City
Wealth management firms in Ventura, California
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Ventura, California reported $620.2 million in regulatory assets under management; the largest by assets was Integrity Wealth Advisors, Inc., with $285.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $620.2 million
- Average per firm
- $44.3 million
- SEC-registered, of those listed
- 2 of 14 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Integrity Wealth Advisors, Inc. | SEC | $285.5 million | 1,161 |
| 2 | Sherman Asset Management, Inc. | SEC | $140.8 million | 151 |
| 3 | Anacapa Financial, LLC | State | $68.7 million | 525 |
| 4 | Goto Financial | State | $64.1 million | 136 |
| 5 | Bankers Investment Counseling | State | $21.5 million | 71 |
| 6 | Harris Wealth Management | State | $12.2 million | 13 |
| 7 | Maranantha Financial | State | $8.7 million | 61 |
| 8 | Ventura Coast Wealth Management | State | $7.0 million | 20 |
| 9 | Diegelman Capital Advisors | State | $5.6 million | 80 |
| 10 | Bains, Tonya R | State | $4.5 million | 3 |
| 11 | Greyfox Investors LLC | State | $1.6 million | 7 |
| 12 | JBB Financial, LLC | State | $0 | 0 |
| 13 | The Lynd Group Advisors, LLC | State | $0 | 0 |
| 14 | The Renaissance Group | 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.