72/100RFA Score
Ranked #1 because of its Google rating and specialty focus: 4.7★ from 3,789 Google reviews, listed on Google as “Financial consultant”.
Financial Advisors in Thousand Oaks, CA: 2026 rankings
266 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Thousand Oaks: LendingUSA, RFA Score 72/100; 4.7★ from 3,789 Google reviews; open Saturdays until 4 PM.
- 3
Most-reviewed: Cake Mortgage, 956 Google reviews at 4.8★, the most of 266 ranked after LendingUSA; ranked #3.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
266 Thousand Oaks financial advisors are ranked here by RFA Score, from eight published factors. 60 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.8★ across 266 rated firms.
Top 10 financial advisors in Thousand Oaks 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.
| Rank | Business | RFA Score | Google rating | Based in | Hours | Notable for |
|---|---|---|---|---|---|---|
| 1 | LendingUSA | 72 | 4.7★ (3,789) | Sherman Oaks, 21 mi away | Sat | Top score |
| 2 | Mediator Debt Solutions | 72 | 5.0★ (265) | Calabasas, 11 mi away | — | — |
| 3 | Cake Mortgage | 72 | 4.8★ (956) | Chatsworth, 16 mi away | — | Most reviews |
| 4 | Impact Leadership Network, Inc. | 71 | 5.0★ (180) | Calabasas, 11 mi away | Evenings | — |
| 5 | Infinite Financial Firm Credit Doc | 71 | 5.0★ (777) | Los Angeles, 24 mi away | Sat · Sun · Evenings | — |
| 6 | Legacy Financial Group | 70 | 5.0★ (79) | Agoura Hills, 5 mi away | — | — |
| 7 | New Era Debt Solutions | 70 | 4.9★ (255) | Camarillo, 15 mi away | Sat · Evenings | — |
| 8 | Trading Academy - Los Angeles | 70 | 4.8★ (292) | Woodland Hills, 14 mi away | Sat · Sun | — |
| 9 | Mona Payment Solutions | 69 | 5.0★ (36) | Thousand Oaks | — | — |
| 10 | Unlimited Credit Repair | 69 | 4.7★ (247) | Woodland Hills, 14 mi away | — | — |
All 266 financial advisors in Thousand Oaks, 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.
Based in Calabasas, 11 mi away
72/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 5.0★ from 265 Google reviews, listed on Google as “Financial consultant”.
Based in Chatsworth, 16 mi away
72/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 4.8★ from 956 Google reviews, listed on Google as “Financial planner”.
Based in Calabasas, 11 mi away
71/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 5.0★ from 180 Google reviews, listed on Google as “Financial planner”.
Based in Los Angeles, 24 mi away
71/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 5.0★ from 777 Google reviews, listed on Google as “Financial planner”.
Based in Agoura Hills, 5 mi away
70/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 5.0★ from 79 Google reviews, listed on Google as “Financial planner”.
Based in Camarillo, 15 mi away
70/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 4.9★ from 255 Google reviews, listed on Google as “Financial advisor”.
Based in Woodland Hills, 14 mi away
70/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 4.8★ from 292 Google reviews, listed on Google as “Investment service”.
Based in Thousand Oaks
69/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial consultant”.
Based in Woodland Hills, 14 mi away
69/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 4.7★ from 247 Google reviews, listed on Google as “Financial consultant”.
#11 Lear Capital
Based in Los Angeles, 24 mi away
68/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 4.7★ from 709 Google reviews, listed on Google as “Investment service”.
#12 Dash Investments
Based in Woodland Hills, 14 mi away
68/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 5.0★ from 79 Google reviews, listed on Google as “Financial planner”.
Based in Agoura Hills, 4 mi away
68/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial advisor”.
#14 Forbix
Based in Calabasas, 10 mi away
67/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.
Based in Northridge, 16 mi away
67/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 5.0★ from 79 Google reviews, listed on Google as “Financial planner”.
Based in Agoura, 2 mi away
67/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 4.9★ from 24 Google reviews, listed on Google as “Financial planner”.
#17 CRESTICO
Based in Woodland Hills, 12 mi away
67/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial planner”.
Based in Calabasas, 11 mi away
67/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 4.8★ from 56 Google reviews, listed on Google as “Financial planner”.
Based in Thousand Oaks
67/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 4.4★ from 27 Google reviews, listed on Google as “Financial planner”.
Based in Encino, 21 mi away
66/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 4.9★ from 98 Google reviews, listed on Google as “Financial planner”.
Based in Camarillo, 9 mi away
66/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.
Based in Calabasas, 11 mi away
66/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.
Based in Encino, 21 mi away
66/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 4.8★ from 119 Google reviews, listed on Google as “Financial consultant”.
#24 Morton Wealth
Based in Calabasas, 7 mi away
66/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial advisor”.
Based in Woodland Hills, 14 mi away
66/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 4.9★ from 50 Google reviews, listed on Google as “Financial planner”.
Financial advisors ranked #26 to #50
#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 266 ranked financial advisors here; the rest are on their profiles.
Also serving Thousand Oaks
20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.
How we ranked Thousand Oaks financial advisors
We scored 266 Thousand Oaks 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.
| Factor | Weight | Computed from | In Thousand Oaks data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a financial advisor
- 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.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- 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.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- 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 Thousand Oaks: frequently asked questions
Which financial advisor has the highest RFA Score in Thousand Oaks?
By RFA Score, the highest-ranked financial advisor in Thousand Oaks, CA is LendingUSA with an RFA Score of 72/100. It has 4.7★ from 3,789 Google reviews. It is open Saturdays until 4 PM. Mediator Debt Solutions (#2) and Cake Mortgage (#3) follow. We ranked 266 financial advisors on eight factors, last updated November 9, 2026.
How many financial advisors are there in Thousand Oaks?
RankedFinancialAdvisors ranks 266 financial advisors serving Thousand Oaks, CA. 7 of them are based in Thousand Oaks; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.
Which financial advisors in Thousand Oaks work on weekends?
60 of 266 ranked financial advisors post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are LendingUSA (#1), Infinite Financial Firm Credit Doc (#5) and New Era Debt Solutions (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do Thousand Oaks financial advisors have?
The median Google rating among 266 rated financial advisors in Thousand Oaks is 4.8★, with a median of 15 reviews. LendingUSA has the most, 3,789 reviews, and ranks #1. 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 Thousand Oaks count in this ranking?
Yes, if they are within 25 mi of the Thousand Oaks 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 Thousand Oaks 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 Thousand Oaks 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 Thousand Oaks
- November 2026: RFA Scores recalculated for 266 financial advisors serving Thousand Oaks.
- November 2026: 6 duplicate listings merged.
More financial advisors and Thousand Oaks pages
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