California · 4 advisers
Financial Advisors in Murrieta, California
Looking for a financial advisor in Murrieta, California? Falists indexes 4 SEC-registered and state-registered investment advisers in Murrieta — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $123.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
2
Largest AUM
$123.1M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Murrieta
Ranked by AUM · Fees, team & specialties at a glance
DAVIES FINANCIAL ADVISORS, INC.
Murrieta, CA
AUM
$123.1M
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
951-677-3960
ATHENA WEALTH MANAGEMENT
Murrieta, CA
AUM
$5.0M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
9514486579
SHIFT 4 ADVISORS, INC.
Murrieta, CA
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
949-633-9811
VERTEX INVESTMENTS GROUP
Murrieta, CA
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(714)886-0237
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Common questions
- How many financial advisors are in Murrieta, California?
- 4 registered investment advisers are listed in our Murrieta directory, sourced from public SEC filings.
- What types of advisors are in Murrieta?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Murrieta?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.