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City: Irvine

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Acorns
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location iconIrvine, California
company size
Company size:  201-500
AUM
AUM: $2B - $5B
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location iconIrvine, California
company size
Company size:  201-500
AUM
AUM: $2B - $5B
Acorns is a technology-based, SEC-registered investment adviser based in Irvine, California founded in 2013. Acorns' roboadviser investment management...
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Wealth ManagementInvestment Management
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Alchemy
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location iconIrvine, California
company size
Company size:  11-50
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location iconIrvine, California
company size
Company size:  11-50
Alchemy develops a SaaS-based loan module platform that enables digital onboarding, descision management, and loan management for Banks, FinTech and M...
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FinTech
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Alpha Cubed Investments
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location iconIrvine, California
company size
Company size:  11-50
AUM
AUM: $2B - $5B
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location iconIrvine, California
company size
Company size:  11-50
AUM
AUM: $2B - $5B
Alpha Cubed Investments, LLC is an independent, SEC registered investment adviser based in Irvine, California founded in 2011. Alpha Cubed Investment...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Apriem Advisors
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location iconIrvine, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconIrvine, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
Apriem Advisors is an independent, SEC registered investment adviser based in Irvine, California founded in 1998. Apriem Advisors provides investment ...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Ascendiant Capital Markets
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location iconIrvine, California
company size
Company size:  1-10
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location iconIrvine, California
company size
Company size:  1-10
Ascendiant Capital Markets, LLC is a full-service boutique investment banking firm providing corporate finance, M&A advisory, equity research, market ...
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sectors
Media & CommunicationsTechnology & Software
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Benefit Financial Services Group
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location iconIrvine, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconIrvine, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
Benefit Financial Services Group is a registered investment advisor based in Irvine, California. Benefit Financial Services Group provides investment...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Capital Bank And Trust Company
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location iconIrvine, California
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location iconIrvine, California
Capital Bank And Trust Company is a investment management firm based in Irvine, United States. Capital Bank And Trust Company provides multi-family office insti...
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services
Institutional Services
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Cardinal Point Wealth Management, LLC
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location iconIrvine, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconIrvine, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
Cardinal Point Wealth Management, LLC is an independent, SEC registered investment advisor founded in 2009 and based in Irvine, California with additi...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Chamberlain Group Financial Services
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location iconIrvine, California
company size
Company size:  11-50
AUM
AUM: $2B - $5B
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location iconIrvine, California
company size
Company size:  11-50
AUM
AUM: $2B - $5B
Chamberlain Group Financial Services provides investment portfolio design and implementation, investment and insurance analysis, risk management, inve...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Charles Fish Investments
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location iconIrvine, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconIrvine, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
Charles Fish Investments, Inc. is an independent registered investment advisor founded in 1984. Charles Fish Investment is focused on investment manag...
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Investment ManagementInstitutional Services
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