Top advisors in Camarillo
We’ve curated a list of the best financial advisors in Camarillo, take a look at it below
Find an advisor in Camarillo| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $681,972,228 | 5 advisors | ||
| 2 | $136,887,303 | 5 advisors | ||
| 3 | $129,553,950 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Camarillo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Camarillo. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Bernzott Capital Advisors
Assets under management
$681,972,228
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Summit Wealth Management Group, Inc.
Assets under management
$136,887,303
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. Brightpath Wealth Planning, LLC
Assets under management
$129,553,950
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.