Firms by city
Registered investment advisers in Irvine, CA
3 SEC-registered advisers headquartered in Irvine, listed by regulatory assets under management as reported on Form ADV.
3 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Capital Bank and TrustCRD 170017 | Irvine, CA | $250.98B | 0 | 588 |
| Pathway Capital ManagementCRD 108016 | Irvine, CA | $97.82B | 88 | 120 |
| Acorns AdvisersCRD 165926 | Irvine, CA | $13.39B | 14 | 8,158,329 |
Capital Bank and TrustCRD 170017$250.98B
- Headquarters
- Irvine, CA
- Advisory staff
- 0
- Clients
- 588
Pathway Capital ManagementCRD 108016$97.82B
- Headquarters
- Irvine, CA
- Advisory staff
- 88
- Clients
- 120
Acorns AdvisersCRD 165926$13.39B
- Headquarters
- Irvine, CA
- Advisory staff
- 14
- Clients
- 8,158,329
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Irvine on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.