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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Temecula, CA

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

The short answer

153 registered advisors work in Temecula; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (20). 17 list the CFP designation and 115 are also registered broker representatives.

Firms with the most advisors in Temecula

FirmAdvisors in Temecula
Merrill Lynch, Pierce, Fenner & Smith Incorporated news20
LPL Financial LLC news17
Ameriprise Financial Services, LLC news13
Wells Fargo Clearing Services, LLC news10
J.P. Morgan Securities LLC news7
Edward Jones news6
Pfs Investments Inc.6
Cetera Investment Advisers LLC news5
Team Wealth & Tax Advisors5
State Farm Investment Management Corp.4
Strategic Advisers LLC4
Enduring Wealth Advisors3
Park Avenue Securities LLC3
R & R Financial3
Transamerica Financial Advisors, LLC3
Wolfgang Capital3
Financial Gravity Family Office Services, LLC2
Investment Managers Group, LLC2
J. W. Cole Advisors, Inc.2
Newedge Advisors2
Palomar Advisors Inc.2
Thrivent Investment Management Inc.2
Vine Capital Management, LLC2
Vineyard Wealth Advisory LLC2
Amb Financial LLC1

Advisors in Temecula, A to Z

CFP advisors in Temecula →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in Temecula, CA?

153 investment adviser representatives are registered at firm offices in Temecula, California, according to the SEC's Investment Adviser Public Disclosure records. 115 of them are also registered as broker representatives, and 17 list the CFP designation.

Which firm has the most financial advisors in Temecula?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 20 registered advisors in Temecula, followed by LPL Financial LLC with 17.

How do I check a financial advisor in Temecula?

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.