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The Oaks Group - Morgan StanleyFinancial advisor in Oak Park, CA

The Oaks Group - Morgan Stanley is a financial advisor at 2829 Townsgate Rd Ste 200, Westlake Village, CA 91361, ranked #44 of 108 investment advisors in Oak Park and rated 5.0 from 6 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Oak Park, CAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about The Oaks Group - Morgan Stanley
Address2829 Townsgate Rd Ste 200, Westlake Village, CA 91361, Oak Park, CAGet directions
Phone(805) 494-0215
Websiteadvisor.morganstanley.com
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Investment Advisorsadditional Google category

Service area

Serves Oak Park and 11 towns within 25 miles: Thousand Oaks, Agoura Hills, Agoura, Simi Valley, Malibu, Moorpark, Calabasas, West Hills, Woodland Hills, Camarillo and Canoga Park.

Based in Oak Park, CAView on map

Questions about The Oaks Group - Morgan Stanley

How is The Oaks Group - Morgan Stanley ranked in Oak Park?

The Oaks Group - Morgan Stanley is ranked #44 of 108 investment advisors in Oak Park by RFA Score, with 57 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does The Oaks Group - Morgan Stanley serve?

Serves Oak Park and 11 towns within 25 miles: Thousand Oaks, Agoura Hills, Agoura, Simi Valley, Malibu, Moorpark, Calabasas, West Hills, Woodland Hills, Camarillo and Canoga Park. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about The Oaks Group - Morgan Stanley?

The Oaks Group - Morgan Stanley has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact The Oaks Group - Morgan Stanley?

Call The Oaks Group - Morgan Stanley on (805) 494-0215. The business is at 2829 Townsgate Rd Ste 200, Westlake Village, CA 91361, Oak Park, CA. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

The Oaks Group - Morgan Stanley compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
The Oaks Group - Morgan Stanley (this business)—575.0 (6)——
Pure Financial Advisors, LLC#42585.0 (19)NoNo13.1 mi
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Total Wealth By Joseph M Gutierrez CPA Inc#45575.0 (8)NoNo2.3 mi

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