#13(38) Investment Fiduciaries
3(38) INVESTMENT FIDUCIARIES INC.
Based in Simi Valley, CA
Retirement Plan Advisors in Simi Valley, CA
The top-ranked retirement plan advisors serving Simi Valley, CA are 3(38) Investment Fiduciaries, Monarch Plan Advisors and Kelsey Financial, LLC. We list 125 retirement plan advisors serving Simi Valley, 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 Simi Valley, 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 Simi Valley
#2Monarch Plan Advisors
MONARCH PLAN ADVISORSBased in Simi Valley, CA#3Kelsey Financial, LLC
KELSEY FINANCIAL, LLCServes this area from Moorpark, CA (7 mi)#4Fmb Retirement Services
FMB RETIREMENT SERVICESServes this area from Thousand Oaks, CA (8 mi)#5Total Wealth Services, LLC
TOTAL WEALTH SERVICES, LLCServes this area from Thousand Oaks, CA (8 mi)#6Zephyr Wealth Management
ZEPHYR INVESTMENT MANAGEMENT, INC.Serves this area from Thousand Oaks, CA (8 mi)#7Private Wealth Solutions, LLC
PRIVATE WEALTH SOLUTIONS, LLCServes this area from Calabasas, CA (9 mi)#8Classic Financial
CLASSIC FINANCIAL & INSURANCE SERVICES, INC.Serves this area from Thousand Oaks, CA (9 mi)#9Oak Asset Management, LLC
OAK ASSET MANAGEMENT, LLCServes this area from Thousand Oaks, CA (9 mi)#10Williams & Novak Wealth Management, LLC
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLCServes this area from Thousand Oaks, CA (9 mi)
20 more providers serving this area
- Winters Financial Group, Inc., Thousand Oaks, CA (9 mi)
- Alliance Advisory & Securities, LLC, Westlake Village, CA (9 mi)
- One Capital Management, LLC, Thousand Oaks, CA (9 mi)
- Morton Wealth, CA
- Longevity Capital Management, Thousand Oaks, CA (10 mi)
- Triagen Wealth Management LLC, Calabasas, CA (10 mi)
- Ares Financial Consulting LLC, Calabasas, CA (10 mi)
- Tamar Securities, LLC, Los Angeles, CA (10 mi)
- Providence Financial And Insurances, Inc., Los Angeles, CA (10 mi)
- Golden K Plans And Wealth Management A DBA Of Golden K Wealth Mg, Los Angeles, CA (11 mi)
- Hesen & Haslam, Los Angeles, CA (11 mi)
- Fischer Investment Strategies, LLC, Lake Sherwood, CA (12 mi)
- Brightpath Wealth Planning, LLC, Camarillo, CA (14 mi)
- Martin & Company, Santa Clarita, CA (15 mi)
- Prosperitas Financial, LLC, Santa Clarita, CA (15 mi)
- Vance Wealth, Santa Clarita, CA (17 mi)
- Navalign, LLC, Los Angeles, CA (17 mi)
- Vincimus Capital, LLC, Malibu, CA (17 mi)
- Goodstein Wealth Management LLC, Los Angeles, CA (17 mi)
- Willner & Heller LLC, Los Angeles, CA (17 mi)
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Frequently asked questions
How many retirement plan advisors serve Simi Valley?
We list 125 retirement plan advisors serving Simi Valley, CA: 2 based there and 123 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 Simi Valley?
The top-ranked retirement plan advisors serving Simi Valley, CA are 3(38) Investment Fiduciaries, Monarch Plan Advisors, Kelsey Financial, LLC, Fmb Retirement Services and Total Wealth Services, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Simi Valley are verified against official records?
10 of the top 10 match an active official record: 3(38) Investment Fiduciaries (U.S. Securities and Exchange Commission), Monarch Plan Advisors (U.S. Securities and Exchange Commission), Kelsey Financial, LLC (U.S. Securities and Exchange Commission), Fmb Retirement Services (U.S. Securities and Exchange Commission) and Total Wealth Services, 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 .