🤫 Directory · consent-first

Near 93001. Ventura.

24 financial advisors & firms and 0 insurance agents verified near Ventura, CA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 93001

Ventura Coast Wealth Management0 mi

RIA firm · Ventura, CA 93001 · Registered investment adviser · $7M AUM

CRD 154280 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Integrity Wealth Advisors, INC.0 mi

RIA firm · Ventura, CA 93001 · Registered investment adviser · $285M AUM

CRD 281708 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Renaissance Group0 mi

RIA firm · Ventura, CA 93001 · Registered investment adviser

CRD 322356 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Lynd Group Advisors, LLC9.1 mi

RIA firm · Ventura, CA 93003 · Registered investment adviser

CRD 169664 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sherman Asset Management, INC.9.1 mi

RIA firm · Ventura, CA 93003 · Registered investment adviser · $141M AUM

CRD 170861 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Anacapa Financial, LLC9.1 mi

RIA firm · Ventura, CA 93003 · Registered investment adviser · $69M AUM

CRD 305365 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bankers Investment Counseling9.1 mi

RIA firm · Ventura, CA 93003 · Registered investment adviser · $22M AUM

CRD 325872 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Planmember Securities Corporation10.2 mi

RIA firm · Carpinteria, CA 93013 · Registered investment adviser · $10.1B AUM

CRD 11869 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Planmember Asset Management Corporation10.2 mi

RIA firm · Carpinteria, CA 93013 · Registered investment adviser

CRD 289591 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Walstad Investment Counsel, INC.15.7 mi

RIA firm · Santa Barbara, CA 93108 · Registered investment adviser · $80M AUM

CRD 107112 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Soho Financial Services LLC15.7 mi

RIA firm · Montecito, CA 93108 · Registered investment adviser · $1M AUM

CRD 142510 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ariadne Wealth Management, LP15.7 mi

RIA firm · Santa Barbara, CA 93108 · Registered investment adviser · $627M AUM

CRD 170999 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Laguna Capital Management, INC.15.7 mi

RIA firm · Santa Barbara, CA 93108 · Registered investment adviser · $97M AUM

CRD 269869 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Connor Capital Sb, LLC15.7 mi

RIA firm · Santa Barbara, CA 93108 · Registered investment adviser · $197M AUM

CRD 283073 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bernzott Capital Advisors18.1 mi

RIA firm · Camarillo, CA 93010 · Registered investment adviser · $265M AUM

CRD 104583 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mesa Wealth Management18.1 mi

RIA firm · Camarillo, CA 93010 · Registered investment adviser · $17M AUM

CRD 285861 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kingsgrove Management, LLC18.1 mi

RIA firm · Camarillo, CA 93010 · Registered investment adviser · $6M AUM

CRD 285918 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Trinity Capital Management, LLC19.4 mi

RIA firm · Santa Barbara, CA 93103 · Registered investment adviser · $557M AUM

CRD 143097 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Honor Family Office, LLC19.4 mi

RIA firm · Santa Barbara, CA 93103 · Registered investment adviser · $55M AUM

CRD 317000 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dunvegan Associates INC20.7 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $53M AUM

CRD 108603 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mission Wealth Management, LP20.7 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $17.0B AUM

CRD 113057 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Montecito Capital Management20.7 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $35M AUM

CRD 123266 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lambert Capital Management20.7 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $4M AUM

CRD 127822 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Monarch Wealth Strategies20.7 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $463M AUM

CRD 136029 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Verified advisors and insurance agents in the places closest to Ventura, CA.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 93001. Ventura.

24 financial advisors & firms and 0 insurance agents verified near Ventura, CA — every one cited to the regulator, claimable and removable by the person named.

Find your person