Fiduciary advisors in Irvine, CA

Irvine, California

Apella Wealth is a fee-only financial advisory firm in Irvine, California founded in 2010 that serves corporate executives, tech professionals, and families with financial planning, wealth management, and estate planning. The firm is led by Gina Chironis (CPA, PFS, 30+ years experience) and includes Tyler Ondatje (CFP®), with a stated approach emphasizing evidence-based planning and the alignment of client finances with personal values. The team operates on a fiduciary basis without commissions, and offers investment advisory services, tax planning, and charitable giving strategies primarily to clients in Orange County.

Irvine, California

BML Wealth Management is an Irvine-based financial advisory firm offering income planning, investment planning, tax planning, healthcare planning, and legacy planning services. The firm uses a proprietary five-step planning process called the Retirement Fingerprint® Program and serves individuals and families seeking retirement and investment guidance. The company was recognized on the Inc. 5000 list of fastest-growing private companies based on three-year revenue growth.

Irvine, California

Choreo Advisors is a wealth management firm based in Orange County, California, serving clients nationwide. The firm offers financial planning, tax planning, estate planning, and investment advisory services, with particular expertise in working with middle-market business owners on succession and transition planning. The team collaborates with CPAs, attorneys, and family offices and brings more than 25 years of combined experience in tax planning and wealth management.

Irvine, California

ClarityBridge provides exit planning and M&A advisory services exclusively for digital marketing agency founders across North America, Singapore, and Southeast Asia. The firm combines exit strategy planning, valuation assessment, value acceleration, and transaction guidance, with a track record of 20+ closed transactions over 7+ years in the sector. ClarityBridge offers a structured 12–36 month program called the Agency Exit Accelerator designed to increase agency valuation, build recurring revenue, reduce founder dependency, and prepare businesses for sale. The principal advisor is Esther, who manages client relationships throughout the sales process and buyer identification.

Irvine, California

Eight Oaks Financial, based in Irvine, California, provides financial planning and investment management to high-net-worth clients. Founded by Andy Chatham in the mid-1990s and partnered with LPL Financial, the firm operates under a fiduciary standard through fee-based advisory accounts. The team includes partners with combined experience spanning three decades, supported by staff holding Series 6, Series 7, Series 63, CFA, and insurance licenses. The firm's approach centers on a four-step planning process: introductory meetings to identify goals, fact-finding to understand financial complexity, recommendations addressing retirement, risk management and insurance, and ongoing progress meetings.

Irvine, California

Independent RIA

Index Fund Advisors, Inc. is an independent ria firm in Irvine, California. It acts as a fiduciary. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 4 Google reviews.

Irvine, California

KPP Financial Inc., based in Irvine, California, offers financial planning and investment management services built around individual client circumstances. The firm constructs personalized strategies across growth, balanced, and income-focused portfolios, with principals investing their own capital alongside clients. Services include direct indexing for tax efficiency, professional 401(k) management via Pontera, estate planning partnerships, and cashflow analysis designed to stress-test retirement sustainability. The firm also operates InvestTalk, a daily podcast covering market analysis and investment education.

Irvine, California

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Irvine, California. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 5 Google reviews.

Irvine, California

Michael Moises, Wealth Advisor - Skylight Financial & Insurance Solutions is an investment advisory firm in Irvine, California. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Irvine, California

Mike Valiente - Legacy & Wealth Finacial Advisors is an investment advisory firm in Irvine, California. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Irvine, California

Oakwood Wealth Partners is an investment advisory firm in Irvine, California. The office has a wheelchair-accessible entrance. The office is open five days a week.

Irvine, California

WealthWise Financial Services, based in Irvine, California, provides financial planning and wealth management services centered on aligning client values with financial strategy. Led by CEO Loreen Gilbert, the firm uses a three-part process: articulating client vision, assessing risk tolerance, and developing legacy plans. The firm employs a tactical investment approach with core and satellite portfolio construction and has received recognition as a Forbes Top Woman Wealth Advisor in 2021 and 2022.