Vault-13

Managers in Irvine, CA

United States · 221 asset managers within 25 km (71 in Irvine itself) · 291 wealth managers, banks and others

IrvineLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachLake ForestCorona Del MarLaguna BeachOrange
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Newport Beach, CA 98 · Costa Mesa, CA 11 · Laguna Beach, CA 6 · Aliso Viejo, CA 6 · Long Beach, CA 6 · Corona Del Mar, CA 5 · Covina, CA 5 · Dana Point, CA 4 · Tustin, CA 3 · Santa Ana, CA 3 · Lake Forest, CA 3 · Laguna Hills, CA 3

Asset managers in and around Irvine

#Manager People here Assets Visa salary
151 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Newport Beach MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
152 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Newport Beach NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn
153 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Irvine EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn office $763.4bn
154 WELLS FARGO & COMPANY/MN wealth · Irvine WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
155 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Irvine RBC Rochdale, LLC · 23 related pages $590.8bn office $590.8bn
156 Fisher Asset Management, LLC wealth · Irvine FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
157 HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Irvine HSBC SECURITIES USA INC · 12 related pages $260.2bn office $260.2bn
158 CAPITAL BANK AND TRUST COMPANY futures · Irvine $251.0bn office $251.0bn
159 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Newport Beach, Irvine STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn 2 offices $197.5bn
160 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Irvine Cerity Partners LLC · 4 related pages $161.7bn office $161.7bn
161 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Irvine Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
162 Canadian Imperial Bank of Commerce wealth, bank or insurer · Newport Beach CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
163 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Newport Beach OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
164 ALLSTATE CORP structured credit, wealth · Tustin ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
165 Acorns Advisers, LLC Irvine $15.3bn based here $15.3bn
166 A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Newport Beach A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn office $2.9bn
167 Alpha Cubed Investments, LLC Costa Mesa $2.9bn based here $2.9bn
168 First American Financial Corp Santa Ana FIRST AMERICAN TRUST, FSB, First American Financial Corp, First American Home Warranty Corp $1.7bn based here $1.7bn
169 Corient Capital Partners, LLC Newport Beach $1.3bn based here $1.3bn
170 Golden State Wealth Management, LLC Santa Ana $1.1bn based here $1.1bn
171 Three Arch Wealth Management LLC Irvine $651.9m based here $651.9m
172 Towneley Capital Management, Inc / DE Laguna Hills $509.5m based here $509.5m
173 Weaver Consulting Group Huntington Beach $487.7m based here $487.7m
174 Anfield Capital Management, LLC Irvine $363.5m based here $363.5m
175 Ducere Wealth Management LLC Newport Beach $332.6m based here $332.6m
176 Mosley Wealth Management Anaheim $314.3m based here $314.3m
177 TCFG Investment Advisors, LLC Laguna Niguel $296.8m based here $296.8m
178 Orange County Employees Retirement System asset owner · Santa Ana $279.6m based here $279.6m
179 Clarity Capital Partners LLC Newport Beach $279.4m based here $279.4m
180 PAN GLOBAL ADVISERS, LLC Newport Beach $270.5m office $270.5m
181 TCFG WEALTH MANAGEMENT, LLC Laguna Niguel $267.5m based here $267.5m
182 Flatrock Wealth Partners LLC Newport Beach $254.6m based here $254.6m
183 Signature Resources Capital Management, LLC Newport Beach $253.6m based here $253.6m
184 Pavion Blue Capital, LLC Newport Beach $248.4m based here $248.4m
185 EHRLICH FINANCIAL GROUP Laguna Niguel $194.4m based here $194.4m
186 ES4, LLC Newport Beach $190.4m based here $190.4m
187 WC Walker & Associates, Inc. Fullerton $188.8m based here $188.8m
188 PROVENCE WEALTH MANAGEMENT GROUP Irvine $186.1m based here $186.1m
189 Clearview Wealth Management LLC Irvine $155.6m based here $155.6m
190 Sun Group Wealth Partners Irvine $146.6m based here $146.6m
191 Anchor Capital Management Group Inc Aliso Viejo $145.1m based here $145.1m
192 marrick wealth, LLC Irvine $140.8m based here $140.8m
193 FELL CAPITAL MANAGEMENT /ADV Newport Beach $118.7m based here $118.7m
194 Boyer Financial Services, Inc. Newport Beach $118.4m based here $118.4m
195 Crystal Cove Asset Management, LLC Newport Beach $91.7m based here $91.7m
196 CROSSPOINT FINANCIAL, LLC Tustin $43.7m based here $43.7m
197 PATHWAY CAPITAL MANAGEMENT, LP Irvine $23.9m based here $23.9m
198 Sapience Investments, LLC Irvine $771.9k based here $771.9k
199 ANKONA MANAGEMENT, LLC venture · Newport Beach office
200 ARCANO CAPITAL ADVISORS, S.L. private equity · Newport Beach ARCANO CAPITAL USA, INC. · 2 related pages office

221 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.