#1Davies Financial Advisors, Inc.
DAVIES FINANCIAL ADVISORS, INC.
Based in Murrieta, CA
Retirement Plan Advisors in Murrieta, CA
The top-ranked retirement plan advisors serving Murrieta, CA are Davies Financial Advisors, Inc., Enduring Wealth Advisors and Thielen Capital Corporation. We list 147 retirement plan advisors serving Murrieta, CA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Murrieta, CA (Riverside County). 147 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Murrieta
#2Enduring Wealth Advisors
ENDURING WEALTH ADVISORS, LLCServes this area from Temecula, CA (5 mi)#3Thielen Capital Corporation
THIELEN CAPITAL CORPORATIONServes this area from Ladera Ranch, CA (25 mi)#4G.w. Sherwold Associates, Inc.
G.W. SHERWOLD ASSOCIATES, INC.Serves this area from Mission Viejo, CA (26 mi)#5Stephenson And Company, Inc.
STEPHENSON AND COMPANY, INC.Serves this area from San Clemente, CA (27 mi)#6Ticino Wealth
TICINO WEALTH LLCServes this area from Mission Viejo, CA (28 mi)#7Walker Financial Advisors Inc
WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITSServes this area from Mission Viejo, CA (28 mi)#8Miller Financial Services, Inc.
MILLER FINANCIAL SERVICES, INC.Serves this area from San Juan Capistrano, CA (28 mi)#9Pacific Capital
PACIFIC CAPITAL WEALTH ADVISORS, INC.Serves this area from Corona, CA (28 mi)#10Ehrlich Financial Group
THE EHRLICH GROUP LLCServes this area from Laguna Niguel, CA (28 mi)
20 more providers serving this area
- Financial Management Network Inc, Mission Viejo, CA (28 mi)
- Tricord Advisors, Inc., Riverside, CA (29 mi)
- Laguna Wealth Advisors, LLC, Dana Point, CA (31 mi)
- Intelligence Driven Advisers, LLC, Carlsbad, CA (31 mi)
- Cornerstone Wealth Advisors, Inc., Carlsbad, CA (31 mi)
- Seaside Wealth Management, Inc., Carlsbad, CA (31 mi)
- Towneley Capital Management, Inc., Laguna Hills, CA (31 mi)
- Accelerate Retirement, Aliso Viejo, CA (31 mi)
- Claraphi Advisory Network, LLC, Aliso Viejo, CA (31 mi)
- Flexpath Strategies, Aliso Viejo, CA (31 mi)
- Sst Benefits Consulting, Aliso Viejo, CA (31 mi)
- Tri-ad Capital Management I, LLC, Escondido, CA (31 mi)
- Wealthspire Retirement Advisory, Aliso Viejo, CA (31 mi)
- Cooper Mcmanus, Irvine, CA (31 mi)
- Anchor Bay Capital, Inc., Carlsbad, CA (32 mi)
- Anchor Bay Private Wealth LLC, Carlsbad, CA (32 mi)
- Axxcess Wealth Management, LLC, Carlsbad, CA (32 mi)
- Financial Focus LLC, Carlsbad, CA (32 mi)
- Meketa Fiduciary Management, LLC, Carlsbad, CA (32 mi)
- Three Arch Wealth Management LLC, Irvine, CA (32 mi)
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Frequently asked questions
How many retirement plan advisors serve Murrieta?
We list 147 retirement plan advisors serving Murrieta, CA: 1 based there and 146 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Murrieta?
The top-ranked retirement plan advisors serving Murrieta, CA are Davies Financial Advisors, Inc., Enduring Wealth Advisors, Thielen Capital Corporation, G.w. Sherwold Associates, Inc. and Stephenson And Company, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Murrieta are verified against official records?
10 of the top 10 match an active official record: Davies Financial Advisors, Inc. (U.S. Securities and Exchange Commission), Enduring Wealth Advisors (U.S. Securities and Exchange Commission), Thielen Capital Corporation (U.S. Securities and Exchange Commission), G.w. Sherwold Associates, Inc. (U.S. Securities and Exchange Commission) and Stephenson And Company, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .