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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Irvine, CA

Every SEC-registered financial advisor at a firm office in Irvine who lists the Chartered Financial Analyst designation, A to Z.

51 CFA charterholders work in Irvine; the most are at First Foundation Advisors (6). 14 are also registered broker representatives.

CFA advisors in Irvine, A to Z

Every advisor in Irvine →

Firms with the most CFA charterholders in Irvine

First Foundation Advisors 6Private Management Group Inc. 5RBC Rochdale, LLC 3Schwab Wealth Advisory, Inc. 3Ep Wealth Advisors 2LPL Financial LLC 2Rimrock Capital Management LLC 2Warren Street Wealth Advisors, LLC 2A7 Management 1Acorns 1Apriem Advisors 1Aspiriant, LLC 1Benefit Financial Services Group 1Cdb Advisory & Consulting 1Coastal Capital Advisors 1

CFA advisors in other California cities

All of California →

San Francisco 180Los Angeles 169San Diego 110Newport Beach 80Pasadena 43Foster City 32Walnut Creek 29Torrance 24Beverly Hills 21San Mateo 20Menlo Park 19Palo Alto 19La Jolla 18Santa Barbara 17El Segundo 16Oakland 12Santa Monica 12Carlsbad 11Aliso Viejo 10San Rafael 10Berkeley 9Costa Mesa 9Folsom 8San Jose 8

Questions

How many CFA financial advisors are in Irvine, CA?

51 SEC-registered investment adviser representatives at firm offices in Irvine, California list the CFA designation; First Foundation Advisors employs the most of them (6).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA 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. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.