AdvisorCensus / Financial advisors / California / Oxnard, CA / Charles Schwab
Financial advisors in Oxnard, CA using Charles Schwab
24 SEC-registered investment advisory firms headquartered in the Oxnard, CA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Brightpath Wealth Planning, LLC | Camarillo | SEC-registered investment adviser | $100 million to $500 million |
| Carmandalian Financial Group, LLC | Westlake Village | SEC-registered investment adviser | $100 million to $500 million |
| Cedarstone Advisors | Thousand Oaks | SEC-registered investment adviser | $100 million to $500 million |
| Cruden Bay Investment Management, LLC | Westlake Village | SEC-registered investment adviser | $500 million to $1 billion |
| De Groote Financial Group, LLC | Thousand Oaks | SEC-registered investment adviser | $1 billion to $5 billion |
| Fischer Investment Strategies, LLC | Westlake Village | SEC-registered investment adviser | $100 million to $500 million |
| FMB Retirement Services | Westlake Village | SEC-registered investment adviser | $100 million to $500 million |
| FMB Wealth Management | Westlake Village | SEC-registered investment adviser | $500 million to $1 billion |
| Guild Investment Management, Inc. | Westlake Village | SEC-registered investment adviser | $100 million to $500 million |
| Haven Capital Group | Westlake Village | SEC-registered investment adviser | $100 million to $500 million |
| HBW Advisory Services LLC | Simi Valley | SEC-registered investment adviser | $1 billion to $5 billion |
| Hippocratic Financial Advisors | Westlake Village | SEC-registered investment adviser | $100 million to $500 million |
| Hofer & Associates Wealth Management | Thousand Oaks | SEC-registered investment adviser | $100 million to $500 million |
| Integrity Wealth Advisors, Inc. | Ventura | SEC-registered investment adviser | $100 million to $500 million |
| Kelsey Financial, LLC | Moorpark | SEC-registered investment adviser | $100 million to $500 million |
| Longevity Capital Management | Thousand Oaks | SEC-registered investment adviser | $100 million to $500 million |
| Manchester Financial Inc | Westlake Village | SEC-registered investment adviser | $1 billion to $5 billion |
| One Capital Management, LLC | Westlake Village | SEC-registered investment adviser | Over $5 billion |
| Pacific Financial Strategies, Inc | Thousand Oaks | SEC-registered investment adviser | $100 million to $500 million |
| Sherman Asset Management, Inc. | Ventura | SEC-registered investment adviser | $100 million to $500 million |
| Sherwood Financial Partners, LLC | Westlake Village | SEC-registered investment adviser | $100 million to $500 million |
| Total Wealth Services, LLC | Westlake Village | SEC-registered investment adviser | $100 million to $500 million |
| Village Wealth Advisors | Westlake Village | SEC-registered investment adviser | $100 million to $500 million |
| Zephyr Wealth Management | Westlake Village | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
Cite this page
AdvisorCensus. Financial advisors in Oxnard, CA using Charles Schwab. https://advisorcensus.com/advisors/ca/oxnard/custodians/charles-schwab https://advisorcensus.com/advisors/ca/oxnard/custodians/charles-schwab