#1Brightpath Wealth Planning, LLC
BRIGHTPATH WEALTH PLANNING, LLC
Based in Camarillo, CA
Retirement Plan Advisors in Camarillo, CA
The top-ranked retirement plan advisors serving Camarillo, CA are Brightpath Wealth Planning, LLC, Longevity Capital Management and Kelsey Financial, LLC. We list 125 retirement plan advisors serving Camarillo, CA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Camarillo, CA (Ventura County). 125 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Camarillo
#2Longevity Capital Management
LONGEVITY CAPITAL MANAGEMENT LLCServes this area from Thousand Oaks, CA (9 mi)#3Kelsey Financial, LLC
KELSEY FINANCIAL, LLCServes this area from Moorpark, CA (10 mi)#4Fischer Investment Strategies, LLC
FISCHER INVESTMENT STRATEGIES, LLCServes this area from Lake Sherwood, CA (10 mi)#5Zephyr Wealth Management
ZEPHYR INVESTMENT MANAGEMENT, INC.Serves this area from Thousand Oaks, CA (12 mi)#6Classic Financial
CLASSIC FINANCIAL & INSURANCE SERVICES, INC.Serves this area from Thousand Oaks, CA (12 mi)#7Oak Asset Management, LLC
OAK ASSET MANAGEMENT, LLCServes this area from Thousand Oaks, CA (12 mi)#8Williams & Novak Wealth Management, LLC
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLCServes this area from Thousand Oaks, CA (12 mi)#9Winters Financial Group, Inc.
WINTERS FINANCIAL GROUP, INC.Serves this area from Thousand Oaks, CA (13 mi)#10Fmb Retirement Services
FMB RETIREMENT SERVICESServes this area from Thousand Oaks, CA (13 mi)
20 more providers serving this area
- Total Wealth Services, LLC, Thousand Oaks, CA (13 mi)
- One Capital Management, LLC, Thousand Oaks, CA (13 mi)
- Alliance Advisory & Securities, LLC, Westlake Village, CA (14 mi)
- Integrity Wealth Advisors, Inc., San Buenaventura (Ventura), CA (15 mi)
- 3(38) Investment Fiduciaries, Simi Valley, CA (18 mi)
- Monarch Plan Advisors, Simi Valley, CA (18 mi)
- Vincimus Capital, LLC, Malibu, CA (19 mi)
- Morton Wealth, CA
- Private Wealth Solutions, LLC, Calabasas, CA (20 mi)
- Ares Financial Consulting LLC, Calabasas, CA (23 mi)
- Triagen Wealth Management LLC, Calabasas, CA (23 mi)
- Tamar Securities, LLC, Los Angeles, CA (24 mi)
- Providence Financial And Insurances, Inc., Los Angeles, CA (25 mi)
- Golden K Plans And Wealth Management A DBA Of Golden K Wealth Mg, Los Angeles, CA (25 mi)
- Hesen & Haslam, Los Angeles, CA (26 mi)
- Planmember Securities Corporation, Carpinteria, CA (29 mi)
- Martin & Company, Santa Clarita, CA (30 mi)
- Prosperitas Financial, LLC, Santa Clarita, CA (30 mi)
- Navalign, LLC, Los Angeles, CA (32 mi)
- Goodstein Wealth Management LLC, Los Angeles, CA (32 mi)
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Frequently asked questions
How many retirement plan advisors serve Camarillo?
We list 125 retirement plan advisors serving Camarillo, CA: 1 based there and 124 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Camarillo?
The top-ranked retirement plan advisors serving Camarillo, CA are Brightpath Wealth Planning, LLC, Longevity Capital Management, Kelsey Financial, LLC, Fischer Investment Strategies, LLC and Zephyr Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Camarillo are verified against official records?
10 of the top 10 match an active official record: Brightpath Wealth Planning, LLC (U.S. Securities and Exchange Commission), Longevity Capital Management (U.S. Securities and Exchange Commission), Kelsey Financial, LLC (U.S. Securities and Exchange Commission), Fischer Investment Strategies, LLC (U.S. Securities and Exchange Commission) and Zephyr Wealth Management (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .