Financial advisers in Simi Valley, CA
4 registered investment adviser firms in Simi Valley managing $4.1B in assets, based on public SEC Form ADV filings.
Hbw Advisory Services LLC
Simi Valley, CA · Est. 2012
National
- AUM
- $1.7B
- Per adviser
- $26M
- Advisers
- 68
No reported disclosures
3(38) Investment Fiduciaries
Simi Valley, CA · Est. 2018
Local
- AUM
- $1.0B
- Per adviser
- $518M
- Advisers
- 2
No reported disclosures
Monarch Plan Advisors
Simi Valley, CA · Est. 2017
Regional
- AUM
- $793M
- Per adviser
- $159M
- Advisers
- 5
No reported disclosures
Tortuga Advisers LLC
Simi Valley, CA · Est. 2005
Local
- AUM
- $564M
- Per adviser
- $564M
- Advisers
- 1
No reported disclosures