California · 4 advisers
Financial Advisors in Moorpark, California
Looking for a financial advisor in Moorpark, California? Falists indexes 4 SEC-registered and state-registered investment advisers in Moorpark — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $176.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$176.2M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Moorpark
Ranked by AUM · Fees, team & specialties at a glance
KELSEY FINANCIAL, LLC
Moorpark, CA
AUM
$176.2M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
833-453-5739
AII CAPITAL MANAGEMENT, LLC
Moorpark, CA
AUM
$108.6M
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(805) 604-2644
IMAGINE MATH
Moorpark, CA
AUM
$3.7M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
303-523-0893
BRUCE JAMES THOMAS JR
Moorpark, CA
AUM
—
Team
1 employees
Clients
1-10
Fees
Hourly charges; Fixed fees
805-778-1160
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Common questions
- How many financial advisors are in Moorpark, California?
- 4 registered investment advisers are listed in our Moorpark directory, sourced from public SEC filings.
- What types of advisors are in Moorpark?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Moorpark?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.