Ways to browse Large-firm advisors serving Irvine, CA

Pick a specialty to browse more Large-firm advisors serving Irvine, CA.

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	3,970
Executive	2,482
Wealth management	2,169
Retired	2,038
Tax-loss harvesting	1,814
Retirement plans for business owners (SEP, solo 401k)	1,017
College savings (529s, UTMA, etc.)	810
General retirement planning	664
Retirement income strategy	663
HENRY (High Earners, Not Rich Yet)	633
Active portfolio management	619
Mid-Career Professionals	600
General estate planning guidance	578
Approaching retirement	576
Private / alternative investments	575
ESG / Sustainable investing	510
Cash flow / budgeting	414
Income planning	394
Equity compensation tax strategy	358
Annuities	347
Charitable giving & philanthropy	342
Social Security optimization	314
Business exit / sale strategy	245
Concentrated stock management	188
Divorce financial planning	184
Multi-generational wealth transfer	174
Intergenerational Families	169
Self-Employed	167
Real estate investing	145
Passive / index investing	141
Attorney	137
Retirement withdrawal strategies	130
Established Professionals	109
Planning for children with special needs	104
Options & derivatives strategies	99
Business ownership considerations	97
Financial Professional	94
Women Professionals	79
Business succession planning	69
Divorced	69
Values-based investing	39
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	34
General tax planning	18
Long-term care insurance	18
Women's Finance	18
LGBTQIA	15
Educators, Teachers, and Academics	9
Equity Recipients (RS/RSU, SOP, ESPP)	9

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