City
Wealth management firms in Murrieta, California
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Murrieta, California reported $247.1 million in regulatory assets under management; the largest by assets was Davies Financial Advisors, Inc., with $123.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $247.1 million
- Average per firm
- $20.6 million
- SEC-registered, of those listed
- 2 of 12 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Davies Financial Advisors, Inc. | SEC | $123.1 million | 173 |
| 2 | Meridian Wealth Management, Inc | State | $102.3 million | 338 |
| 3 | Shift 4 Advisors, Inc. | State | $12.0 million | 88 |
| 4 | Athena Wealth Management | State | $5.0 million | 61 |
| 5 | Fireplace Financial Inc | State | $4.5 million | 15 |
| 6 | TM Wealth Management, LLC | State | $244,253 | 6 |
| 7 | Temecula Valley Stock Exchange | State | $3,000 | 3 |
| 8 | Pacific Empire Financial | State | $0 | 0 |
| 9 | RMH Advisors, LLC | State | $0 | 0 |
| 10 | Spendvest | SEC | $0 | 0 |
| 11 | The DR Team | State | $0 | 0 |
| 12 | Vertex Investments Group | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.