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Top 4 financial advisor firms in Temecula

4 SEC-registered financial advisor firms are headquartered in Temecula, CA, with $619M in combined regulatory assets under management. The largest by assets are Team Financial Group ($251M), Wolfgang Capital ($129M) and Enduring Wealth Advisors ($123M).

4
Financial advisor firms
$619M
Their combined AUM
$126M
Median firm AUM
1,268
Clients of the top 4

The 4 largest by assets

  1. 1
    Team Financial Group

    RIA

    $251M

  2. 2
    Wolfgang Capital

    RIA

    $129M

  3. 3
    Enduring Wealth Advisors

    RIA

    $123M

  4. 4
    Investment Managers Group

    RIA

    $117M

Profiles of the top 4

No. 1 · RIA

Team Financial Group

Team Financial Group is an investment adviser based in Temecula, CA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $251 million, as filed on 2 June 2026.

Regulatory AUM
$251M
Clients
366
Advisory staff
6
Custodians
Charles Schwab
Headquarters
40395 Winchester Road, Suite A, Temecula, CA 92591
Phone
951-308-6444

No. 2 · RIA

Wolfgang Capital

Wolfgang Capital is an investment adviser based in Temecula, CA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $129 million, as filed on 17 February 2026.

Wolfgang Capital charges 1.00%–2.00% a year for its Asset Management.

Regulatory AUM
$129M
Clients
430
Advisory staff
3
Fee schedule
1.00% to 2.00% a year
Custodians
Charles Schwab
Headquarters
28751 Rancho California RD, Suite 100, Temecula, CA 92590
Phone
951-200-5084
Website
wolfgangc.com

No. 3 · RIA

Enduring Wealth Advisors

Enduring Wealth Advisors is an investment adviser based in Temecula, CA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $123 million, as filed on 12 March 2026.

Enduring Wealth Advisors charges up to 1.50% a year for its Asset Management.

Regulatory AUM
$123M
Clients
228
Advisory staff
3
Fee schedule
Up to 1.50% a year
Custodians
LPL Financial
Headquarters
27555 Ynez Road, Suite 212, Temecula, CA 92591
Phone
951-693-9900
Website
enduringwealth.com

No. 4 · RIA

Investment Managers Group

Investment Managers Group is an investment adviser based in Temecula, CA, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $117 million, as filed on 23 March 2026.

Investment Managers Group charges up to 2.25% a year for its Comprehensive Portfolio Management.

Regulatory AUM
$117M
Clients
244
Advisory staff
2
Fee schedule
Up to 2.25% a year
Custodians
Charles Schwab
Headquarters
31045 Temecula Parkway, Suite 207, Temecula, CA 92592
Phone
951-225-3260
Website
investmentmanagersgroup.com

Questions about financial advisors in Temecula

How many financial advisor firms are headquartered in Temecula?

4 SEC-registered financial advisor firms report their principal office in Temecula, CA, managing $619M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Temecula?

Team Financial Group, with $251M in regulatory assets under management on its latest Form ADV. The next largest are Wolfgang Capital ($129M) and Enduring Wealth Advisors ($123M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Temecula?

The median firm manages $126M in regulatory assets. That is the midpoint of the 4 firms headquartered in Temecula.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Temecula charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 2.25% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Temecula?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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