Financial advisors in Thousand Oaks, CA

124 match · page 1 of 5

Asher Witham
Financial advisor at Forum Financial Management, LP
Forum Financial Management, LP · $8.69B AUM
CFP®VerifiedFinancial planning
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Brad Baumann
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Oard
Financial advisor at A&M Private Wealth Partners, LLC
A&M Private Wealth Partners, LLC · $1.83B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Padrick
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
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Christopher Lamia
Financial advisor at Forum Financial Management, LP
Forum Financial Management, LP · $8.69B AUM
CFP®VerifiedFinancial planning
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Cranston Gesell
Financial advisor at One Capital Management, LLC
One Capital Management, LLC · $8.53B AUM
CFP®VerifiedFinancial planning
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David Harrington
Financial advisor at Hillcrest Financial Group
Hillcrest Financial Group · $567.8M AUM
CFP®VerifiedFinancial planning
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David Seery
Financial advisor at Forum Financial Management, LP
Forum Financial Management, LP · $8.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dean Solomon
Financial advisor at Hillcrest Financial Group
Hillcrest Financial Group · $567.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Derek Marquis
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Douglas De Groote
Financial advisor at De Groote Financial Group, LLC
De Groote Financial Group, LLC · $1.22B AUM
CFP®VerifiedFinancial planning
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Hugh Roberts
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
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Jeremy Hofer
Financial advisor at Hofer & Associates Wealth Management
Hofer & Associates Wealth Management · $216.4M AUM
CFP®VerifiedFinancial planning
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Juan Ros
Financial advisor at Forum Financial Management, LP
Forum Financial Management, LP · $8.69B AUM
CFP®VerifiedFinancial planning
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Kenneth Bock
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
CFP®VerifiedFinancial planning
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Kenneth Gross
Financial advisor at Strategic Financial
Strategic Financial · $73.4M AUM
CFP®VerifiedFinancial planning
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Kevin Farrell
Financial advisor at Farrell Financial, Inc.
Farrell Financial, Inc. · $73.7M AUM
CFP®VerifiedFinancial planning
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Kristin Short
Financial advisor at Confide
Confide · $12.6M AUM
CFP®VerifiedFinancial planning
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Logan Sanders
Financial advisor at Forum Financial Management, LP
Forum Financial Management, LP · $8.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Louis Ashamallah
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Matthew Tucker
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Michael Garner
Financial advisor at Mfa Wealth Services
Mfa Wealth Services · $310M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nancy Chappell
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nava Spivak
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Randy Podell
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
CFP®VerifiedFinancial planning
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Raul Palma
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Ryan De Silva
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Weber
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Sarah Ellis
Financial advisor at Gkv Capital Management Co Inc
Gkv Capital Management Co Inc · $357.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Serj Arutyunyan
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Thousand Oaks, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Thousand Oaks, CA.

How this list works

Before you hire an advisor in Thousand Oaks, CA