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Financial advisors in Temecula, CA

Looking for a financial advisor in Temecula, CA? We list 166 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

166Advisors with offices here
15Median years of experience
3%At fee-only firms
49Firms represented

Largest firms here: Merrill (23), Ameriprise Financial Services (20), LPL Financial (18).

Nearby: Murrieta, Winchester, Wildomar, Fallbrook, Los Angeles, Menifee, Bonsall, Lake Elsinore.

Filter and map these advisors

Ameriprise Financial Services
43yrs
Grant Ostapeck
Financial advisor
41923 2nd St Suite 403
Temecula, CA 92590
Top 1% by experience in Temecula
Fiduciary
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Primerica Advisors
39yrs
Brian Weaver
Financial advisor
27247 Madison Ave Suite 118-B
Temecula, CA 92590
Top 2% by experience in Temecula
Fiduciary
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Vineyard Wealth Advisory
39yrs
Paul Valencia
Financial advisor
Temecula, CA
Top 2% by experience in Temecula
Fiduciary
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Cetera Investment Advisers
37yrs
Randall Houghton
Financial advisor
43537 Ridge Park Drive
Temecula, CA 92590
Top 3% by experience in Temecula
Fiduciary
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LPL Financial
35yrs
David La Pointe
Financial advisor
43980 Margarita Rd #201
Temecula, CA 92592
Top 4% by experience in Temecula
Fiduciary
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LPL Financial
34yrs
Michael Butsko
Financial advisor
28459 Old Town Front St Suite 315
Temecula, CA 92590
Top 5% by experience in Temecula
PlanningInvesting
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Merrill
34yrs
Monica Timmons
Financial advisor
3 Better World Circle
Temecula, CA 92590
Top 5% by experience in Temecula
Fiduciary
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Ameriprise Financial Services
33yrs
John Burg
Financial advisor
41923 2nd St Suite 403
Temecula, CA 92590
Top 7% by experience in Temecula
Fiduciary
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Wells Fargo Advisors
33yrs
Jon Frandell
Financial advisor
27555 Ynez Road Suite 120
Temecula, CA 92591
Top 7% by experience in Temecula
Fiduciary
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Enduring Wealth Advisors
33yrs
Ralph Bender
Financial advisor
27555 Ynez Road Suite 212
Temecula, CA 92591
Top 7% by experience in Temecula
CFP®Fiduciary
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Team Wealth & Tax Advisors
33yrs
Leonard Cole
Financial advisor
40395 Winchester Road Suite A
Temecula, CA 92591
Top 8% by experience in Temecula
CFP®
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LPL Financial
32yrs
Larry Price
Financial advisor
31693 Temecula Parkway
Temecula, CA 92592
Top 8% by experience in Temecula
PlanningInvesting
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Ameriprise Financial Services
32yrs
Matthew Hunt
Financial advisor
27250 Via Industria Suite B
Temecula, CA 92590
Top 9% by experience in Temecula
Fiduciary
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Thrivent Investment Management
31yrs
William Bohmer
Financial advisor
27280 Via Industria
Temecula, CA 92590
Top 5% by experience at Thrivent Investment Management
CFP®Fiduciary
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Ameriprise Financial Services
31yrs
Robert Erling
Financial advisor
27250 Via Industria Suite B
Temecula, CA 92590
Top 11% by experience in Temecula
Fiduciary
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Zero DAY Capital Enterprises
31yrs
Yvette Sanchez Amaro
Financial advisor
Temecula, CA
Top advisor by experience at Zero DAY Capital Enterprises
Fiduciary
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LPL Financial
31yrs
Brian Finley
Financial advisor
28459 Old Town Front St Suite 315
Temecula, CA 92590
Top 11% by experience in Temecula
PlanningInvesting
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CME Strategic Wealth Management
31yrs
Cletus Emeziem
Financial advisor
43537 Ridge Park Drive, Suite 100
Temecula, CA 92590
Top 12% by experience in Temecula
Fiduciary
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Ameriprise Financial Services
31yrs
Michael Cruz
Financial advisor
41923 2nd St Suite 403
Temecula, CA 92590
Top 13% by experience in Temecula
Fiduciary
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Newedge Advisors
30yrs
Steven Bliss
Financial advisor
43920 Margarita Road #F
Temecula, CA 92592
Top 14% by experience in Temecula
PlanningInvesting
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J. W. Cole Advisors
29yrs
Allyson Trantum
Financial advisor
27710 Jefferson Avenue Suite 102
Temecula, CA 92591
Top 14% by experience in Temecula
CFP®Fiduciary
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read