Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Wealth Teams Alliance financial advisors in Irvine, CA

Every SEC-registered investment adviser representative at a Wealth Teams Alliance office in Irvine, A to Z.

The short answer

7 registered advisors work at Wealth Teams Alliance in Irvine, out of 11 at the firm nationwide; it ranks number 50 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Wealth Teams Alliance advisors in Irvine, A to Z

Every Wealth Teams Alliance advisor →

Wealth Teams Alliance advisors in every city and state →Wealth Teams Alliance: assets, clients and custodians →Advisor Moves: who changed firms this week →

Wealth Teams Alliance advisors in other cities

Bakersfield, CA 1Corbett, OR 1Rancho Palos Verdes, CA 1Spicewood, TX 1

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 Wealth Teams Alliance have in Irvine?

7 investment adviser representatives are registered at Wealth Teams Alliance offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Wealth Teams Alliance one of the largest advisor employers in Irvine?

Wealth Teams Alliance ranks number 50 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 179.

How do I check a Wealth Teams Alliance 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 Wealth Teams Alliance 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.