How many financial advisors are in Ventura, California?

Falists lists 8 registered investment advisers with a principal office or filing address in Ventura, California, based on public SEC IAPD data.

How do financial advisors in Ventura charge fees?

Fee structures vary by firm. In Ventura, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Ventura?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 8 advisers

Financial Advisors in Ventura, California

Looking for a financial advisor in Ventura, California? Falists indexes 8 SEC-registered and state-registered investment advisers in Ventura — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $285.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$285.5M

Financial planning

Filter by specialty

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

All Wealth6 Planning5 Trusts6 Retirement2 Institutional1

Top advisors in Ventura

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

View all 8 →

INTEGRITY WEALTH ADVISORS, LLC

Ventura, CA

AUM

$285.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

805-339-0760

Full profile Visit site →

SHERMAN ASSET MANAGEMENT, INC.

Ventura, CA

AUM

$140.8M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

805-530-5963

Full profile Visit site →

ANACAPA FINANCIAL, LLC

Ventura, CA

AUM

$68.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

(805) 715-3536

Full profile Visit site →

BANKERS INVESTMENT COUNSELING

Ventura, CA

AUM

$21.5M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

805-620-0150

Full profile Visit site →

VENTURA COAST WEALTH MANAGEMENT

Ventura, CA

AUM

$7.0M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

805-643-9300

Full profile Visit site →

ROBOHACK MANAGER, LLC

Ventura, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

8058882480

Full profile Visit site →

THE LYND GROUP ADVISORS, LLC

Ventura, CA

AUM

Wealth Mgmt

Team

3 advisors

Clients

—

Fees

Percentage of AUM; REFERRAL FEES

805-500-7035

Full profile Visit site →

THE RENAISSANCE GROUP

Ventura, CA

AUM

—

Financial PlanningFee-Only/Hourly

Team

3 advisors

Clients

101-250

Fees

Hourly charges

805-652-6942

Full profile Visit site →

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Common questions

How many financial advisors are in Ventura, California?: 8 registered investment advisers are listed in our Ventura directory, sourced from public SEC filings.
What types of advisors are in Ventura?: 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 Ventura?: 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.