RIAs in Thousand Oaks, CA
17 RIAs based in Thousand Oaks, California managing a combined $3.7B.
De Groote Financial Group, LLC
RIAThousand Oaks, CA
AUM $1.2BTEAM 9REPS 3
Hillcrest Financial Group
RIAThousand Oaks, CA
AUM $568MTEAM 8REPS 6
IBN Asset Management, LLC
RIAThousand Oaks, CA
AUM $508MTEAM 6REPS 7
MFA Wealth Services
RIAThousand Oaks, CA
AUM $310MTEAM 3REPS 2
Hofer & Associates Wealth Management
RIAThousand Oaks, CA
AUM $216MTEAM 4REPS 2
Pacific Financial Strategies, Inc
RIAThousand Oaks, CA
AUM $201MTEAM 5REPS 3
Cedarstone Advisors
RIAThousand Oaks, CA
AUM $198MTEAM 3REPS 2
Longevity Capital Management
RIAThousand Oaks, CA
AUM $184MTEAM 3REPS 2
Farrell Financial, Inc.
RIAThousand Oaks, CA
AUM $73.7MTEAM 1REPS 1
Strategic Financial
RIAThousand Oaks, CA
AUM $73.4MTEAM 1REPS 1
Retirement Wealth Center Inc
RIAThousand Oaks, CA
AUM $41.8MTEAM 1REPS 1
Gold Coast Securities, Inc.
RIAThousand Oaks, CA
AUM $39.9MTEAM 1REPS 2
Team Elevated Asset Management
RIAThousand Oaks, CA
AUM $33.9MTEAM 2REPS 2
Atlas Capital Management
RIAThousand Oaks, CA
AUM $11.4MTEAM 1REPS 1
Buff Your Finances
RIAThousand Oaks, CA
AUM $9.9MTEAM 1REPS 1
Align Investment Advisors, LLC
RIAThousand Oaks, CA
AUM $2MTEAM 1REPS 1
ZAI Technologies LLC
RIAThousand Oaks, CA
AUM —TEAM 1REPS 0
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