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Financial Planners in Malibu, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Malibu: Infinite Financial Firm Credit Doc, RFA Score 74/100; 5.0★ from 777 Google reviews; open 7 days a week.

  2. 2

    Most-reviewed: Cake Mortgage, 956 Google reviews at 4.8★, the most of 221 ranked; ranked #2.

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

221 Malibu financial planners are ranked here by RFA Score, from eight published factors. 59 open Saturdays and 15 open Sundays, based on posted hours. The median Google rating is 4.6★ across 221 rated firms.

Top 10 financial planners in Malibu 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 Malibu at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Infinite Financial Firm Credit Doc745.0★ (777)Los Angeles, 20 mi awaySat · Sun · EveningsTop score
2Cake Mortgage734.8★ (956)Chatsworth, 19 mi away—Most reviews
3Impact Leadership Network, Inc.725.0★ (180)Calabasas, 12 mi awayEvenings—
4Legacy Financial Group705.0★ (79)Agoura Hills, 8 mi away——
5Gerber Kawasaki Wealth and Investment Management684.6★ (186)Santa Monica, 17 mi away——
6Dash Investments685.0★ (79)Woodland Hills, 15 mi away——
71st Quality Tax Service685.0★ (152)Inglewood, 24 mi away——
8Forbix675.0★ (52)Calabasas, 11 mi away——
9Wealth Management Partners of Los Angeles, Inc.674.9★ (98)Encino, 20 mi awaySat · Sun · Evenings—
10Standard Lenders Reverse - A Reverse Mortgage Company675.0★ (79)Northridge, 19 mi away——

All 221 financial planners in Malibu, 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.

  2. #2 Cake Mortgage

    Based in Chatsworth, 19 mi away

    73/100RFA Score

    Ranked #2 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, 8 mi away

    70/100RFA 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

  6. #6 Dash Investments

    Based in Woodland Hills, 15 mi away

    68/100RFA Score

    Ranked #6 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 1st Quality Tax Service

    Based in Inglewood, 24 mi away

    68/100RFA Score

    Ranked #7 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

  8. #8 Forbix

    Based in Calabasas, 11 mi away

    67/100RFA Score

    Ranked #8 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

  11. #11 CRESTICO

    Based in Woodland Hills, 13 mi away

    66/100RFA Score

    Ranked #11 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

  13. #13 RVW Wealth, LLC

    Based in Los Angeles, 21 mi away

    66/100RFA Score

    Ranked #13 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

  14. #14 MDRN Wealth

    Based in Venice, 18 mi away

    66/100RFA Score

    Ranked #14 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

  15. #15 Joffe Tax Advisors

    Based in Los Angeles, 18 mi away

    66/100RFA Score

    Ranked #15 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

  17. #17 Palm Capital Management

    Based in Calabasas, 12 mi away

    65/100RFA Score

    Ranked #17 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

  18. #18 Peak Financial Planning

    Based in Canoga Park, 16 mi away

    65/100RFA Score

    Ranked #18 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

  21. #21 Kohen Financial Group

    Based in Los Angeles, 18 mi away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 48 Google reviews
    Hours
    Mon–Sun 6 AM–10 PM
    Address
    12100 Wilshire Blvd Ste 800, Los Angeles, CA 90025
    View profile for Kohen Financial Group(310) 804-3204

  24. #24 Global Gold Investments

    Based in Beverly Hills, 22 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 51 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 9 AM–4 PM · Sun closed
    Address
    9440 Santa Monica Blvd, Beverly Hills, CA 90210
    View profile for Global Gold Investments(888) 700-4148

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

financial planners in Malibu, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Manna Wealth Management645.0★ (9)In Malibu
27Efros Financial - Income Tax and Financial Planning Experts645.0★ (38)20 mi
28Zisch Maribel645.0★ (28)15 mi
29ALG Loans635.0★ (38)20 mi
30Abacus Wealth Partners634.9★ (31)16 mi
31Jeremy Leibowitz, CFP® - Financial Advisor at Prosperitas Financial635.0★ (28)16 mi
32Cost Segregation Initiatives, LLC635.0★ (29)17 mi
33Meir Tax635.0★ (37)22 mi
34Velin & Associates Los Angeles CPA Firm - West Hollywood Accountant, Tax Prep & Financial Planning635.0★ (41)24 mi
35Spatola & Company CPA, Inc.635.0★ (22)15 mi
36Yekani Wealth Management & Real Estate634.6★ (31)15 mi
37Premier Tax & Finance, Inc.624.4★ (27)12 mi
38Probate Services Inc.624.5★ (44)19 mi
39Dukes Wealth Management Inc DBA Dukes Financial and Insurance Services624.7★ (15)9 mi
40Glee Tutoring, College Consulting & Education625.0★ (32)23 mi
41Pure Financial Advisors, LLC625.0★ (19)15 mi
42Fidelity Investments614.0★ (20)10 mi
43Palm Coast Wealth Management615.0★ (10)10 mi
44Edge Financial615.0★ (20)19 mi
45Bank of America Financial Center612.8★ (24)In Malibu
46College Funding Experts615.0★ (8)8 mi
47AIO Fee Only Financial Advisors615.0★ (23)22 mi
48Pathway Financial Services, LLC615.0★ (19)20 mi
49Amodio Wealth Advisors615.0★ (8)9 mi
50ACap Advisors & Accountants: Wealth Management, Financial Planning and Accounting Services614.9★ (27)24 mi

Also serving Malibu

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 Malibu
BusinessGoogle ratingDistance
Cal Pacific Wealth ManagementIn Malibu
Christina2.6★ (5)In Malibu
Eagleson Arndt Financial Advisors, LLC5.0★ (2)12 mi
Evolve Investing LLC5.0★ (11)In Malibu
Filippini Wealth Management, Inc.1.0★ (1)In Malibu
Full Circle Financial Planning5.0★ (2)In Malibu
Malibu Capital ManagementIn Malibu
Mark Wetton FinancialIn Malibu
Merrill Lynch Financial Advisor Henry Hosung Byun5.0★ (2)9 mi
Merrill Lynch Wealth Management2.5★ (2)9 mi
MyWealthnessIn Malibu
Retirement Planning Associates, Inc.5.0★ (2)10 mi
Selko Financial Services5.0★ (2)8 mi
Sheridan & Associates3.7★ (3)In Malibu
Short Wealth Management Group - UBS Financial Services Inc.In Malibu
The Ryding Company3.0★ (2)9 mi
The Warren Group Wealth Management, Inc.5.0★ (2)10 mi
United Payment Services1.0★ (2)9 mi
Wells Fargo AdvisorsIn Malibu
Zephyr Investment Management5.0★ (2)10 mi

How we ranked Malibu financial planners

We scored 221 Malibu 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 Malibu 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 Malibu: frequently asked questions

Which financial planner has the highest RFA Score in Malibu?

By RFA Score, the highest-ranked financial planner in Malibu, CA is Infinite Financial Firm Credit Doc with an RFA Score of 74/100. It has 5.0★ from 777 Google reviews. It is open 7 days a week. Cake Mortgage (#2) and Impact Leadership Network, Inc. (#3) follow. We ranked 221 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Malibu?

RankedFinancialAdvisors ranks 221 financial planners serving Malibu, CA. 2 of them are based in Malibu; 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 Malibu work on weekends?

59 of 221 ranked financial planners post Saturday hours and 15 post Sunday hours. The highest-ranked open Saturdays are Infinite Financial Firm Credit Doc (#1), Wealth Management Partners of Los Angeles, Inc. (#9) and Providence Financial and Insurance Services, Inc (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Malibu financial planners have?

The median Google rating among 221 rated financial planners in Malibu is 4.6★, with a median of 19 reviews. Cake Mortgage has the most, 956 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 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 Malibu count in this ranking?

Yes, if they are within 25 mi of the Malibu 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 Malibu 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 Malibu 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 Malibu

  1. November 2026: RFA Scores recalculated for 221 financial planners serving Malibu.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Malibu pages