Investment adviser firms in THOUSAND OAKS, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
11 firms · Source months shown: August 2026
- CEDARSTONE ADVISORSCRD 172653 · THOUSAND OAKS, CA$198,427,826.00Regulatory AUM · August 2026
- DDFG, INCCRD 317862 · THOUSAND OAKS, CA$567,800,000.00Regulatory AUM · August 2026
- DE GROOTE FINANCIAL GROUP, LLCCRD 168178 · THOUSAND OAKS, CA$1,215,942,608.00Regulatory AUM · August 2026
- DRH INVESTMENTS, INC.CRD 164945 · THOUSAND OAKS, CA$190,957,928.00Regulatory AUM · August 2026
- EAGLESON ARNDT FINANCIAL ADVISORS, LLCCRD 134098 · THOUSAND OAKS, CA$106,630,041.00Regulatory AUM · August 2026
- HOFER & ASSOCIATES, INC.CRD 282005 · THOUSAND OAKS, CA$216,385,585.00Regulatory AUM · August 2026
- IBN ASSET MANAGEMENT, LLCCRD 290114 · THOUSAND OAKS, CA$508,170,547.00Regulatory AUM · August 2026
- LONGEVITY CAPITAL MANAGEMENT LLCCRD 328283 · THOUSAND OAKS, CA$184,155,472.00Regulatory AUM · August 2026
- MFA WEALTH SERVICESCRD 169013 · THOUSAND OAKS, CA$309,972,977.00Regulatory AUM · August 2026
- PACIFIC FINANCIAL STRATEGIES, INCCRD 151434 · THOUSAND OAKS, CA$201,189,309.00Regulatory AUM · August 2026
- ZAI TECHNOLOGIES LLCCRD 342129 · THOUSAND OAKS, CANot availableRegulatory AUM · August 2026