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Find The Best Financial Advisors in Thousand Oaks, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Thousand Oaks is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Thousand Oaks & pick the one as per your needs

How To Find The Best Financial Advisors in Thousand Oaks, California

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Thousand Oaks, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 15 vetted financial advisors and 9 non-vetted financial advisors in Thousand Oaks, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Thousand Oaks, California have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Thousand Oaks, California

advisor

Alano Massi

Palm Capital Management

call805-727-2700

advisor

Pure Financial Advisors LLC

Pure Financial Advisors, LLC

call818-805-5500

advisor

Andrew Eddy

Eddy Financial, LLC

call310-451-3339

advisor

Michael Cannone

Westmount Partners

call310-556-2502

advisor

Michael DeSantis

Farther Finance LLC

call310-742-9633

advisor

Christian Johnson

California Financial Partners

call818-637-0177

advisor

Jarret Rodriguez-Conklin

Homestead Wealth Management

call909-667-0587

Top Financial Advisor Firms in Thousand Oaks, California (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
DE GROOTE FINANCIAL GROUP, LLC
3013 Willow Lane,
Thousand Oaks, CA, 91361
168178 $582,681,800 1981 A Percentage of AUM, Hourly charges, Fixed Fees
HILLCREST FINANCIAL GROUP
515 Marin Street, Suite 406
Thousand Oaks, CA, 91360
317862 $368,600,000 901 A Percentage of AUM, Fixed Fees
MFA WEALTH SERVICES
100 E. Thousand Oaks Blvd., #258
Thousand Oaks, CA, 91360
169013 $191,458,815 584 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
GFP WEALTH MANAGEMENT
25 W Rolling Oaks Drive, Suite 111
Thousand Oaks, CA, 91361
133566 $127,108,691 163 A Percentage of AUM, Hourly charges, Fixed Fees
CEDARSTONE ADVISORS
3125 Old Conejo Road, Unit 7
Thousand Oaks, CA, 91320
172653 $126,846,630 180 A Percentage of AUM, Hourly charges
HOFER & ASSOCIATES WEALTH MANAGEMENT
90 E Thousand Oaks Blvd., Suite 310
Thousand Oaks, CA, 91360
282005 $119,167,538 288 A Percentage of AUM, Hourly charges, Fixed Fees
PACIFIC FINANCIAL STRATEGIES, INC
223 E. Thousand Oaks Blvd., Suite 403,
Thousand Oaks, CA, 91360
151434 $117,988,403 817 A Percentage of AUM, Other (HOURLY/FIXED FEES FOR FINANCIAL PLANNING)
IBN ASSET MANAGEMENT, LLC
463 Pennsfield Place,, Suite 201
Thousand Oaks, CA, 91360
290114 $107,175,736 37 A Percentage of AUM, Fixed Fees, Other (CONSULTING)
LONGEVITY CAPITAL MANAGEMENT
515 Marin Street, Suite 418
Thousand Oaks, CA, 91360
328283 $0 0 A Percentage of AUM, Hourly charges, Fixed Fees

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