integrated Wealth Concepts LLC21
First Foundation Advisors19
Cetera Investment Advisers LLC news18
Eagle Strategies LLC17
West Wealth Group, LLC17
Benefit Financial Services Group16

Advisors in Irvine, A to Z (first 300 of 1,751)

Search all of California →

Other cities in California

All of California →

San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446Fresno 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Long Beach 359Folsom 325

Questions

How many financial advisors are in Irvine, CA?

1,751 investment adviser representatives are registered at firm offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records. 1,346 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Irvine?

J.P. Morgan Securities LLC, with 186 registered advisors in Irvine, followed by Wells Fargo Clearing Services, LLC with 147.

How do I check a financial advisor in Irvine?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.