City
Wealth management firms in Moorpark, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Moorpark, California reported $212.7 million in regulatory assets under management; the largest by assets was Kelsey Financial, LLC, with $176.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $212.7 million
- Average per firm
- $30.4 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Kelsey Financial, LLC | SEC | $176.2 million | 269 |
| 2 | Glatt and Associates, LLC | State | $32.8 million | 43 |
| 3 | Imagine Math | State | $3.7 million | 17 |
| 4 | American Business Capital | State | $0 | 0 |
| 5 | Bruce James Thomas Jr | State | $0 | 0 |
| 6 | Smartcourse Advisory, LLC | State | $0 | 0 |
| 7 | Your Money Coach Financial Services | 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.