Best Financial Advisors in THOUSAND OAKS, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in THOUSAND OAKS
PACIFIC FINANCIAL STRATEGIES, INC
THOUSAND OAKS, CA · Since 2009
CEDARSTONE ADVISORS
THOUSAND OAKS, CA · Since 2018
HOFER & ASSOCIATES WEALTH MANAGEMENT
THOUSAND OAKS, CA · Since 2022
DRH INVESTMENTS, INC.
THOUSAND OAKS, CA · Since 2019
IBN ASSET MANAGEMENT, LLC
THOUSAND OAKS, CA · Since 2020
GFP WEALTH MANAGEMENT
THOUSAND OAKS, CA · Since 2023
EAGLESON ARNDT FINANCIAL ADVISORS
THOUSAND OAKS, CA · Since 2025
LONGEVITY CAPITAL MANAGEMENT
THOUSAND OAKS, CA · Since 2024
ZAI TECHNOLOGIES LLC
THOUSAND OAKS, CA · Since 2026
DE GROOTE FINANCIAL GROUP, LLC
THOUSAND OAKS, CA · Since 2013
HILLCREST FINANCIAL GROUP
THOUSAND OAKS, CA · Since 2022
MFA WEALTH SERVICES
THOUSAND OAKS, CA · Since 2016
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in THOUSAND OAKS?
The median advisory fee in THOUSAND OAKS, CA is 0.95% of assets under management per year, based on Form ADV filings from 12 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.