City
Wealth management firms in Camarillo, California
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Camarillo, California reported $903.5 million in regulatory assets under management; the largest by assets was Bernzott Capital Advisors, with $265.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $903.5 million
- Average per firm
- $90.3 million
- SEC-registered, of those listed
- 3 of 10 (30.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bernzott Capital Advisors | SEC | $265.4 million | 406 |
| 2 | Summit Wealth Management Group, Inc. | SEC | $249.5 million | 681 |
| 3 | Brightpath Wealth Planning, LLC | SEC | $205.8 million | 492 |
| 4 | Inflection Advisors | State | $84.2 million | 471 |
| 5 | All One Wealth, LLC | State | $45.7 million | 213 |
| 6 | Contemporary Planning Alternatives | State | $30.0 million | 52 |
| 7 | Mesa Wealth Management | State | $17.4 million | 104 |
| 8 | Advantage Financial Consultants | State | $5.2 million | 18 |
| 9 | Kane Capital Advisors LLC | State | $303,542 | 20 |
| 10 | Barry F.T. Bolker | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.