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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Murrieta, CA

Every SEC-registered investment adviser representative at a firm office in Murrieta, with the firms that employ the most of them.

The short answer

75 registered advisors work in Murrieta; the most are at Missionsquare Wealth Management (9). 15 list the CFP designation and 57 are also registered broker representatives.

Firms with the most advisors in Murrieta

FirmAdvisors in Murrieta
Missionsquare Wealth Management9
Stifel, Nicolaus & Company, Incorporated news8
Edward Jones news6
State Farm Investment Management Corp.5
LPL Financial LLC news4
J.P. Morgan Securities LLC news3
Raymond James Financial Services Advisors, Inc. news3
Cambridge Investment Research Advisors, Inc. news2
Davies Financial Advisors, Inc.2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Nwf Advisory Services Inc.2
Strategic Advisers LLC2
Athena Wealth Management1
Centura Wealth Advisory1
Cetera Investment Advisers LLC news1
Clg LLC1
Commonwealth Financial Network news1
Elevated Capital Advisors, LLC1
Empower Advisory Group, LLC1
Fiduciary Experts LLC1
Fireplace Financial Inc.1
Foundations Investment Advisors LLC1
Impact Partnership Wealth, LLC1
Independent Financial Group, LLC1
Intelligence Driven Advisers, LLC1

Advisors in Murrieta, A to Z

CFP advisors in Murrieta →

Other cities in California

All of California →

San Diego 3,492Los Angeles 3,345San Francisco 3,218Newport Beach 1,784Irvine 1,663Pasadena 1,078Walnut Creek 1,053San Jose 913Beverly Hills 654Roseville 611Westlake Village 601Sacramento 583Palo Alto 511Torrance 485La Jolla 463Santa Barbara 424Carlsbad 422Menlo Park 417Fresno 416San Rafael 411El Segundo 407Woodland Hills 357San Mateo 350Long Beach 341

Questions

How many financial advisors are in Murrieta, CA?

75 investment adviser representatives are registered at firm offices in Murrieta, California, according to the SEC's Investment Adviser Public Disclosure records. 57 of them are also registered as broker representatives, and 15 list the CFP designation.

Which firm has the most financial advisors in Murrieta?

Missionsquare Wealth Management, with 9 registered advisors in Murrieta, followed by Stifel, Nicolaus & Company, Incorporated with 8.

How do I check a financial advisor in Murrieta?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.