Rialytix insights

Top RIA Firms in Thousand Oaks, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Thousand Oaks, California. This hub covers 11 matching firms with $3.9B in total reported AUM and median AUM of $201.2M.

Firms

Matching current profiles

Total AUM

$3.9B

Reported regulatory AUM

Median AUM

$201.2M

Across firms with AUM

Largest firm

$1.2B

De Groote Financial Group, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. De Groote Financial Group, LLC CRD 168178 · Limited Liability Company	THOUSAND OAKS, CA	$1.2B May 2026	+$465.3M+62.0%	+$633.3M+108.7%	+$795.3M+189.1%	—	+2 employees+28.6% over 3Y	+365 accounts+18.4% over 3Y
2. Hillcrest Financial Group CRD 317862 · Corporation	THOUSAND OAKS, CA	$567.8M Apr 2026	+$97.0M+20.6%	+$199.2M+54.0%	—	—	+3 employees+60.0% over 3Y	+199 accounts+22.1% over 3Y
3. Ibn Asset Management, LLC CRD 290114 · Limited Liability Company	THOUSAND OAKS, CA	$508.2M Mar 2026	+$22.7M+4.7%	+$401.0M+374.1%	+$367.1M+260.1%	+$341.3M+204.6%	0 employees+0.0% over 3Y	+34 accounts+91.9% over 3Y
4. Mfa Wealth Services CRD 169013 · Corporation	THOUSAND OAKS, CA	$293.1M Jan 2026	+$69.0M+30.8%	+$112.0M+61.9%	+$109.2M+59.4%	+$182.7M+165.5%	0 employees+0.0% over 3Y	+131 accounts+22.8% over 3Y
5. Hofer & Associates Wealth Management CRD 282005 · Corporation	THOUSAND OAKS, CA	$216.4M Feb 2026	+$41.6M+23.8%	+$82.3M+61.3%	—	+$82.3M+61.3%	+1 employees+33.3% over 3Y	-371 accounts-55.3% over 3Y
6. Pacific Financial Strategies, INC CRD 151434 · Corporation	THOUSAND OAKS, CA	$201.2M Feb 2026	+$63.2M+45.8%	+$55.9M+38.5%	+$86.9M+76.1%	+$95.6M+90.5%	0 employees+0.0% over 3Y	+190 accounts+24.1% over 3Y
7. Cedarstone Advisors CRD 172653 · Corporation	THOUSAND OAKS, CA	$198.4M Mar 2026	+$27.5M+16.1%	+$71.6M+56.4%	+$96.4M+94.5%	+$89.8M+82.7%	0 employees+0.0% over 3Y	+17 accounts+9.4% over 3Y
8. Gfp Wealth Management CRD 133566 · Corporation	THOUSAND OAKS, CA	$196.7M Feb 2026	+$28.3M+16.8%	—	—	+$69.6M+54.7%	0 employees+0.0% over 1Y	+8 accounts+4.2% over 1Y
9. Drh Investments, INC. CRD 164945 · Corporation	THOUSAND OAKS, CA	$191.0M Mar 2026	+$32.0M+20.1%	-$42.7M-18.3%	-$26.2M-12.1%	+$64.0M+50.4%	0 employees+0.0% over 3Y	+43 accounts+14.9% over 3Y
10. Longevity Capital Management CRD 328283 · Limited Liability Company	THOUSAND OAKS, CA	$184.2M Mar 2026	+$64.8M+54.3%	—	—	—	0 employees+0.0% over 1Y	+108 accounts+74.0% over 1Y
11. Eagleson Arndt Financial Advisors CRD 134098 · Limited Liability Company	THOUSAND OAKS, CA	$106.6M May 2026	-$14.7M-12.1%	—	—	-$14.7M-12.1%	-1 employees-50.0% over 1Y	-91 accounts-22.9% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.