CNBC's FA 100
HH ranked one of the Top-Rated Financial Advisory Firms on CNBC’s FA 100 from 2019 – 2025
Last received October 2025 based on 12/31/24 data. All prior rankings were published in September or October of each ranking year and were based on 12/31 data of the previous year. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey; however, HH did pay to license the CNBC FA 100 logo.
Planning with a Fiduciary Focus in Irvine
The Irvine team works with clients managing evolving careers, equity compensation, business ownership, and long-term wealth planning. Our advisors provide structured guidance designed to help clients make informed decisions with clarity and coordination.
Retirement Planning & Wealth Management in Irvine
Halbert Hargrove’s Irvine wealth management office has served clients around the Irvine and Costa Mesa areas since 2018. Our Irvine financial advisors regularly meet with clients both locally and virtually throughout the country to address their investment management, wealth advisory, retirement planning, and tax planning needs. Our financial advisory team in Irvine is dedicated to helping you attain well-lived todays and tomorrows.
Wealth Management Advisors in Irvine
If you are located near Irvine, we encourage you to give us a call to set up a consultation. Our list of services ranges from investing and tax planning, to retirement planning and life-based event planning. We’d love to see how we can work together to help you plan and invest for your everyday needs, big aspirations – and everything in between.
Serving Irvine and Orange County
Centrally located for our Orange County clients, Halbert Hargrove’s Irvine office is just off the 405 freeway – and near the 73. Nearby landmarks include South Coast Plaza, the Orange County Museum of Art, and Segerstrom Center for the Arts. Free parking is plentiful. If your busy day makes it a challenge to meet in person, we’d be happy to set up a zoom or phone consultation with you.
Explore Our Financial Services in Irvine
Irvine Investment Services
Our investment services aim to grow your wealth strategically, aligning with your life goals and risk tolerance. Our Irvine team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals.
Financial Planning in Irvine
Through meticulous financial planning, our Irvine team creates a roadmap tailored to your aspirations. We analyze your current financial situation, identify opportunities for improvement, and chart a course to help you achieve your dreams, whether it’s buying a home, funding education, or starting a business.
Retirement Planning in Irvine
Retirement should be a time of relaxation and fulfillment, not worry. Our Irvine retirement planning services assist you in planning and preparing for your retirement lifestyle.
Irvine Tax Planning
Managing tax liabilities effectively is an important part of enhancing your wealth. Our Irvine tax planning services employ strategic techniques to identify deductions, credits, and tax-efficient investment strategies. By staying informed of tax law changes and utilizing effective tax planning strategies, our goal is to help you keep more of what you’ve earned.
Estate Planning in Irvine
Estate planning goes beyond distributing assets; it’s about preserving your legacy and protecting your loved ones. Our Irvine estate planning services take into consideration your wills, trusts, and beneficiary designations. We want to see your wishes honored and your estate passed on efficiently and effectively.
Irvine Charitable Gifting Services
Giving back to the community is a rewarding endeavor. Our Irvine charitable gifting services help you support causes close to your heart while optimizing tax benefits. We assist in structuring charitable donations and implementing strategies that align with your philanthropic goals, leaving a lasting impact on the causes you care about.
Irvine Family Financial Planning
Families have unique financial dynamics and goals. Our Irvine family advisory services provide holistic guidance to navigate complex financial decisions. From education funding to intergenerational wealth transfer, we collaborate with families to build a legacy of financial stability and prosperity.
Wealth Management in Irvine
Wealth management is about more than just growing your assets; it’s about orchestrating your financial affairs to achieve your life’s vision. Our Irvine wealth management services integrate investment management, financial planning, and risk management in an attempt to safeguard and enhance your wealth, with the goals of allowing you to focus on what matters most.
More About Irvine
Halbert Hargrove’s Irvine office serves clients throughout Orange County and the surrounding region, supporting professionals, executives, and families navigating increasingly complex financial lives. The team works closely with clients managing concentrated equity positions, career growth, business interests, and long-term wealth planning.
To me, there’s no greater feeling than helping my clients achieve something they’ve always wanted and have spent their lives working towards.
— Julia Pham, CFP®, AIF®, CPFA®, Wealth Advisor
About the City
- A major business and technology center in Orange County
- Home to executives, entrepreneurs, and growing families
- Known for its strong corporate presence, research institutions, and economic growth
Frequently Asked Questions
Where is the Halbert Hargrove office located in Irvine?
The Irvine office is conveniently located at 1 Park Plaza, #600.
Do I need to live in Irvine to work with this office?
No. While many clients live in or near Irvine or the surrounding Orange County cities, the team also works with clients in other locations. Meetings may take place virtually or in person, depending on preference.
What financial services are available at the Irvine office?
Services typically include comprehensive financial planning, retirement planning, investment management, and coordination with tax and estate professionals.
Who does the Irvine office typically work with?
The Irvine team works with individuals, families, and business owners who are planning for retirement, managing investments, or navigating complex financial decisions.
How do I schedule a meeting with the Irvine office?
You can request an introductory meeting using the contact form or phone number listed on this page.
Can I work with a local advisor virtually?
Yes. Clients may meet with advisors virtually or in person, depending on their preference.
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