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Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
Ventura
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
14
non-vetted advisors in your local area. These financial advisors in
Ventura, California
have an average of
15
years of experience.
NOTE: The list of financial
advisors in
Ventura, 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
Ventura, California.
| Qualified Financial Advisors in Ventura, California | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Bryan Foronjy
CFP® FORONJY FINANCIAL 401 Chapala St #105, Santa Barbara, CA 93101 |
14 | $135000000 | $250000 | Fee-Based |
| Dash Investments
DASH INVESTMENTS 21600 Oxnard Street Ste 1755, Woodland Hills, CA 91367 |
Not Disclosed | 370000000 | Not Specified | Fee-Only |
| 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 |
Qualifications
CRD# 4978922
Firm CRD# 283824
Series 7, 10, 66
Compensation/Fee Fee-Based
Office Location
401 Chapala St #105,
Santa Barbara,
CA
93101
Phone Number
805-880-9444
As the Principal Wealth Manager and founder of Foronjy Financial, Bryan created a practice for clients that truly appreciate a personal relationship with a seasoned practitioner who intends to stick with them for the long term. As a seasoned financial professional, Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sensible advice drawing from over a decade of professional experience. Bryan graduated with a Bachelor of Science degree in Finance with a emphasis in Personal Financial Planning from San Diego State University. Before founding Foronjy Financial in 2015, Bryan worked for a decade as a Senior Account Executive at Fidelity Investments in Santa Barbara, CA. While not in the office, Bryan keeps a healthy work-life balance by exercising regularly, enjoying a game of chess, or spending time outdoors with his wife and three children.
Foronjy Financial was created with the intention of providing clients with sensible investment advice and personalized service. We help our clients chart a course toward retirement using professional experience coupled with sophisticated software. At Foronjy Financial we make financial planning personal again.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
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# 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
Top Financial Advisor Firms in Ventura, California (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| INTEGRITY WEALTH ADVISORS, INC.
196 S. Fir St. , Suite 140, Ventura, CA 93001 |
$346,454,579 | 1688 |
A percentage of AUM Hourly charges Fixed fees |
| HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.
121 N. Fir Street, Suite D, Ventura, CA 93001 |
$114,016,630 | 260 |
A percentage of AUM Hourly charges |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Sequential Financial Designs Inquire with Sequential |
121 North Fir Street, Suite A, Ventura, CA 93001 | 805-643-7600 |
| West Coast Wealth Management Inquire with West |
670 East Thompson Boulevard, Suite D, Ventura, CA 93001 | 805-643-4600 |
| Swan Retirement Planning Inquire with Swan |
56 E Main St, 205, Ventura, CA 93001 | 805-570-3765 |
| Retirement Income Specialists Inquire with Retirement |
3585 Maple Street, Suite 209, Ventura, CA 93003 | 805-644-3495 |
| Golden Oak Wealth Management Inquire with Golden |
950 County Square Drive, Suite 106, Ventura, CA 93003 | 805-765-4101 |
| The Distad Clay Wealth Management Group Inquire with Distad |
60 S. California Street, Suite 301, Ventura, CA 93001 | 805-620-4702 |
| Swan Retirement Planning Inquire with Swan |
56 East Main Street, Suite 205, Ventura, CA 93001 | 805-570-3765 |
| Anacapa Financial Inquire with Anacapa |
1363 Donlon Street, Ventura, CA 93003 | 805-715-3536 |
| Edward Jones Inquire with Edward |
3140 Telegraph Road, Suite G, Ventura, CA 93003 | 805-642-2657 |
| Edward Jones Inquire with Edward |
121 North Fir Street, Suite B, Ventura, CA 93001 | 805-643-0072 |
Grow your AUM with pre-qualified leads!
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