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Top RIA Firms in Irvine, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Irvine, California. This hub covers 42 matching firms with $169.4B in total reported AUM and median AUM of $467.9M.
Firms
42
Matching current profiles
Total AUM
$169.4B
Reported regulatory AUM
Median AUM
$467.9M
Across firms with AUM
Largest firm
$97.8B
Pathway Capital Management, LP
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Pathway Capital Management, LP CRD 108016 · Limited Partnership | IRVINE, CA | $97.8B Mar 2026 | +$4.9B+5.2% | +$9.8B+11.1% | +$17.7B+22.0% | +$73.6B+304.2% | +15 employees+6.4% over 3Y | +14 accounts+13.1% over 3Y |
| 2. Acorns CRD 165926 · Limited Liability Company | IRVINE, CA | $13.4B Mar 2026 | +$5.2B+63.0% | +$7.1B+112.6% | +$10.0B+296.3% | — | -188 employees-38.4% over 3Y | -577,647 accounts-10.1% over 3Y |
| 3. Fpa Real Estate Advisers Group, LLC CRD 288195 · Limited Liability Company | IRVINE, CA | $8.0B Mar 2026 | +$282.3M+3.7% | +$29.8M+0.4% | +$1.5B+23.3% | — | +52 employees+89.7% over 3Y | -3 accounts-8.3% over 3Y |
| 4. Index Fund Advisors, INC. CRD 109143 · Corporation | IRVINE, CA | $5.9B Mar 2026 | +$600.5M+11.3% | +$992.0M+20.1% | +$1.9B+46.7% | +$4.5B+310.4% | +2 employees+4.2% over 3Y | +309 accounts+4.9% over 3Y |
| 5. Sabal Investment Advisors, LLC CRD 169572 · Limited Liability Company | IRVINE, CA | $5.8B Mar 2026 | +$2.6B+78.3% | +$4.7B+435.2% | +$4.8B+491.0% | — | +1 employees+6.7% over 1Y | +2 accounts+40.0% over 3Y |
| 6. First Foundation Advisors CRD 106075 · Corporation | IRVINE, CA | $5.1B May 2026 | -$382.2M-7.0% | +$78.4M+1.6% | +$136.9M+2.8% | +$3.2B+179.2% | -16 employees-23.2% over 3Y | -804 accounts-19.2% over 3Y |
| 7. Private Management Group INC CRD 104707 · Corporation | IRVINE, CA | $4.9B Apr 2026 | +$387.8M+8.6% | +$1.4B+39.7% | +$2.0B+67.5% | +$3.5B+249.7% | +6 employees+40.0% over 3Y | +910 accounts+14.6% over 3Y |
| 8. Rimrock Capital Management LLC CRD 120410 · Limited Liability Company | IRVINE, CA | $3.9B Apr 2026 | +$862.1M+28.8% | +$214.8M+5.9% | -$447.4M-10.4% | +$2.3B+152.8% | -7 employees-21.2% over 3Y | +1 accounts+4.8% over 3Y |
| 9. Avanath Capital Management, LLC CRD 172704 · Limited Liability Company | IRVINE, CA | $3.7B Apr 2026 | +$112.8M+3.1% | +$111.8M+3.1% | +$1.1B+42.5% | +$3.3B+678.8% | -13 employees-11.2% over 3Y | +2 accounts+18.2% over 3Y |
| 10. Trilogy Capital, INC. CRD 281597 · Corporation | IRVINE, CA | $3.2B Mar 2026 | +$1.3B+70.1% | +$1.6B+94.5% | +$2.0B+176.4% | — | +1 employees+1.4% over 3Y | +1,190 accounts+6.7% over 3Y |
| 11. Cooper Mcmanus CRD 111458 · Corporation | IRVINE, CA | $2.9B Feb 2026 | +$291.8M+11.4% | +$1.6B+120.0% | +$1.9B+188.3% | +$2.7B+1905.9% | +13 employees+32.5% over 3Y | +2,588 accounts+57.2% over 3Y |
| 12. Anfield Capital Management, LLC CRD 165211 · Limited Liability Company | IRVINE, CA | $2.2B Mar 2026 | +$727.9M+50.7% | +$754.5M+53.5% | +$730.0M+50.9% | +$2.1B+3121.2% | -1 employees-9.1% over 3Y | +104 accounts+13.3% over 3Y |
| 13. Benefit Financial Services Group CRD 143617 · Limited Liability Company | IRVINE, CA | $1.5B Mar 2026 | +$245.1M+19.0% | +$558.4M+57.2% | +$584.4M+61.5% | -$3.6B-70.2% | -1 employees-3.1% over 3Y | +311 accounts+15.7% over 3Y |
| 14. Apriem Advisors CRD 108188 · Corporation | IRVINE, CA | $1.5B Mar 2026 | +$257.2M+20.9% | +$624.3M+72.4% | +$610.5M+69.7% | +$1.1B+316.6% | +1 employees+6.3% over 3Y | +548 accounts+23.5% over 3Y |
| 15. Kairos CRD 161321 · Limited Liability Company | IRVINE, CA | $897.2M Mar 2026 | -$95.1M-9.6% | -$250.0M-21.8% | +$377.9M+72.8% | +$646.9M+258.4% | +2 employees+4.2% over 3Y | 0 accounts+0.0% over 3Y |
| 16. Gt Investment Partners, LP CRD 315867 · Limited Partnership | IRVINE, CA | $853.5M Mar 2026 | +$93.1M+12.2% | +$549.2M+180.5% | — | +$549.2M+180.5% | 0 employees+0.0% over 3Y | +3 accounts+75.0% over 3Y |
| 17. Tempus Wealth Planning, LLC CRD 285349 · Limited Liability Company | IRVINE, CA | $699.4M Mar 2026 | +$192.9M+38.1% | +$451.4M+182.1% | +$544.2M+350.8% | — | +2 employees+28.6% over 3Y | +807 accounts+85.5% over 3Y |
| 18. Three Arch Wealth Management LLC CRD 333733 · Limited Liability Company | IRVINE, CA | $662.4M Apr 2026 | — | — | — | — | +3 employees+150.0% over 1Y | — |
| 19. Warren Street Wealth Advisors, LLC CRD 173447 · Limited Liability Company | IRVINE, CA | $656.1M Mar 2026 | +$198.3M+43.3% | +$381.5M+138.9% | +$467.7M+248.2% | +$550.4M+520.6% | +3 employees+42.9% over 3Y | +482 accounts+61.0% over 3Y |
| 20. West Wealth Group, LLC CRD 316644 · Limited Liability Company | IRVINE, CA | $616.7M May 2026 | +$144.6M+30.6% | +$331.6M+116.3% | — | — | +26 employees+288.9% over 3Y | +1,039 accounts+60.9% over 3Y |
| 21. Preservation Equity Fund Advisors, LLC CRD 300968 · Limited Liability Company | IRVINE, CA | $502.9M Mar 2026 | +$84.0M+20.0% | +$323.3M+180.0% | — | +$323.3M+180.0% | +3 employees+37.5% over 3Y | +2 accounts+100.0% over 3Y |
| 22. Regents Park Funds, LLC CRD 284684 · Limited Liability Company | IRVINE, CA | $433.0M Mar 2026 | +$85.2M+24.5% | +$92.8M+27.3% | +$181.3M+72.0% | — | -1 employees-12.5% over 3Y | 0 accounts+0.0% over 3Y |
| 23. American Fundstars CRD 315860 · Limited Liability Company | IRVINE, CA | $332.7M Dec 2025 | +$109.8M+49.2% | +$227.0M+214.7% | — | +$227.0M+214.7% | +3 employees+27.3% over 3Y | +338 accounts+223.8% over 3Y |
| 24. Charles Fish Investments, INC. CRD 110445 · Corporation | IRVINE, CA | $331.3M Mar 2026 | -$10.7M-3.1% | +$33.0M+11.1% | +$11.8M+3.7% | -$310.9M-48.4% | 0 employees+0.0% over 3Y | -13 accounts-22.0% over 3Y |
| 25. Concord Investment Counsel CRD 107901 · Corporation | IRVINE, CA | $327.5M Jun 2025 | +$57.9M+21.5% | +$7.3M+2.3% | +$96.6M+41.8% | +$172.5M+111.3% | 0 employees+0.0% over 3Y | -76 accounts-14.2% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.