AdvisorCensus / Financial advisors / California / Oxnard, CA / Branch offices
Advisory firms with an office in Oxnard, CA, headquartered elsewhere
60 investment advisory firms with a principal office outside the Oxnard, CA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Atlas Legacy Advisors LLC | Westlake Village, CA | Los Angeles, CA | SEC-registered investment adviser |
| Avalan, LLC | Westlake Village, CA | Santa Barbara, CA | SEC-registered investment adviser |
| Avantax Planning Partners, Inc. | Oxnard, CA | Dubuque, IA | SEC-registered investment adviser |
| BAM Credit and Insurance Solutions Advisor LLC | Westlake Village, CA | New York, NY | SEC-registered investment adviser |
| Brookfield Asset Management PIC Adviser (private Equity), L.P. | Westlake Village, CA | Toronto, Ontario, Canada | SEC-registered investment adviser |
| Brookfield Asset Management PIC BMG, LLC | Westlake Village, CA | New York, NY | SEC-registered investment adviser |
| Brookfield Renewable Energy Group LLC | Westlake Village, CA | Toronto, Ontario, Canada | SEC-registered investment adviser |
| Brookstone Wealth Advisors, LLC | Westlake Village, CA | Wheaton, IL | SEC-registered investment adviser |
| Centaurus Financial, Inc. | Westlake Village, CA | Anaheim, CA | SEC-registered investment adviser |
| Chandler Asset Management Inc | Ventura, CA | San Diego, CA | SEC-registered investment adviser |
| Cogent Independent Advisors, Inc. | Camarillo, CA | St Augustine, FL | SEC-registered investment adviser |
| Cooper McManus | Simi Valley, CA | Irvine, CA | SEC-registered investment adviser |
| Cornerstone Wealth Management, LLC | Ventura, CA | Des Peres, MO | SEC-registered investment adviser |
| Creative Planning | Westlake Village, CA | Overland Park, KS | SEC-registered investment adviser |
| CTA Wealth Advisors, Inc. | Westlake Village, CA | Burbank, CA | SEC-registered investment adviser |
| Dynamic | Thousand Oaks, CA | Phoenix, AZ | SEC-registered investment adviser |
| Earned Wealth Advisors, LLC | Ojai, CA | Walnut Creek, CA | SEC-registered investment adviser |
| Emerson Equity LLC | Agoura Hills, CA | San Mateo, CA | SEC-registered investment adviser |
| EP Wealth Advisors | Westlake Village, CA | Torrance, CA | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Westlake, CA | Ontario, CA | SEC-registered investment adviser |
| Flourish Wealth Management Inc. | Westlake Village, CA | Edina, MN | SEC-registered investment adviser |
| Forum Financial Management, LP | Thousand Oaks, CA | Lombard, IL | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Simi Valley, CA | Alpharetta, GA | SEC-registered investment adviser |
| GKV Capital Management Co Inc | Westlake Village, CA | Walnut Creek, CA | SEC-registered investment adviser |
| Gladstone Management Corporation | Camarillo, CA | McLean, VA | SEC-registered investment adviser |
| Golden State Wealth Management, LLC | Westlake Village, CA | Powell, WY | SEC-registered investment adviser |
| Hardworking Capital Advisors, LLC | Oxnard, CA | Palm Desert, CA | SEC-registered investment adviser |
| Kayne Anderson Rudnick Investment Management, LLC | Westlake Village, CA | Los Angeles, CA | SEC-registered investment adviser |
| LPL Financial LLC | Westlake Village, CA | Fort Mill, SC | SEC-registered investment adviser |
| M Holdings Securities, Inc. | Oxnard, CA | Portland, OR | SEC-registered investment adviser |
| Mariner | Ventura, CA | Overland Park, KS | SEC-registered investment adviser |
| Mariner Advisor Network | Camarillo, CA | Overland Park, KS | SEC-registered investment adviser |
| Mathis Wealth Management | Ventura, CA | Phoenix, AZ | SEC-registered investment adviser |
| Mission Wealth Management, LP | Thousand Oaks, CA | Santa Barbara, CA | SEC-registered investment adviser |
| Mutual Advisors, LLC | Camarillo, CA | Omaha, NE | SEC-registered investment adviser |
| NWF Advisory Services Inc | Westlake Village, CA | Los Angeles, CA | SEC-registered investment adviser |
| Odyssey Investment Partners, LLC | Thousand Oaks, CA | New York, NY | SEC-registered investment adviser |
| Oneseven | West Village Lake, CA | Beachwood, OH | SEC-registered investment adviser |
| Overridge Wealth Advisors | Westlake Village, CA | Fort Worth, TX | SEC-registered investment adviser |
| Peachcap Tax & Advisory, LLC | Camarillo, CA | Atlanta, GA | SEC-registered investment adviser |
| Perlus Investment Management LLP | Newbury Park, CA | St Annes on Sea, United Kingdom | Exempt reporting adviser |
| Pgim, Inc. | Thousand Oaks, CA | Newark, NJ | SEC-registered investment adviser |
| RBC Securities, Inc. | Westlake Village, CA | Los Angeles, CA | SEC-registered investment adviser |
| RLB Financial | Ventura, CA | Springfield, MO | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Westlake Village, CA | Miami, FL | SEC-registered investment adviser |
| Savant Wealth Management | Westlake Village, CA | Rockford, IL | SEC-registered investment adviser |
| Simplicity Wealth | Venture, CA | Summit, NJ | SEC-registered investment adviser |
| Stratos Wealth Advisors LLC | Westlake Village, CA | Beachwood, OH | SEC-registered investment adviser |
| Success Wealth Management LLC | Ventura, CA | Wexford, PA | SEC-registered investment adviser |
| TCFG Investment Advisors, LLC | Camarillo, CA | Laguna Niguel, CA | SEC-registered investment adviser |
| Telos Capital Management, Inc. | Ventura, CA | San Diego, CA | SEC-registered investment adviser |
| The Ameriflex Group | Westlake Village, CA | Las Vegas, NV | SEC-registered investment adviser |
| The Wealth Consulting Group | Westlake Village, CA | Las Vegas, NV | SEC-registered investment adviser |
| Transamerica Financial Advisors, LLC | Thousand Oaks, CA | Philadelphia, PA | SEC-registered investment adviser |
| Trilogy Capital, Inc. | Westlake Village, CA | Irvine, CA | SEC-registered investment adviser |
| Verus Capital Partners, LLC | Ventura, CA | Scottsdale, AZ | SEC-registered investment adviser |
| Waterton Investment Adviser, L.L.C. | Ojai, CA | Chicago, IL | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Thousand Oaks, CA | Plymouth, MN | SEC-registered investment adviser |
| Wedbush Securities Inc. | Westlake Village, CA | Pasadena, CA | SEC-registered investment adviser |
| Wells Fargo Advisors | Westlake Village, CA | St. Louis, MO | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Oxnard, CA, headquartered elsewhere. https://advisorcensus.com/advisors/ca/oxnard/branch-offices https://advisorcensus.com/advisors/ca/oxnard/branch-offices