Masler & Associates
“As a US citizen living in Australia for over 12 years, its nice to have an international tax accountant respond to your email within 24 hours and provide you with timely advice.”
Best Financial Advisors in Irvine, CA
24 firms listed · all 24 in Irvine · 4 open weekends · 21 rated 4.5+ · 8 show a license
Data verified October 18, 2026
Udirect IRA Services
“Derexa Anstead especially, has been such a great support person and it is her experience and knowledge that has kept me aligned with any compliance issues that have come up.”
Bharmal & Associates
“They stay on top of filing and extensions to make sure you are never late.”
Rescue One Financial
“Thank you, Rescue One Financial, for your exceptional service and successful outcome!”
Morrison Mediation
“I also appreciated how he helped us understand what to expect which is truly helpful in reducing the anxiety that can exist in these delicate situations.”
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.”
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. 22 of the firms on this page have a rating, from 4.4 to 5.0 across 787 reviews; 6 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), quality (64%) and responsiveness (64%). 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 estate planning (4), retirement planning (4), financial planning (3), investment management (2) and tax planning (2). 8 show a license on their websites and 2 have 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 2 are family- or locally-owned. 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 firms listed for Irvine take financial planning bookings online?
5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Kanani Advisory Group
“They are easy to work with, friendly, knowledgeable and always looking out for their clients best interests.”
John Stokes Financial
“I strongly recommend giving him a call if you have questions about your financial future.”
Olive Branch Financial
“He walked me through the entire process very nice and clear, answered all of my questions and my wife's.”
McCullough Financial
“Tax season can be daunting and carving out time to break away from my busy work days are always tough, but having Mike Mc Cullough as my go to, honestly makes the process seamless & easy.”
Steve Newman, CPA
“He was able to answer every question I had, gave great and easy to understand suggestions and just generally made my time as a small business owner easier!”
Maven Group Investment Strategies - Irvine HQ
“They manage both my personal retirement fund AND my business 401k and I couldn't be happier.”
Benefit Financial Services Group (Bfsg
“I have been with this company since 2004 and am so impressed with their services!!”
Brezden Wealth Advisors
Applied Financial Planning
“I've always gotten great treatment and everything about my taxes is thoroughly vetted and explained.”
Eight Oaks Financial
“They have done an oustanding job understanding my financial situation, listening to my needs and my hopes for retirement.”
Ray Valencia - Financial Planner
“Thanks to his understanding of my financial needs, I am confident in my present and future financial wellness.”
Benjamin R. Putman
“Very professional people always quick to respond to any questions I have.”
Provence Wealth Management Group
“They helped me strategize a plan based on my goals that incorporate retirement planning, tax strategies, and even unique healthcare solutions to help maximize my finances.”
Hall Wealth Management Group
Magnum Wealth Management
Pacifica Wealth Advisors
Precision Wealth
Alpha Cubed Investments
“Best Money Managers I have found in my 25 years of overseeing my assets.........”
Why these companies made our list
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