#13(38) Investment Fiduciaries
3(38) INVESTMENT FIDUCIARIES INC.
Based in Simi Valley, CA
Retirement Plan Advisors in Ventura County, CA
The top-ranked retirement plan advisors serving Ventura County, CA are 3(38) Investment Fiduciaries, Brightpath Wealth Planning, LLC and Classic Financial. We list 125 retirement plan advisors serving Ventura County, 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 Ventura County, CA. 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 Ventura County
#2Brightpath Wealth Planning, LLC
BRIGHTPATH WEALTH PLANNING, LLCBased in Camarillo, CA#3Classic Financial
CLASSIC FINANCIAL & INSURANCE SERVICES, INC.Based in Thousand Oaks, CA#4Fischer Investment Strategies, LLC
FISCHER INVESTMENT STRATEGIES, LLCBased in Lake Sherwood, CA#5Fmb Retirement Services
FMB RETIREMENT SERVICESBased in Thousand Oaks, CA#6Integrity Wealth Advisors, Inc.
INTEGRITY WEALTH ADVISORS, INC.Based in San Buenaventura (Ventura), CA#7Kelsey Financial, LLC
KELSEY FINANCIAL, LLCBased in Moorpark, CA#8Longevity Capital Management
LONGEVITY CAPITAL MANAGEMENT LLCBased in Thousand Oaks, CA#9Monarch Plan Advisors
MONARCH PLAN ADVISORSBased in Simi Valley, CA#10Oak Asset Management, LLC
OAK ASSET MANAGEMENT, LLCBased in Thousand Oaks, CA
20 more providers serving this area
- One Capital Management, LLC, Thousand Oaks, CA
- Total Wealth Services, LLC, Thousand Oaks, CA
- Williams & Novak Wealth Management, LLC, Thousand Oaks, CA
- Winters Financial Group, Inc., Thousand Oaks, CA
- Zephyr Wealth Management, Thousand Oaks, CA
- Planmember Securities Corporation, Carpinteria, CA (21 mi)
- Alliance Advisory & Securities, LLC, Westlake Village, CA (24 mi)
- Morton Wealth, CA
- Private Wealth Solutions, LLC, Calabasas, CA (29 mi)
- Vincimus Capital, LLC, Malibu, CA (30 mi)
- Triagen Wealth Management LLC, Calabasas, CA (31 mi)
- Ares Financial Consulting LLC, Calabasas, CA (31 mi)
- Foronjy Financial, Santa Barbara, CA (32 mi)
- Martin & Company, Santa Clarita, CA (32 mi)
- Prosperitas Financial, LLC, Santa Clarita, CA (32 mi)
- Tamar Securities, LLC, Los Angeles, CA (32 mi)
- Thryve Wealth Management, Santa Barbara, CA (33 mi)
- Arlington Financial Advisors, LLC, Santa Barbara, CA (33 mi)
- Bourke Wealth Management, Santa Barbara, CA (33 mi)
- Curtis Advisory Group, LLC, Santa Barbara, CA (33 mi)
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Frequently asked questions
How many retirement plan advisors serve Ventura County?
We list 125 retirement plan advisors serving Ventura County, CA: 15 based there and 110 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 Ventura County?
The top-ranked retirement plan advisors serving Ventura County, CA are 3(38) Investment Fiduciaries, Brightpath Wealth Planning, LLC, Classic Financial, Fischer Investment Strategies, LLC and Fmb Retirement Services. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Ventura County 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), Brightpath Wealth Planning, LLC (U.S. Securities and Exchange Commission), Classic Financial (U.S. Securities and Exchange Commission), Fischer Investment Strategies, LLC (U.S. Securities and Exchange Commission) and Fmb Retirement Services (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 .
Cities in Ventura County
Communities served
Port Hueneme, Fillmore, Oak Park, Ojai, El Rio, Mira Monte, Oak View, Meiners Oaks, Santa Rosa Valley, Casa Conejo, Channel Islands Beach, Piru, Bell Canyon, Lake Sherwood, Somis, Santa Susana, Saticoy, Nyeland Acres, North Ventura Avenue