#1Kelsey Financial, LLC
KELSEY FINANCIAL, LLC
Based in Moorpark, CA
Retirement Plan Advisors in Moorpark, CA
The top-ranked retirement plan advisors serving Moorpark, CA are Kelsey Financial, LLC, Longevity Capital Management and 3(38) Investment Fiduciaries. We list 125 retirement plan advisors serving Moorpark, 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 Moorpark, 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 Moorpark
#2Longevity Capital Management
LONGEVITY CAPITAL MANAGEMENT LLCServes this area from Thousand Oaks, CA (7 mi)#33(38) Investment Fiduciaries
3(38) INVESTMENT FIDUCIARIES INC.Serves this area from Simi Valley, CA (8 mi)#4Brightpath Wealth Planning, LLC
BRIGHTPATH WEALTH PLANNING, LLCServes this area from Camarillo, CA (8 mi)#5Monarch Plan Advisors
MONARCH PLAN ADVISORSServes this area from Simi Valley, CA (8 mi)#6Zephyr Wealth Management
ZEPHYR INVESTMENT MANAGEMENT, INC.Serves this area from Thousand Oaks, CA (9 mi)#7Classic Financial
CLASSIC FINANCIAL & INSURANCE SERVICES, INC.Serves this area from Thousand Oaks, CA (9 mi)#8Oak Asset Management, LLC
OAK ASSET MANAGEMENT, LLCServes this area from Thousand Oaks, CA (9 mi)#9Fmb Retirement Services
FMB RETIREMENT SERVICESServes this area from Thousand Oaks, CA (9 mi)#10Total Wealth Services, LLC
TOTAL WEALTH SERVICES, LLCServes this area from Thousand Oaks, CA (9 mi)
20 more providers serving this area
- Williams & Novak Wealth Management, LLC, Thousand Oaks, CA (9 mi)
- Winters Financial Group, Inc., Thousand Oaks, CA (9 mi)
- One Capital Management, LLC, Thousand Oaks, CA (10 mi)
- Fischer Investment Strategies, LLC, Lake Sherwood, CA (10 mi)
- Alliance Advisory & Securities, LLC, Westlake Village, CA (11 mi)
- Morton Wealth, CA
- Private Wealth Solutions, LLC, Calabasas, CA (14 mi)
- Triagen Wealth Management LLC, Calabasas, CA (16 mi)
- Ares Financial Consulting LLC, Calabasas, CA (16 mi)
- Tamar Securities, LLC, Los Angeles, CA (17 mi)
- Providence Financial And Insurances, Inc., Los Angeles, CA (18 mi)
- Golden K Plans And Wealth Management A DBA Of Golden K Wealth Mg, Los Angeles, CA (18 mi)
- Hesen & Haslam, Los Angeles, CA (18 mi)
- Vincimus Capital, LLC, Malibu, CA (19 mi)
- Martin & Company, Santa Clarita, CA (20 mi)
- Prosperitas Financial, LLC, Santa Clarita, CA (20 mi)
- Vance Wealth, Santa Clarita, CA (23 mi)
- Integrity Wealth Advisors, Inc., San Buenaventura (Ventura), CA (24 mi)
- Navalign, LLC, Los Angeles, CA (25 mi)
- Goodstein Wealth Management LLC, Los Angeles, CA (25 mi)
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Frequently asked questions
How many retirement plan advisors serve Moorpark?
We list 125 retirement plan advisors serving Moorpark, 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 Moorpark?
The top-ranked retirement plan advisors serving Moorpark, CA are Kelsey Financial, LLC, Longevity Capital Management, 3(38) Investment Fiduciaries, Brightpath Wealth Planning, LLC and Monarch Plan Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Moorpark are verified against official records?
10 of the top 10 match an active official record: Kelsey Financial, LLC (U.S. Securities and Exchange Commission), Longevity Capital Management (U.S. Securities and Exchange Commission), 3(38) Investment Fiduciaries (U.S. Securities and Exchange Commission), Brightpath Wealth Planning, LLC (U.S. Securities and Exchange Commission) and Monarch Plan Advisors (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 .