City
Wealth management firms in Temecula, California
As of October 2, 2026, 17 wealth management firms, including broker-dealer firms, with their main office in Temecula, California reported $1.1 billion in regulatory assets under management; the largest by assets was Team Wealth & Tax Advisors, with $251.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 17
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $67.6 million
- SEC-registered, of those listed
- 5 of 17 (29.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Team Wealth & Tax Advisors | SEC | $251.1 million | 793 |
| 2 | Vine Capital Management, LLC | SEC | $188.4 million | 301 |
| 3 | Wolfgang Capital | SEC | $128.9 million | 729 |
| 4 | Enduring Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $122.8 million | 451 |
| 5 | Investment Managers Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $116.8 million | 528 |
| 6 | Newport Securities Corporation | State | $92.3 million | 25 |
| 7 | Granite Wealth Advisors | State | $53.5 million | 114 |
| 8 | White, Dunkirk $ Price Investment Advisory Inc. | State | $43.3 million | 110 |
| 9 | Bridger Financial Services, LLC | State | $40.2 million | 275 |
| 10 | Vineyard Wealth Advisory LLC | State | $39.5 million | 91 |
| 11 | Grape Modern Wealth Management | State | $38.6 million | 318 |
| 12 | R & R Financial | State | $21.5 million | 187 |
| 13 | Amb Financial LLC | State | $4.9 million | 16 |
| 14 | GC Asset Management | State | $4.1 million | 12 |
| 15 | Corcoran Wealth Management LLC | State | $3.5 million | 50 |
| 16 | Cme Strategic Wealth Management | State | $643,816 | 21 |
| 17 | National Retirement Institute | 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.