#1Classic Financial
CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
Based in Thousand Oaks, CA
Retirement Plan Advisors in Thousand Oaks, CA
The top-ranked retirement plan advisors serving Thousand Oaks, CA are Classic Financial, Fmb Retirement Services and Longevity Capital Management. We list 125 retirement plan advisors serving Thousand Oaks, 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 Thousand Oaks, 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 Thousand Oaks
#2Fmb Retirement Services
FMB RETIREMENT SERVICESBased in Thousand Oaks, CA#3Longevity Capital Management
LONGEVITY CAPITAL MANAGEMENT LLCBased in Thousand Oaks, CA#4Oak Asset Management, LLC
OAK ASSET MANAGEMENT, LLCBased in Thousand Oaks, CA#5One Capital Management, LLC
ONE CAPITAL MANAGEMENT, LLCBased in Thousand Oaks, CA#6Total Wealth Services, LLC
TOTAL WEALTH SERVICES, LLCBased in Thousand Oaks, CA#7Williams & Novak Wealth Management, LLC
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLCBased in Thousand Oaks, CA#8Winters Financial Group, Inc.
WINTERS FINANCIAL GROUP, INC.Based in Thousand Oaks, CA#9Zephyr Wealth Management
ZEPHYR INVESTMENT MANAGEMENT, INC.Based in Thousand Oaks, CA#10Fischer Investment Strategies, LLC
FISCHER INVESTMENT STRATEGIES, LLCServes this area from Lake Sherwood, CA (4 mi)
20 more providers serving this area
- Alliance Advisory & Securities, LLC, Westlake Village, CA (6 mi)
- Brightpath Wealth Planning, LLC, Camarillo, CA (6 mi)
- Kelsey Financial, LLC, Moorpark, CA (6 mi)
- Morton Wealth, CA
- 3(38) Investment Fiduciaries, Simi Valley, CA (10 mi)
- Monarch Plan Advisors, Simi Valley, CA (10 mi)
- Private Wealth Solutions, LLC, Calabasas, CA (11 mi)
- Vincimus Capital, LLC, Malibu, CA (12 mi)
- Ares Financial Consulting LLC, Calabasas, CA (13 mi)
- Triagen Wealth Management LLC, Calabasas, CA (13 mi)
- Tamar Securities, LLC, Los Angeles, CA (15 mi)
- Golden K Plans And Wealth Management A DBA Of Golden K Wealth Mg, Los Angeles, CA (16 mi)
- Providence Financial And Insurances, Inc., Los Angeles, CA (16 mi)
- Hesen & Haslam, Los Angeles, CA (16 mi)
- Navalign, LLC, Los Angeles, CA (23 mi)
- Goodstein Wealth Management LLC, Los Angeles, CA (23 mi)
- Willner & Heller LLC, Los Angeles, CA (23 mi)
- Highline Wealth Partners, Los Angeles, CA (24 mi)
- Martin & Company, Santa Clarita, CA (24 mi)
- Prosperitas Financial, LLC, Santa Clarita, CA (24 mi)
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Frequently asked questions
How many retirement plan advisors serve Thousand Oaks?
We list 125 retirement plan advisors serving Thousand Oaks, CA: 9 based there and 116 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 Thousand Oaks?
The top-ranked retirement plan advisors serving Thousand Oaks, CA are Classic Financial, Fmb Retirement Services, Longevity Capital Management, Oak Asset Management, LLC and One Capital Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Thousand Oaks are verified against official records?
10 of the top 10 match an active official record: Classic Financial (U.S. Securities and Exchange Commission), Fmb Retirement Services (U.S. Securities and Exchange Commission), Longevity Capital Management (U.S. Securities and Exchange Commission), Oak Asset Management, LLC (U.S. Securities and Exchange Commission) and One Capital Management, 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 .