AdvisorCensus / Financial advisors / California / Oxnard, CA / Fidelity Investments
Financial advisors in Oxnard, CA using Fidelity Investments
11 SEC-registered investment advisory firms headquartered in the Oxnard, CA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alliance Advisory & Securities, LLC | Westlake Village | SEC-registered investment adviser | $500 million to $1 billion |
| Bernzott Capital Advisors | Camarillo | SEC-registered investment adviser | $100 million to $500 million |
| Calabasas Advisory Group, LLC | Westlake Village | SEC-registered investment adviser | $100 million to $500 million |
| DRH Investments, Inc. | Thousand Oaks | 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 |
| Hillcrest Financial Group | Thousand Oaks | SEC-registered investment adviser | $500 million to $1 billion |
| Monarch Plan Advisors | Simi Valley | SEC-registered investment adviser | $500 million to $1 billion |
| Williams & Novak Wealth Management, LLC | Westlake Village | SEC-registered investment adviser | $100 million to $500 million |
| Winters Financial Group, Inc. | 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. Fidelity Investments nationwide
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