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Financial Advisors in Van Nuys, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Van Nuys: LendingUSA, RFA Score 77/100; 4.7★ from 3,789 Google reviews; open Saturdays until 4 PM.

  2. 3

    Most-reviewed: Cake Mortgage, 956 Google reviews at 4.8★, the most of 647 ranked after LendingUSA; ranked #3.

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

647 Van Nuys financial advisors are ranked here by RFA Score, from eight published factors. 184 open Saturdays and 41 open Sundays, based on posted hours. The median Google rating is 4.6★ across 647 rated firms.

Top 10 financial advisors in Van Nuys 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 Van Nuys at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1LendingUSA774.7★ (3,789)Sherman Oaks, 2 mi awaySatTop score
2Infinite Financial Firm Credit Doc745.0★ (777)Los Angeles, 9 mi awaySat · Sun · Evenings—
3Cake Mortgage744.8★ (956)Chatsworth, 8 mi away—Most reviews
4Lear Capital724.7★ (709)Los Angeles, 11 mi away——
5Mediator Debt Solutions715.0★ (265)Calabasas, 12 mi away——
6Trading Academy - Los Angeles714.8★ (292)Woodland Hills, 8 mi awaySat · Sun—
7Wealth Management Partners of Los Angeles, Inc.704.9★ (98)Encino, 3 mi awaySat · Sun · Evenings—
8Impact Leadership Network, Inc.705.0★ (180)Calabasas, 12 mi awayEvenings—
9Zenith Consultancy Group704.8★ (119)Encino, 3 mi awayEvenings—
10Legacy Partners Insurance & Financial Services, Inc.705.0★ (156)Glendale, 11 mi away——

All 647 financial advisors in Van Nuys, 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 Van Nuys

    #1 LendingUSA

    Based in Sherman Oaks, 2 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 3,789 Google reviews, listed on Google as “Financial consultant”.

    • 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 Cake Mortgage

    Based in Chatsworth, 8 mi away

    74/100RFA Score

    Ranked #3 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

  4. #4 Lear Capital

    Based in Los Angeles, 11 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 709 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 709 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    1990 S Bundy Dr Ste 650, Los Angeles, CA 90025
    View profile for Lear Capital(800) 576-9355

  5. #5 Mediator Debt Solutions

    Based in Calabasas, 12 mi away

    71/100RFA Score

    Ranked #5 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

  12. #12 Unlimited Credit Repair

    Based in Woodland Hills, 9 mi away

    70/100RFA Score

    Ranked #12 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

  13. #13 Black Inc Tax Services

    Based in East Los Angeles, 20 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 514 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 514 Google reviews
    Hours
    Mon–Thu 10 AM–6 PM · Fri–Sun closed
    Address
    742 S Atlantic Blvd, East Los Angeles, CA 90022
    View profile for Black Inc Tax Services(323) 263-3399

  14. #14 1st Quality Tax Service

    Based in Inglewood, 15 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 152 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 152 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    1401 N La Brea Ave, Inglewood, CA 90302
    View profile for 1st Quality Tax Service(310) 677-1047

  16. #16 My Digital Money

    Based in Encino, 4 mi away

    68/100RFA Score

    Ranked #16 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

  17. #17 RVW Wealth, LLC

    Based in Los Angeles, 9 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 82 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 82 Google reviews
    Hours
    Mon–Fri 8 AM–5:30 PM · Sat–Sun closed
    Address
    1880 Century Pk E #200, Los Angeles, CA 90067
    View profile for RVW Wealth, LLC(310) 945-4000

  18. #18 Empress Investment Group

    Based in Los Angeles, 10 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 92 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    321 N Larchmont Blvd Ste 800, Los Angeles, CA 90004
    View profile for Empress Investment Group(310) 450-2904

  19. #19 Dash Investments

    Based in Woodland Hills, 9 mi away

    68/100RFA Score

    Ranked #19 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

  20. #20 Meir Tax

    Based in Van Nuys

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 8 AM–7 PM · Sat 9 AM–6 PM · Sun closed
    Address
    7857 Burnet Ave Ste B, Van Nuys, CA 91405
    View profile for Meir Tax(424) 644-2011

  22. #22 Karine Aslanian

    Based in La Cañada Flintridge, 13 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 95 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 95 Google reviews
    Address
    2222 Foothill Blvd Ste E 290, La Cañada Flintridge, CA 91011
    View profile for Karine Aslanian(818) 355-4906

  23. #23 AVED Consulting Firm

    Based in Glendale, 11 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 81 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 81 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    401 N Brand Blvd Ste L102B, Glendale, CA 91203
    View profile for AVED Consulting Firm(747) 210-7777

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 647 ranked financial advisors here; the rest are on their profiles.

financial advisors in Van Nuys, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Consolidated Financial Services675.0★ (176)22 mi
27Haro's Business Solutions674.9★ (53)5 mi
28ALG Loans675.0★ (38)3 mi
29Ezfundings Home Loans675.0★ (71)11 mi
30Joffe Tax Advisors674.9★ (64)10 mi
31Financial Counseling Center674.9★ (67)11 mi
32ALEVO Financial & Insurance Agency674.9★ (72)12 mi
33Kay Properties and Investments664.9★ (192)25 mi
34Global Gold Investments664.9★ (51)8 mi
35Providence Financial and Insurance Services, Inc664.9★ (50)8 mi
36Peak Financial Planning665.0★ (44)8 mi
37CRESTICO665.0★ (50)10 mi
38Velin & Associates Los Angeles CPA Firm - West Hollywood Accountant, Tax Prep & Financial Planning665.0★ (41)8 mi
39MDRN Wealth665.0★ (61)14 mi
40Legacy Financial Group665.0★ (79)18 mi
41Forbix665.0★ (52)12 mi
42Kohen Financial Group664.9★ (48)10 mi
43Class XVI664.9★ (99)20 mi
44Efros Financial - Income Tax and Financial Planning Experts665.0★ (38)9 mi
45Artists Business Management Group - Woodland Hills665.0★ (37)9 mi
46Kennedy Wealth Management LLC654.8★ (56)12 mi
47Paramount Tax & Accounting Woodland Hills655.0★ (37)9 mi
48Navalign Wealth Partners655.0★ (22)3 mi
49ACap Advisors & Accountants: Wealth Management, Financial Planning and Accounting Services654.9★ (27)4 mi
50WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary655.0★ (43)12 mi

Also serving Van Nuys

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.

Unranked financial advisors serving Van Nuys
BusinessGoogle ratingDistance
Avivar Capital5.0★ (2)4 mi
C22 Capital IncIn Van Nuys
CostFirst CorpIn Van Nuys
Daniela Dubach FinancialIn Van Nuys
Edward Jones - Financial Advisor: Debi Vasques3.0★ (2)2 mi
First Nation FinancialIn Van Nuys
Focus Wealth Partners3.0★ (2)3 mi
GPC Financial Corporation5.0★ (2)In Van Nuys
Greenspan & Associates, Inc.1.0★ (2)3 mi
James EllisIn Van Nuys
Luis E Mendez & AssociatesIn Van Nuys
Millennium Investment ServicesIn Van Nuys
Morgan Stanley Financial Advisors5.0★ (2)3 mi
Nationwide Student Loan Help CenterIn Van Nuys
Optimum Wealth Management3.0★ (2)2 mi
Palyan Financial GroupIn Van Nuys
Raymond James5.0★ (2)3 mi
Socal Empowerment Group LLC5.0★ (2)2 mi
ThebuizofmineIn Van Nuys
Wells Fargo Advisors1.0★ (2)5 mi

How we ranked Van Nuys financial advisors

We scored 647 Van Nuys 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 Van Nuys 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 Van Nuys: frequently asked questions

Which financial advisor has the highest RFA Score in Van Nuys?

By RFA Score, the highest-ranked financial advisor in Van Nuys, CA is LendingUSA with an RFA Score of 77/100. It has 4.7★ from 3,789 Google reviews. It is open Saturdays until 4 PM. Infinite Financial Firm Credit Doc (#2) and Cake Mortgage (#3) follow. We ranked 647 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Van Nuys?

RankedFinancialAdvisors ranks 647 financial advisors serving Van Nuys, CA. 1 of them is based in Van Nuys; 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 Van Nuys work on weekends?

184 of 647 ranked financial advisors post Saturday hours and 41 post Sunday hours. The highest-ranked open Saturdays are LendingUSA (#1), Infinite Financial Firm Credit Doc (#2) and Trading Academy - Los Angeles (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Van Nuys financial advisors have?

The median Google rating among 647 rated financial advisors in Van Nuys is 4.6★, with a median of 17 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 Van Nuys count in this ranking?

Yes, if they are within 25 mi of the Van Nuys 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 Van Nuys 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 Van Nuys 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 Van Nuys

  1. November 2026: RFA Scores recalculated for 647 financial advisors serving Van Nuys.
  2. November 2026: 15 duplicate listings merged.

More financial advisors and Van Nuys pages