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Financial Advisors in Castaic, CA: 2026 rankings

162 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Castaic: Cake Mortgage, RFA Score 71/100; 4.8★ from 956 Google reviews.

  2. 2

    Most-reviewed: LendingUSA, 3,789 Google reviews at 4.7★, the most of 162 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

162 Castaic financial advisors are ranked here by RFA Score, from eight published factors. 42 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.8★ across 162 rated firms.

Most of this list also appears on the Financial advisors in Santa Clarita ranking. See Financial advisors in Santa Clarita

Top 10 financial advisors in Castaic at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Castaic at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Cake Mortgage714.8★ (956)Chatsworth, 18 mi away—Top score
2LendingUSA714.7★ (3,789)Sherman Oaks, 25 mi awaySatMost reviews
3Mediator Debt Solutions685.0★ (265)Calabasas, 23 mi away——
4Trading Academy - Los Angeles684.8★ (292)Woodland Hills, 21 mi awaySat · Sun—
5Impact Leadership Network, Inc.685.0★ (180)Calabasas, 23 mi awayEvenings—
6CaMu Financial & Insurance Services Inc.675.0★ (28)Santa Clarita, 4 mi away——
7Prosperitas Financial675.0★ (29)Valencia, 5 mi away——
8Unlimited Credit Repair674.7★ (247)Woodland Hills, 22 mi away——
9Standard Lenders Reverse - A Reverse Mortgage Company665.0★ (79)Northridge, 18 mi away——
10Dash Investments655.0★ (79)Woodland Hills, 22 mi away——

All 162 financial advisors in Castaic, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Castaic

    #1 Cake Mortgage

    Based in Chatsworth, 18 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 956 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 956 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9200 Oakdale Ave Ste 501, Chatsworth, CA 91311
    View profile for Cake Mortgage(818) 964-0401

  2. #2 LendingUSA

    Based in Sherman Oaks, 25 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.7★ from 3,789 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 3,789 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat 7 AM–4 PM · Sun closed
    Address
    15303 Ventura Blvd #850, Sherman Oaks, CA 91403
    View profile for LendingUSA(800) 994-6177

  3. #3 Mediator Debt Solutions

    Based in Calabasas, 23 mi away

    68/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 265 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 265 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    23945 Calabasas Rd Unit 114, Calabasas, CA 91302
    View profile for Mediator Debt Solutions(877) 915-5446

  7. #7 Prosperitas Financial

    Based in Valencia, 5 mi away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    25060 Avenue Stanford #100, Valencia, CA 91355
    View profile for Prosperitas Financial(800) 900-7033

  8. #8 Unlimited Credit Repair

    Based in Woodland Hills, 22 mi away

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.7★ from 247 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 247 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    21550 Oxnard St #495, Woodland Hills, CA 91367
    View profile for Unlimited Credit Repair(800) 472-9959

  10. #10 Dash Investments

    Based in Woodland Hills, 22 mi away

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 79 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 79 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    21600 Oxnard St #1755, Woodland Hills, CA 91367
    View profile for Dash Investments(800) 549-3227

  11. #11 John E. Bennett, CPA

    Based in Valencia, 4 mi away

    65/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Wed 8 AM–4 PM · Thu closed · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    25600 Rye Canyon Rd #101, Valencia, CA 91355
    View profile for John E. Bennett, CPA(661) 284-1272

  13. #13 Zenith Consultancy Group

    Based in Encino, 25 mi away

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 119 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 119 Google reviews
    Hours
    Mon–Fri 9:30 AM–6:30 PM · Sat–Sun closed
    Address
    15720 Ventura Blvd #614, Encino, CA 91436
    View profile for Zenith Consultancy Group(818) 666-6667

  14. #14 SoCal Planners, Inc

    Based in Valencia, 4 mi away

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    28245 Ave Crocker #100, Valencia, CA 91355
    View profile for SoCal Planners, Inc(661) 200-5657

  15. #15 Haro's Business Solutions

    Based in San Fernando, 18 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 53 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 53 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    10550 Sepulveda Blvd #203, Mission Hills, CA 91345
    View profile for Haro's Business Solutions(747) 500-9853

  16. #16 Legacy Financial Group

    Based in Agoura Hills, 25 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 79 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 79 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    28720 Roadside Dr Ste 315, Agoura Hills, CA 91301
    View profile for Legacy Financial Group(818) 993-3311

  17. #17 Avinci Wealth Management

    Based in Santa Clarita, 7 mi away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    23929 Valencia Blvd Unit 404, Santa Clarita, CA 91355
    View profile for Avinci Wealth Management(310) 994-1596

  21. #21 CRESTICO

    Based in Woodland Hills, 22 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 50 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    22935 Ventura Blvd #201, Woodland Hills, CA 91364
    View profile for CRESTICO(818) 784-2929

  22. #22 Peak Financial Planning

    Based in Canoga Park, 21 mi away

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 44 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    21201 Victory Blvd #215, Canoga Park, CA 91303
    View profile for Peak Financial Planning(818) 600-6099

  23. #23 My Digital Money

    Based in Encino, 24 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 62 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 62 Google reviews
    Hours
    Mon–Fri 6 AM–6 PM · Sat 5 AM–5 PM · Sun closed
    Address
    16830 Ventura Blvd Ste 326-B, Encino, CA 91436
    View profile for My Digital Money(833) 636-2008

  24. #24 Forbix

    Based in Calabasas, 23 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    24151 Ventura Blvd Suite 210, Calabasas, CA 91302
    View profile for Forbix(888) 936-7249

  25. #25 Bauman Scott Financial

    Based in Stevenson Ranch, 7 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    25832 Forsythe Way, Stevenson Ranch, CA 91381
    View profile for Bauman Scott Financial(661) 302-4531

How we ranked Castaic financial advisors

We scored 162 Castaic financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Castaic data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Castaic: frequently asked questions

Which financial advisor has the highest RFA Score in Castaic?

By RFA Score, the highest-ranked financial advisor in Castaic, CA is Cake Mortgage with an RFA Score of 71/100. It has 4.8★ from 956 Google reviews. LendingUSA (#2) and Mediator Debt Solutions (#3) follow. We ranked 162 financial advisors on eight factors, last updated November 9, 2026.

Which financial advisors in Castaic work on weekends?

42 of 162 ranked financial advisors post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are LendingUSA (#2), Trading Academy - Los Angeles (#4) and Wealth Management Partners of Los Angeles, Inc. (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Castaic financial advisors have?

The median Google rating among 162 rated financial advisors in Castaic is 4.8★, with a median of 21 reviews. LendingUSA has the most, 3,789 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Castaic count in this ranking?

Yes, if they are within 25 mi of the Castaic city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Castaic ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Castaic a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Castaic

  1. November 2026: RFA Scores recalculated for 162 financial advisors serving Castaic.
  2. November 2026: 5 duplicate listings merged.

More financial advisors and Castaic pages