Investment advisers in Thousand Oaks, CA
10 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| De Groote Financial Group, LLC | $1.22 billion | 9 | 0 |
| Hillcrest Financial Group | $567.8 million | 8 | 0 |
| Ibn Asset Management, LLC | $508.2 million | 6 | 0 |
| Mfa Wealth Services | $310.0 million | 3 | 0 |
| Hofer & Associates Wealth Management | $216.4 million | 4 | 0 |
| Pacific Financial Strategies, Inc | $201.2 million | 5 | 0 |
| Cedarstone Advisors | $198.4 million | 3 | 0 |
| Drh Investments, Inc. | $191.0 million | 4 | 0 |
| Longevity Capital Management | $184.2 million | 3 | 0 |
| Zai Technologies LLC | $0 | 1 | 0 |