Business List: Wealth in Irvine, CA, United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers
U.S. Bank - Private Wealth Advisor: Matt Grossbard	18300 Von Karman Ave, Irvine, CA 92612	94953xxxx6	aar**********@u***.com
DJM Financial Wealth Management & Insurance Services	18575 Jamboree Rd #400, Irvine, CA 92612	94962xxxx0	car*************@n.com							111		119
Woodson Wealth Management	San Diego, CA 92130	85892xxxx0	adm@w******.com			3	2			190	57	217
Mgo Wealth Advisors	16815 Von Karman Ave, Irvine, CA 92606	88888xxxx4	402***********************************@w***************.com							548	30	552
Providence Wealth Management Group - Ameriprise Financial	2600 Michelson Dr Ste 1460 Irvine, CA 92612	94925xxxx0	dns***@a*.com			1	1
Vande Bossche Financial Planning & Wealth Management	180 North Riverview Drive 949-863-5911, Anaheim, CA 92808	94986xxxx1
Ulivi Wealth Management	369 S Glassell St, Orange, CA 92866	71477xxxx0	and*@a******************.com
Insight Wealth Strategies, LP	100 Pacifica #360, Irvine, CA 92618	94945xxxx1	gro@i*************.com
Oakstone Wealth Management	1500 Quail St Ste 470 Newport Beach, CA 92660	94938xxxx1	des***********@l.com
Bored Insurance Agency	2160 Barranca Pkwy Ste 1048 Irvine, CA 92606	90933xxxx2				5	1
Merrill Lynch Wealth Management	650 Town Center Dr Ste 500, Costa Mesa, CA 92626	71442xxxx0	ale********@m.com
Luminate Wealth Management and Insurance Services	18575 Jamboree Rd #400, Irvine, CA 92612	94962xxxx7	ang*************@n.com	5	3
Oc Wealth Advisors	3200 El Camino Real, Irvine, CA 92602	71438xxxx7	san*******@l.com
Oakstone Wealth Management	950 E Katella Ave Ste 7, Orange, CA 92867	71463xxxx6	ste*********@l.com
Advanced Planning Financial & Estate Services	25411 Cabot Rd Ste 209 Laguna Hills, CA 92653	94947xxxx0				5	5
Cinergy Financial	15145 Woodlawn Ave Ste 100 Tustin, CA 92780	71421xxxx9				5	1
Eliberto Casillas Morales	Anaheim, CA 92802	41564xxxx6				5	1
Ben Goldberg - RBC Wealth Management Financial Advisor	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx6
George Otto - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	geo******@r.com
Walden Wealth Management	2082 Michelson Dr Ste 103, Irvine, CA 92612	94982xxxx7	coo*@w************.com
Integrated Wealth Management Inc	140 Newport Center Dr, Newport Beach, CA 92660	94999xxxx5
Daniel Pichardo CFP, CRPC - Bridge Financial Management	4343 Von Karman Ave Ste 250L Newport Beach, CA 92660	94922xxxx2	dpi****@m************.com			5	18			209		208
Baldwin Wealth Planning	660 Newport Center Dr Ste 550, Newport Beach, CA 92660	94999xxxx8
Advant Wealth	18301 Von Karman Ave, Irvine, CA 92612	31021xxxx3	adr*@a*********.com
Chuck Berman Financial Advisor	100 Spectrum Center Dr Ste 330 Westpac Wealth Partners Irvine, CA 92618	91458xxxx3	aar********@t***.com			5	1			54305	37	104000
Morgan Stanley Wealth Management	8150 La Palma Ave, Buena Park, CA 90620	71482xxxx2	aar*********@m*********************.com
Confluence Wealth Management Group - Ameriprise Financial Services, LLC	780 Roosevelt Ste 214, Irvine, CA 92620	90939xxxx9	dns***@a*.com
marrick wealth	2211 Michelson Dr #545, Irvine, CA 92612	94925xxxx0	adv***@m**********.com
Accountant Partners	7595 Irvine Center Dr Irvine, CA 92618	94951xxxx7
Financial Advisors Network, Inc	1432 Edinger Ave Ste 200 Tustin, CA 92780	71459xxxx0	bri@f***.com			5	3			182	6	225
TSG Wealth Management	18800 Von Karman, Suite B, Irvine, CA 92614	94950xxxx0	all**********@t**.com
JL CPA & CO	780 Roosevelt Ste 216 Irvine, CA 92620	94953xxxx3	jen*******@g**.com			4.2	11			91		93
Mark Elliott - RBC Wealth Management Financial Advisor	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx4	mar*******@r.com
Wealth Strategies	17011 Beach Blvd, Huntington Beach, CA 92647	71438xxxx4	jam@w******************.com
Schuster Beary Wealth Strategies	27401 Los Altos, Mission Viejo, CA 92691	94970xxxx3	enq****@s*****.com
Commonwealth Financial Network	20 Corporate Park #150, Irvine, CA 92606	94933xxxx0		1.8	5
Second Chance Financial	123 E Arrow Hwy, San Dimas, CA 91773	80022xxxx3	nn@s***********************.com	4.3	47	4.8	180
Schwartz Newport Beach Wealth Management of Impact Wealth Management	120 Newport Center Dr, Newport Beach, CA 92660	94943xxxx4
Spectrum Wealth Management	9911 Irvine Center Dr Ste 100 Irvine, CA 92618	94959xxxx1	ben@s**********.com			1	1
Spectrum Wealth Management Llc	9911 Irvine Center Dr STE 100, Irvine, CA 92618	94950xxxx0	ben@s********************.com
Sidoxia Capital Management, LLC	2901 W Coast Hwy Ste 200 Newport Beach, CA 92663	94925xxxx2	a.n*****@s****.com									247
Oaktree Wealth Group Inc	135 S State College Blvd, Brea, CA 92821	94951xxxx8	dch*@o***************.com
Harbor Rock Wealth Management	2753 Camino Capistrano Ste A101, San Clemente, CA 92672	94999xxxx5	inf@h**********.com
Ascent Wealth	Irvine, CA 92618	94953xxxx9
PBDM Wealth Partners	23 Corporate Plaza Dr Ste 246, Newport Beach, CA 92660	42460xxxx0	abu*@r***.com
Jerris Wealth Management Group	5 Corporate Park #270, Irvine, CA 92606	94986xxxx7
Cardinal Point Wealth Management, LLC	19200 Von Karman Ave, Irvine, CA 92612	94991xxxx4	bra***@c****************.com
Compak Asset Management	1801 Dove St Newport Beach, CA 92660	94967xxxx0	bhu**@c***.com	4	4	3.9	18
Geneos Wealth Management Inc	3010 Old Ranch Pkwy, Seal Beach, CA 90740	30378xxxx0	and**********@g*********.com
Jerry L Clements - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com							76		73
Gomberg McQuilkin Wealth Management Group	701 S Parker St, Orange, CA 92868	71449xxxx6	jod@g********************.com
Crossroads Planning	765 City Dr S Ste 390 Orange, CA 92868	71479xxxx2	joh*****@c****************.com			4.9	123			268	68	273
TideRock Financial	9900 Research Dr Irvine, CA 92618	94921xxxx2	inf@t***************.com									13
Sagent Wealth Magagement	4675 Macarthur Ct, Newport Beach, CA 92660	94935xxxx0	d.j*@p******************.com							121	14	124
Parse Financial	16520 Bake Pkwy Ste 105 Irvine, CA 92618	94987xxxx5
Burris Law	488 South Glassell St, Orange, CA 92866	71494xxxx2	ari*@b*******.net	4.9	28	4.8	185				42	323
T K Wealth Management	3000 E Birch St, Brea, CA 92821	94921xxxx0	tra*********@l.com
PlushStone Advisory Tax & Accountancy	29829 Santa Margarita Pkwy Ste 100 Rancho Santa Margarita, CA 92688	94945xxxx3	inf@p***********.com			5	3
Pure Financial Advisors, LLC	2020 Main St #690, Irvine, CA 92614	94977xxxx0	abb******@p**********.com	3.7	3							1700
NA Wealth & Legacy	4101 Birch St Ste 130 Newport Beach, CA 92660	94933xxxx0	nay*@n************.com			5	6
Pinnacle Wealth Advisors	1920 Main St, Irvine, CA 92614	94992xxxx3
Liang & Quinley Wealth Management	7700 Irvine Center Dr Ste 270 Irvine, CA 92618	94974xxxx8	chr********@l.com			5	1
Tempus Wealth Planning	100 Spectrum Center Dr Suite 1070, Irvine, CA 92618	94939xxxx5	cca**@t*****.com									107
Legacy Wealth Management	1432 Edinger Ave Ste 200 Tustin, CA 92780	71423xxxx0
Carter Financial Management	6 Venture Ste 120 Irvine, CA 92618	94945xxxx0
Jordan Leonard - TIAA Wealth Management Advisor	19200 Von Karman Ave 4th Fl, Irvine, CA 92612	87720xxxx0	acc****************@t*.org							90945	536	91000
Emerald Wealth Management, Inc.	5000 Birch Street, Suite 3000, Newport Beach, CA 92660	80022xxxx7	jan***@e**************.com	5	2
U.S. Bank - Private Wealth Advisor: Tim Henderson	18300 Von Karman Ave, Irvine, CA 92612	94986xxxx1	aar**********@u***.com							345337	5428	348000
Centerpoint Financial Management	7700 Irvine Center Dr Ste 800 Irvine, CA 92618	94975xxxx5	hel@c***********.com			5	2
Elevare Wealth - Ameriprise Financial Services, LLC	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	dns***@a*.com
Tustin Centre Wealth Advisors	1551 N. Tustin Ave. Tustin Centre, Santa Ana, CA 92705	71440xxxx1	abe*******@w***************.com
The Financial Architects - Orange County	500 N State College Blvd Ste 1100 Orange, CA 92868	71491xxxx8	cba****@t*****************.com			5	13			2237	4944	2200
Benefit Financial Services Group (BFSG, LLC)	2040 Main St # 720, Irvine, CA 92614	88872xxxx8	adm@b*.com	5	1					31		40
Yi & Co CPA	4000 Barranca Pkwy Ste 250 Irvine, CA 92604	94934xxxx7	inf@y*****.com	5	15	4.7	49
Brezden Wealth Advisors	18400 Von Karman Ave STE 400, Irvine, CA 92612	94947xxxx7	inf@b*******************.com	5	1
The Pierce Group	18022 Cowan Ste 215 Irvine, CA 92614	94965xxxx0	joh@p*********.us
Smith Barney	1901 Main St Irvine, CA 92614	94995xxxx0	ada****@s********.com			5	1
TSG Wealth Management	18800 Von Karman Ste B Irvine, CA 92612	94950xxxx0	a.s******@t**.com
Boyer Financial Services	4063 Birch St Ste 200 Newport Beach, CA 92660	94933xxxx0	inf@b*****.com									176
Level Four Wealth Management	1920 Main St Ste 1090 Irvine, CA 92614	94977xxxx1
Confluence Wealth Management Group - Ameriprise Financial Services	26060 Acero Ste 109, Mission Viejo, CA 92691	94995xxxx2	cam********@a*.com							16	15	20
Becker Wealth Management	19800 Macarthur Blvd Ste 300, Irvine, CA 92612	94972xxxx5	ste**@b**********************.com
Jeffrey Halbreich - Private Wealth Advisor, Ameriprise Financial Services	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94946xxxx9	dns***@a*.com							123		125
Women of Wealth Inc	22322 Harwich Ln, Huntington Beach, CA 92646	71496xxxx8
Certus Wealth Advisors	2040 Main St #175, Irvine, CA 92614	94986xxxx3	cl@c*****************.com
Robinson Wealth Advisors	33852 Montanas Del Mar, San Juan Capistrano, CA 92675	94921xxxx1	dro****@r*******************.com
Parliament Wealth	3200 Park Center Dr Ste 1240, Costa Mesa, CA 92626	94947xxxx8	ber@p*************.com
Randall Wealth Management Group	3780 Kilroy Airport Way Ste 200, Long Beach, CA 90806	56225xxxx8	ran*****************@w********.com
Clarity Wealth Management	16440 Bake Pkwy #100, Irvine, CA 92618	94957xxxx3	ant*************@c**********.net	5	2					146		171
Family Wealth Leadership	2 Venture Ste 460, Irvine, CA 92618	94946xxxx0	inf@f********************.com
Anchor Wealth Management, LLC	9891 Irvine Center Dr # 170, Irvine, CA 92618	94998xxxx2	hos*****@1**.com
Liang & Quinley Wealth Management	7700 Irvine Center Dr #540, Irvine, CA 92618	94974xxxx8	chr********@l.com	5	2
Empirical Wealth Management	4 Park Plaza Suite 330, Irvine, CA 92614	94954xxxx0	com*****@e******.net									2500
Merrill Lynch Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	ale********@m.com	3	2
Blue Trust \| Orange County Financial Advisors	20 Pacifica suite 560, Irvine, CA 92618	94940xxxx0	aar******@b******.com	5	14					176	12	263
RBC Wealth Management Branch - Long Beach	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx2
Merrill Lynch Financial Advisor William A Cecil	100 Spectrum Center Dr Suite 1100, Irvine, CA 92618	94985xxxx0	bri**********@b*.com
Mark A Lammers - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com
CML Wealth Management	135 S State College Blvd Ste 125, Brea, CA 92821	71449xxxx0	bxx*********@c******.com
Wealth Financial Group West	650 Town Center Dr Ste 860, Costa Mesa, CA 92626	71461xxxx4	bro@w*******.com							111		119
Doug Bailey - RBC Wealth Management Branch Director	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx4
Precision Wealth Financial & Insurance Services	222 S Harbor Blvd, Anaheim, CA 92805	71422xxxx0	cca@p************.com
WealthWise Financial Services	9070 Irvine Center Dr Ste 230 Irvine, CA 92618	94974xxxx7	car**@w****************.com	5	2	5	1					339
New Market Wealth Management	695 Town Center Dr Ste 540, Costa Mesa, CA 92626	65790xxxx9
Keith Conley - Certified Financial Planner	Tustin, CA 92780	94943xxxx7				5	2
Ying Wang - Financial Advisor, Ameriprise Financial Services, LLC	2 Park Plaza Ste 1100, Irvine, CA 92614	94966xxxx7	dns***@a*.com
Spectrum Wealth Management	9911 Irvine Center Dr, Irvine, CA 92618	94959xxxx1	ben@s**********.com
Todd Halbrook - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1
Coastline Wealth Advisory	19800 Macarthur Blvd Ste 300, Irvine, CA 92612	94935xxxx0	a.n***@l.com
Nicholas Yrizarry Wealth Management Group	201 Forest Ave # 201, Laguna Beach, CA 92651	94971xxxx5	ali***@a***.com
SLD Solutions	Irvine, CA 92618	88837xxxx1	dwo***@s*********.com
Jeremy Vernon Combe - Private Wealth Advisor, Ameriprise Financial Services, LLC	2 Park Plaza Ste 1100, Irvine, CA 92614	94966xxxx0
Wealth Protection	1200 Quail St, Newport Beach, CA 92660	94933xxxx2	tre@r************.net
Irvine Wealth Management	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx0	mat**@i*****.com									101
Fabian Wealth Strategies	3070 Bristol St Ste 610 Costa Mesa, CA 92626	71424xxxx0	mar****@m***********.com			1	1			2805	28	2800
Wealth Management Group	3 Park Plz, Irvine, CA 92614	94975xxxx7	adm@b**************.com							565	8	662
U.S. Bank - Private Wealth Advisor: Alice Hsu	18300 Von Karman Ave, Irvine, CA 92612	94986xxxx9	aar**********@u***.com							345336	5428	348000
Tia Yoon CPA Tax & Accounting	7545 Irvine Center Dr Ste 200 Irvine, CA 92618	94939xxxx0	inf@t********.com	5	2	5	3
Louis & Veyette Wealth Management	4281 Katella Ave, Los Alamitos, CA 90720	56263xxxx3
Draper Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94981xxxx0	ant**********@w***************.com
Economics and Family - Home of the Financial X-Ray	17875 Von Karman Ave Irvine, CA 92614	80022xxxx9
Optimize Financial	23212 Mill Creek Dr Laguna Hills, CA 92653	94947xxxx0	c18***************************@s***.wixpress		8	5	1			46	2	75
Duarte Wealth Group	4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660	86666xxxx3	con**@d**************.com			5	1
Del Rey Wealth Management	420 Exchange Ste 270 Irvine, CA 92602	71438xxxx0
Stifel Linas Flood Wealth Advisory Group	400 Spectrum Center Dr Suite 2000, Irvine, CA 92618	94927xxxx0	jam****@s***.com
Warren Street Wealth Advisors	200 Spectrum Center Dr Ste 300 Irvine, CA 92618	65750xxxx5	bla@w***************.com			5	19
Oc Wealth Advisors	3200 El Camino Real #220, Irvine, CA 92602	71438xxxx7	san*******@l.com
Rodriquez Wealth Management	4340 Von Karman Ave, Newport Beach, CA 92660	94968xxxx0	cat@r********.com
EP Wealth Advisors	18301 Von Karman Ave #1050, Irvine, CA 92612	94926xxxx0	ab@e*******.com	5	1					1162	28	1200
Prescott Tax & Wealth Management	30950 Rancho Viejo Rd Ste 100 San Juan Capistrano, CA 92675	94924xxxx5	ari**@p********.com			4.8	19
Financial Strategies For Today & Tomorrow- Wealth Management Group	17822 17th St Ste 211, Tustin, CA 92780	71436xxxx4
Boroff & Nyberg LLP	17875 Von Karman Ave Ste 150 Irvine, CA 92614	56231xxxx1	eva@b**********.com			4.8	32
Wealth Management Advisers	24012 Calle De La Plata, Laguna Hills, CA 92653	94960xxxx0	ago**@c*****.com
Strategic Wealth Management	15615 Alton Pkwy Irvine, CA 92618	94938xxxx3
Mark A Lammers - Private Wealth Advisor, Ameriprise Financial Services, LLC	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3		5	1
Merrill Lynch Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94995xxxx0	ale********@m.com
Providence Wealth Planning	2082 Michelson Dr #105, Irvine, CA 92612	84468xxxx6	ald*******@p***************.com
Providence Wealth Management Group - Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
PH Loans	18301 Von Karman Ste 350 Irvine, CA 92612	88888xxxx3	dea@p*****.com			4.1	68
American Wealth Insurance Service	4 Upper Newport Plz, Newport Beach, CA 92660	94947xxxx5
Tk Wealth Management	24031 El Toro Rd Ste 320B, Laguna Hills, CA 92653	94921xxxx0
Wealth Strategies Group	3111 N Tustin St Ste 205, Orange, CA 92865	71446xxxx7
WestPac Wealth Partners	100 Spectrum Center Dr Ste 330, Irvine, CA 92618	94927xxxx0	aar********@w**********.com
Precision Wealth	9890 Research Dr # 200, Irvine, CA 92618	94920xxxx0	cco****@p************.com	5	1
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	10
CREATE WEALTH	4568 Pennyroyal Dr, Corona, CA 92880	95180xxxx9	dom**@f*************.com
Pure Wealth Management Inc	18000 Studebaker Rd, Cerritos, CA 90703	71433xxxx4	and@p****.com
U.S. Bank - Private Wealth Advisor: Zjamahl Fain	18300 Von Karman Ave, Irvine, CA 92612	94986xxxx4	aar**********@u***.com							344747	4754	346000
Morgan Stanley Wealth Management	2677 N Main St, Santa Ana, CA 92705	71483xxxx1	bri@m********************.com
Depaolo & May Strategic Wealth	100 Spectrum Center Dr, Irvine, CA 92618	94950xxxx9
Gurman Wealth Management	4380 Cerritos Ave, Los Alamitos, CA 90720	71422xxxx0
Joshua Buttrey - Northwestern Mutual	18575 Jamboree Rd #200, Irvine, CA 92612	94986xxxx0	abb******@n.com
Speedy Credit Repair	Huntington Beach, CA 92648	88872xxxx4	chr@s***************.com	4.9	36	4.8	85					36
RBC Wealth Management	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56249xxxx8
Charles Schwab	2825 Main St Irvine, CA 92614	94995xxxx9	bil****@s***.com	4.5	10	2.7	22				159	661000
Wealth Team 360	2120 Main St, Huntington Beach, CA 92648	71496xxxx0
Oakstone Wealth Management	1500 Quail St, Newport Beach, CA 92660	94938xxxx1	des***********@l.com
Independent Capital Management	1401 Dove St Ste 430 Newport Beach, CA 92660	94945xxxx0	a.a@i***********.com									13000
Financial Partners Credit Union	1409 W Chapman Ave Ste A Orange, CA 92868	88865xxxx2	ada**@f*.org			4.2	42
Tien Ngo, Wealth Advisor - Ted Ngo And Associates Insurance & Financial Services	15440 Beach Blvd Ste 126, Westminster, CA 92683	71472xxxx2	ngo@e*************.com
C. Brian Conners, CFP and Maureen Tsu, CFP	15615 Alton Pkwy Ste 450 Irvine, CA 92618	94927xxxx0	bco***@m****.com
Morgan Stanley Wealth Management	2 Ritz Carlton Dr Ste 203, Dana Point, CA 92629	94923xxxx0
Chapla-Breault Wealth Management	100 Spectrum Center Dr Ste 1020 Irvine, CA 92618	94953xxxx0
Perigon Wealth Management	1130 Roosevelt, Irvine, CA 92620	94926xxxx3	abe**@p**********.com
OWL Wealth Management - Ameriprise Financial Services, LLC	2 Park Plaza Ste 1100, Irvine, CA 92614	94986xxxx0
Dennis Fitzgerald - RBC Wealth Management Financial Advisor	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx8	den************@r.com
Tim Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	wms********@r.com							14743		16000
Jeff Labarthe - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com
Capital Wealth Management	19600 Fairchild Rd #140, Irvine, CA 92612	80043xxxx0
Freedom Planning & Wealth Advisors	18400 Von Karman Ave, Irvine, CA 92612	94962xxxx7	kim*****@l.com
Advanced Planning Wealth Management		94950xxxx0	adm@t*******.org
Confluence Wealth Management Group - Ameriprise Financial Services	780 Roosevelt Ste 214, Irvine, CA 92620	90939xxxx9	cam********@a*.com							16	15	20
J.P. Morgan Private Bank	3 Park Plz Ste 730 Irvine, CA 92614	94985xxxx0	acc****************@j*****.com
Knightsbridge Wealth Management	450 Newport Center Dr Ste 630 Newport Beach, CA 92660	94964xxxx4	bmc*****@k*****.com			5	1
Atlas Private Wealth Advisors	18100 Von Karman Ave #850, Irvine, CA 92612	94924xxxx8	inf@a******.com									211
Theresa Allen - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx8	rbc*******@r.com
Helix Wealth Partners	4695 Macarthur Ct, Newport Beach, CA 92660	94966xxxx7	joh@h*****.com
Benchmark Wealth Management	2300 E Katella Ave Ste 400, Anaheim, CA 92806	71463xxxx3	ben****@l.com									122
Parker Law Offices	28202 Cabot Rd Fl 3 Laguna Niguel, CA 92677	94974xxxx9	mar******@p***************.com			5	10					86
CB Wealth Advisory	23832 Rockfield Blvd, Lake Forest, CA 92630	94985xxxx1
Golden State Wealth Management	19800 Macarthur Blvd Ste 855, Irvine, CA 92612	94942xxxx0	and*@g**********.com
Sentient Financial	24422 Avenida De La Carlota Ste 300 Laguna Hills, CA 92653	94930xxxx6	pat**@m********.com
Edelman Financial Engines	600 Anton Blvd Ste 1750 Costa Mesa, CA 92626	83375xxxx3	a.b***@e********************.com			1	4			18780	20	20000
Pacific Coast Wealth Management	120 Vantis Ste 300 Aliso Viejo, CA 92656	31087xxxx3	bla@p*************************.com			5	4					23
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
Helix Wealth Partners, Inc.	3300 Irvine Ave Ste 320 Newport Beach, CA 92660	94966xxxx7	joh@h*****.com
South Coast Wealth Management	43 Corporate Park Ste 201 Irvine, CA 92606	94974xxxx1
Balanced Wealth Management	9 Orchard, Lake Forest, CA 92630	94967xxxx7	chu@b**************.com
Sun Pacific Insurance Brokers	26441 Crown Valley Pkwy Ste 100 Mission Viejo, CA 92691	94944xxxx9	ada*****@s******.com			4.3	19			322	28
RBC Wealth Management Branch - Newport Beach	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Morgan Stanley Wealth Management	19000 Macarthur Blvd, Irvine, CA 92612	94964xxxx2	inf@m********************.com
Premier One Insurance Services	100 Pacifica Ste 480 Irvine, CA 92618	94972xxxx5	adm@p*******.com			2.6	10
JJ Meis - Bank of the West Wealth Management Advisor	18022 Culver Dr, Irvine, CA 92612	94930xxxx4	aab**@b**********.com							98485	1600	99000
Milestone Wealth Management & Insurance Solutions	17011 Beach Blvd, Huntington Beach, CA 92647	71446xxxx5	rya@c**************.com
Elevated Wealth Advisory Group - Ameriprise Financial Services	3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806	56298xxxx7	bra***********@a*.com							161		164
Scalco Financial	207 East Broadway Unit 201 Long Beach, CA 90802	56243xxxx0	mar@s************.com	5	10	5	12
Integrity Wealth Management	3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660	94995xxxx8	inq****@i*********.com
Onitus Capital	3857 Birch St Ste 5059 Newport Beach, CA 92660	86091xxxx4	kso*@o**********.com			5	2			59		132
Morgan Stanley Wealth Management	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56290xxxx0	acm*********@m**********.com
Compak Asset Management	8105 Irvine Center Dr Irvine, CA 92618	94934xxxx0				5	1
Capital Wealth & Tax	260 Newport Center Dr Ste 100 Newport Beach, CA 92660	94924xxxx0	max@c******************.com
Infinite Wealth Financial & Insurance Services	2020 Main St 10th Floor, Irvine, CA 92614	94979xxxx4	ale@i*********************.com	5	1					1239	143
Gold Key Wealth Management	36 Cantata Dr, Mission Viejo, CA 92692	94921xxxx3
Jeremy Vernon Combe - Private Wealth Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	dan*********@a*.com
Stratos CA	2040 Main St, Irvine, CA 92614	94940xxxx3	inf@s*******.com
Holmquist Wealth Management	660 Newport Center Dr Ste 470, Newport Beach, CA 92660	88825xxxx8	joh@h***********************.com
Teresa Karam - Health Insurance Solutions	Irvine , CA 92618	94952xxxx7	tk4*****@g**.com			4.8	38
Nicholas Yrizarry Wealth Management	24031 El Toro Rd, Laguna Hills, CA 92653	94971xxxx5	jsm*@a****************.com
Quackenbush Panetti Wealth Partners	23 Corporate Plaza Dr Ste 246, Newport Beach, CA 92660	94973xxxx0	abu*@r***.com
Stumpo Wealth Management Group - UBS Financial Services Inc.	3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56234xxxx9	abc*****@u.com
Emerald Wealth Management	5000 Birch St Ste 3000 Newport Beach, CA 92660	80022xxxx7	jan***@e**************.com	5	2
New Wealth Advisors Club	3333 Michelson Dr, Irvine, CA 92612	95144xxxx2	a@n********************.com
Grewall Wealth	1820 E Garry Ave Ste 203 Santa Ana, CA 92705	83340xxxx2	inf@i***************.com
Inc2wealth Corporation	22982 La Cadena Dr, Laguna Hills, CA 92653	94926xxxx9
Imad Sibai Financial Coach	Santa Ana, CA 92704	90922xxxx4				5	1
Vartanyan Wealth Management	20201 SW Birch St Ste 250, Newport Beach, CA 92660	94961xxxx4	ada@v*************.com
Laguna Wealth Advisors, LLC	120 Vantis Dr Ste 300, Aliso Viejo, CA 92656	94946xxxx6	inf@l**********.com
Grace Wealth Management Group, Inc.	18662 Macarthur Blvd Ste 330, Irvine, CA 92612	94963xxxx0	doe@f*********************.com							198	7	200
Wealth Planning Group	9841 Irvine Center Dr Ste 130 Irvine, CA 92618	94925xxxx5	mle**@w*********.com
Crown Wealth Management Inc	17011 Beach Blvd Ste 680, Huntington Beach, CA 92647	71496xxxx0	aka@c****.com
Westshore Wealth	4041 Macarthur Blvd, Newport Beach, CA 92660	94929xxxx8	ami**@w************.com
Apriem Advisors	19200 Von Karman Ave #1050, Irvine, CA 92612	94925xxxx8	and*@a***.com	5	2					280	37	304
BNY Mellon Wealth Management	1600 Newport Center Dr Ste 200 Newport Beach, CA 92660	94925xxxx0	aar@b**********************.com			2.3	3
Confluence Wealth Management Group - Ameriprise Financial Services, LLC	4 Venture Ste 300, Irvine, CA 92618	90939xxxx9	dns***@a*.com
Joshua S Wyper - Wyper Wealth Management	17671 Irvine Blvd Ste 115 Tustin, CA 92780	71479xxxx1	jos*@w******************.com			5	1
Maddy Stewart - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx7	dav***********@r.com									54
Laguna Wealth Advisors	24551 Del Prado, Dana Point, CA 92629	94946xxxx6	inf@d************.org
Irvine Wealth Management and Financial Planning	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94970xxxx3	bla@i*********.com
Ryan Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com							14743		16000
O C Wealth Strategies	2031 E Cerritos Ave, Anaheim, CA 92806	71465xxxx5
LA Wealth Management	Costa Mesa, CA 92626	42445xxxx5	car***@l***************.com			5	3
Ashlock Wealth Management Group - Stifel	520 Newport Center Dr Ste 1500 Newport Beach, CA 92660	94925xxxx4	ash***@s***.com									68
Odyssey Wealth Design	18400 Von Karman Ave Ste 550, Irvine, CA 92612	94947xxxx2	inq****@o****************.com
Grace Wealth Management Group, Inc.	19782 MacArthur Blvd #320, Irvine, CA 92612	94963xxxx0
Jerry L Clements - Private Wealth Advisor, Ameriprise Financial Services, LLC	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	gre********@a*.com
Wealth Management Strategies	2050 Main St #520, Irvine, CA 92614	94983xxxx2	acg******@w******.com
Royalty Exit Solutions	1 Park Plz Ste 190 Irvine, CA 92614	84483xxxx8	hel@r*****************.com
Sterling Insurance & Financial Group	100 Bayview Cir Ste 100 Newport Beach, CA 92660	94976xxxx9	adm@t************.com							296	114	288
2E Wealth Management	140 S Chaparral Ct Ste 130, Anaheim, CA 92808	71499xxxx0	inf@2******.com
Euro Pacific Capital	1201 Dove St Ste 200 Newport Beach, CA 92660	94947xxxx0	alb*@e****.com			2.6	33
Eric Gallinger - Stratos Wealth Partners	2040 Main St #175, Irvine, CA 92614	94940xxxx9	ega*****@s******.com
U.S. Bank – Wealth Management Banker: Frank Mcgovern	5365 Alton Pkwy Suite P, Irvine, CA 92604	94973xxxx4	aar**********@u***.com
Fix Your Credit Consulting	4741 Laurel Canyon Blvd Ste 205 Studio City, CA 91607	87721xxxx0	con**@f********************.com			4.9	226				3	962
Van Dyke Inc Investment & Wealth Management	18377 Beach Blvd Ste 326, Huntington Beach, CA 92648	71437xxxx0
Thomas Kreidt - Financial Advisor, Ameriprise Financial Services, LLC	2600 Michelson Dr, Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
OC Patent Lawyer	2732 Morse Ave Ste 178 Irvine, CA 92614	94949xxxx2	re@o*************.com			5	49					166
Gutierrez & Anderson CPA	7545 Irvine Center Dr Ste 200 Irvine, CA 92618	94970xxxx4	hr@p**************.com			4.4	14
Kottmeier Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx7	abc*****@u.com
Legacy Wealth Management	1 Pointe Dr Ste 355, Brea, CA 92821	71458xxxx0	inf@l*******.com
Law Offices of W. Bailey Smith	2601 Main St Ste 1200 Irvine, CA 92614	94983xxxx1	bsm*@y********.com			4.5	14
Orange County’s Credit Union	6448 Irvine Blvd Woodbury Town Center Irvine, CA 92620	88835xxxx8	bne**@o************.org	4.5	16	4.7	151
Northwestern Mutual - Irvine	18575 Jamboree Rd #400, Irvine, CA 92612	21324xxxx6	a.-*********@n***************.com
Wealth Teams Solutions	15520 Rockfield Blvd, Irvine, CA 92618	87728xxxx8		5	1
Tactical Wealth Solutions	33 Brookline, Aliso Viejo, CA 92656	94938xxxx3	dar*@t**********.com
McKinnon And Associates	18400 Von Karman Ave Ste 400 Irvine, CA 92612	90936xxxx6	dal**********@l.com
Sagemint Wealth	2600 Michelson Dr, Irvine, CA 92612	71493xxxx0	inf@s************.com							115	2	131
Hudack Law	17411 Irvine Blvd Ste H Tustin, CA 92780	71466xxxx0	inf@h*******.com			5	3
Elite Wealth Group	2753 Camino Capistrano Ste 201A, San Clemente, CA 92672	94935xxxx9	inf@e************.com
Magnum Wealth Management	9070 Irvine Center Dr Ste 100 Irvine, CA 92618	94988xxxx0	dar*@r**********.com									98
Providence Wealth Management Group - Ameriprise Financial Services, LLC	2600 Michelson Dr #1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Clearview Wealth Management	4 Venture Ste 120 Irvine, CA 92618	94933xxxx4	abd****@c*********.com			5	8			107		111
Morgan Stanley Wealth Management	3 Pointe Dr, Brea, CA 92821	71499xxxx0	aar*********@m*********************.com
Beyond Wealth Management, LLC	15615 Alton Pkwy # 100, Irvine, CA 92618	94965xxxx9	dat***************@i**.de
Merrill Lynch Wealth Management	28202 Cabot Rd Ste 200, Laguna Niguel, CA 92677	94945xxxx2	ban*******************@m.com	3.3	4
Kinkead Wealth Management	8001 Irvine Center Dr, Irvine, CA 92618	94933xxxx9
Advant Wealth	18301 Von Karman Ave Ste 430 Irvine, CA 92612	94926xxxx9	adr*@a*********.com
IWM Partners	3 Park Plz Ste 1490 Irvine, CA 92614	71479xxxx1	ahe*****@i********.com		5	5	3
Morgan Stanley Wealth Management	5000 Birch St, Newport Beach, CA 92660	71475xxxx1
TrustCounsel Law	116 Agave, Lake Forest, CA 92630	94950xxxx4	dav*******@t*********.law			5	2
WAYUP Wealth Building Group	2618 San Miguel Dr Ste 393 Newport Beach, CA 92660	94988xxxx2				5	2
Sullivan Wealth Management Group	895 Dove St Ste 300 Newport Beach, CA 92660	91652xxxx0	bra********@s********.com
C3 Private Wealth Advisors - Ameriprise Financial Services, LLC	2 Park Plaza Ste 1100, Irvine, CA 92614	94966xxxx0
Heritage Wealth	8105 Irvine Center Dr Ste 900 Irvine, CA 92618	94993xxxx5
Mandy M Woo - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com									10
Provence Wealth Management	9481 Irvine Center Dr Irvine, CA 92618	94922xxxx0			13	3.7	3
American Wealth Insurance Service	19800 Macarthur Blvd Ste 1050, Irvine, CA 92612	94947xxxx5
Modern Wealth Law	2600 Michelson Dr Suite 950, Irvine, CA 92612	94937xxxx3	atr@m************.com	5	73			5	8	322	2	323
3 Pointe Financial	7545 Irvine Center Dr Santa Ana, CA 92705	94948xxxx8
TCFG Wealth Management The Certus Financial Group	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94936xxxx3
Morgan Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx8	alb**********@u.com
Centerpoint Financial Management LLC	7700 Irvine Center Dr #800, Irvine, CA 92618	94975xxxx5	cen************@c***********.com	5	1
Tech Wise	17952 Sky Park Circle D1 Irvine, CA 92614	94942xxxx8	inf@t*********.com
Morgan Stanley Wealth Management	300 Spectrum Center Dr Ste 800, Irvine, CA 92618	94934xxxx0
Raymond Wesley Wealth Management	4 Venture, Irvine, CA 92618	94955xxxx0	gra*******@r**********.com							16	2	20
James Johnson - All Mark Insurance Services	23181 Verdugo Dr Ste 100-B Laguna Hills, CA 92653	80053xxxx1	bn@y******************.com			4.3	11
Basdakis Wealth Management	18012 Sky Park Cir, Irvine, CA 92614	94950xxxx5
BFS Wealth Management	2040 Main St, Irvine, CA 92614	71428xxxx6	adm@b*.com							30		39
Profit & Wealth Tax Advisors	2030 Main St Ste 1300 Irvine, CA 92614	71444xxxx9	eri@p************************.com			5	13
Taylor Wealth Management	15061 Springdale St Ste 202, Huntington Beach, CA 92649	71424xxxx4	all*********@l.com
First Foundation Bank	18101 Von Karman Ave Ste 150 Irvine, CA 92612	94920xxxx0	ada@f****************.com			2.7	17
American Wealth Insurance Services	2201 Dupont Dr #450, Irvine, CA 92612	94947xxxx5
MJ Wealth Solutions LLC	5772 Bolsa Ave #220, Huntington Beach, CA 92649	94943xxxx1
Provence Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx0	joh@p**.com	5	1
Fairbanks Insurance Brokers	7545 Irvine Center Dr Irvine, CA 92618	94959xxxx4	fir@c************************.com			5	8			87
Donald E Torres - Private Wealth Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Comprehensive Wealth Management GRP	4000 Macarthur Blvd, Newport Beach, CA 92660	94995xxxx2	jan*@c****.com
Cooke Wealth Management, LLC	18881 Von Karman Ave Suite 1420, Irvine, CA 92612	94972xxxx0	bar**@c****.com	5	2					112
Wealth Space	2100 W Orangewood Ave, Orange, CA 92868	94944xxxx0
Red Hill Law Group	15615 Alton Pkwy Ste 210 Irvine, CA 92618	94946xxxx5	bb@r**************.com			4.5	11				2	186
TSG Wealth Management	6460 E Pacific Coast Hwy, Long Beach, CA 90803	56241xxxx0	a.s******@t**.com
King Wealth Management	28202 Cabot Rd, Laguna Niguel, CA 92677	36152xxxx7	ste*@k*******.org
Tunney Wealth Management - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx6	acc*************@u.com
Gonzalez, CPA	17782 E 17th St Ste 111 Tustin, CA 92780	94939xxxx4	ass****@g********.com			3.9	23
Chase Bank	3978 Barranca Pkwy Irvine, CA 92606	94955xxxx2	acc********@c**.com			2.3	66
North Wealth Management	4667 Macarthur Blvd Ste 220, Newport Beach, CA 92660	94925xxxx5
Noble Wealth Management	6B Liberty Ste 130, Aliso Viejo, CA 92656	88827xxxx8	aj@n******.com							2
Merrill Lynch Wealth Management	3010 Old Ranch Pkwy 1st Fl, Seal Beach, CA 90740	56249xxxx0	ale********@m.com
Morgan Stanley Wealth Management	10 Pointe Dr, Brea, CA 92821	71499xxxx6	acm*********@m**********.com
MST Financial Wealth Management - Northwestern Mutual	18575 Jamboree Rd, Irvine, CA 92612	94986xxxx3	ash*****************@n.com
Strategic Wealth Management	15615 Alton Pkwy Ste 320, Irvine, CA 92618	94938xxxx3
Anchor Wealth Management	9891 Irvine Center Dr, Irvine, CA 92618	94982xxxx2	hos*****@1**.com
Granite Wealth Advisors	10 Gardenia St, Ladera Ranch, CA 92694	94939xxxx0
Ossola Wealth Management	20 Enterprise Ste 350-b, Aliso Viejo, CA 92656	94925xxxx2	bri********@o*****.com
Morgan Stanley Wealth Management	660 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94971xxxx0
3 Pointe Financial	7545 Irvine Center Dr Irvine, CA 92618	94948xxxx8
Trilogy Financial Services	2601 Main St STE 100, Irvine, CA 92614	94922xxxx5	aar********@t******.com	1	1					4153		4100
The Insight Team of NEO Home Loans	100 Spectrum Center Dr Ste 830 Irvine, CA 92618	94965xxxx0	ami*****@n*********.com			4.9	189
Irvine, CA Branch Office - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx0	abc*****@u.com
Michelle Tascoe Financial Coaching	Los Angeles, CA 90004	20928xxxx6		5	11	4.9	53
Northwestern Mutual Financial Network	18191 Von Karman Ave Irvine, CA 92612	94962xxxx0	aar********@n*.com			1.7	6			107316	16165	108000
The Jimmy Kim Real Estate Team	4040 Barranca Pkwy Ste 100 Irvine, CA 92604	71434xxxx0	and************@f******.com	5	15	5	15
Consigliere Wealth Management	19800 MacArthurBlvd Ste 300, Irvine, CA 92612	94922xxxx1	inf@e**********.com
Maven Group Investment Strategies - Irvine HQ	530 Technology Dr Suite 100, Irvine, CA 92618	94956xxxx9	han*@m********.com	5	13
OWL Wealth Management - Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94986xxxx0	ado******@a*.com							295		296
Bright Wealth Advisors	400 Spectrum Center Dr, Irvine, CA 92618	94927xxxx4	hen@b*****************.com									163
Becker Wealth Management LLC	19800 MacArthur Blvd #300, Irvine, CA 92612	94972xxxx5	ste**@b**********************.com	5	1
True Legacy Wealth Management, LLC	15520 Rockfield Blvd Ste. G, Irvine, CA 92618	94943xxxx7	18f***********************************@w***************.com
Schiel Wealth Management	30448 Rancho Viejo Rd Ste 180 San Juan Capistrano, CA 92675	94938xxxx5	csc**@i**.com			4.4	8			275	3	266
Merrill Lynch Wealth Management	4500 Barranca Pkwy, Irvine, CA 92604	94978xxxx3	aas**********@m.com
Sanjay Mathur - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	amr*******@r.com
Stan DiLiberto, CPA, CFP	12501 Seal Beach Blvd Ste 200 Seal Beach, CA 90740	56249xxxx5	sta@c********.com	4.8	55	4.7	30
Slaten Wealth Management	501 N Brookhurst St Ste 318 Anaheim, CA 92801	71477xxxx6	hei@s*********.com			3	2
Precision Wealth	9890 Research Dr, Irvine, CA 92618	94920xxxx0	cco****@p************.com
Mgo Private Wealth	111 Pacifica, Irvine, CA 92618	94920xxxx1	402***********************************@w***************.com
Morgan Stanley Wealth Management	1901 Main St Ste 800, Irvine, CA 92614	94995xxxx0	acm*********@m**********.com
Pierson Wealth Management	245 Fischer Ave, Costa Mesa, CA 92626	71421xxxx0
Silversage Advisors	19200 Von Karman Ave Ste 370 Irvine, CA 92612	94922xxxx5	dsa*@s***************.com		3	5	1
Fabian Wealth Strategies Inc	3070 Bristol St Ste 610, Costa Mesa, CA 92626	71466xxxx3	mar****@m***********.com								28	2900
Nick Socha - Northwestern Mutual	18575 Jamboree Rd Ste 400 Irvine, CA 92612	94962xxxx6	ade*******@n.com							46		49
StrateFi Wealth Management	18881 Von Karman Ave Suite 410, Irvine, CA 92612	94934xxxx1	dou@s************.com	5	20					352		345
Procurus Wealth Management	4101 Birch St Ste 110, Newport Beach, CA 92660	94922xxxx8
Eight Oaks Financial	2201 Dupont Dr Suite 810, Irvine, CA 92612	94966xxxx3	and@e****************.com	5	10
Clay Northam Wealth Management	3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56279xxxx7	bcl@c********.com
Aidreen Gonsalves ,CPA	Anaheim, CA 92805	71448xxxx0	aid**@a*****.com			4.3	18					102
Churchill Management Group - Irvine	19200 Von Karman Ave #400, Irvine, CA 92612	94991xxxx8	ach@c*****************.com									221
Merrill Lynch Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx0	ale********@m.com	4	4
Mission Wealth	1 Park Plz Ste 600 Irvine, CA 92614	94928xxxx0	ach**@m**********.com
Fellows Wealth Management	100 Spectrum Center Dr #900, Irvine, CA 92618	94937xxxx6	geo@f********************.com	4	1
Farris & Company Accountancy Corp	4101 Birch St Ste 210C Newport Beach, CA 92660	94925xxxx6	far*******@c***********.com	5	3
CIBC Private Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94988xxxx0	alb*********@c*.com							2125		2200
Nextgen Business and Wealth Preservation	1 Park Plz, Irvine, CA 92614	94922xxxx9
Modern Wealth Law	3200 Park Center Dr Ste 260, Costa Mesa, CA 92626	94937xxxx3	atr@m************.com							315	2	315
E Mortgage Capital	18071 Fitch Irvine, CA 92614	85556xxxx0	aab**@e*************.com			4.7	342			26190	177	26000
Pacific Coast Wealth Management	120 Vantis Dr, Aliso Viejo, CA 92656	94963xxxx2	bla@p*************************.com	4.6	11
Northwestern Mutual - Scott Gajda	18575 Jamboree Rd, Irvine, CA 92612	94962xxxx8	web****@n***************.com	5	1
Chapman Wealth Strategies	17752 Sky Park Circle Ste 255 Irvine, CA 92614	94989xxxx5
Steadfast Wealth Management	2 Venture, Irvine, CA 92618	94935xxxx8
Rebecka Forrester \| TNG Real Estate	2830 Brea Blvd Fullerton, CA 92835	71441xxxx7	reb*************@m.com			4.9	14
Private Wealth Management \| U.S. Bank	18300 Von Karman Ave, Irvine, CA 92612	83396xxxx6	aar**********@u***.com							345376	5428	348000
Chi Luu - First Financial Security	2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704	71468xxxx2	chi@f**********.com	5	2	5	18
Newman Law Group	242 W Main St Ste 101 Tustin, CA 92780	65723xxxx5				4.8	30
Nch Wealth Advisors Inc	1661 E Chapman Ave Ste 2A, Fullerton, CA 92831	71487xxxx2	ama*@n******.com
JRL Capital/Capstone Wealth	9861 Irvine Center Dr, Irvine, CA 92618	94982xxxx0	bac*****@j***.com
Maggie Yang, CPA, CFP, MBA	4299 MacArthur Blvd Newport Beach, CA 92660	62623xxxx6	exa**@m***.com			5	2
Capital Wealth Advisors Private Wealth Strategies	7545 Irvine Center Dr, Irvine, CA 92618	85853xxxx5	aar**********@r*********.com
Wealth Management Corp	800 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	bra********@s********.com
Great Park Insurance	10 Corporate Park Ste 130 Irvine, CA 92606	94938xxxx2	dan*@g***************.com	5	505	4.9	763			644	2206
Tempus Wealth Planning	100 Spectrum Center Dr, Irvine, CA 92618	94939xxxx5	cca**@t*****.com
McCarthy Wealth Management	3300 Irvine Ave, Newport Beach, CA 92660	71424xxxx1	inf@m*********.com									294
Impact Wealth Management	7700 Irvine Center Dr, Irvine, CA 92618	94968xxxx5	abc*****@w***************.com
Hilpan Moxie Wealth Management	13 Woodland Dr, Irvine, CA 92604	94955xxxx2	don******@h********.com
Ovisto Wealth Management	2050 Main St Suite 1300, Irvine, CA 92614	94982xxxx1
Sage Mint Wealth	2600 Michelson Dr Ste 950 Irvine, CA 92612	71493xxxx0	inf@s************.com			5	1
Nick Socha, CFP - Northwestern Mutual	18575 Jamboree Rd #400, Irvine, CA 92612	94962xxxx6	abb******@n.com	5	1
Align Wealth Advisors	24031 El Toro Rd, Laguna Hills, CA 92653	94971xxxx5	inf@a*****************.com							54	7	59
Wells Fargo ATM	22 Prism, Irvine, CA 92618	80086xxxx7	aar********@w*******.com	1.8	15
Kingdom Wealth Stewards	294 Ambroise Newport Coast, CA 92657	94928xxxx0	jri******@k******************.com
Yhc Wealth Management Group	18396 Brookhurst St, Fountain Valley, CA 92708	71496xxxx0	pgb****@w****************.com							199	5	205
Becker Wealth Management LLC	19800 Macarthur Blvd, Irvine, CA 92612	94972xxxx5	ste**@b**********************.com
Chicago Wealth Management Inc	12644 Westminster Ave, Santa Ana, CA 92706	71465xxxx4
Pillar Wealth Strategies	18400 Von Karman Ave, Irvine, CA 92612	94962xxxx9	gom@p*******************.com
Cerity Partners	18881 Von Karman Ave Irvine, CA 92612	21220xxxx0	aad*@c***********.com
Halbrook MacDonald Wealth Management Team	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
BML Wealth Management	2 Park Plz, Irvine, CA 92614	94968xxxx5	adv***@b******.net							196	9	222
Ensemble Wealth Management	9870 Research Dr Irvine, CA 92618	86658xxxx4	ana***@e*******.com	5	9					158	36	162
Irvine Wealth Management	9870 Research Dr, Irvine, CA 92618	94978xxxx8		5	9
Walden Wealth Management, LLC	2082 Michelson Dr, Irvine, CA 92612	94982xxxx7	coo*@w************.com
Denis Doulgeropoulos - Mass Mutual	2020 Main St Ste 1200 Irvine, CA 92614	76065xxxx0	DDo**********@f***********.com			5	1			136		141
Kevin John Marumoto - Private Wealth Advisor, Ameriprise Financial Services	3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806	56298xxxx7	bra***********@a*.com							161		165
Private Management Group	15635 Alton Pkwy #400, Irvine, CA 92618	94975xxxx0	c18***************************@s***.wixpress	5	5
Tax & Wealth Management	4501 Cerritos Ave Ste 202, Cypress, CA 90630	71494xxxx4	je@t****************.com	5	2					40		66
CBM Wealth Management - UBS Financial Services Inc.	3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56234xxxx6	abc*****@u.com
Focus Wealth Management - Ameriprise Financial Services	6B Liberty Ste 225 Aliso Viejo, CA 92656	94966xxxx8	din*******@a*.com	5	2	1	1			469	9	469
Gerber Kawasaki Wealth & Investment Management	2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405	42456xxxx0	a18***************************@s***.wixpress	4.6	138	4.7	200					27000
Putman Group	9911 Irvine Center Dr Ste 100 Irvine, CA 92618	94950xxxx0	adm*@p******.com			3.8	16
Integrated Wealth Management	620 Newport Center Dr Ste 650 Newport Beach, CA 92660	94999xxxx5
Stephen Shin - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	joh******@c.rbcwealthmanagement
Mellow & Axel Wealth Management Group - UBS Financial Services Inc.	3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56234xxxx0	abc*****@u.com
XOA TAX	2211 Michelson Dr Ste 900 Irvine, CA 92614	65782xxxx8	con**@x***.com			5	3
Pacifica Wealth Advisors	26041 Acero, Mission Viejo, CA 92691	94930xxxx0	rob*@p***********.com	5	3					505		512
C3 Private Wealth Advisors - Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	c3p******************@a*.com
Bright Wealth Advisors	Irvine, CA 92618	94927xxxx4	hen@b*****************.com
Frehner Wealth Management	300 Spectrum Center Dr Suite 920, Irvine, CA 92618	94963xxxx1	adm@f**********.com
Wealth Coast - Wealth Management and Insurance Solutions	18575 Jamboree Rd #200, Irvine, CA 92612	94986xxxx0	chr***********@n.com									138
Jerry Yu - Reign Financial & Insurance Services	500 Technology Dr Ste 300 Irvine, CA 92618	62626xxxx8	ass****@r*******************.us
Martin Klein - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	mar*******@r.com									157
Merrill Lynch Financial Advisor Luis Manuel Ayala Bernal	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx8	ali************@m.com
Elevare Wealth - Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	dns***@a*.com
Empirical Wealth Management	2020 Main St Ste 340 Irvine, CA 92614	94954xxxx0	aba**@e******.net									2500
Law Offices of Mark D Holmes	2875 Michelle Dr Ste 160 Irvine, CA 92606	94964xxxx0	mar@m*********.com	5	9	4.7	105
Sunpath Financial	3333 Michelson Dr #300, Irvine, CA 92612	94964xxxx9	525***********************************@w***************.com	5	7
Confluence Wealth Management Group - Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	90939xxxx9	cam********@a*.com							16	15	20
Oakwood Wealth Partners	17400 Laguna Canyon Rd Ste 125, Irvine, CA 92618	94934xxxx8
Wealth Management Group	12501 Seal Beach Blvd, Seal Beach, CA 90740	56249xxxx1
Mike Valiente - Legacy & Wealth Finacial Advisors	300 Spectrum Center Dr #400, Irvine, CA 92618	94952xxxx5	imp****@g**.com
Gardena Financial	1516 W Redondo Beach Blvd, Gardena, CA 90247	42499xxxx9		4.8	35	4.7	161					55
Rs Crum	4 Upper Newport Plz Ste 201 Newport Beach, CA 92660	94942xxxx6	car@r***.com	5	4
Pacific Wealth Solutions	16430 Bake Pkwy, Irvine, CA 92618	94965xxxx8	dj@p**.ai
David Thompson - RBC Wealth Management Branch Director	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Gary Lutwen - Financial Advisor, Ameriprise Financial Services, LLC	2 Park Plaza Ste 1100, Irvine, CA 92614	94966xxxx5
Adam MacDonald - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx5
Jason Lee	555 Anton Blvd Ste 150 Costa Mesa, CA 92626	80036xxxx1	jlc**************@w********.com
Marrick Wealth	2211 Michelson Dr, Irvine, CA 92612	94925xxxx0	adv***@m**********.com
Wealth Wise Financial Service	9070 Irvine Center Dr Ste 230, Irvine, CA 92618	94974xxxx7	car**@w****************.com
Global Wealth Partners Inc	333 S Anita Dr, Orange, CA 92868	71446xxxx7	ama**@g********************.com									35
Clearview Wealth Management, LLC	4 Venture suite 120, Irvine, CA 92618	94933xxxx4	abd****@c*********.com	5	2					108
MILE Wealth Management	100 Spectrum Center Dr suite 900, Irvine, CA 92618	94944xxxx0	inf@m********.com
Legacy & Wealth Financial Advisors	300 Spectrum Ctr Dr Ste 400 Irvine, CA 92618	94952xxxx5	imp****@g**.com			5	37
Brandon Hovind - Patriot Equity Mortgage	4000 Barranca Pkwy Ste 250 Irvine, CA 92604	94943xxxx4	bho**@p******************.com			5	6
Ritholtz Wealth Management	610 Newport Center Dr Ste 260, Newport Beach, CA 92660	94925xxxx5
C S Tomasi Wealth Management	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56249xxxx8	chr*****@c*****.com
Burnham Gibson Wealth Advisors	2050 Main St Ste 510 Irvine, CA 92614	94983xxxx0	at@b************.com
Wealth Management Advisers	23441 S Pointe Dr, Laguna Hills, CA 92653	94960xxxx0	ago**@c*****.com
Citadel Law Corporation	2372 Morse Ave Irvine, CA 92614	80066xxxx2	a.f****@c*******.com	4.1	9	2.9	10			445	14	441
Wealth Management Services Inc	15771 Grey Oaks St, Westminster, CA 92683	71479xxxx9	inf@w***.com
GC Group Wealth Management - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx3	abc*****@u.com
Mandy M Woo - Private Wealth Advisor, Ameriprise Financial Services, LLC	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3
Hilpan Moxie Wealth Management	Irvine, CA	94955xxxx2	don******@h********.com
Kathy Flores Wealth Management	5 Park Plz, Irvine, CA 92614	94930xxxx2
Amrit Mathur - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	amr*******@r.com
Theresa Kost - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx9	the*******@r.com							80	8	83
Pelorus Capital Management	7700 Irvine Center Dr Ste 520, Irvine, CA 92618	71490xxxx7	Ale**********@w*****.com
Clover Wealth Management LTD	4000 Barranca Pkwy suite 250, Irvine, CA 92604	71498xxxx4	eug*@c*****.com
Innovent Law	2372 Morse Ave Ste 147 Irvine, CA 92614	94942xxxx2	adm@k****.com			4.8	41			419	12
Online Trading Academy	17780 Fitch Ste 200 Irvine, CA 92614	88843xxxx2	abi@t************.com			3.9	137			109528	203	117000
Castillo Wealth	12501 Seal Beach Blvd, Seal Beach, CA 90740	56249xxxx3	tom*******@l.com
Andrew M Schroeder - Ameriprise Financial Advisor	2 Park Plz Ste 1100 Irvine, CA 92614	56230xxxx5	dns***@a*.com			1	1
WEALTHRHINO	2070 Business Center Dr STE 250, Irvine, CA 92612	94948xxxx4	inf@w*********.com
Michael Russo - Private Wealth Advisor, Ameriprise Financial Services, LLC	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	dns***@a*.com
Deutsche Bank	1761 E Saint Andrew Pl, Santa Ana, CA 92705	71424xxxx0	adr@d*.com	3.3	18
Kanani Advisory Group	16440 Bake Pkwy Ste 150 Irvine, CA 92618	87782xxxx7	clo*@k****************.com			4.5	20
Falcon Wealth Planning	2030 Main St 13th floor, Irvine, CA 92614	85596xxxx6	inf@f******.com	4.9	39
Management Wealth	10 Pointe Dr Ste 400, Brea, CA 92821	71467xxxx0	bxx*********@c******.com
Pence Wealth Management - Financial Advisors	5000 Birch St #8000, Newport Beach, CA 92660	94966xxxx7	aay**********@l.com	5	1						37	1312
Filigree Wealth Advisors	530 Technology Dr Suite 100, Irvine, CA 92618	94998xxxx7	chr@f*************.com
The KFK Group	4000 Barranca Pkwy Ste 250 Irvine, CA 92604	94926xxxx3	ern*@t********.com
Collins Law Office	4 Park Plaza Ste 1050 Irvine, CA 92614	85545xxxx9	ass****@c********.com			4.9	41
Cooke Wealth Management	18881 Von Karman Ave Ste 1420 Irvine, CA 92612	94972xxxx0	coo******@c***********.com	5	2
Modern Wealth Partners	18400 Von Karman Ave Suite 550, Irvine, CA 92612	94966xxxx1	ben***@m*******************.com
Louis Arlow - Financial Advisor, Ameriprise Financial Services, LLC	2600 Michelson Dr, Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Brio Wealth	949 S Coast Dr, Costa Mesa, CA 92626	94994xxxx0	amb@b*******.com
Roth Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx3	ale*****@u.com
Atlas Wealth Management Group, LLC	2372 Morse Ave, Irvine, CA 92614	88847xxxx5	inf@a******.com									35
Kinecta Federal Credit Union - Tustin	2324 Park Ave Tustin, CA 92782	71425xxxx4	aar***@k****.org	3.9	27	3.9	70			43472	1455	43000
NWM GROUP- Newport Wealth Management Group	23 Corporate Plz Newport Beach, CA 92660	94990xxxx9				5	2
Martin Wealth Management	4000 Barranca Pkwy #250, Irvine, CA 92604	94985xxxx1	ray@w************.com
BML Wealth Management	2 Park Plz Ste 280, Irvine, CA 92614	94968xxxx5	adv***@b******.net	5	1					195	9	221
IWM Partners, LPL Wealth Advisors	3 Park Plaza suite 1490, Irvine, CA 92614	71496xxxx0	ahe*****@i********.com	5	1
Creative Planning	1 Park Plaza #700, Irvine, CA 92614	86627xxxx8	a.j****@c*************.com							6352	125	7200
Wealth Advisory Lab	620 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94944xxxx8	ins***@w**************.com
Basdakis Wealth Management Group	114 Pacifica Ste 320 Irvine, CA 92618	94950xxxx5
Morgan Stanley Wealth Management	555 Pointe Dr, Brea, CA 92821	71499xxxx0
FDP Wealth Management	8841 Research Dr, Irvine, CA 92618	94985xxxx7	ben@f****.com
Fidelity Investments	1600 Newport Center Dr Ste 100 Newport Beach, CA 92660	80036xxxx0	a61**@f*****.com			4	1					353000
Wealth Management Solutions	4000 MacArthur Blvd Ste 600 East Tower Newport Beach, CA 92660	94947xxxx0	a@w******.com
Wealth Compile	4100 Newport Pl Ste 760 Newport Beach, CA 92660	94930xxxx3	ana*@g**.com
Mission Wealth	1 Park Plz, Irvine, CA 92614	94928xxxx0	ach**@m**********.com
Thuan Bui	Santa Ana, CA 92704	71442xxxx2				5	1
Confluence Wealth Management Group - Ameriprise Financial Services	12842 Valley View St Ste 104, Garden Grove, CA 92845	71424xxxx0	cam********@a*.com							16	15	20
Pacific Wealth Partners	3333 W Coast Hwy, Newport Beach, CA 92663	94963xxxx2	dav********@p******************.com
Maven Group Investment Strategies	530 Technology Dr Ste 100 Irvine, CA 92618	94939xxxx3	inf@m***********.com	5	11
Chapla-Breault Wealth Management Inc.	Irvine, CA 92618	94953xxxx0
Pacifica Wealth Advisors	9870 Research Dr, Irvine, CA 92618	94930xxxx0	joh@p************.com							484		512
Meier Law Firm	450 Newport Center Dr Ste 500 Newport Beach, CA 92660	94969xxxx5	ami@m******.com			5	122
Falcon Wealth Planning	2030 Main St, Irvine, CA 92614	85596xxxx6	ama*@f*****************.com	4.9	38
Wealth Management Strategies	17 Spectrum Pointe Dr, Lake Forest, CA 92630	94983xxxx3
CENTURY 21 MASTERS- MIGUEL RICO JR. REALTOR	2355 Main St Ste 110 IRVINE, CA 92614	71472xxxx4	dmc@m**********.com			5	2
Kenneth Franklin - Private Wealth Advisor, Ameriprise Financial Services - Closed	6B Liberty Ste 225, Aliso Viejo, CA 92656	94966xxxx8	dns***@a*.com
Liberty Capital Management	1811 E Garry Ave Santa Ana, CA 92705	94972xxxx8	agr**@l**************.com			5	1
Owen Zhang - OZ Wealth Management	530 Technology Dr Ste 100 Irvine, CA 92618	94952xxxx3	zha*******@g**.com			5	19
Vanguard Capital Wealth Advisors	2030 Main St, Irvine, CA 92614	94982xxxx0	inf@v****.com
California Private Wealth Management	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94921xxxx9
Mental Wealth, Counseling & Consulting	15642 Sand Canyon Ave, Irvine, CA 92619	94993xxxx9
Wealth Strategies Group	950 S Coast Dr Ste 115, Costa Mesa, CA 92626	71438xxxx0	inf@w*******************.com									18
Merrill Lynch Wealth Management	24422 Avenida De La Carlota Ste 400, Laguna Hills, CA 92653	94985xxxx0	ban*******************@m.com
Farmers Insurance - John Peterson	13844 Alton Pkwy Ste 132 Irvine, CA 92618	94995xxxx9	abc*@f****.com			2.3	3					19
Cig Financial	6 Executive Cir Ste 100, Irvine, CA 92614	94925xxxx2	adr*@c*********.com
Charles Schwab	16 Corporate Plaza Dr Newport Beach, CA 92660	94971xxxx8	abc****@s***.com	5	5	2.9	21
Dwight Wealth Management	3780 Kilroy Airport Way, Long Beach, CA 90806	56225xxxx5
U.S. Bank - Private Wealth Advisor: Blake Nakamura	18300 Von Karman Ave, Irvine, CA 92612	94973xxxx2	aar**********@u***.com
Aspiriant Wealth Management	7700 Irvine Center Dr Suite 940, Irvine, CA 92618	94962xxxx6	aa@a********.com	1	1					130	14	151
U.S. Bank – Wealth Management Banker: Carol Symons	13070 Yale Ave, Irvine, CA 92620	71482xxxx6	aar**********@u***.com							345685	5083	348000
Daniel Henry - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx8
Dove Investment Research and Management	100 Pacifica Ste 300 Irvine, CA 92618	94927xxxx0	den@d************.com			3	2
Retirement Distribution & Wealth Management Strategies Inc.	509 S Brea Blvd Unit 13, Brea, CA 92821	71487xxxx0	jpe***@p*************.com
Karam Wealth Advisors	7755 Center Ave, Huntington Beach, CA 92647	94939xxxx0
Nevine Carmelle	Irvine, CA 92620					5	1
Fabian Wealth Strategies	260 Baker St Ste 200, Costa Mesa, CA 92626	71424xxxx0
Merrill Lynch Wealth Management	3 Cameo Crst, Laguna Niguel, CA 92677	94985xxxx4
Asset Protection & Elder Law Center	17702 Mitchell N Ste 101 Irvine, CA 92614	71496xxxx6	sha**@p******.com			4.8	91
Darren McLellan - Neo Home Loans	Irvine, CA 92612	94966xxxx0	dar**********@n*********.com			5	25
Brian Richmond - RBC Wealth Management Financial Advisor	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx7
Wilshire Finance Partners	2 Venture Ste 250 Irvine, CA 92618	86657xxxx0	aba***@w*******.com							143	4
MKT Wealth Management	9870 Research Dr, Irvine, CA 92618	94920xxxx1	inf@m***.com	1	1					1115	3	1100
Wealth Financial Group West	650 Town Center Dr Ste 920 Costa Mesa, CA 92626	71461xxxx4	bro@w*******.com			1	1			110		118
Wealth & Business Management Lab	16815 Von Karman Ave, Irvine, CA 92606	94924xxxx1
Bright Wealth Advisors	200 Spectrum Center Dr STE 300, Irvine, CA 92618	94927xxxx4	hen@b*****************.com	5	3							164
Stephanie Lee, CPA	Laguna Hills, CA 92637	94921xxxx7	joh@s******.com			5	1
Mitchell Anthony Capital Management	9259 Research Dr Irvine, CA 92618	94985xxxx0	inf@m********************.com
Matrix Private Wealth Solutions Inc.	7700 Irvine Center Dr #800, Irvine, CA 92618	88823xxxx9	las@m*****************.com
Provence Wealth Management Inc	18101 Von Karman Ave, Irvine, CA 92612	94922xxxx0
FUJIFILM Irvine Scientific	1830 E Warner Ave, Santa Ana, CA 92705	94926xxxx0	aac**@i******.com	3	2
Modern Money	2900 S Harbor Blvd Santa Ana, CA 92704	56227xxxx3	jor****@f*********.com			5	3
Oglevee & Devine Wealth Partners	23 Corporate Plaza Dr Ste 246, Newport Beach, CA 92660	94973xxxx3	abu*@r***.com
AAA Irvine Insurance and Member Services	13331 Jamboree Rd Tustin, CA 92782	71497xxxx1	aaa**********@n*****.aaa			3.3	205
Wealth Management Services Inc	12676 Hoover St, Garden Grove, CA 92841	71479xxxx9	inf@w***.com
Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	ado******@a*.com							296		303
Richard Ward \| Stifel Financial Advisor	20 Pacifica, Irvine, CA 92618	94927xxxx0	war@s***.com							3854
Morgan Stanley Wealth Management	650 Town Center Dr Ste 100, Costa Mesa, CA 92626	71495xxxx0
Merit Wealth Management - Ameriprise Financial Services	14771 Plaza Dr Ste M Tustin, CA 92780	94925xxxx8	chr*************@a*.com			1	1			230		233
Frehner Wealth Management-LPL Financial	300 Spectrum Center Dr, Irvine, CA 92618	94963xxxx1	adm@f**********.com
Wealth Management Strategies	2050 Main St, Irvine, CA 92614	94983xxxx0	dav@w******.com
Laguna Pacific Wealth Management Group - Morgan Stanley	1901 Main St #700, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
Merrill Lynch Wealth Management	145 S State College Blvd Ste 300/350, Brea, CA 92821	71425xxxx0	ban*******************@m.com	4.5	2
Preston Law Group	5000 Birch St Tower Ste 3000 Newport Beach, CA 92660	95126xxxx5	con**@p************.com			5	2			7		9
Rj Wealth Advisors Inc	5 Corporate Park, Irvine, CA 92606	94986xxxx7
Nikesh Parikh, Financial Advisor - Dynamic Wealth & Insurance Solutions, Inc.	2020 Main St 10th Fl, Irvine, CA 92614	56240xxxx0	npa***@f.newyorklife
Morgan Stanley Financial Advisors	1901 Main St Ste 700, Irvine, CA 92614	94995xxxx0		5	4
Crystal Cove Wealth Management	16530 Bake Pkwy Ste 100 Irvine, CA 92618	94975xxxx8
SageView Advisory Group	4000 MacArthur Blvd Ste 1050 Newport Beach, CA 92660	80081xxxx2
Sarah Nagel, CPA	23193 La Cadena Dr Ste 104 Laguna Hills, CA 92653	94929xxxx8	sna*@s*******.com			4.8	30
Miramontes Capital	4701 Teller Ave Newport Beach, CA 92660	80046xxxx5	ang********@m**************.com	5	25	4.5	22			1920	6	1900
TSG Wealth Management - Irvine	18800 Von Karman Ave Suite B, Irvine, CA 92614	94950xxxx0	all**********@t**.com							215
Hansen Pierce Wealth Management Group	400 Spectrum Ctr Dr Ste 2000 Irvine, CA 92618	94927xxxx0	han**@s***.com
Wealth Planning Group	16440 Bake Pkwy Ste 100, Irvine, CA 92618	94925xxxx5
Wealth Management Solutions	4000 Macarthur Blvd, Newport Beach, CA 92660	94947xxxx0	inf@w*****.com							58	4	62
Bharmal and Associates	2082 Business Center Dr Ste 190 Irvine, CA 92612	71489xxxx6	ale****@b********.com			4.8	152			504	6	488
CS Tomasi Wealth Management	949 S Coast Dr, Costa Mesa, CA 92626	71485xxxx2
International Wealth Management	1 City Blvd W Ste 1450, Orange, CA 92868	71494xxxx8	cla*@i*.biz
Alpha Innovation Partners	Escondido, CA 92025	92587xxxx6				5	5
Merrill Lynch Wealth Management Advisor Jay Tamkoc	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx5	ale********@m.com	4	4
SWAN Wealth Management Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Liang & Quinley Wealth Management	7700 Irvine Center Dr, Irvine, CA 92618	94974xxxx8	chr********@l.com
Integravest Wealth Management	33332 Valle Rd, San Juan Capistrano, CA 92675	94935xxxx3
Grimm Bissell Wealth Management	18575 Jamboree Rd, Irvine, CA 92612	94962xxxx7	nmw******@n***************.com
Hall Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx1	a.h*@h*****.com	5	1
Ral Wealth	1200 Newport Center Dr Ste 270 Newport Beach, CA 92660	94944xxxx9	hos*****@o.com
OC Wealth Coach	17742 Irvine Blvd Ste 200 Tustin, CA 92780	71483xxxx3	tre@o**********.com			5	2
Atlas Wealth Management Group	2372 Morse Ave, Irvine, CA 92614	94974xxxx5
Wealth Planning Group	9841 Irvine Center Dr, Irvine, CA 92618	94925xxxx5	doe***@w*********.com
Brea Wealth Management - UBS Financial Services Inc.	135 S State College Blvd Ste 650, Brea, CA 92821	71425xxxx1	abc*****@u.com
Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services, LLC	2 Park Plaza Ste 1100, Irvine, CA 92614	94966xxxx8	ado******@a*.com							295		296
Xoa Tax	10015 Garden Grove Blvd, Garden Grove, CA 92844	71491xxxx8	con**@x***.com	5	18	4.7	56					53
Eagle Tax Res - California	100 W Main St Ste 7 Tustin, CA 92780	94941xxxx5	eag**********@d***************.com			4.7	88			756	64	829
Law Office of James Burns	6B Liberty Ste 130 Aliso Viejo, CA 92656	94930xxxx2	dc@j************.com	4.9	76	4.9	42
Newport Wealth Advisors	4695 MacArthur Ct Fl 11 Newport Beach, CA 92660	87769xxxx7	a@n********************.com			3.7	6
Focus Wealth Management - Ameriprise Financial Services - Closed	6B Liberty Ste 225, Aliso Viejo, CA 92656	94966xxxx8	dns***@a*.com
Apella Wealth	9110 Irvine Center Dr Irvine, CA 92618	94957xxxx3	aca***@a*********.com
BNG Wealth Advisors	16755 Von Karman Ave Suite 200C, Irvine, CA 92606	94939xxxx1	bal*****@l.com	5	4					213		214
Global Wealth Management	18111 Von Karman Ave Ste 424, Irvine, CA 92612	94943xxxx8	gwm*****@c***********.com
Scalco Financial - Tax and Wealth Management	13001 Seal Beach Blvd Ste 205, Seal Beach, CA 90740	56243xxxx0
Win-Team	560 Wald Irvine, CA 92618	94933xxxx0	a.r****@w*****.org			5	1
Ambassador Wealth Management, LLC	5101 E La Palma Ave Ste 100b, Anaheim, CA 92807	71467xxxx1	bem***@a*************.com							240		236
Nicholas Yrizarry Wealth Mgmnt Group	361 Forest Ave Ste 202, Laguna Beach, CA 92651	94971xxxx5
Corellia Finance & Tax	511 E 1st St Ste H Tustin, CA 92780	94922xxxx1	inf@c*********.com			4.9	36
PacificView Wealth Management	19200 Von Karman Ave #400, Irvine, CA 92612	94962xxxx4	ala@p**********.com	5	1
Edward Jones - Financial Advisor: Bradey Jameson, AAMS®	1501 Westcliff Dr Ste 307 Newport Beach, CA 92660	94961xxxx5	acc********@e********.com			5	1			87605		100000
John Fierro - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx8	joh******@r.com
Klein Financial Advisors	4299 MacArthur Blvd Ste 100 Newport Beach, CA 92660	94947xxxx0	cla****@k**********.com
U.S. Bank - Private Wealth Advisor: Jon Pommier	18300 Von Karman Ave, Irvine, CA 92612	94986xxxx4	aar**********@u***.com							345372	5428	348000
Pacific Wealth Partners	881 Dover Dr Ste 310, Newport Beach, CA 92663	94963xxxx2	dav********@p******************.com
Wealth Tutor	2552 Walnut Ave Ste 145 Tustin, CA 92780	94922xxxx0
Doug Bailey-RBC Wealth Management Branch Director	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56279xxxx4	dou******@r.com							66		66
The Office of Terrie Bui - Financial Planning, Tax and Insurance	500 N State College Blvd Ste 1100 Orange, CA 92868	71483xxxx2				5	31
Redwitz	3 Park Plz Ste 1700 Irvine, CA 92614	94975xxxx4	ale***@r****.com			1	1			108	2
Keep It Simple Financial Planning	333 City Dr Ste 1700 Orange, CA 92868	87741xxxx2	con**@k******************.com			5	9			2528	5	3800
Martin Wealth Management	5020 Campus Dr Newport Beach, CA 92660	94985xxxx1
Northwestern Mutual - Strategic Financial Group	18575 Jamboree Rd #400, Irvine, CA 92612	94962xxxx6	soc*@n***************.com	5	2					107329	16242	108000
College Aid Smart	780 Roosevelt Ste 215 Irvine, CA 92620	94970xxxx7	jen@c************.com
Wealth Management & Business	2 Venture, Irvine, CA 92618	94982xxxx2	hel@w*.financial							241	8	239
Sun Group Wealth Partners	17500 Red Hill Ave STE 140, Irvine, CA 92614	94962xxxx0	ang*@s*******.com	5	6							1800
Buckingham Strategic Wealth	3 Park Plz Ste 420, Irvine, CA 92614	87769xxxx2	adm@b**************.com							561	7	656
Romero Wealth Management	2520 N Santiago Blvd Orange, CA 92867	71454xxxx7	doe@r*****.com			4.8	5
WestPac Wealth Partners	949 S Coast Dr, Costa Mesa, CA 92626	94927xxxx0	aar*********@w**********.com							54314	37	104000
WZWLH Wealth Advisors	4 Park Plz Ste 200 Irvine, CA 92614	86698xxxx6
WestPac® Wealth Partners (Orange County)	949 S Coast Dr Suite 220, Costa Mesa, CA 92626	94927xxxx0	aar*********@w**********.com							54337	39	104000
Elizabeth Connolly - Financial Advisor, Ameriprise Financial Services, LLC	2600 Michelson Dr, Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Hobert Wealth Management	23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660	80074xxxx8	hob***@h*******************.com			5	1
Cooper McManus Wealth Management	9870 Research Dr, Irvine, CA 92618	61255xxxx5	aco**@c**********.com	5	2
Jarus Wealth Advisors	7545 Irvine Center Dr Ste 214, Irvine, CA 92618	94955xxxx9
New Wealth Advisors Club	3333 Michelson Dr Ste 300 Irvine, CA 92612	95144xxxx2	ale****@n******************.com			4.5	67
Downie Financial Group- Dave Ramsey’s Smartvestor	26050 Acero Mission Viejo, CA 92691	71490xxxx5	cli@c********.com	5	9	4.7	44
Rapp Wealth Management	4400 Macarthur Blvd, Newport Beach, CA 92660	94995xxxx7