How many financial advisors are in Temecula, California?

Falists lists 11 registered investment advisers with a principal office or filing address in Temecula, California, based on public SEC IAPD data.

How do financial advisors in Temecula charge fees?

Fee structures vary by firm. In Temecula, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Temecula?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 11 advisers

Financial Advisors in Temecula, California

Looking for a financial advisor in Temecula, California? Falists indexes 11 SEC-registered and state-registered investment advisers in Temecula — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $251.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$251.1M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth10 Planning9 Trusts9 Retirement1 Institutional1

Top advisors in Temecula

Ranked by AUM · Fees, team & specialties at a glance

View all 11 →

TEAM WEALTH & TAX ADVISORS

Temecula, CA

AUM

$251.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

951-308-6444

Full profile Visit site →

WOLFGANG CAPITAL

Temecula, CA

AUM

$128.9M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

Fees

Percentage of AUM

951-200-5084

Full profile Visit site →

ENDURING WEALTH ADVISORS

Temecula, CA

AUM

$122.8M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

951-693-9900

Full profile Visit site →

Temecula, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

619-942-2468

Full profile Visit site →

NATIONAL RETIREMENT INSTITUTE

Temecula, CA

AUM

—

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

8777450008

Full profile Visit site →

CME STRATEGIC WEALTH MANAGEMENT

Temecula, CA

AUM

$644K

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

951-350-3670

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Temecula, California?: 11 registered investment advisers are listed in our Temecula directory, sourced from public SEC filings.
What types of advisors are in Temecula?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Temecula?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.