Verified · Irvine
Trusted Financial Advisors in Irvine, CA
Trust matters when you're inviting a pro into your home or business. These financial advisors in Irvine have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 15 financial advisors in Irvine, CA by verified customer ratings and review volume. The highest-rated is Modern Wealth Law with a 4.9-star rating from 97 verified reviews. Also in the top tier: Pacific Financial and John Stokes Financial. The average rating across all listed financial advisors in Irvine is 4.9 stars from 25 reviews per business on average.
Financial advisors in Irvine typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
15
Businesses listed
4.9★
Avg rating
25
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Modern Wealth Law
2600 Michelson Dr Suite 950, Irvine, CA 92612, USA
Pacific Financial
18851 Bardeen Ave #215, Irvine, CA 92612, USA
John Stokes Financial
2040 Main St Suite 570, Irvine, CA 92614, USA
Financial Advisors Rankings in Irvine, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Modern Wealth Law2600 Michelson Dr Suite 950, Irvine, CA 92612, USA | 4.9★ | 97 |
| #2 | Pacific Financial18851 Bardeen Ave #215, Irvine, CA 92612, USA | 4.9★ | 69 |
| #3 | John Stokes Financial2040 Main St Suite 570, Irvine, CA 92614, USA | 5.0★ | 43 |
| #4 | Irvine Wealth Management9870 Research Dr, Irvine, CA 92618, USA | 5.0★ | 10 |
| #5 | Pure Financial Advisors, LLC2020 Main St #690, Irvine, CA 92614, USA | 4.8★ | 33 |
| #6 | StrateFi Wealth Management18881 Von Karman Ave Suite 410, Irvine, CA 92612, USA | 5.0★ | 21 |
| #7 | Clearview Wealth Management, LLC4 Venture suite 120, Irvine, CA 92618, USA | 5.0★ | 10 |
| #8 | Michael Moises, Wealth Advisor - Skylight Financial & Insurance Solutions2020 Main St Fl 10, Irvine, CA 92614, USA | 5.0★ | 10 |
| #9 | KPP Financial Inc.4 Park Plaza Suite 1010, Irvine, CA 92614, USA | 4.7★ | 29 |
| #10 | Revant Wealth9481 Irvine Center Dr, Irvine, CA 92618, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Irvine
Irvine Wealth Management
9870 Research Dr, Irvine, CA 92618, USA
Pure Financial Advisors, LLC
2020 Main St #690, Irvine, CA 92614, USA
StrateFi Wealth Management
18881 Von Karman Ave Suite 410, Irvine, CA 92612, USA
Clearview Wealth Management, LLC
4 Venture suite 120, Irvine, CA 92618, USA
Michael Moises, Wealth Advisor - Skylight Financial & Insurance Solutions
2020 Main St Fl 10, Irvine, CA 92614, USA
KPP Financial Inc.
4 Park Plaza Suite 1010, Irvine, CA 92614, USA
Revant Wealth
9481 Irvine Center Dr, Irvine, CA 92618, USA
Sunpath Financial
3333 Michelson Dr #300, Irvine, CA 92612, USA
Edward Jones - Financial Advisor: Jason Jiang, CEPA®|AAMS®|CRPC™|CRPS™
4 Park Plaza STE 530, Irvine, CA 92614, USA
Cooke Wealth Management, LLC
18881 Von Karman Ave Suite 1420, Irvine, CA 92612, USA
Applied Financial Planning, Inc.
220 Progress #150, Irvine, CA 92618, USA
Kanani Advisory Group
16440 Bake Pkwy # 150, Irvine, CA 92618, USA
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Frequently Asked Questions — Financial Advisors in Irvine
What is a fiduciary financial advisor and why does it matter in Irvine?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Irvine, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Irvine?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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