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Financial Planners in Agoura, CA: 2026 rankings

245 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Agoura: Cake Mortgage, RFA Score 75/100; 4.8★ from 956 Google reviews.

  2. 2

    Most-reviewed: Infinite Financial Firm Credit Doc, 777 Google reviews at 5.0★, the most of 245 ranked after Cake Mortgage; ranked #2.

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

245 Agoura financial planners are ranked here by RFA Score, from eight published factors. 66 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.4★ across 245 rated firms.

Top 10 financial planners in Agoura 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 planners in Agoura at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Cake Mortgage754.8★ (956)Chatsworth, 12 mi away—Top score
2Infinite Financial Firm Credit Doc745.0★ (777)Los Angeles, 18 mi awaySat · Sun · EveningsMost reviews
3Impact Leadership Network, Inc.735.0★ (180)Calabasas, 5 mi awayEvenings—
4Legacy Financial Group715.0★ (79)Agoura Hills, 1 mi away——
5Dash Investments695.0★ (79)Woodland Hills, 8 mi away——
6Standard Lenders Reverse - A Reverse Mortgage Company685.0★ (79)Northridge, 12 mi away——
7Forbix685.0★ (52)Calabasas, 5 mi away——
8Wealth Management Partners of Los Angeles, Inc.684.9★ (98)Encino, 15 mi awaySat · Sun · Evenings—
9CRESTICO685.0★ (50)Woodland Hills, 7 mi away——
10Gerber Kawasaki Wealth and Investment Management684.6★ (186)Santa Monica, 17 mi away——

All 245 financial planners in Agoura, 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 Agoura

    #1 Cake Mortgage

    Based in Chatsworth, 12 mi away

    75/100RFA 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

  4. #4 Legacy Financial Group

    Based in Agoura Hills, 1 mi away

    71/100RFA Score

    Ranked #4 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

  5. #5 Dash Investments

    Based in Woodland Hills, 8 mi away

    69/100RFA Score

    Ranked #5 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

  7. #7 Forbix

    Based in Calabasas, 5 mi away

    68/100RFA Score

    Ranked #7 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

  9. #9 CRESTICO

    Based in Woodland Hills, 7 mi away

    68/100RFA Score

    Ranked #9 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

  12. #12 1st Quality Tax Service

    Based in Inglewood, 25 mi away

    67/100RFA Score

    Ranked #12 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

  14. #14 Palm Capital Management

    Based in Calabasas, 6 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    23622 Calabasas Rd #102, Calabasas, CA 91302
    View profile for Palm Capital Management(805) 727-2700

  15. #15 Peak Financial Planning

    Based in Canoga Park, 9 mi away

    66/100RFA Score

    Ranked #15 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

  16. #16 RVW Wealth, LLC

    Based in Los Angeles, 19 mi away

    66/100RFA Score

    Ranked #16 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

  20. #20 Empress Investment Group

    Based in Los Angeles, 24 mi away

    66/100RFA Score

    Ranked #20 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

  21. #21 Joffe Tax Advisors

    Based in Los Angeles, 17 mi away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 64 Google reviews
    Hours
    Mon–Thu 10 AM–6 PM · Fri–Sun closed
    Address
    12222 Wilshire Blvd Apt 106, Los Angeles, CA 90025
    View profile for Joffe Tax Advisors(310) 287-1700

  22. #22 MDRN Wealth

    Based in Venice, 19 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    606 Venice Blvd. Ste 107, Venice, CA 90291
    View profile for MDRN Wealth(310) 307-5523

  24. #24 Zisch Maribel

    Based in Woodland Hills, 8 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    21800 Oxnard St #800, Woodland Hills, CA 91367
    View profile for Zisch Maribel(818) 610-7051

Financial planners 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 245 ranked financial planners here; the rest are on their profiles.

financial planners in Agoura, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Kohen Financial Group644.9★ (48)17 mi
27ALG Loans645.0★ (38)16 mi
28Dukes Wealth Management Inc DBA Dukes Financial and Insurance Services644.7★ (15)In Agoura
29Global Gold Investments644.9★ (51)20 mi
30Yekani Wealth Management & Real Estate644.6★ (31)9 mi
31Meir Tax645.0★ (37)16 mi
32Spatola & Company CPA, Inc.645.0★ (22)8 mi
33Efros Financial - Income Tax and Financial Planning Experts635.0★ (38)18 mi
34Cost Segregation Initiatives, LLC635.0★ (29)15 mi
35Pure Financial Advisors, LLC635.0★ (19)9 mi
36Premier Tax & Finance, Inc.634.4★ (27)8 mi
37Velin & Associates Los Angeles CPA Firm - West Hollywood Accountant, Tax Prep & Financial Planning635.0★ (41)22 mi
38Abacus Wealth Partners634.9★ (31)16 mi
39Amodio Wealth Advisors625.0★ (8)In Agoura
40Probate Services Inc.624.5★ (44)17 mi
41Glee Tutoring, College Consulting & Education625.0★ (32)21 mi
42Fidelity Investments624.0★ (20)5 mi
43Edge Financial625.0★ (20)14 mi
44Palm Coast Wealth Management625.0★ (10)5 mi
45Modern Wealth Management - Calabasas615.0★ (7)1 mi
46Dahhan Wealth Management615.0★ (11)7 mi
47College Funding Experts615.0★ (8)3 mi
48Primerica613.9★ (28)9 mi
49Los Angeles Federal Credit Union613.9★ (70)17 mi
50ACap Advisors & Accountants: Wealth Management, Financial Planning and Accounting Services614.9★ (27)20 mi

Also serving Agoura

20 more financial planners 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 planners serving Agoura
BusinessGoogle ratingDistance
Bumbarger Financial Partners Inc.5.0★ (1)In Agoura
Duncan-Newman Associates5.0★ (1)In Agoura
Edward Jones - Financial Advisor: Kyle W Lundberg, CFP®5.0★ (2)In Agoura
Edward Jones - Financial Advisor: Pritipal Bhinder3.0★ (2)In Agoura
EPIC Wealth Partners - Ameriprise Financial Services, LLC5.0★ (1)In Agoura
FMB Wealth Management4.0★ (4)In Agoura
Life Strategies Advisors, Inc5.0★ (1)In Agoura
MD Wealth Partners, Inc.5.0★ (1)In Agoura
Merrill Lynch Financial Advisor Jason Leibovitch5.0★ (1)In Agoura
Nexus Wealth Partners5.0★ (1)In Agoura
Scott Wilcox - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Agoura
Silverberg Wealth Management5.0★ (1)In Agoura
The Brodsky Financial Group of Raymond James5.0★ (1)In Agoura
The Warren Group Wealth Management, Inc.5.0★ (2)In Agoura
Total Wealth Services5.0★ (1)In Agoura
Transamerica Financial Advisors, Inc.5.0★ (1)In Agoura
Village Wealth Advisors5.0★ (1)In Agoura
Virtuity Financial Partners5.0★ (11)In Agoura
Wells Fargo Advisors3.0★ (1)In Agoura
Westlake Private Wealth Management5.0★ (4)In Agoura

How we ranked Agoura financial planners

We scored 245 Agoura financial planners 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 Agoura 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Agoura: frequently asked questions

Which financial planner has the highest RFA Score in Agoura?

By RFA Score, the highest-ranked financial planner in Agoura, CA is Cake Mortgage with an RFA Score of 75/100. It has 4.8★ from 956 Google reviews. Infinite Financial Firm Credit Doc (#2) and Impact Leadership Network, Inc. (#3) follow. We ranked 245 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Agoura?

RankedFinancialAdvisors ranks 245 financial planners serving Agoura, CA. 3 of them are based in Agoura; 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 planners in Agoura work on weekends?

66 of 245 ranked financial planners post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are Infinite Financial Firm Credit Doc (#2), Wealth Management Partners of Los Angeles, Inc. (#8) and Providence Financial and Insurance Services, Inc (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Agoura financial planners have?

The median Google rating among 245 rated financial planners in Agoura is 4.4★, with a median of 23 reviews. Cake Mortgage has the most, 956 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 planners?

Each financial planner 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 planners outside Agoura count in this ranking?

Yes, if they are within 25 mi of the Agoura city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Agoura ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Agoura 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 planners 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 Agoura

  1. November 2026: RFA Scores recalculated for 245 financial planners serving Agoura.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Agoura pages