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Largest RIA Firms in Irvine, California by AUM
Explore registered investment advisers headquartered in Irvine, California, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 48 firms with $427.3B in total reported AUM and median AUM of $342.8M.
Firms
48
Matching current profiles
Total AUM
$427.3B
Reported regulatory AUM
Median AUM
$342.8M
Across firms with AUM
Largest firm
$257.0B
Capital Bank And Trust Company
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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. Capital Bank And Trust Company CRD 170017 · FEDERAL SAVINGS BANK | IRVINE, CA | $257.0B Oct 2026 | +$117.7B+84.5% | +$211.6B+465.8% | +$218.8B+572.2% | +$244.9B+2026.9% | -81 employees-43.3% over 3Y | +531 accounts+829.7% over 3Y |
| 2. Pathway Capital Management, LP CRD 108016 · Limited Partnership | IRVINE, CA | $97.8B Jun 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 |
| 3. Acorns CRD 165926 · Limited Liability Company | IRVINE, CA | $13.4B Aug 2026 | +$3.0B+29.0% | +$7.1B+112.6% | +$8.7B+182.6% | — | -188 employees-38.4% over 3Y | -577,647 accounts-10.1% over 3Y |
| 4. 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 |
| 5. 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 |
| 6. 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 |
| 7. First Foundation Advisors CRD 106075 · Corporation | IRVINE, CA | $5.1B Jul 2026 | -$382.2M-7.0% | +$78.4M+1.6% | +$136.9M+2.8% | +$3.2B+179.2% | -12 employees-17.4% over 3Y | -804 accounts-19.2% over 3Y |
| 8. Private Management Group INC CRD 104707 · Corporation | IRVINE, CA | $4.9B Jul 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 |
| 9. 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 |
| 10. 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 |
| 11. Trilogy Capital, INC. CRD 281597 · Corporation | IRVINE, CA | $3.2B Jul 2026 | +$576.7M+21.9% | +$1.6B+94.5% | +$1.8B+135.0% | — | +1 employees+1.4% over 3Y | +1,190 accounts+6.7% over 3Y |
| 12. Cooper Mcmanus CRD 111458 · Corporation | IRVINE, CA | $2.9B Oct 2026 | +$291.8M+11.4% | +$1.6B+120.0% | +$1.6B+136.3% | +$2.7B+1905.9% | +13 employees+32.5% over 3Y | +2,588 accounts+57.2% over 3Y |
| 13. 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 |
| 14. Benefit Financial Services Group CRD 143617 · Limited Liability Company | IRVINE, CA | $1.5B Jun 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 |
| 15. Apriem Advisors CRD 108188 · Corporation | IRVINE, CA | $1.5B Oct 2026 | +$254.6M+20.7% | +$621.7M+72.1% | +$607.8M+69.4% | +$1.1B+315.9% | +1 employees+6.3% over 3Y | +546 accounts+23.4% over 3Y |
| 16. 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 |
| 17. 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 |
| 18. 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 |
| 19. Three Arch Wealth Management LLC CRD 333733 · Limited Liability Company | IRVINE, CA | $662.4M Aug 2026 | +$159.4M+31.7% | — | — | — | 0 employees+0.0% over 1Y | +92 accounts+12.5% over 1Y |
| 20. 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 |
| 21. West Wealth Group, LLC CRD 316644 · Limited Liability Company | IRVINE, CA | $616.7M Sep 2026 | +$144.6M+30.6% | +$331.6M+116.3% | — | — | +26 employees+288.9% over 3Y | +1,039 accounts+60.9% over 3Y |
| 22. 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 |
| 23. Concord Investment Counsel CRD 107901 · Corporation | IRVINE, CA | $397.9M Jul 2026 | +$70.4M+21.5% | +$128.3M+47.6% | +$95.4M+31.5% | +$242.9M+156.8% | 0 employees+0.0% over 3Y | -64 accounts-12.3% over 3Y |
| 24. Validex Global Investing CRD 166575 · Limited Liability Company | IRVINE, CA | $352.9M Aug 2026 | +$48.1M+15.8% | +$131.1M+59.1% | +$133.7M+61.0% | — | 0 employees+0.0% over 3Y | +1,459 accounts+20842.9% over 3Y |
| 25. 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 |
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 sufficient historical filing data is unavailable for the lookback period.