| U.S. Bank - Private Wealth Advisor: Matt Grossbard |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94953xxxx6 |
aar************@u*****.com |
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345336 |
5428 |
348000 |
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| DJM Financial Wealth Management & Insurance Services |
18575 Jamboree Rd #400, Irvine, CA 92612 |
|
94962xxxx0 |
car**************@n*.com |
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112 |
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119 |
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| Jorey Bernstein Private Wealth Management |
660 Newport Center Dr Suite 470, Newport Beach, CA 92660 |
|
31096xxxx9 |
jor**@b*****************************.com |
5 |
3 |
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| Voorhees Wealth Management Group |
520 Newport Center Dr, Newport Beach, CA 92660 |
|
94925xxxx5 |
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5 |
1 |
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| Advanced Planning Wealth Management Group |
4770 Campus Dr Ste 210, Newport Beach, CA 92660 |
|
94950xxxx0 |
ada*@t*********.org |
4.7 |
15 |
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53 |
9 |
57 |
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| Mile Wealth Management |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94944xxxx0 |
inf*@m*********.com |
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| Luminate Wealth Management and Insurance Services |
18575 Jamboree Rd #400, Irvine, CA 92612 |
|
94962xxxx7 |
ang**************@n*.com |
5 |
3 |
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| Risk Management Advisors, Inc. |
2040 Main St #450, Irvine, CA 92614 |
|
56247xxxx6 |
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| Atlas Wealth Management Group, LLC |
2372 Morse Ave Ste 100, Irvine, CA 92614 |
|
88847xxxx5 |
inf*@a*******.com |
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35 |
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| Wealth Management Solutions, Llc |
4000 Macarthur Blvd Ste 600, Newport Beach, CA 92660 |
|
94947xxxx0 |
inf*@w******.com |
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58 |
4 |
62 |
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| Confluence Wealth Management Group - Ameriprise Financial Services, LLC |
780 Roosevelt Ste 214, Irvine, CA 92620 |
|
90939xxxx9 |
dns*****@a***.com |
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| marrick wealth |
2211 Michelson Dr #545, Irvine, CA 92612 |
|
94925xxxx0 |
adv*****@m************.com |
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| Sagemark Consulting |
18400 Von Karman Ave STE 400, Irvine, CA 92612 |
|
94947xxxx3 |
jac***********@l**.com |
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| Western Capital Advisors - Ameriprise Financial Services, LLC |
2020 Main St Ste 250, Irvine, CA 92614 |
|
94933xxxx7 |
mic***********@a***.com |
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| Daniel Acevedo - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94934xxxx4 |
acc**********@m************.com |
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| Commonwealth Financial Network |
20 Corporate Park #150, Irvine, CA 92606 |
|
94933xxxx0 |
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1.8 |
5 |
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| Yvan Cao - Raymond James |
4675 MacArthur Ct, Newport Beach, CA 92660 |
|
94957xxxx2 |
joh******@y******************.com |
5 |
6 |
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199 |
5 |
205 |
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| Spectrum Wealth Management Llc |
9911 Irvine Center Dr STE 100, Irvine, CA 92618 |
|
94950xxxx0 |
ben@s********************.com |
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| Jerris Wealth Management Group |
5 Corporate Park #270, Irvine, CA 92606 |
|
94986xxxx7 |
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| Travis Combe - Financial Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94966xxxx5 |
dan***********@a***.com |
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68 |
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66 |
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| Cardinal Point Wealth Management, LLC |
19200 Von Karman Ave, Irvine, CA 92612 |
|
94991xxxx4 |
bra*****@c******************.com |
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446 |
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| Compak Asset Management |
1801 Dove St, Newport Beach, CA 92660 |
|
80038xxxx0 |
bhu****@c*****.com |
4.1 |
7 |
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| Val Chris Investments |
2601 Main St #400, Irvine, CA 92614 |
|
94925xxxx0 |
ann****@v********.com |
4.7 |
150 |
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384 |
7 |
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| Pure Financial Advisors, LLC |
2020 Main St #690, Irvine, CA 92614 |
|
94977xxxx0 |
abb********@p************.com |
3.7 |
3 |
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1668 |
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1700 |
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| Capital Wealth Management |
19600 Fairchild, Irvine, CA 92612 |
|
80043xxxx0 |
smc*****@w********.com |
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5 |
32 |
341 |
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340 |
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| Tempus Wealth Planning |
100 Spectrum Center Dr Suite 1070, Irvine, CA 92618 |
|
94939xxxx5 |
cca****@t*******.com |
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108 |
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107 |
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| Jordan Leonard - TIAA Wealth Management Advisor |
19200 Von Karman Ave 4th floor, Irvine, CA 92612 |
|
87720xxxx0 |
acc**********@t***.org |
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90946 |
525 |
91000 |
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| Emerald Wealth Management, Inc. |
5000 Birch St suite 3000, Newport Beach, CA 92660 |
|
80022xxxx7 |
jan*****@e****************.com |
5 |
2 |
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| U.S. Bank - Private Wealth Advisor: Tim Henderson |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94986xxxx1 |
aar************@u*****.com |
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345337 |
5428 |
348000 |
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| Benefit Financial Services Group (BFSG, LLC) |
2040 Main St # 720, Irvine, CA 92614 |
|
88872xxxx8 |
adm**@b***.com |
5 |
1 |
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21 |
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25 |
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| Brezden Wealth Advisors |
18400 Von Karman Ave STE 400, Irvine, CA 92612 |
|
94947xxxx7 |
inf*@b********************.com |
5 |
1 |
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| TSG Wealth Management |
18800 Von Karman Ave Ste B, Irvine, CA 92612 |
|
94950xxxx0 |
dmi************@t****.com |
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| Certus Wealth Advisors |
2040 Main St #175, Irvine, CA 92614 |
|
94986xxxx3 |
cl**@c*******************.com |
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| Clarity Wealth Management |
16440 Bake Pkwy #100, Irvine, CA 92618 |
|
94957xxxx3 |
ant***************@c************.net |
5 |
2 |
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146 |
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171 |
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| Anchor Wealth Management, LLC |
9891 Irvine Center Dr # 170, Irvine, CA 92618 |
|
94998xxxx2 |
hos*******@1****.com |
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| Liang & Quinley Wealth Management |
7700 Irvine Center Dr #540, Irvine, CA 92618 |
|
94974xxxx8 |
chr**********@l**.com |
5 |
2 |
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| Blue Trust | Orange County Financial Advisors |
20 Pacifica suite 560, Irvine, CA 92618 |
|
94940xxxx0 |
aar********@b********.com |
5 |
13 |
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176 |
12 |
263 |
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| Hexeum Capital | Financial Advisors, Wealth Management, Insurance Services |
5000 Birch St W uite 3000, Newport Beach, CA |
|
32338xxxx2 |
inf*@h************.com |
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| Kairos Investment Management Co LLC |
18101 Von Karman Ave #1100, Irvine, CA 92612 |
|
94970xxxx8 |
a@k***.com |
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| WealthWise Financial Services |
9070 Irvine Center Dr Ste 230, Irvine, CA 92618 |
|
94974xxxx7 |
car****@w******************.com |
5 |
2 |
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339 |
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| Golden State Wealth Management |
201 Sandpointe Ave #460, Santa Ana, CA 92707 |
|
86627xxxx3 |
ash**********@t**************.com |
4 |
4 |
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| Ying Wang - Financial Advisor, Ameriprise Financial Services, LLC |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx7 |
dns*****@a***.com |
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| Jeremy Vernon Combe - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94966xxxx0 |
dan***********@a***.com |
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| U.S. Bank - Private Wealth Advisor: Alice Hsu |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94986xxxx9 |
aar************@u*****.com |
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|
345336 |
5428 |
348000 |
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| Wells Fargo Advisors Financial Network, Irvine Spectrum |
300 Spectrum Center Dr, Irvine, CA 92618 |
|
87790xxxx2 |
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| Stifel Linas Flood Wealth Advisory Group |
400 Spectrum Center Dr Suite 2000, Irvine, CA 92618 |
|
94927xxxx0 |
jam******@s*****.com |
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| Oc Wealth Advisors |
3200 El Camino Real #220, Irvine, CA 92602 |
|
71438xxxx7 |
san*********@l**.com |
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| EP Wealth Advisors |
18301 Von Karman Ave #1050, Irvine, CA 92612 |
|
94926xxxx0 |
ab@e*******.com |
5 |
1 |
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1162 |
28 |
1200 |
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| Chamberlain Group |
2050 Main St # 950, Irvine, CA 92614 |
|
94955xxxx3 |
aah********@c*******.com |
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| Vatreni |
2211 Michelson Dr, Irvine, CA 92612 |
|
94963xxxx0 |
dke****@v******.com |
4.2 |
5 |
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| Precision Wealth |
9890 Research Dr # 200, Irvine, CA 92618 |
|
94920xxxx0 |
cco******@p**************.com |
5 |
1 |
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| U.S. Bank - Private Wealth Advisor: Zjamahl Fain |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94986xxxx4 |
aar************@u*****.com |
|
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|
345367 |
5428 |
348000 |
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| Insight Wealth Strategies, Lp |
100 Pacifica, Irvine, CA 92618 |
|
94945xxxx1 |
gro*@i**************.com |
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| Joshua Buttrey - Northwestern Mutual |
18575 Jamboree Rd #200, Irvine, CA 92612 |
|
94986xxxx0 |
adm*******@c*****.com |
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| OWL Wealth Management - Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94986xxxx0 |
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| Capital Wealth Management |
19600 Fairchild Rd #140, Irvine, CA 92612 |
|
80043xxxx0 |
|
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| Wells Fargo Advisors |
400 Spectrum Center Dr Suite 2160, Irvine, CA 92618 |
|
94926xxxx0 |
a-w***************@w*****************.com |
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188268 |
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189000 |
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| Provence Wealth Management Group |
18101 Von Karman Ave, Irvine, CA 92612 |
|
94922xxxx0 |
all**@p***.com |
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| Jason Shirk - Financial Advisor, Ameriprise Financial Services, LLC |
2020 Main St Ste 250, Irvine, CA 92614 |
|
94966xxxx8 |
jas**********@a***.com |
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| Atlas Private Wealth Advisors |
18100 Von Karman Ave #850, Irvine, CA 92612 |
|
94924xxxx8 |
inf*@a*******.com |
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| Hamy Sharifi - Private Client Advisor |
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660 |
|
94979xxxx3 |
aab****@b************.com |
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40846 |
177 |
41000 |
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| Edward Jones - Financial Advisor: Jason Jiang, CEPA®|AAMS™|CRPC™|CRPS™ |
18200 Von Karman Ave Suite 560, Irvine, CA 92612 |
|
94975xxxx3 |
a.j*********@e**********.com |
5 |
3 |
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87586 |
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100000 |
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| JJ Meis - Bank of the West Wealth Management Advisor |
18022 Culver Dr, Irvine, CA 92612 |
|
94930xxxx4 |
aab****@b************.com |
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3 |
1062 |
98485 |
1600 |
99000 |
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| Merrill Lynch Financial Advisor Andrew Hong |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94985xxxx3 |
ale*********@m*.com |
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| Infinite Wealth Financial & Insurance Services |
2020 Main St 10th Floor, Irvine, CA 92614 |
|
94979xxxx4 |
ale*@i**********************.com |
5 |
1 |
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1239 |
143 |
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| Alston International |
2323 Main St, Irvine, CA 92614 |
|
94988xxxx9 |
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1 |
1 |
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| Stratos CA |
2040 Main St, Irvine, CA 92614 |
|
94940xxxx3 |
inf*@s********.com |
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| The Spectrum Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94980xxxx1 |
acc**********@m************.com |
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| Peggy Reid, MBA, CFS - Cetera |
17500 Red Hill Ave #230, Irvine, CA 92614 |
|
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peg*******@c*************.com |
5 |
1 |
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| Tina Chou - Financial Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94966xxxx0 |
dan***********@a***.com |
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| Merrill Lynch Financial Advisor Haley S Behm |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94959xxxx1 |
ari*********@m*.com |
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| Apriem Advisors |
19200 Von Karman Ave #1050, Irvine, CA 92612 |
|
94925xxxx8 |
and***@a*****.com |
5 |
2 |
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280 |
36 |
304 |
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| Walden Wealth Management, LLC |
2082 Michelson Dr Ste 103, Irvine, CA 92612 |
|
94982xxxx7 |
coo***@w**************.com |
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| Purus Wealth Management |
4675 MacArthur Ct # 770, Newport Beach, CA 92660 |
|
94935xxxx0 |
inf*@p******.com |
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121 |
14 |
124 |
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| Irvine Advisors LLC |
9940 Research Dr # 200, Irvine, CA 92618 |
|
94982xxxx0 |
ash*****@e************.com |
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| Odyssey Wealth Design |
18400 Von Karman Ave Suite 550, Irvine, CA 92612 |
|
94947xxxx2 |
ana******@l**.com |
|
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137 |
4 |
138 |
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| Grace Wealth Management Group, Inc. |
19782 MacArthur Blvd #320, Irvine, CA 92612 |
|
94963xxxx0 |
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| Wealth Management Strategies |
2050 Main St #520, Irvine, CA 92614 |
|
94983xxxx2 |
acg********@w********.com |
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| Eric Gallinger - Stratos Wealth Partners |
2040 Main St #175, Irvine, CA 92614 |
|
94940xxxx9 |
ega*******@s********.com |
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| Kottmeier Wealth Management Group - UBS Financial Services Inc. |
20 Pacifica Suite 1500, Irvine, CA 92618 |
|
94945xxxx7 |
abc*******@u**.com |
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| Northwestern Mutual - Irvine |
18575 Jamboree Rd #400, Irvine, CA 92612 |
|
21324xxxx6 |
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| Luminate Wealth Management And Insurance Services |
18575 Jamboree Rd, Irvine, CA 92612 |
|
94962xxxx7 |
ang**************@n*.com |
5 |
3 |
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| Peter Christenson - Financial Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94997xxxx4 |
dns*****@a***.com |
5 |
1 |
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54 |
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56 |
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| Wealth Teams Solutions |
15520 Rockfield Blvd, Irvine, CA 92618 |
|
87728xxxx8 |
|
5 |
1 |
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| PNC Private Bank |
2020 Main St # 950, Irvine, CA 92614 |
|
88876xxxx6 |
aar******@p**.com |
5 |
1 |
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351712 |
9156 |
354000 |
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| Donald E Torres - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2600 Michelson Dr # 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
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| Magnum Wealth Management |
9070 Irvine Center Dr Suite 100, Irvine, CA 92618 |
|
94988xxxx0 |
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| Providence Wealth Management Group - Ameriprise Financial Services, LLC |
2600 Michelson Dr #1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
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| Mariner |
5000 Birch St W uite 367, Newport Beach, CA 92660 |
|
85734xxxx8 |
aar********@m********************.com |
5 |
1 |
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| Beyond Wealth Management, LLC |
15615 Alton Pkwy # 100, Irvine, CA 92618 |
|
94965xxxx9 |
dat*****************@i****.de |
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| Kinkead Wealth Management |
8001 Irvine Center Dr, Irvine, CA 92618 |
|
94933xxxx9 |
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| Sullivan Wealth Management Group |
895 Dove St #300, Newport Beach, CA 92660 |
|
85547xxxx2 |
bra**********@s**********.com |
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| Financial Strategies - Wealth Management Group |
6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707 |
|
71436xxxx4 |
bla******@f****.com |
5 |
1 |
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| C3 Private Wealth Advisors - Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94966xxxx0 |
c3p********************@a***.com |
|
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| Modern Wealth Law |
2600 Michelson Dr Suite 950, Irvine, CA 92612 |
|
94937xxxx3 |
atr**@m**************.com |
5 |
69 |
|
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5 |
8 |
322 |
2 |
323 |
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| First Foundation Advisors |
18101 Von Karman Ave #700, Irvine, CA 92612 |
|
94947xxxx0 |
ada*@f*****************.com |
|
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| Northwestern Mutual - Brett Bissell |
18575 Jamboree Rd #400, Irvine, CA 92612 |
|
94962xxxx6 |
web******@n*****************.com |
1 |
1 |
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| Raymond Wesley Wealth Management |
4 Venture, Irvine, CA 92618 |
|
94955xxxx0 |
gra*********@r************.com |
|
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16 |
2 |
20 |
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| Bridge Financial Management |
4343 Von Karman Ave Suite 250, Newport Beach, CA 92660 |
|
94922xxxx2 |
dpi******@m**************.com |
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| Wells Fargo Advisors |
5 Park Plaza, Irvine, CA 92614 |
|
94975xxxx3 |
ant***********@w*****************.com |
5 |
1 |
|
|
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|
188908 |
|
190000 |
|
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|
| Merrill Lynch Financial Advisor Bryan Peterson |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94985xxxx1 |
ari*********@m*.com |
|
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|
| Provence Wealth Management Group |
9481 Irvine Center Dr, Irvine, CA 92618 |
|
94922xxxx0 |
all**@p***.com |
5 |
1 |
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| Caps Management |
2081 Business Center Dr # 140, Irvine, CA 92612 |
|
94947xxxx1 |
|
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| T&T Capital Management |
2211 Michelson Dr, Irvine, CA 92612 |
|
80588xxxx0 |
cam**********@t***************.com |
4 |
1 |
|
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5 |
11 |
|
|
208 |
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| Cooke Wealth Management, LLC |
18881 Von Karman Ave Suite 1420, Irvine, CA 92612 |
|
94972xxxx0 |
bar****@c******.com |
5 |
2 |
|
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|
112 |
|
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|
| Tunney Wealth Management - UBS Financial Services Inc. |
20 Pacifica Suite 1500, Irvine, CA 92618 |
|
94945xxxx6 |
abc*******@u**.com |
|
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| MST Financial Wealth Management - Northwestern Mutual |
18575 Jamboree Rd, Irvine, CA 92612 |
|
94986xxxx3 |
ash******************@n*.com |
|
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|
| Paulson Investment Co Inc |
2600 Michelson Dr suite 1700, Irvine, CA 92612 |
|
94985xxxx1 |
aca********@p****************.com |
|
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|
| Spinnaker Investment Group, LLC |
4100 MacArthur Blvd STE 120, Newport Beach, CA 92660 |
|
94939xxxx0 |
and***@s**********.com |
4.2 |
5 |
|
|
|
|
620 |
71 |
645 |
|
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|
| Trilogy Financial Services |
2601 Main St STE 100, Irvine, CA 92614 |
|
94922xxxx5 |
aar**********@t********.com |
|
|
|
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|
|
4153 |
|
4100 |
|
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|
| Irvine, CA Branch Office - UBS Financial Services Inc. |
20 Pacifica Suite 1500, Irvine, CA 92618 |
|
94945xxxx0 |
abc*******@u**.com |
|
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| Adrian Zuloaga - Morgan Stanley Financial Advisor |
1901 Main St Ste 700, Irvine, CA 92614 |
|
94980xxxx5 |
acc**********@m************.com |
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| Hexeum Capital | Financial Advisors, Wealth Management, Insurance Services |
5000 Birch St tower suite 3000, Newport Beach, CA 92660 |
|
32338xxxx2 |
d_4****@y****.com |
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| Maven Group Investment Strategies - Irvine HQ |
530 Technology Dr Suite 100, Irvine, CA 92618 |
|
94956xxxx9 |
han***@m**********.com |
5 |
12 |
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5 |
8 |
151 |
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168 |
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| Becker Wealth Management LLC |
19800 MacArthur Blvd #300, Irvine, CA 92612 |
|
94972xxxx5 |
ste****@b************************.com |
5 |
1 |
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| True Legacy Wealth Management, LLC |
15520 Rockfield Blvd Ste. G, Irvine, CA 92618 |
|
94943xxxx7 |
18f*************************************@w*****************.com |
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| Merrill Lynch Wealth Management |
4500 Barranca Pkwy, Irvine, CA 92604 |
|
94978xxxx3 |
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1 |
1 |
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| Justtini Aliaga - TIAA Wealth Management Advisor |
19200 Von Karman Ave 4th floor, Irvine, CA 92612 |
|
87720xxxx0 |
acc******************@t***.org |
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90946 |
525 |
91000 |
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| Silversage Advisors |
19200 Von Karman Ave STE 370, Irvine, CA 92612 |
|
88896xxxx0 |
dsa***@s*****************.com |
5 |
1 |
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| StrateFi Wealth Management |
18881 Von Karman Ave Suite 410, Irvine, CA 92612 |
|
94934xxxx1 |
dou*@s*************.com |
5 |
20 |
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352 |
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345 |
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| Eight Oaks Financial |
2201 Dupont Dr Suite 810, Irvine, CA 92612 |
|
94966xxxx3 |
and*@e*****************.com |
5 |
7 |
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| Newport Wealth Advisors |
4695 MacArthur Ct #1100, Newport Beach, CA 92660 |
|
87769xxxx7 |
bwe***@n********************.com |
3.8 |
4 |
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| Churchill Management Group - Irvine |
19200 Von Karman Ave #400, Irvine, CA 92612 |
|
94991xxxx8 |
ach*@c******************.com |
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221 |
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| Merrill Lynch Wealth Management |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94985xxxx0 |
ale*********@m*.com |
4 |
4 |
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| Mission Wealth |
1 Park Plaza Suite 600-B, Irvine, CA 92614 |
|
94928xxxx0 |
ach****@m************.com |
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| Fellows Wealth Management |
100 Spectrum Center Dr Ste 900, Irvine, CA 92618 |
|
94937xxxx6 |
geo**@f**********************.com |
4 |
1 |
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4 |
6 |
| Rodriquez Wealth Management |
4340 Von Karman Ave Suite 101, Newport Beach, CA 92660 |
|
94968xxxx1 |
cat**@r**********.com |
5 |
1 |
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| Northwestern Mutual - Scott Gajda |
18575 Jamboree Rd, Irvine, CA 92612 |
|
94962xxxx8 |
web******@n*****************.com |
5 |
1 |
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| Private Wealth Management | U.S. Bank |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94944xxxx1 |
aar************@u*****.com |
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344746 |
4754 |
346000 |
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| Ovisto Wealth Management |
2050 Main St Suite 1300, Irvine, CA 92614 |
|
94982xxxx1 |
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| Becker Wealth Management LLC |
19800 Macarthur Blvd, Irvine, CA 92612 |
|
94972xxxx5 |
ste****@b************************.com |
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| J W Mitchell Investment |
2 Corporate Park #108, Irvine, CA 92606 |
|
94997xxxx9 |
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| Irvine Wealth Management |
9870 Research Dr, Irvine, CA 92618 |
|
94978xxxx8 |
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5 |
9 |
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| Insight Wealth Strategies |
18400 Von Karman Ave Ste 450, Irvine, Ca 92612 |
|
80087xxxx5 |
agr***@i*************.com |
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116 |
4 |
132 |
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| Wealth Management Solutions. LLC |
East Tower, 4000 MacArthur Blvd, Newport Beach, CA 92660 |
|
94947xxxx0 |
inf*@w******.com |
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58 |
4 |
62 |
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| Select Advisors Institute, LLC |
5151 California Ave, Irvine, CA 92617 |
|
94920xxxx3 |
amy@s**************.com |
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| Private Management Group |
15635 Alton Pkwy #400, Irvine, CA 92618 |
|
94975xxxx0 |
c18*****************************@s*****.wixpress |
5 |
5 |
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| Wealth Management Group |
18201 Von Karman Ave, Irvine, CA 92612 |
|
94975xxxx1 |
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| Soto & Zuloaga Retirement Group of Wells Fargo Advisors |
5 Park Plaza 20th Floor, Irvine, CA 92614 |
|
94986xxxx2 |
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| Frehner Wealth Management |
300 Spectrum Center Dr Suite 920, Irvine, CA 92618 |
|
94963xxxx1 |
adm**@f************.com |
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| Wealth Coast - Wealth Management and Insurance Solutions |
18575 Jamboree Rd #200, Irvine, CA 92612 |
|
94986xxxx0 |
chr************@n*.com |
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138 |
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| Empirical Wealth Management |
2020 Main St Ste 340, Irvine, CA 92614 |
|
94954xxxx0 |
aba****@e********.net |
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2500 |
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| Applied Financial Planning, Inc. |
100 Pacifica #400, Irvine, CA 92618 |
|
80045xxxx4 |
|
4.6 |
9 |
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| Sunpath Financial |
3333 Michelson Dr #300, Irvine, CA 92612 |
|
94964xxxx9 |
525*************************************@w*****************.com |
5 |
7 |
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| Mike Valiente - Legacy & Wealth Finacial Advisors |
300 Spectrum Center Dr #400, Irvine, CA 92618 |
|
94952xxxx5 |
imp******@g****.com |
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| Gary Lutwen - Financial Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94966xxxx5 |
dns*****@a***.com |
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| Clearview Wealth Management, LLC |
4 Venture suite 120, Irvine, CA 92618 |
|
94933xxxx4 |
abd******@c***********.com |
5 |
2 |
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107 |
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111 |
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| MILE Wealth Management |
100 Spectrum Center Dr suite 900, Irvine, CA 92618 |
|
94944xxxx0 |
inf*@m*********.com |
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| GC Group Wealth Management - UBS Financial Services Inc. |
20 Pacifica Suite 1500, Irvine, CA 92618 |
|
94945xxxx3 |
abc*******@u**.com |
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| Ray Valencia - Financial Planner |
3333 Michelson Dr #820, Irvine, CA 92612 |
|
71429xxxx3 |
ray*********@p*********.com |
5 |
1 |
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| Clover Wealth Management LTD |
4000 Barranca Pkwy suite 250, Irvine, CA 92604 |
|
71498xxxx4 |
eug***@c*******.com |
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| WEALTHRHINO |
2070 Business Center Dr STE 250, Irvine, CA 92612 |
|
94948xxxx4 |
inf*@w**********.com |
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| Falcon Wealth Planning |
2030 Main St 13th floor, Irvine, CA 92614 |
|
85596xxxx6 |
inf*@f*******.com |
4.9 |
37 |
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| Pence Wealth Management - Financial Advisors |
5000 Birch St #8000, Newport Beach, CA 92660 |
|
94966xxxx7 |
aay************@l**.com |
5 |
1 |
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1234 |
37 |
1312 |
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| Filigree Wealth Advisors |
530 Technology Dr Suite 100, Irvine, CA 92618 |
|
94998xxxx7 |
ger***@f***************.com |
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| The Irvine Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94995xxxx4 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor Eric Chen |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94959xxxx0 |
amy*****@m*.com |
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| John Carlson - Raymond James |
2 Executive Cir Ste 280, Irvine, CA 92614 |
|
94956xxxx5 |
leg************@r***********.com |
5 |
1 |
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|
17485 |
|
18000 |
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| Modern Wealth Partners |
18400 Von Karman Ave Suite 550, Irvine, CA 92612 |
|
94966xxxx1 |
ben*****@m*********************.com |
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| Christopher Soto - Morgan Stanley Financial Advisor |
1901 Main St Ste 700, Irvine, CA 92614 |
|
94980xxxx4 |
acm***********@m************.com |
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| Roth Wealth Management Group - UBS Financial Services Inc. |
20 Pacifica Suite 1500, Irvine, CA 92618 |
|
94945xxxx3 |
abc*******@u**.com |
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| Atlas Wealth Management Group, LLC |
2372 Morse Ave, Irvine, CA 92614 |
|
88847xxxx5 |
inf*@a*******.com |
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35 |
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| KPP Financial Inc. |
17875 Von Karman Ave Suite 132, Irvine, CA 92614 |
|
80055xxxx1 |
ary**@k***********.com |
4 |
8 |
|
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5 |
28 |
1440 |
|
1400 |
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| Martin Wealth Management |
4000 Barranca Pkwy #250, Irvine, CA 92604 |
|
94985xxxx1 |
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| BML Wealth Management |
2 Park Plz Ste 280, Irvine, CA 92614 |
|
94968xxxx5 |
adv*****@b********.net |
5 |
1 |
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|
195 |
9 |
221 |
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| IWM Partners, LPL Wealth Advisors |
3 Park Plaza suite 1490, Irvine, CA 92614 |
|
71496xxxx0 |
ahe*******@i**********.com |
5 |
1 |
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| Creative Planning |
1 Park Plaza #700, Irvine, CA 92614 |
|
86627xxxx8 |
a.j******@c***************.com |
|
|
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|
6352 |
125 |
7200 |
|
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| Atlas Private Wealth Advisors |
18100 Von Karman Ave Ste 850, Irvine, CA |
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inf*@a*******.com |
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| The Banning Feibleman Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94995xxxx0 |
acc**********@m************.com |
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| David Pearl - Financial Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94997xxxx6 |
dav**********@a***.com |
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136 |
3 |
136 |
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| South Coast Wealth Management |
4695 MacArthur Ct Ste 1100, Newport Beach, CA 92660 |
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94979xxxx7 |
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| Pacifica Wealth Advisors |
9870 Research Dr, Irvine, CA 92618 |
|
94930xxxx0 |
joh*@p*************.com |
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4.9 |
28 |
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512 |
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| Fidelity Investments |
2211 Michelson Dr, Irvine, CA 92612 |
|
80033xxxx9 |
aar********@f*******.com |
3.8 |
15 |
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329245 |
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353000 |
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| Cooper Mc Manus |
9870 Research Dr, Irvine, CA 92618 |
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80051xxxx3 |
aco****@c************.com |
5 |
2 |
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| Warren Street Wealth Advisors, LLC |
4041 MacArthur Blvd Suite 400, Newport Beach, CA 92660 |
|
71487xxxx0 |
car****@w*****************.com |
5 |
15 |
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| Vanguard Capital Wealth Advisors |
2030 Main St, Irvine, CA 92614 |
|
94982xxxx0 |
inf*@v*****.com |
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| Integrity Wealth Management |
3991 MacArthur Blvd, Newport Beach, CA 92660 |
|
94995xxxx8 |
eve***@i***********.com |
5 |
2 |
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137 |
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142 |
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| StrateFi |
18881 Von Karman Ave Ste 410, Irvine, CA 92612 |
|
94934xxxx1 |
dou*@s*************.com |
5 |
20 |
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352 |
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345 |
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| Steve Kleinertz - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94980xxxx0 |
acc**********@m************.com |
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| The Saddleback Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94980xxxx8 |
acc**********@m************.com |
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| U.S. Bank - Private Wealth Advisor: Blake Nakamura |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94973xxxx2 |
aar************@u*****.com |
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345375 |
5428 |
348000 |
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| Aspiriant Wealth Management |
7700 Irvine Center Dr Suite 940, Irvine, CA 92618 |
|
94962xxxx6 |
aa@a********.com |
1 |
1 |
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4.9 |
14 |
128 |
14 |
149 |
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| U.S. Bank – Wealth Management Banker: Carol Symons |
13070 Yale Ave, Irvine, CA 92620 |
|
71482xxxx6 |
aar************@u*****.com |
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345335 |
5428 |
348000 |
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| Index Fund Advisors, Inc. |
19200 Von Karman Ave #150, Irvine, CA 92612 |
|
94950xxxx0 |
adr****@i**.com |
4 |
4 |
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| MKT Wealth Management |
9870 Research Dr, Irvine, CA 92618 |
|
94920xxxx1 |
inf*@m****.com |
1 |
1 |
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1115 |
3 |
1100 |
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| TIAA Financial Services |
19200 Von Karman Ave 4th floor, Irvine, CA 92612 |
|
87720xxxx0 |
acc**********@t***.org |
3 |
2 |
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90947 |
525 |
91000 |
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| Bright Wealth Advisors |
200 Spectrum Center Dr STE 300, Irvine, CA 92618 |
|
94927xxxx4 |
hen**@b*******************.com |
5 |
3 |
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5 |
10 |
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164 |
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| Empirical Wealth Management |
2955 Main St Suite 208, Irvine, CA 92614 |
|
94954xxxx0 |
aba****@e********.net |
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2500 |
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| KS Financial Advisors |
6201 Oak Canyon #200, Irvine, CA 92618 |
|
94927xxxx0 |
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| Laguna Pacific Wealth Management Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94995xxxx6 |
acc**********@m************.com |
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| Morgan Stanley Financial Advisors |
1901 Main St Ste 700, Irvine, CA 92614 |
|
94995xxxx0 |
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5 |
4 |
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| Jermaine Jamison - Branch Manager, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94997xxxx1 |
dan***********@a***.com |
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| TSG Wealth Management - Irvine |
18800 Von Karman Ave Suite B, Irvine, CA 92614 |
|
94950xxxx0 |
all************@t****.com |
|
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215 |
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| Hansen Pierce Wealth Management Group |
400 Spectrum Center Dr Suite 2000, Irvine, CA 92618 |
|
94927xxxx0 |
han****@s*****.com |
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4760 |
|
5200 |
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| Hall Wealth Management Group |
9481 Irvine Center Dr, Irvine, CA 92618 |
|
94922xxxx1 |
a.h***@h*******.com |
5 |
1 |
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| Global Wealth Management |
18111 Von Karman Ave Ste 424, Irvine, CA |
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gwm*******@c*************.com |
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| Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94966xxxx8 |
ado********@a***.com |
|
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|
295 |
|
296 |
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| Alpha Cubed Investments |
18301 Von Karman Ave # 900, Irvine, CA 92612 |
|
80070xxxx7 |
alp**@a********************.com |
4.5 |
6 |
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| BNG Wealth Advisors |
16755 Von Karman Ave Suite 200C, Irvine, CA 92606 |
|
94939xxxx1 |
bal*******@l**.com |
5 |
4 |
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213 |
|
214 |
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| Global Wealth Management |
18111 Von Karman Ave Ste 424, Irvine, CA 92612 |
|
94943xxxx8 |
gwm*******@c*************.com |
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| PacificView Wealth Management |
19200 Von Karman Ave #400, Irvine, CA 92612 |
|
94962xxxx4 |
ala**@p************.com |
5 |
1 |
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| Financial Advisors Network |
1432 Edinger Ave #200, Tustin, CA 92780 |
|
71459xxxx0 |
bri**@f*****.com |
4.5 |
6 |
|
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146 |
6 |
173 |
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| U.S. Bank - Private Wealth Advisor: Jon Pommier |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94986xxxx4 |
aar************@u*****.com |
|
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|
345372 |
5428 |
348000 |
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| Kanani Advisory Group |
16510 Bake Pkwy #100, Irvine, CA 92618 |
|
94950xxxx1 |
clo***@k******************.com |
4.7 |
27 |
|
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239 |
9 |
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| Juliana Yoon, Lincoln Financial Advisors |
18400 Von Karman Ave STE 400, Irvine, CA 92612 |
|
94966xxxx1 |
|
1 |
1 |
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| Northwestern Mutual - Strategic Financial Group |
18575 Jamboree Rd #400, Irvine, CA 92612 |
|
94962xxxx6 |
soc***@n*****************.com |
5 |
2 |
|
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|
107329 |
16242 |
108000 |
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| Mike Loo |
2601 Main St STE 100, Irvine, CA 92614 |
|
94922xxxxxxxx8 |
mic********@l**.com |
5 |
3 |
|
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|
164 |
|
172 |
|
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| Sun Group Wealth Partners |
17500 Red Hill Ave STE 140, Irvine, CA 92614 |
|
94962xxxx0 |
ang***@s*********.com |
5 |
6 |
|
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|
1800 |
|
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| Buckingham Strategic Wealth |
3 Park Plaza UNIT 420, Irvine, CA 92614 |
|
87769xxxx2 |
adm**@b****************.com |
|
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|
558 |
6 |
652 |
|
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| McCarthy Wealth Management |
3300 Irvine Ave # 310, Newport Beach, CA 92660 |
|
71424xxxx1 |
inf*@m**********.com |
|
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278 |
|
291 |
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| Masciorini Financial Consulting Group of Wells Fargo Advisors |
5 Park Plaza, Irvine, CA 92614 |
|
94986xxxx3 |
jor**************@w*********.com |
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| Jared Backner, Agent - New York Life |
2020 Main St floor 10, Irvine, CA 92614 |
|
94979xxxx0 |
aad*****@n**********.com |
5 |
4 |
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4.3 |
1345 |
653752 |
|
657000 |
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