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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Thousand Oaks
has
7
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
12
non-vetted advisors in your local area. These financial advisors in
Thousand Oaks, California
have an average of
16
years of experience.
NOTE: The list of financial
advisors in
Thousand Oaks, California
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Thousand Oaks, California.
| Qualified Financial Advisors in Thousand Oaks, California | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Alano Massi
CFP® PALM CAPITAL MANAGEMENT 23622 Calabasas Road, Suite 102, Calabasas, CA 91302 |
16 | $150mm | Not Specified | Fee-Based |
| Dash Investments
DASH INVESTMENTS 21600 Oxnard Street Ste 1755, Woodland Hills, CA 91367 |
Not Disclosed | 370000000 | Not Specified | Fee-Only |
| Andrew Eddy
CFP®, CLU®, AIF®, ChFC® EDDY FINANCIAL, LLC 100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401 |
Not Disclosed | Not Specified | Not Specified | Not Specified |
| Michael Cannone
WESTMOUNT ASSET MANAGEMENT 2049 Century Park East, Suite 2500, Los Angeles, CA 90067 |
22 | Not Specified | Not Specified | Fee-Only |
| Personal Capital
PERSONAL CAPITAL ---, Los Angeles, CA 90012 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
| Jeff Halbert
WESTMOUNT ASSET MANAGEMENT 620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660 |
10 | $3,800,000,000 | $2,000,000 | Fee-Only |
| James Peters
ChFC® CENTAURUS FINANCIAL 18662 Macarthur Blvd, Suite 200, Irvine, CA 92612 |
21 | 20,000,000 | 25,000 | Fee-Based |
Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65
Compensation/Fee Fee-Based
Office Location
23622 Calabasas Road, Suite 102,
Calabasas,
CA
91302
Phone Number
805-727-2700
Alano became a financial planner to combine his love of economics with a commitment to help individuals and families grow and preserve their wealth. As Managing Director at Palm Capital Management based in Calabasas, CA, Alano assists many individuals and families living across the United States with their financial planning and investment management. Alano is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds a Bachelor of Arts in Communication Studies from the University of San Diego, a Master of Business Administration in Finance from Pepperdine University, a Series 65 securities license, a certification for life, accident and health insurance, and is a member of the Financial Planning Association®. Alano has contributed to the following prominent financial publications: Fox Business News, Forbes, Investopedia, Yahoo Finance, TD Ameritrade's TickerTape, LendingTree, and BankRate. Individuals that Alano services primarily include business owners, retirees, engineers, physicians, real estate professionals, divorcees, and young professionals. Alano also provides strategic advice in alternative investments including real estate, hedge funds, private equity, structured products, and derivatives for qualified clients. Alano strongly believes in investing alongside his clients, and his success is determined by the performance of his clients' portfolios. Alano charges a competitive flat annual fee for his services and does not receive any commissions for security trade executions.
Palm Capital Management is a financial planning and investment advisory firm (a d/b/a of Dynamic Wealth Advisors CRD #151367). Our firm specializes in the management of investment accounts for individuals, families, and small businesses. We are independent fiduciary financial advisors, therefore legally obligated to act in the best interests of our Clients at all times.
Advisory Services Provided:
Financial Advice & Consulting
Qualifications
Firm CRD# 135281
Compensation/Fee Fee-Only
Office Location
21600 Oxnard Street Ste 1755,
Woodland Hills,
CA
91367
Phone Number
818-309-4065
The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success. Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
Qualifications
CRD# 3000011
Firm CRD# 290208
Office Location
100 Wilshire Blvd,
Suite 700,
Santa Monica,
CA
90401
Phone Number
310-451-3339
I've always had a passion for managing the details.Having been an executive with large multinational corporations as well as small tech startups, I understand the complexity of stock options, deferred compensation packages, and many other financial issues that confront executives. Being a parent, I understand the issues around education funding for my kids as well as funding my own retirement. Being a son and grandson, I understand the challenges with managing required retirement distributions from qualified retirement vehicles by my parents and grandparents. To read my full bio, click here. Call (310) 451-3339 or click here to schedule a complimentary consultation with Andrew.
Eddy Financial is a wealth management advisory firm based in Santa Monica, CA. As a boutique firm, we provide tailored comprehensive investment services to individuals and businesses across the country. One of our top tier providers is available to less than 2% of investment professionals. They are a pioneer of quantitatively oriented investment philosophy rooted in rigorous academic research that pursue returns through advanced portfolio design, management, and trading. We have worked with this partner for over a decade. We believe this partnership is indicative of the top flight providers we seek out and collaborate with to provide best in class solutions for our clients. Clients we serve include business owners, doctors, executives & professionals, retirees, entrepreneurs, and divorced individuals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
2049 Century Park East,
Suite 2500,
Los Angeles,
CA
90067
Phone Number
310-556-2502
Michael was born in Santa Monica and raised outside Philadelphia. At Georgetown, he double-majored in finance and small business management. Somehow, he found time to play varsity baseball, too. After college he worked for Vanguard, improving their mutual fund accounting programs. Then he moved to California, joined Alliance Bernstein, and participated in one of the industry's most esteemed advisor training programs. After earning his MBA at UCLA, Michael joined Westmount in 2011, attracted by a culture of people "humble and intellectually curious, yet courageous enough to blaze a new independent trail in our industry." He credits his grandfather, who emigrated from Italy as a young man and opened a shoemaking business in Elizabeth, New Jersey, for inspiring many of the personal financial principles he still operates by today.
Established in 1990, Westmount Asset Management is a fee-only investment advisory firm blending institutional portfolio management strategies with a wide range of consulting and planning services. Our diversified investment approach manages risk while seeking superior returns across global financial markets. Our clients include high net-worth individuals, pension plans, foundations and endowments. Westmount has repeatedly been named by one of the top wealth advisors in the country by Barron's and Financial Times magazine.
Advisory Services Provided:
Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
---,
Los Angeles,
CA
90012
Phone Number
650-556-1310
Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.
The holistic financial plan recommendation is yours to keep, no strings attached.
There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.
WHY USE PERSONAL CAPITAL
Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.
Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.
Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:
Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.
Advisory Services Provided:Portfolio Management, Wealth Management
Qualifications
CRD# 5750237
Firm CRD# 158857
Series 65, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
620 Newport Center Drive,
Suite 1100,
Newport Beach,
CA
92660
Phone Number
949-674-5190
Born in Atlanta and raised in Orlando, Jeff comes from a very close-knit family, where he was the youngest of four children. As an undergrad, he majored in economics at Rollins College, where he also played baseball and later completed his MBA in finance and management. Prior to joining Westmount, Jeff was a financial advisor at Raymond James before eventually relocating to Laguna Beach to serve as vice president at Telos Capital Management. Today, as a senior advisor at Westmount, Jeff applies his sharp investing skills to help clients reach their financial goals, working closely with the rest of our advisory team to develop highly personalized plans that bring clarity to his clients' lives. Outside the office, Jeff likes to travel, spend time outdoors and play tennis in Laguna Beach, where he lives with his wife and two children.
Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team's depth of experience, conflict-free advice and 30-year investment track record. As one of LA's oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron's, the Financial Times, InvestmentNews and more.
Advisory Services Provided:
Financial Planning, Portfolio Management, Portfolio Management, Retirement Planning, Retirement Planning, 401K Rollovers, Wealth Management, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 2665577
Firm CRD# 30833
Series 6, 7, 63
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
18662 Macarthur Blvd,
Suite 200,
Irvine,
CA
92612
Phone Number
949-631-3840
We help our clients accomplish their financial goals. We customize our clients investments and financial plans to to help them meet their individual needs. The real benefit of using our firm is that our clients feel their financial dreams will be accomplished and that we are there to provide service as their needs change.
Top Financial Advisor Firms in Thousand Oaks, California (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| DE GROOTE FINANCIAL GROUP, LLC
3013 Willow Lane, Thousand Oaks, CA 91361 |
$562,690,300 | 1821 |
A percentage of AUM Fixed fees |
| HILLCREST FINANCIAL GROUP
515 Marin Street , Suite 406, Thousand Oaks, CA 91360 |
$381,650,000 | 801 |
A percentage of AUM Fixed fees |
| GKV CAPITAL MANAGEMENT CO INC
299 W Hillcrest Drive , Suite 119, Thousand Oaks, CA 91360 |
$264,897,460 | 357 |
A percentage of AUM |
| PROFESSIONAL PLANNING
100 East Thousand Oaks Blvd, , #150, Thousand Oaks, CA 91360 |
$186,945,786 | 906 |
A percentage of AUM Hourly charges Fixed fees |
| MFA WEALTH SERVICES
100 E. Thousand Oaks Blvd. , #258, Thousand Oaks, CA 91360 |
$178,141,752 | 562 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
| PACIFIC FINANCIAL STRATEGIES, INC
223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA 91360 |
$145,265,781 | 790 |
A percentage of AUM Other (HOURLY/FIXED FEES FOR FINANCIAL PLANNING) |
| CEDARSTONE ADVISORS
3125 Old Conejo Road , Unit 7, Thousand Oaks, CA 91320 |
$142,746,390 | 178 |
A percentage of AUM Hourly charges |
| WINTERS FINANCIAL GROUP, INC.
100 E. Thousand Oaks Blvd. , Suite 101, Thousand Oaks, CA 91360 |
$136,000,000 | 476 |
A percentage of AUM Hourly charges Fixed fees |
| HOFER & ASSOCIATES WEALTH MANAGEMENT
90 E Thousand Oaks Blvd. , Suite 310, Thousand Oaks, CA 91360 |
$134,134,536 | 671 |
A percentage of AUM Hourly charges Fixed fees |
| IBN ASSET MANAGEMENT, LLC
463 Pennsfield Place, , Suite 201, Thousand Oaks, CA 91360 |
$110,113,877 | 29 |
A percentage of AUM Fixed fees Other (CONSULTING) |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Bodemeijer & Associates Inquire with Bodemeijer |
100 E Thousand Oaks Blvd, Ste 290, Thousand Oaks, CA 91360 | 805-777-7875 |
| Daniel Bodemeijer Inquire with Daniel |
100 E Thousand Oaks Blvd, Ste 290, Thousand Oaks, CA 91360 | 805-777-7875 |
| Longevity Capital Management LLC Inquire with Longevity |
515 Marin Street, Suite 418, Thousand Oaks, CA 91360 | 805-917-6771 |
| Hillcrest Financial Group Inquire with Hillcrest |
515 Marin Street, Suite 406, Thousand Oaks, CA 91360 | 805-373-8686 |
| Midas Gold Group Inquire with Midas |
100 Thousand Oaks Boulevard, Suite 157, Thousand Oaks, CA 91360 | 805-601-6000 |
| Jaime Villalovos Inquire with Jaime |
515 Marin Street, Penthouse 408-A, Thousand Oaks, CA 91360 | 805-206-0226 |
| Cynthia Hall Inquire with Cynthia |
515 Marin Street, Penthouse 408-A, Thousand Oaks, CA 91360 | 805-206-0226 |
| Laura Elmore Inquire with Laura |
515 Marin Street, Suite 408, Thousand Oaks, CA 91360 | 818-964-0400 |
| Edward Jones Inquire with Edward |
100 E Thousand Oaks Blvd, Suite 124, Thousand Oaks, CA 91360 | 805-413-2140 |
| Edward Jones Inquire with Edward |
171 E Thousand Oaks Blvd 107, Thousand Oaks, CA 91360 | 805-495-7762 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
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While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
