Grape Wealth Management
“The hosts are extremely friendly and sincere, always willing to engage and offer constructive advice.”
Best Financial Advisors in Temecula, CA
22 firms listed · all 22 in Temecula · 2 open weekends · 15 rated 4.5+ · 7 show a license
Data verified October 18, 2026
Elite Tax Partners
“The team at Elite Tax Partners continuously work hard to make sure we're well taken care of come tax season.”
Team Wealth & Tax Advisors
“Len Cole has been preparing our tax returns for at least 25 years.”
Duane Johnson Group-Financial
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Wolfgang Capital
“And that's so important to me, Zach is always available to guide me through out a doubt or a decision I have to make, great team.”
Enduring Wealth Advisors
“Easy to talk to, easy to understand and they make us feel at home with them.”
The 22 firms listed for Temecula, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Temecula, CA
All 22 firms we list here are in Temecula itself. 15 of the firms on this page have a rating, from 4.8 to 5.0 across 127 reviews. 2 are open on Saturdays. 7 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 4 offer a free initial consultation. We have a website on file for 21 of the firms on this page; 19 publish a contact page; 18 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Temecula take financial planning bookings online?
7 of the 22 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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AJT Wealth Consultants
“From an amazing front desk receptionist, to the most amazing team of Allyson and Ryan :)”
Wealth Protection Partners
“Yvette is absolutely amazing to work with and always keeps her clients best interest as her number 1 priority.”
Temecula Financial Services
“Will continue to use their service!”
Corcoran Wealth Management
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Sexton Advisory Group
“Steve is great he had helped me tremendously the past 13 years with my finances.”
Milton Wealth Advisors
La Pointe Wealth Advisors
“David La Pointe and group has and continues to be an outstanding financial adviser of my asset accounts.”
Wealth Redy, Powered by Westpac Wealth Partners / Redy U
GC Asset Management
“Just the words "financial planning" are bound to intimidate, however, if you want a knowledgeable, trustworthy, efficient steward of your hard earned money, then GC Asset is the way to go.”
Cadence Private Wealth Management
Locklin Financial Group
Summit Financial Networks
Granite Wealth Advisors
South West Legal Aid
Axiom Financial & Insurance Solutions
RHB Advisors
Why these companies made our list
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