Firms by city
Registered investment advisers in Thousand Oaks, CA
9 SEC-registered advisers headquartered in Thousand Oaks, listed by regulatory assets under management as reported on Form ADV.
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9 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| De Groote Financial Group | Thousand Oaks, CA | $1.22B |
| DDFG | Thousand Oaks, CA | $568M |
| IBN Asset Management | Thousand Oaks, CA | $508M |
| Mfa Wealth Services | Thousand Oaks, CA | $310M |
| Hofer & Associates | Thousand Oaks, CA | $216M |
| Pacific Financial Strategies | Thousand Oaks, CA | $201M |
| Cedarstone Advisors | Thousand Oaks, CA | $198M |
| DRH Investments | Thousand Oaks, CA | $191M |
| Longevity Capital Management | Thousand Oaks, CA | $184M |
- Headquarters
- Thousand Oaks, CA
- Regulatory AUM
- $1.22B
- Headquarters
- Thousand Oaks, CA
- Regulatory AUM
- $568M
- Headquarters
- Thousand Oaks, CA
- Regulatory AUM
- $508M
- Headquarters
- Thousand Oaks, CA
- Regulatory AUM
- $310M
- Headquarters
- Thousand Oaks, CA
- Regulatory AUM
- $216M
- Headquarters
- Thousand Oaks, CA
- Regulatory AUM
- $201M
- Headquarters
- Thousand Oaks, CA
- Regulatory AUM
- $198M
- Headquarters
- Thousand Oaks, CA
- Regulatory AUM
- $191M
- Headquarters
- Thousand Oaks, CA
- Regulatory AUM
- $184M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Thousand Oaks on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.