Top 7 financial advisors in Thousand Oaks, CA
We’ve curated a list of the best financial advisors in Thousand Oaks, take a look at it below
Find an advisor in Thousand Oaks| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $368,600,000 | 5 advisors | ||
| 2 | $179,526,037 | 4 advisors | ||
| 3 | $179,393,824 | 3 advisors | ||
| 4 | $127,108,691 | 1 advisors | ||
| 5 | $125,961,633 | 4 advisors | ||
| 6 | $119,167,538 | 3 advisors | ||
| 7 | $79,193,836 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Thousand Oaks, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Thousand Oaks. 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.
Hillcrest Financial Group
Hillcrest Financial Group is a financial advisory firm based in Thousand Oaks, California. It currently has approximately $368,600,000 of assets under management and employs about 5 people. Hillcrest Financial Group uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$368,600,000
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-122983
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)
Drh Investments, Inc.
Drh Investments, Inc. is a financial advisory firm based in Thousand Oaks, California. It currently has approximately $179,526,037 of assets under management and employs about 4 people. Drh Investments, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$179,526,037
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-114702
Services offered
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)
Mfa Wealth Services
Mfa Wealth Services is a financial advisory firm based in Thousand Oaks, California. It currently has approximately $179,393,824 of assets under management and employs about 3 people. Mfa Wealth Services uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$179,393,824
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-108548
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Gfp Wealth Management
Gfp Wealth Management is a financial advisory firm based in Thousand Oaks, California. It currently has approximately $127,108,691 of assets under management and employs about 1 people. Gfp Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$127,108,691
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-127509
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Cedarstone Advisors
Cedarstone Advisors is a financial advisory firm based in Thousand Oaks, California. It currently has approximately $125,961,633 of assets under management and employs about 4 people. Cedarstone Advisors uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$125,961,633
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-112625
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Hofer & Associates Wealth Management
Hofer & Associates Wealth Management is a financial advisory firm based in Thousand Oaks, California. It currently has approximately $119,167,538 of assets under management and employs about 3 people. Hofer & Associates Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$119,167,538
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-125790
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)
- Not sure which one to choose?Use our smart matching tool
Ibn Asset Management, LLC
Ibn Asset Management, LLC is a financial advisory firm based in Thousand Oaks, California. It currently has approximately $79,193,836 of assets under management and employs about 6 people. Ibn Asset Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees and consulting.
Assets under management
$79,193,836
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
CONSULTING
SEC number
801-118749
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Consulting
Your first meeting is free.