Top 3 financial advisor firms in Camarillo

3 SEC-registered financial advisor firms are headquartered in Camarillo, CA, with $721M in combined regulatory assets under management. The largest by assets are Bernzott Capital Advisors ($265M), Summit Wealth Management Group ($250M) and BrightPath Wealth Planning ($206M).

3
Financial advisor firms: $721M
Their combined AUM: $250M
Median firm AUM: 732
Clients of the top 3

The 3 largest by assets

1
Bernzott Capital Advisors
RIA
$265M
0.50% to 1.00% a year
2
Summit Wealth Management Group
RIA
$250M
Regulatory AUM
3
BrightPath Wealth Planning
RIA
$206M
0.50% to 1.00% a year

Profiles of the top 3

No. 1 · RIA

Bernzott Capital Advisors

Bernzott Capital Advisors is an investment adviser based in Camarillo, CA, registered with the SEC since 1999. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $265 million, as filed on 20 April 2026.

Bernzott Capital Advisors charges 0.50%–1.00% a year for its Private Clients.

Regulatory AUM: $265M
Clients: 214
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Minimum account: $1,000,000
Custodians: Fidelity
Headquarters: 1200 Paseo Camarillo, Suite 180, Camarillo, CA 93010
Phone: 800-856-2646
Website: bernzott.com

No. 2 · RIA

Summit Wealth Management Group

Summit Wealth Management Group is an investment adviser based in Camarillo, CA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $250 million, as filed on 1 October 2026.

Regulatory AUM: $250M
Clients: 386
Advisory staff: 2
Custodians: LPL Financial
Headquarters: 400 Camarillo Ranch Road, Suite 202, Camarillo, CA 93012
Phone: 805-384-1186
Website: yoursummitwealth.com

No. 3 · RIA

BrightPath Wealth Planning

BrightPath Wealth Planning is an investment adviser based in Camarillo, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $206 million, as filed on 17 August 2026.

BrightPath Wealth Planning charges 0.50%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $206M
Clients: 132
Advisory staff: 1
Founded: 2004
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 5999 Ridge View Street, Suite B, Camarillo, CA 93012
Phone: 805-764-0335
Website: brightpathwealth.com

Questions about financial advisors in Camarillo

How many financial advisor firms are headquartered in Camarillo?

3 SEC-registered financial advisor firms report their principal office in Camarillo, CA, managing $721M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Camarillo?

Bernzott Capital Advisors, with $265M in regulatory assets under management on its latest Form ADV. The next largest are Summit Wealth Management Group ($250M) and BrightPath Wealth Planning ($206M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Camarillo?

The median firm manages $250M in regulatory assets. That is the midpoint of the 3 firms headquartered in Camarillo.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Camarillo?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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