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Investment Advisors in Temecula, CA: 2026 rankings

22 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Temecula: Wealthlynk Inc., RFA Score 72/100; 5.0★ from 7 Google reviews.

  2. 9

    Most-reviewed: Sprint Funding, Inc., 18 Google reviews at 5.0★, the most of 22 ranked; ranked #9.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

22 Temecula investment advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 22 rated firms.

Top 10 investment advisors in Temecula at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Temecula at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wealthlynk Inc.725.0★ (7)Fallbrook, 11 mi away—Top score
2GC Asset Management685.0★ (6)TemeculaSat—
3Team Wealth & Tax Advisors685.0★ (15)Temecula——
41031 Capital Solutions685.0★ (6)San Marcos, 24 mi away——
5PFS Investments Inc674.2★ (5)San Marcos, 20 mi away——
6National Retirement Institute, llc.665.0★ (10)TemeculaSat—
7Lighthouse Capital Planners665.0★ (9)Temecula——
8Intelligence Driven Advisers655.0★ (11)Murrieta, 5 mi away——
9Sprint Funding, Inc.655.0★ (18)Fallbrook, 14 mi away—Most reviews
10Russ Jacobs - Financial Advisor, Ameriprise Financial Services, LLC645.0★ (15)Fallbrook, 14 mi awaySat—

All 22 investment advisors in Temecula, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Temecula

    #1 Wealthlynk Inc.

    Based in Fallbrook, 11 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 7 Google reviews
    Address
    1615 S Mission Rd Ste A, Fallbrook, CA 92028
    View profile for Wealthlynk Inc.(760) 621-4471

  2. #2 GC Asset Management

    Based in Temecula

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 10 AM–2 PM · Sun closed
    Address
    43537 Ridge Park Dr #100, Temecula, CA 92590
    View profile for GC Asset Management(951) 387-8200

  4. #4 1031 Capital Solutions

    Based in San Marcos, 24 mi away

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    100 E San Marcos Blvd, San Marcos, CA 92069
    View profile for 1031 Capital Solutions(800) 445-5908

  9. #9 Sprint Funding, Inc.

    Based in Fallbrook, 14 mi away

    65/100RFA Score

    Ranked #9 because of its Google rating and review volume: 5.0★ from 18 Google reviews, the most in Temecula.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5256 S Mission Rd Ste 1006, Bonsall, CA 92003
    View profile for Sprint Funding, Inc.(760) 760-4290

  11. #11 Ross & Mary Hunt, Inc

    Based in Murrieta, 5 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon 9 AM–4 PM · Tue 9 AM–6 PM · Wed 10 AM–6 PM · Thu 9 AM–4 PM · Fri 9:30 AM–2:30 PM · Sat 10:30 AM–1:30 PM · Sun closed
    Address
    Ross & Mary Hunt, Inc, 29970 Technology Dr #120, Murrieta, CA 92563
    View profile for Ross & Mary Hunt, Inc(951) 696-5292

  14. #14 Lori Hoopingarner - Financial Advisor, Ameriprise Financial Services, LLC

    Based in Temecula

    61/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    43460 Ridge Park Dr Ste 200, Temecula, CA 92590
    View profile for Lori Hoopingarner - Financial Advisor, Ameriprise Financial Services, LLC(951) 719-8432

Also serving Temecula

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Temecula
BusinessGoogle ratingDistance
Affluent Business Capital5.0★ (3)In Temecula
AJT Wealth Consultants5.0★ (2)In Temecula
Bulman Wealth Group5.0★ (3)In Temecula
David Hatch, CFP®5.0★ (8)In Temecula
Debbie Thomas: Primerica - Financial Services4.9★ (13)In Temecula
Edward Jones - Financial Advisor: AJ Jacobson, ChFC®|AAMS®5.0★ (1)In Temecula
Edward Jones - Financial Advisor: Mason G Mortimer, CFP®5.0★ (2)In Temecula
Enduring Wealth Advisors®5.0★ (11)In Temecula
Grape Wealth Management4.8★ (67)In Temecula
John Burg - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Temecula
La Pointe Wealth Advisors5.0★ (5)In Temecula
Lund Financial Management5.0★ (2)In Temecula
Merrill Lynch Wealth Management3.0★ (2)In Temecula
Milton Wealth Advisors, Inc5.0★ (1)In Temecula
Scott Montalvo Lemus: Primerica - Financial Services4.6★ (20)In Temecula
Sexton Advisory Group5.0★ (5)In Temecula
Wealth Redy, powered by WestPac Wealth Partners / Redy U5.0★ (1)In Temecula
Willdan Financial Services2.6★ (7)In Temecula
Wold Financial Group- TEMECULA5.0★ (15)In Temecula
Wolfgang Capital5.0★ (58)In Temecula

How we ranked Temecula investment advisors

We scored 22 Temecula investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Temecula data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Temecula: frequently asked questions

Which investment advisor has the highest RFA Score in Temecula?

By RFA Score, the highest-ranked investment advisor in Temecula, CA is Wealthlynk Inc. with an RFA Score of 72/100. It has 5.0★ from 7 Google reviews. GC Asset Management (#2) and Team Wealth & Tax Advisors (#3) follow. We ranked 22 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Temecula?

RankedFinancialAdvisors ranks 22 investment advisors serving Temecula, CA. 5 of them are based in Temecula; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Temecula work on weekends?

4 of 22 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays are GC Asset Management (#2), National Retirement Institute, llc. (#6) and Russ Jacobs - Financial Advisor, Ameriprise Financial Services, LLC (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Temecula investment advisors have?

The median Google rating among 22 rated investment advisors in Temecula is 5.0★, with a median of 7 reviews. Sprint Funding, Inc. has the most, 18 reviews, and ranks #9. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Temecula count in this ranking?

Yes, if they are within 25 mi of the Temecula city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Temecula ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Temecula a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Temecula

  1. November 2026: RFA Scores recalculated for 22 investment advisors serving Temecula.

More investment advisors and Temecula pages