Top Financial Advisors in Thousand Oaks, California
Finding the right financial advisor in Thousand Oaks is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Thousand Oaks, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Thousand Oaks, CA.
Find the Best Financial Advisor Firms in Thousand Oaks:
DE GROOTE FINANCIAL GROUP, LLC
CRD#: 168178
Address: 3013 Willow Lane, Thousand Oaks, CA 91361
Clients: 157
Average Clients per Advisor: 78
AUM: $ 583M
HILLCREST FINANCIAL GROUP
CRD#: 317862
Address: 515 Marin Street Suite 406, Thousand Oaks, CA 91360
Clients: 190
Average Clients per Advisor: 63
AUM: $ 369M
MFA WEALTH SERVICES
CRD#: 169013
Address: 100 E. Thousand Oaks Blvd. #258, Thousand Oaks, CA 91360
Clients: 128
Average Clients per Advisor: 42
AUM: $ 191M
PROFESSIONAL PLANNING
CRD#: 109561
Address: 100 East Thousand Oaks Blvd, #150, Thousand Oaks, CA 91360
Clients: 313
Average Clients per Advisor: 62
AUM: $ 187M
WINTERS FINANCIAL GROUP, INC.
CRD#: 309549
Address: 100 E. Thousand Oaks Blvd. Suite 101, Thousand Oaks, CA 91360
Clients: 189
Average Clients per Advisor: 94
AUM: $ 168M
GOYETTE FINANCIAL PLANNING, INC
CRD#: 133566
Address: 25 W Rolling Oaks Drive Suite 111, Thousand Oaks, CA 91361
Clients: 7
Average Clients per Advisor: 7
AUM: $ 127M
How We Chose the Top Financial Advisors in Thousand Oaks, California
To create this list of top financial advisor firms in Thousand Oaks, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Thousand Oaks has to offer.
Search Financial Advisors in Thousand Oaks, California
Mark Alden Perez
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Donald Evan Blauner
Registered Affiliation(s):CROWN CAPITAL SECURITIES, L.P.
Angelica B Cui
Registered Affiliation(s):MORGAN STANLEY
Steven Andrea Anderson
Registered Affiliation(s):D.A. DAVIDSON & CO.
Juan Javier Partida
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Kristy Anne Grauer
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
William Leroy Westling
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Robert Harry Walczuk
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Russell Erwin Suede
Registered Affiliation(s):LPL FINANCIAL LLC
William Lee Boatwright
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Larry William Makatura
Registered Affiliation(s):LPL FINANCIAL LLC
James Hunter Dryden
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Lisa Marie Lyons
Registered Affiliation(s):OSAIC WEALTH, INC.
Valerie A Dowling
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Svetlana Sarkisian Chowdhury
Registered Affiliation(s):LPL FINANCIAL LLC
James Francis Dwyer
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Patrick Dennis Chance
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Jason Craig Holland
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michael Peter Demma
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Laurie Gayle Warren
Registered Affiliation(s):MORGAN STANLEY
Gene Fitzgerald Goldman
Registered Affiliation(s):CETERA INVESTMENT MANAGEMENT LLC
John David Hineman
Registered Affiliation(s):MORGAN STANLEY
James Leroy Losey
Registered Affiliation(s):OSAIC WEALTH, INC.
Millicent Gurilda Callahan
Registered Affiliation(s):CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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