Find The Best Financial Advisors in Ventura, 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 Ventura is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Ventura & pick the one as per your needs

How To Find The Best Financial Advisors in Ventura, California

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Ventura, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Ventura, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Ventura, California have an average of 16 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 Ventura, California

Roy Sherman

Sherman Asset Management

805-655-5062

Address

• 1500 Palma Dr.,
  Suite 133,
  Ventura, CA 93003 See Details

Connect with Roy

Connect with Roy

Nathan Wallace

Savvy Advisors Inc

805-285-7686

Address

• 573 Avenida Del Recreo,
  Ojai, CA 93023 See Details

Connect with Nathan

Connect with Nathan

Bryan Foronjy

Foronjy Financial

805-880-9444

Address

• 401 Chapala St #105,
  Santa Barbara, CA 93101 See Details

Connect with Bryan

Connect with Bryan

Dash Investments

818-309-4065

Address

• 21600 Oxnard Street Ste 1755,
  Woodland Hills, CA 91367 See Details

Connect with Dash

Connect with Dash

Michael Macauley

Signature Estate & Investment Advisors (SEIA)

310-712-2365

Address

• 2121 Avenue of the Stars, Suite 1600,
  Los Angeles, CA 90067 See Details

Connect with Michael

Connect with Michael

Michael Cannone

Westmount Partners

310-556-2502

Address

• 2049 Century Park East,
  Suite 2500,
  Los Angeles, CA 90067 See Details

Connect with Michael

Connect with Michael

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
INTEGRITY WEALTH ADVISORS, LLC 196 S. Fir St., Suite 140 Ventura, CA, 93001	281708	$307,036,398	1540	A Percentage of AUM, Hourly charges, Fixed Fees
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. 121 N. Fir Street, Suite D, Ventura, CA, 93001	134563	$93,949,547	254	A Percentage of AUM, Hourly charges
PLATO'S PHILOSOPHY, LLC 8164 Platinum Street, Ventura, CA, 93004	319564	$38,070,000	1	Fixed Fees, Other (FIXED BASIS POINTS OF OVERALL EXPENSE RATIO)

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