Financial advisors in Thousand Oaks, CA

86 financial advisors listed in Thousand Oaks, California. 76 with a phone number and 78 with a website.

Thousand Oaks accounts for 0% of the financial advisors listed in California and ranks #52 among California cities for financial advisors.

Quick answer

Thousand Oaks, CA has 86 financial advisors listed on USA Business Search. 76 list a phone number and 78 list a website. The most listings are in ZIP codes 91360, 91362, 91361.

Updated October 2026

Westlake Gold

3717 Thousand Oaks Blvd Ste 125, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 496-4151 Website Map

Fidelity Investments

111 S Westlake Blvd #1, Thousand Oaks, CA 91362 · Claim or fix

Call (800) 381-6154 Website Map

Edward Jones - Financial Advisor: Alan Santisteban

3145 Old Conejo Rd, Thousand Oaks, CA 91320 · Claim or fix

Call (805) 716-5481 Website Map

W D Tax Services

1329 E Thousand Oaks Blvd Suite 126, Thousand Oaks, CA 91362 · Claim or fix

Call (818) 429-7939 Website Map

Harmony Insurance Agency, Inc.

3205 Old Conejo Rd, Thousand Oaks, CA 91320 · Claim or fix

Call (805) 768-5131 Website Map

Silverberg Wealth Management

340 N Westlake Blvd, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 497-7032 Website Map

805 Business Capital

1471 Lawrence Dr, Thousand Oaks, CA 91320 · Claim or fix

Website Map

Align Investment Advisors, Llc

2625 Townsgate Rd Ste 330, Thousand Oaks, CA 91361 · Claim or fix

Call (805) 267-1111 Website Map

Alphatax Tax Service

215 N Moorpark Rd, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 496-5005 Website Map

Alta

516 Pennsfield Pl Ste 202, Thousand Oaks, CA 91360 · Claim or fix

Call (818) 235-1444 Website Map

Alteri Wealth

4195 E Thousand Oaks Blvd Ste 250, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 809-0400 Website Map

Ascent Wealth Management

4195 E Thousand Oaks Blvd, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 312-7200 Website Map

Ball & Company Wealth Management

1000 Newbury Rd Ste 205, Thousand Oaks, CA 91320 · Claim or fix

Call (805) 376-2779 Website Map

Bankful

2985 E Hillcrest Dr Ste 209, Thousand Oaks, CA 91362 · Claim or fix

Call (888) 882-9494 Website Map

Block Advisors

3677 E Thousand Oaks Blvd, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 371-0616 Website Map

Bowers Investment Management, Inc.

199 W Hillcrest Dr, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 987-5458 Map

Butler Financial Services

340 N Westlake Blvd #112, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 373-1553 Website Map

Capstone Direct Mortgage Inc.

3285 Old Conejo Rd, Thousand Oaks, CA 91320 · Claim or fix

Website Map

Catalyst Cars

888 E Thousand Oaks Blvd, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 557-8995 Website Map

Cedarstone Advisors

3125 Old Conejo Rd Unit 7, Thousand Oaks, CA 91320 · Claim or fix

Call (888) 571-5582 Website Map

Citigroup Affordable Housing

325 E Hillcrest Dr Ste 160, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 557-0930 Website Map

Coast To Coast Financial Solutions

101 Hodencamp Rd Ste 120, Thousand Oaks, CA 91360 · Claim or fix

Call (888) 877-4700 Website Map

Crestview Capital Management

515 Marin St Ste 300, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 871-0050 Website Map

David Harrington

195 E Hillcrest Dr, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 373-8686 Website Map

De Groote Financial Group

3013 Willow Ln, Thousand Oaks, CA 91361 · Claim or fix

Call (800) 984-3302 Website Map

Deferthetax.com

2219 E Thousand Oaks Blvd # 300, Thousand Oaks, CA 91362 · Claim or fix

Website Map

Detail Masters Of America

1534 N Moorpark Rd PMB 351, Thousand Oaks, CA 91360 · Claim or fix

Website Map

Direct Connect Ventures

468 Pennsfield Pl Ste 203, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 449-2411 Website Map

Doyle Group, The Small Business Cfo

68 Long Ct, Thousand Oaks, CA 91360 · Claim or fix

Website Map

Eagleson Arndt Financial Advisors, Llc

100 E Thousand Oaks Blvd Ste 174, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 496-8450 Website Map

Edward Jones

3055 E Thousand Oaks Blvd, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 496-5584 Website Map

Edward Jones

2804 Camino Dos Rios Ste 207, Thousand Oaks, CA 91320 · Claim or fix

Call (805) 499-9785 Website Map

Edward Jones

299 W Hillcrest Dr Ste 112, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 852-7160 Website Map

El Punto Professional

707 E Thousand Oaks Blvd #11, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 496-1176 Website Map

EPIC Wealth Partners

250 N Westlake Blvd, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 981-3303 Website Map

Filippini Wealth Management

2945 Townsgate Rd 2nd Floor, Thousand Oaks, CA 91361 · Claim or fix

Call (805) 969-6200 Website Map

Forum Financial Management

100 E Thousand Oaks Blvd Ste 200, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 494-3416 Website Map

Gold Coast Securities

275 E Hillcrest Dr Ste 225, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 496-3660 Map

Goyette Financial Planning

25 Rolling Oaks Dr, Thousand Oaks, CA 91361 · Claim or fix

Call (805) 494-8181 Website Map

H&R Block

1718 N Moorpark Rd, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 777-7001 Website Map

H&R Block

674 E THOUSAND OAKS BLVD, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 495-7110 Website Map

He'e Nalu Investing, Inc.

3275 Old Conejo Rd, Thousand Oaks, CA 91320 · Claim or fix

Call (213) 220-0141 Website Map

Heritage Commercial Funding

365 E Avenida de los Arboles, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 231-0562 Website Map

Hofer & Associates, Inc

90 E Thousand Oaks Blvd Ste 310, Thousand Oaks, CA 91360 · Claim or fix

Website Map

Honghu Investment (usa)

3262 E Thousand Oaks Blvd # 209, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 370-5885 Website Map

Jaime Villalovos

515 Marin St Ste 408a, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 206-0226 Website Map

Jason D Sands

3027 Townsgate Rd Ste 200, Thousand Oaks, CA 91361 · Claim or fix

Call (818) 592-3319 Website Map

Jeffrey Blum

3027 Townsgate Rd Ste 100, Thousand Oaks, CA 91361 · Claim or fix

Call (805) 373-5680 Website Map

Ladco Leasing

555 Saint Charles Dr Ste 200, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 373-1910 Map

Lindsey and Lindsey Wealth Management

4195 E Thousand Oaks Blvd, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 330-3700 Website Map

Lk Secured Investments

555 Marin St Ste 140, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 283-9792 Website Map

Lk Secured Lending

555 Marin St Ste 140, Thousand Oaks, CA 91360 · Claim or fix

Call (310) 331-8489 Website Map

LQ Income Tax Service

2454 W Hillcrest Dr #104, Thousand Oaks, CA 91320 · Claim or fix

Call (805) 857-6867 Website Map

Meador Financial, Inc.dba Mfa Wealth Services

100 E Thousand Oaks Blvd Ste 258, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 496-5474 Map

Midas Gold Group

100 E Thousand Oaks Blvd Ste 157, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 601-6000 Website Map

Mike Rosenthal

100 E Thousand Oaks BlvdSuite 124, Thousand Oaks, CA 91360 · Claim or fix

Website Map

Miller Financial Planning

2926, 875 S Westlake Blvd #212, Thousand Oaks, CA 91361 · Claim or fix

Call (805) 795-3913 Website Map

Mona Payment Solutions

1325 E Thousand Oaks Blvd, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 418-7595 Website Map

Morgan Stanley

100 N Westlake Blvd, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 497-0881 Website Map

Morgan Stanley Dean Witter

267 W Hillcrest Dr, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 497-7569 Website Map

Multiservicios Las Americas

2454 W Hillcrest Dr #104, Thousand Oaks, CA 91320 · Claim or fix

Call (805) 375-0114 Map

NBS Financial Services

340 N Westlake Blvd, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 497-2497 Website Map

Oak Asset Management

2535 Townsgate Rd #300, Thousand Oaks, CA 91361 · Claim or fix

Call (805) 778-0818 Website Map

Oasis Books & Taxes

100 Rancho Rd, Thousand Oaks, CA 91362 · Claim or fix

Call (310) 882-3148 Website Map

Our Finance Team

2945 Townsgate Rd Ste 200, Thousand Oaks, CA 91361 · Claim or fix

Call (213) 468-8316 Website Map

Pacific Financial Strategies

223 E Thousand Oaks Blvd, Thousand Oaks, CA 91360 · Claim or fix

Call (818) 991-7794 Website Map

Palm Coast Wealth Management

2625 Townsgate Rd #330, Thousand Oaks, CA 91361 · Claim or fix

Call (805) 429-4183 Website Map

Peter Deavenport Financial Services

100 E Thousand Oaks Blvd Ste 290, Thousand Oaks, CA 91360 · Claim or fix

Website Map

Platinum One Credit

107 N Reino Rd #111, Thousand Oaks, CA 91320 · Claim or fix

Call (805) 499-2200 Website Map

Polestar

25 Rolling Oaks Dr Ste 101, Thousand Oaks, CA 91361 · Claim or fix

Call (805) 778-0722 Website Map

Professional Planning

100 E Thousand Oaks Blvd Ste 150, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 446-4601 Map

Rex Tuxedos

33 W Thousand Oaks Blvd, Thousand Oaks, CA 91360 · Claim or fix

Website Map

Sherwood Financial Partners

2475 Townsgate Rd Ste 210, Thousand Oaks, CA 91361 · Claim or fix

Call (805) 870-5591 Website Map

Simms Tax Service

3717 E Thousand Oaks Blvd, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 446-4510 Website Map

Spectrum World Inc

1489 E Thousand Oaks Blvd, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 449-1822 Map

Spencer Torgan

100 N Westlake Blvd Ste 200, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 494-0285 Website Map

Sturges Insurance & Financial

1429 E Thousand Oaks Blvd Ste 207, Thousand Oaks, CA 91362 · Claim or fix

Website Map

Sunergia

2629 Townsgate Rd Ste 235, Thousand Oaks, CA 91361 · Claim or fix

Call (866) 465-8475 Website Map

Tf Oberman & Associates

325 E Hillcrest Dr Ste 215, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 497-0033 Website Map

The Lake Avenue Group - Morgan Stanley

2829 Townsgate Rd Ste 200, Thousand Oaks, CA 91361 · Claim or fix

Call (805) 494-0236 Website Map

Townsgate Wealth Management

2535 Townsgate Rd Ste 306, Thousand Oaks, CA 91361 · Claim or fix

Call (805) 926-0405 Website Map

Usmd

1329 E Thousand Oaks Blvd Ste 128, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 494-8430 Map

Vertical Tax Planning

275 E Hillcrest Dr Ste 160-106, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 506-5122 Website Map

Village Wealth Advisors

2945 Townsgate Rd #120, Thousand Oaks, CA 91361 · Claim or fix

Call (805) 603-4960 Website Map

Wells Fargo Bank

1204 E Thousand Oaks Blvd, Thousand Oaks, CA 91362 · Claim or fix

Call (805) 494-6814 Website Map

Western Union

387 E Avenida De Los Arboles, Thousand Oaks, CA 91360 · Claim or fix

Call (805) 492-1559 Website Map

How to choose a financial advisor in Thousand Oaks

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in Thousand Oaks, California?

USA Business Search shows 86 financial advisors in Thousand Oaks. 76 list a phone number and 78 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 91360, 91362, 91361, 91320.

How do I choose a financial advisor in Thousand Oaks?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in Thousand Oaks compare with the rest of California?

Thousand Oaks has 0% of the 24,546 financial advisors listed in California, which ranks #52 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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