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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Charles Fish Investments, Inc. financial advisors in Irvine, CA

Every SEC-registered investment adviser representative at a Charles Fish Investments, Inc. office in Irvine, A to Z.

The short answer

4 registered advisors work at Charles Fish Investments, Inc. in Irvine, out of 4 at the firm nationwide; it ranks number 63 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Charles Fish Investments, Inc. advisors in Irvine, A to Z

Every Charles Fish Investments, Inc. advisor →

Charles Fish Investments, Inc. advisors in every city and state →Charles Fish Investments, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Irvine

All Irvine advisors →

J.P. Morgan Securities LLC 179Wells Fargo Clearing Services, LLC 135Morgan Stanley 101Merrill Lynch, Pierce, Fenner & Smith Incorporated 69LPL Financial LLC 66LPL Enterprise, LLC 59Equitable Advisors, LLC 51Osaic Wealth, Inc. 45Cooper McManus 34Strategic Advisers LLC 30UBS Financial Services Inc. 29Charles Schwab & Co., Inc. 27

Questions

How many financial advisors does Charles Fish Investments, Inc. have in Irvine?

4 investment adviser representatives are registered at Charles Fish Investments, Inc. offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Charles Fish Investments, Inc. one of the largest advisor employers in Irvine?

Charles Fish Investments, Inc. ranks number 63 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 179.

How do I check a Charles Fish Investments, Inc. advisor in Irvine?

Each advisor below links to a profile with their registrations, exams, designations 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 Charles Fish Investments, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.