Low Cost · Irvine
Cheap Financial Advisors in Irvine, CA — Best Prices
Compare financial advisors prices in Irvine to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of July 2026, RatingsNearMe ranks 15 financial advisors in Irvine, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Modern Wealth Law with a 4.9-star rating from 97 Google reviews and an RNM Score of 82/100. Also in the top tier: Pacific Financial and John Stokes Financial. The average rating across all listed financial advisors in Irvine is 4.9 stars from 25 reviews per business on average.
Financial advisors in Irvine typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Pacific Financial
Pacific Financial is a top-ranked firm with a strong reputation for comprehensive financial planning and personalized client service.
Most Reviewed
Edward Jones - Financial Advisor: Jason Jiang, CEPA®|AAMS®|CRPC™|CRPS™
Edward Jones, as a national firm, likely has a higher volume of client feedback, indicating broad trust and experience.
When choosing a financial advisor in Irvine, verify their credentials, read recent reviews, and ensure their fee structure and services align with your specific financial goals.
Local Market Snapshot
15
Businesses listed
4.9★
Avg rating
25
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by locals with a stellar 4.9★ rating from nearly 100 reviews.
2600 Michelson Dr Suite 950, Irvine, CA 92612, USARated 4.9 stars from 69 Google reviews, this Irvine financial advisor is highly trusted.
18851 Bardeen Ave #215, Irvine, CA 92612, USA5.0 stars from 43 Google reviews, reflecting exceptional client satisfaction.
2040 Main St Suite 570, Irvine, CA 92614, USAFinancial Advisors Rankings in Irvine, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Modern Wealth Law2600 Michelson Dr Suite 950, Irvine, CA 92612, USA | 4.9★ | 97 |
| #2 | Pacific Financial18851 Bardeen Ave #215, Irvine, CA 92612, USA | 4.9★ | 69 |
| #3 | John Stokes Financial2040 Main St Suite 570, Irvine, CA 92614, USA | 5.0★ | 43 |
| #4 | Kanani Advisory Group16440 Bake Pkwy # 150, Irvine, CA 92618, USA | 4.6★ | 38 |
| #5 | Pure Financial Advisors, LLC2020 Main St #690, Irvine, CA 92614, USA | 4.8★ | 33 |
| #6 | KPP Financial Inc.4 Park Plaza Suite 1010, Irvine, CA 92614, USA | 4.7★ | 29 |
| #7 | StrateFi Wealth Management18881 Von Karman Ave Suite 410, Irvine, CA 92612, USA | 5.0★ | 21 |
| #8 | Michael Moises, Wealth Advisor - Skylight Financial & Insurance Solutions2020 Main St Fl 10, Irvine, CA 92614, USA | 5.0★ | 10 |
| #9 | Clearview Wealth Management, LLC4 Venture suite 120, Irvine, CA 92618, USA | 5.0★ | 10 |
| #10 | Irvine Wealth Management9870 Research Dr, Irvine, CA 92618, USA | 5.0★ | 10 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Irvine
Trusted by clients, this Irvine financial advisor holds a strong 4.6-star rating from 38 reviews.
16440 Bake Pkwy # 150, Irvine, CA 92618, USA
Trusted financial advisor in Irvine with 4.8 stars from over 30 reviews.
2020 Main St #690, Irvine, CA 92614, USA
Consistently rated 4.7 stars from 29 Google reviews by local clients.
4 Park Plaza Suite 1010, Irvine, CA 92614, USA
Exceptional 5.0-star rating from 21 Google reviews for trusted financial guidance.
18881 Von Karman Ave Suite 410, Irvine, CA 92612, USA
5.0-star rating from 10 Google reviews for financial advising in Irvine.
2020 Main St Fl 10, Irvine, CA 92614, USA
5.0 stars from 10 reviews for a trusted Irvine financial advisor.
4 Venture suite 120, Irvine, CA 92618, USA
Exceptional 5.0-star rating from 10 Google reviews in Irvine, CA.
9870 Research Dr, Irvine, CA 92618, USA
Consistently rated 4.6 stars from 9 Google reviews for financial guidance in Irvine.
220 Progress #150, Irvine, CA 92618, USA
Trusted Irvine financial advisor with a perfect 5.0-star rating from 3 Google reviews.
4 Park Plaza STE 530, Irvine, CA 92614, USA
5.0 stars from 2 reviews, a perfect start for this Irvine financial advisor.
18881 Von Karman Ave Suite 1420, Irvine, CA 92612, USA
Earns a perfect 5.0-star rating from its initial Google reviews in Irvine.
9481 Irvine Center Dr, Irvine, CA 92618, USA
Exceptional 5.0-star rating from 7 Google reviews for trusted financial guidance.
3333 Michelson Dr #300, Irvine, CA 92612, USA
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Financial Advisors in Irvine, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Modern Wealth Law | 82/100 | 4.9 ★ | 97 |
| 2 | Pacific Financial | 80/100 | 4.9 ★ | 69 |
| 3 | John Stokes Financial | 79/100 | 5.0 ★ | 43 |
| 4 | Kanani Advisory Group | 71/100 | 4.6 ★ | 38 |
| 5 | Pure Financial Advisors, LLC | 74/100 | 4.8 ★ | 33 |
| 6 | KPP Financial Inc. | 72/100 | 4.7 ★ | 29 |
| 7 | StrateFi Wealth Management | 75/100 | 5.0 ★ | 21 |
| 8 | Michael Moises, Wealth Advisor - Skylight Financial & Insurance Solutions | 71/100 | 5.0 ★ | 10 |
| 9 | Clearview Wealth Management, LLC | 71/100 | 5.0 ★ | 10 |
| 10 | Irvine Wealth Management | 71/100 | 5.0 ★ | 10 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Irvine
What is a fiduciary financial advisor and why does it matter in Irvine?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Irvine, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Irvine?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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