Masler & Associates
“They are kind, attentive and gave my family great advice and tax results in a timely manner.”
Best Financial Advisors in Irvine, CA
24 firms listed · all 24 in Irvine · 4 open weekends · 23 rated 4.5+ · 9 show a license
Data verified November 6, 2026
BML Wealth Management
“If you are currently self-managing your portfolio, do yourself a favor and book a consultation just to understand the integrity and weight BML can bring to your financial future.”
Bharmal & Associates
“They respond to promptly and thouroughly to questions while providing good prices for their work”
John Stokes Financial
“Their ongoing support has been invaluable; they regularly check in with me, review my progress, and adjust the strategy as necessary to ensure I'm on the best path forward.”
Rescue One Financial
“Such a friendly company and highly recommend others to rescue one financial!”
Morrison Mediation
“Although the other party ultimately decided not to accept the settlement that we had agreed to, I am still grateful that we had John to guide us through the process.”
The 24 firms listed for Irvine, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Irvine, CA
All 24 firms we list here are in Irvine itself. We have 99 firms in Irvine on file; this page shows the highest-rated 24. The firms on this page are rated from 4.4 to 5.0 across 1,010 reviews; 7 have 50 or more reviews and 23 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "patient". 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are retirement planning (4), estate planning (3), investment management (3), financial planning (2) and tax planning (2). 9 show a license on their websites and 1 has a BBB rating of A or A+. 20 have ten or more years of experience, the longest 41 years. 3 offer a free initial consultation and 3 are family- or locally-owned. We have a website on file for 22 of the firms on this page; 20 publish a contact page; 16 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Irvine offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Kanani Advisory Group
“Me and my wife Fatemeh after being with our previous Annuity agent for a very long time, losing them left us feeling uncertain about where to turn reached out to Kanani advisory group, and the experience has been fantastic.”
Warren Street Wealth Advisors
“Great communication, always willing to help when needed and answer any questions we have.”
McCullough Financial
“Tony has done our taxes since the '80's and has always been so helpful.”
Olive Branch Financial
“Thank you Jean German for your help and dedication with so much love and intelligence”
SLD Financial
“As a client, SLD's team of knowledgeable, competent and caring financial professionals expertly guided me in finding solutions tailored to my specific needs and goals.”
Steve Newman, CPA
“He not only made the process smooth and stress-free but also saved me thousands by catching and correcting a mistake made by a previous accountant.”
KPP Financial
“We have invested with KPP for a number of years and are impressed with both the consistent results and our overall relationship with KPP team”
Jc&company
“Attorney John Cheong's explanation was very helpful, and after the consultation, I asked several questions via email, and the accountants in charge responded quickly.”
Maven Group Investment Strategies - Irvine HQ
“James is very knowledgeable about the current financial environment, he provides excellent explanations for his recommendations, he is patient and very personable.”
Sherpa Financial Advisors
Applied Financial Planning
“She was able to answer questions that I had been curious about for years and gave me several points of view depending on where I wanted to see my finances in the future.”
Marrick Wealth
“Not only has their knowledge and expertise been incredible but their kindness and support remarkable.”
Benefit Financial Services Group (Bfsg
“I have been with this company since 2004 and am so impressed with their services!!”
Brezden Wealth Advisors
Wealthwise Financial Services
“Time and again, during periods of market volatility, she reached out proactively to walk us through our position and keep us focused on our long-term strategy.”
Ray Valencia - Financial Planner
“He is patient, knows how to explain things in a way that someone who is not in the financial sector can easily understand.”
Benjamin R. Putman
“Very professional people always quick to respond to any questions I have.”
Pacific Crest Financial
“You don't need an attorney to draw up or amend a trust - Greg does it all and his prices are very reasonable.”
Why these companies made our list
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