Financial advisers in Thousand Oaks, CA

11 registered investment adviser firms in Thousand Oaks managing $3.7B in assets, based on public SEC Form ADV filings.

De Groote Financial Group, LLC

Thousand Oaks, CA · Est. 2013

Local

Fee-based

AUM: $1.2B
Per adviser: $405M
Advisers: 3

No reported disclosures

Hillcrest Financial Group

Thousand Oaks, CA · Est. 2022

Local

Fee-based

AUM: $568M
Per adviser: $114M
Advisers: 5

No reported disclosures

Ibn Asset Management, LLC

Thousand Oaks, CA · Est. 2020

Local

Fee-based

AUM: $508M
Per adviser: $85M
Advisers: 6

No reported disclosures

Mfa Wealth Services

Thousand Oaks, CA · Est. 2016

Local

Fee-based

AUM: $293M
Per adviser: $98M
Advisers: 3

No reported disclosures

Hofer & Associates Wealth Management

Thousand Oaks, CA · Est. 2022

Local

Fee-based

AUM: $216M
Per adviser: $72M
Advisers: 3

No reported disclosures

Pacific Financial Strategies, INC

Thousand Oaks, CA · Est. 2009

Local

Fee-only

AUM: $201M
Per adviser: $67M
Advisers: 3

No reported disclosures

Cedarstone Advisors

Thousand Oaks, CA · Est. 2018

Local

Fee-only

AUM: $198M
Per adviser: $66M
Advisers: 3

No reported disclosures

Drh Investments, INC.

Thousand Oaks, CA · Est. 2019

LocalInternational

Fee-only

AUM: $191M
Per adviser: $95M
Advisers: 2

No reported disclosures

Longevity Capital Management

Thousand Oaks, CA · Est. 2024

Local

Fee-based

AUM: $184M
Per adviser: $184M
Advisers: 1

No reported disclosures

Eagleson Arndt Financial Advisors

Thousand Oaks, CA · Est. 2025

Local

Fee-based

AUM: $107M
Per adviser: $107M
Advisers: 1

No reported disclosures

Zai Technologies LLC

Thousand Oaks, CA · Est. 2026

Local

Fee-based

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures