Best Financial Advisors in SIMI VALLEY, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$1.0B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in SIMI VALLEY
#1
100
TORTUGA ADVISERS LLC
SIMI VALLEY, CA · Since 2005
$564M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
100
MONARCH PLAN ADVISORS
SIMI VALLEY, CA · Since 2017
$793M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
100
3(38) INVESTMENT FIDUCIARIES
SIMI VALLEY, CA · Since 2018
$1.0B AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
95
HBW ADVISORY SERVICES LLC
SIMI VALLEY, CA · Since 2012
$1.7B AUM68 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in SIMI VALLEY?
The median advisory fee in SIMI VALLEY, CA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.