Legacy One Financial - Gaea D Verneris
“Not only do we talk about my retirement goals, investments mix and portfolio, she's also become a dear friend and someone that I can open up to about life and all that's going on.”
Best Financial Advisors in Ventura, CA
15 firms listed · 11 in Ventura · 2 open weekends · 10 rated 4.5+ · 5 show a license
Data verified October 18, 2026
Integrity Wealth Advisors
“All I can say is that I went from having no possibility of retirement to having a completely new structure that will work for me.”
The Lynd Group
“I have experienced excellent returns and great peace of mind having the Lynd Group handle all my retirement planning and investments.”
Hoffman & Associates Financial
“Ross and his son-in-law Jason ensure their clientele understand the how's and the why's of their investing philosophy, and they take the time to make sure we understand, in lay terms, their decisions.”
Maranantha Financial
“As someone who isn't naturally confident with big financial decisions, I can confidently say Michael has given us the tools to feel comfortable in understanding how to manage our money.”
Pope Accountancy Group
The 15 firms listed for Ventura, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Ventura, CA
Of the 15 firms we list here, 11 are in Ventura itself and 4 come from Oxnard (2, 9 mi) and Camarillo (2, 15 mi). 11 of the firms on this page have a rating, from 4.2 to 5.0 across 45 reviews; 10 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. 5 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2007. We have a website on file for 14 of the firms on this page; 9 publish a contact page; 11 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Ventura listed here?
11 of the 15 firms are located in Ventura. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
MBA Taxes
Screaming Eagle Wealth Management
Camber Wealth
Channel Islands Group
Jeffery Richard S CFP
The Distad Clay Wealth Management Group
David J. Haskell
“David J Haskell is great guy he's very knowledgeable really cares about what he does for people and I can say so because I am myself”
Acosta Wealth Management
“For some reason it's a rare thing to find someone who is both friendly and proficient, polite and thorough, experienced and yet not jaded.”
LFA Ventura
“Clarice is a true financial professional helping her clients customize plans for their retirement and business growth and overall wealth management.”
Why these companies made our list
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