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
Bonnie Lynn Bennetts
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Christopher John Harrer
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Todd Alan Locicero
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Phillip Lavalle
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Brian Timothy Klimke
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Willard Joseph Hansen
Registered Affiliation(s):PFS INVESTMENTS INC.
Anahid Dana Luke
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Carter Collins Taylor
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Craig Douglas Kelley
Registered Affiliation(s):CITY NATIONAL SECURITIES, INC.
Kent William Honey
Registered Affiliation(s):MORGAN STANLEY
Lynn Andree Newman
Registered Affiliation(s):EAGLE STRATEGIES LLC
Kristopher Michael Raney
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Louis George Skertich
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jeffrey Paul Gilliam
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Jason James Perez
Registered Affiliation(s):LINCOLN INVESTMENT
Stephanie Kay Morris
Registered Affiliation(s):MORGAN STANLEY
James Albert Bruckner
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Julie Chei Hwei Lee
Registered Affiliation(s):EAGLE STRATEGIES LLC
Lillian Elizabeth Appleby
Registered Affiliation(s):LPL FINANCIAL LLC
Mitchell Craig Beer
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Aura Lewanna Carmi
Registered Affiliation(s):FINANCIAL ENGINES ADVISORS L.L.C.
Ian Christopher Lumsden
Registered Affiliation(s):MORGAN STANLEY
Daniel L. Rosen
Registered Affiliation(s):EDWARD JONES
Javier Guztavo Orozco
Registered Affiliation(s):TAMAR SECURITIES, LLC
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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