Retirement Plan Advisors in Oxnard, CA
The top-ranked retirement plan advisors serving Oxnard, CA are Integrity Wealth Advisors, Inc., Brightpath Wealth Planning, LLC and Longevity Capital Management. We list 125 retirement plan advisors serving Oxnard, 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 Oxnard, 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 Oxnard
- INTEGRITY WEALTH ADVISORS, INC.Serves this area from San Buenaventura (Ventura), CA (7 mi)Call (805) 339-0760 · Website
#2 Brightpath Wealth Planning, LLC
BRIGHTPATH WEALTH PLANNING, LLCServes this area from Camarillo, CA (13 mi)Call (805) 764-0335 · Website#3 Longevity Capital Management
LONGEVITY CAPITAL MANAGEMENT LLCServes this area from Thousand Oaks, CA (19 mi)Call (805) 917-6771 · Website#4 Fischer Investment Strategies, LLC
FISCHER INVESTMENT STRATEGIES, LLCServes this area from Lake Sherwood, CA (19 mi)Call (805) 418-7686 · Website#5 Kelsey Financial, LLC
KELSEY FINANCIAL, LLCServes this area from Moorpark, CA (20 mi)Call (833) 453-5739 · Website#6 Planmember Securities Corporation
PLANMEMBER SECURITIES CORPORATIONServes this area from Carpinteria, CA (21 mi)Call (805) 684-1199 · Website#7 Classic Financial
CLASSIC FINANCIAL & INSURANCE SERVICES, INC.Serves this area from Thousand Oaks, CA (22 mi)Call (805) 230-2430 · Website#8 Oak Asset Management, LLC
OAK ASSET MANAGEMENT, LLCServes this area from Thousand Oaks, CA (22 mi)Call (805) 778-0818 · Website#9 Zephyr Wealth Management
ZEPHYR INVESTMENT MANAGEMENT, INC.Serves this area from Thousand Oaks, CA (22 mi)Call (805) 496-6810 · Website#10 Williams & Novak Wealth Management, LLC
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLCServes this area from Thousand Oaks, CA (22 mi)Call (626) 689-7181
20 more providers serving this area
- Winters Financial Group, Inc., Thousand Oaks, CA (22 mi)
- Fmb Retirement Services, Thousand Oaks, CA (22 mi)
- One Capital Management, LLC, Thousand Oaks, CA (22 mi)
- Total Wealth Services, LLC, Thousand Oaks, CA (22 mi)
- Alliance Advisory & Securities, LLC, Westlake Village, CA (24 mi)
- Vincimus Capital, LLC, Malibu, CA (26 mi)
- 3(38) Investment Fiduciaries, Simi Valley, CA (28 mi)
- Monarch Plan Advisors, Simi Valley, CA (28 mi)
- Morton Wealth, CA
- Private Wealth Solutions, LLC, Calabasas, CA (30 mi)
- Foronjy Financial, Santa Barbara, CA (32 mi)
- Thryve Wealth Management, Santa Barbara, CA (32 mi)
- Arlington Financial Advisors, LLC, Santa Barbara, CA (32 mi)
- Curtis Advisory Group, LLC, Santa Barbara, CA (32 mi)
- Bourke Wealth Management, Santa Barbara, CA (32 mi)
- Alamar Capital Management, LLC, Santa Barbara, CA (32 mi)
- Monarch Wealth Strategies, Santa Barbara, CA (32 mi)
- Ares Financial Consulting LLC, Calabasas, CA (32 mi)
- Castle Wealth Planning, Santa Barbara, CA (32 mi)
- Mission Wealth Management, LP, Santa Barbara, CA (32 mi)
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Frequently asked questions
How many retirement plan advisors serve Oxnard?
We list 125 retirement plan advisors serving Oxnard, CA: 0 based there and 125 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 Oxnard?
The top-ranked retirement plan advisors serving Oxnard, CA are Integrity Wealth Advisors, Inc., Brightpath Wealth Planning, LLC, Longevity Capital Management, Fischer Investment Strategies, LLC and Kelsey Financial, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Oxnard are verified against official records?
10 of the top 10 match an active official record: Integrity Wealth Advisors, Inc. (U.S. Securities and Exchange Commission), Brightpath Wealth Planning, LLC (U.S. Securities and Exchange Commission), Longevity Capital Management (U.S. Securities and Exchange Commission), Fischer Investment Strategies, LLC (U.S. Securities and Exchange Commission) and Kelsey Financial, LLC (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 .