Matthew
Richards

Burnham Gibson Wealth Advisors, LLC

CRD#4481073
Investment Advisor
in Irvine, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Richards is a financial advisor working out of Irvine, California with a total of 1 year of relevant experience. Richards is on the advisory team at Burnham Gibson Wealth Advisors, LLC. Over the course of their career, Richards has held roles at East West Bank, Cetera Investment Services, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, Investors Capital Corp, J.P. Turner & Company, L.L.C, Legend Equities Corporation, First Allied Securities, Inc, Summit Brokerage Services, Inc, Girard Securities, Inc, Vsr Financial Services, Inc, M Financial, Equitable Advisors, LLC and Burnham Gibson Wealth Advisors. Richards holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California. Burnham Gibson Wealth Advisors, LLC is an advisory firm that has its headquarters in Irvine, CA. It administers $3 billion in total assets across its 1,119 accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 1,119 accounts, 21% belong to high-net-worth investors who have greater than $1 million in investable assets. Burnham Gibson Wealth Advisors, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules are based on which services the firm provides the client. However, fee types charged by Burnham Gibson Wealth Advisors, LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2050 Main Street Suite 510
Irvine, CA 92614

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Burnham Gibson Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$3,142,749,973

CA Average: $7,578,581,321
Total Number of Employees

20

CA Average: 43
Total Number of Accounts

1,119

CA Average: 3,727
Average Account Size

$2,808,534

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Matthew Richards Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Equitable Advisors, LLC

2022 - Present (2 years)

Burnham Gibson Wealth Advisors

2021 - 2022 (1 year)

M Financial

2015 - 2016 (1 year)

Investors Capital Corp

2015 - 2015 (< 1 year)

J.P. Turner & Company, L.L.C

2015 - 2016 (1 year)

Legend Equities Corporation

2015 - 2021 (6 years)

First Allied Securities, Inc

2015 - 2021 (6 years)

Summit Brokerage Services, Inc

2015 - 2017 (2 years)

Girard Securities, Inc

2015 - 2016 (1 year)

Vsr Financial Services, Inc

2014 - 2021 (7 years)

Cetera Investment Advisers LLC

2014 - 2021 (7 years)

Cetera Investment Services LLC

2014 - 2021 (7 years)

Cetera Advisor Networks LLC

2014 - 2021 (7 years)

Cetera Financial Specialists LLC

2013 - 2014 (1 year)

East West Bank

2013 - 2014 (1 year)

Cetera Investment Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Richards to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Burnham Gibson Wealth Advisors, LLC

Ryan Call
Irvine, CA
Matthew Richards
Irvine, CA
Sina Soltani
Irvine, CA
Alvin Tan
Irvine, CA
Jonathan Young
Irvine, CA
Daniel Sobrepena
Irvine, CA
Sung Park
Irvine, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started