RIAs in Simi Valley, California
Explore 4 RIAs headquartered in Simi Valley, with $4.1B in combined reported AUM.
RIAs4Headquartered here
Total AUM$4.1BReported regulatory AUM
Total Employees80Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in Simi Valley
4 RIAsShowing 1–4 of 4 RIAs
Hbw Advisory Services LLC
SIMI VALLEY, CAReported AUM$1.7B
Employees72
42.2% of city AUMView RIA ↗
3(38) Investment Fiduciaries
SIMI VALLEY, CAReported AUM$1B
Employees2
25.0% of city AUMView RIA ↗
Monarch Plan Advisors
SIMI VALLEY, CAReported AUM$792.6M
Employees5
19.2% of city AUMView RIA ↗
Tortuga Advisers LLC
SIMI VALLEY, CAReported AUM$563.5M
Employees1
13.6% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.