Top 7 advisors in Thousand Oaks
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.
1. Hillcrest Financial Group
Assets under management
$368,600,000
Fee structure
A percentage of assets under your management
Fixed fees
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)
2. Drh Investments, Inc.
Assets under management
$179,526,037
Fee structure
A percentage of assets under your management
Performance-based fees
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)
3. Mfa Wealth Services
Assets under management
$179,393,824
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
4. Gfp Wealth Management
Assets under management
$127,108,691
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Cedarstone Advisors
Assets under management
$125,961,633
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
6. Hofer & Associates Wealth Management
Assets under management
$119,167,538
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
7. Ibn Asset Management, LLC
Assets under management
$79,193,836
Fee structure
A percentage of assets under your management
Fixed fees
CONSULTING
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.