Top financial advisors in Simi Valley, CA
We’ve curated a list of the best financial advisors in Simi Valley, take a look at it below
Find an advisor in Simi Valley| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,108,681,804 | 66 advisors | ||
| 2 | $70,609,465 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Simi Valley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Simi Valley. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Hbw Advisory Services LLC
Hbw Advisory Services LLC is a financial advisory firm based in Simi Valley, California. It currently has approximately $1,108,681,804 of assets under management and employs about 66 people. Hbw Advisory Services LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,108,681,804
Headcount
66 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-77333
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Tortuga Advisers LLC
Tortuga Advisers LLC is a financial advisory firm based in Simi Valley, California. It currently has approximately $70,609,465 of assets under management and employs about 1 people. Tortuga Advisers LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$70,609,465
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-64857
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.