Falists

California · 19 advisers

Financial Advisors in Thousand Oaks, California

Looking for a financial advisor in Thousand Oaks, California? Falists indexes 19 SEC-registered and state-registered investment advisers in Thousand Oaks — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 17 firms list a website you can visit directly. Firms in this directory manage up to $1.22B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

19

With website

17

Largest AUM

$1.22B

Financial planning

14

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth18Planning14Trusts16Retirement6Institutional7

Top advisors in Thousand Oaks

Ranked by AUM · Fees, team & specialties at a glance

View all 19 →

FARRELL FINANCIAL, INC.

Thousand Oaks, CA

AUM

$73.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

818-874-4005

Full profileNo website

GOLD COAST SECURITIES, INC.

Thousand Oaks, CA

AUM

$39.9M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

805-496-3660

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Thousand Oaks, California?
19 registered investment advisers are listed in our Thousand Oaks directory, sourced from public SEC filings.
What types of advisors are in Thousand Oaks?
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 Thousand Oaks?
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.