Ways to browse advisors serving Irvine, CA

Pick a specialty or descriptor to browse more advisors serving Irvine, CA.

By how they work

Type	Advisors
Large-firm	5,181
Flat-fee	3,377
Seasoned	2,464
Independent	1,697
CFP®-certified	963

By who they serve

Type	Advisors
High-net-worth	1,410
Baby Boomer	94
Millennial	6
Gen X	3

Browse by specialty

Find advisors serving Irvine, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	4,651
Executive	2,759
Wealth management	2,727
Retired	2,277
Tax-loss harvesting	2,052
Retirement plans for business owners (SEP, solo 401k)	1,387
College savings (529s, UTMA, etc.)	996
Private / alternative investments	995
Active portfolio management	992
Retirement income strategy	867
General retirement planning	842
General estate planning guidance	698
ESG / Sustainable investing	679
Options & derivatives strategies	662
HENRY (High Earners, Not Rich Yet)	660
Mid-Career Professionals	618
Approaching retirement	606
Cash flow / budgeting	560
Annuities	504
Income planning	487
Charitable giving & philanthropy	461
Concentrated stock management	451
Equity compensation tax strategy	382
Real estate investing	346
Social Security optimization	344
Business exit / sale strategy	332
Passive / index investing	320
Divorce financial planning	196
Self-Employed	184
Multi-generational wealth transfer	183
Intergenerational Families	169
Business ownership considerations	164
Retirement withdrawal strategies	150
Attorney	139
General tax planning	124
Established Professionals	118
Financial Professional	107
Planning for children with special needs	105
Business succession planning	100
Women Professionals	82
Technology Professional	76
Divorced	70
Long-term care insurance	64
Parents	60
Values-based investing	49
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	36
Debt management	33
Tax strategies for small businesses	32
Retired	26
Factor investing / smart beta	23
Doctor or Medical Professional	22
Liquidity event planning	18
Women's Finance	18
Family Business	17
Business sale tax planning	16
Equity Recipients (RS/RSU, SOP, ESPP)	15
LGBTQIA	15
Business Financial Management	14
Life insurance needs analysis	14
Dentist	12
Young Families	12
Christian Faith Based	10
Educators, Teachers, and Academics	10
Medicare planning	10
Religious/faith focused	10
Entertainment Industry	9
Charitable giving tax strategies	8
Young Professionals	7
Engineering Professional	5
Dual Income Family	4
Cross-border / expatriate tax planning	3
Early retirement planning	3
Immigrants	3

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