Skip to content

Investment Advisors in Camarillo, CA: 2026 rankings

25 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Camarillo: Mayelian Apartment Group - KW Commercial, RFA Score 68/100; 4.8★ from 26 Google reviews; open evenings.

  2. 3

    Most-reviewed: Palm Capital Management, 36 Google reviews at 5.0★, the most of 25 ranked; ranked #3.

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

25 Camarillo investment advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.5★ across 25 rated firms.

Top 10 investment advisors in Camarillo 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 investment advisors in Camarillo at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Mayelian Apartment Group - KW Commercial684.8★ (26)Calabasas, 23 mi awayEveningsTop score
2Roth IUL655.0★ (8)Agoura Hills, 16 mi away——
3Palm Capital Management645.0★ (36)Calabasas, 23 mi away—Most reviews
4Westlake Private Wealth Management635.0★ (4)Agoura, 13 mi away——
5FMB Wealth Management624.0★ (4)Agoura, 13 mi away——
6Guild Investment Management, Inc.613.7★ (3)Agoura, 14 mi away——
7Ventura Investment Co603.3★ (36)Camarillo——
8Morton Wealth595.0★ (25)Calabasas, 19 mi away——
9Christina592.6★ (5)Malibu, 24 mi away——
10Fields Investments591.7★ (6)West Hills, 24 mi away——

All 25 investment advisors in Camarillo, 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 Roth IUL

    Based in Agoura Hills, 16 mi away

    65/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    30101 Agoura Ct Ste 205, Agoura Hills, CA 91301
    View profile for Roth IUL(800) 202-7398

  3. #3 Palm Capital Management

    Based in Calabasas, 23 mi away

    64/100RFA Score

    Ranked #3 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

  5. #5 FMB Wealth Management

    Based in Agoura, 13 mi away

    62/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 N Westlake Blvd #201, Westlake Village, CA 91362
    View profile for FMB Wealth Management(805) 446-4494

  8. #8 Morton Wealth

    Based in Calabasas, 19 mi away

    59/100RFA Score

    Ranked #8 because of its Google rating and review volume: 5.0★ from 25 Google reviews.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    27200 Agoura Rd #200, Calabasas, CA 91301
    View profile for Morton Wealth(818) 222-4727

  9. #9 Christina

    Based in Malibu, 24 mi away

    59/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 2.6★ from 5 Google reviews, listed on Google as “Investment company”.

    • 2.6★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    22653 CA-1 Suite 1-8, Malibu, CA 90265
    View profile for Christina(310) 456-7031

  10. #10 Fields Investments

    Based in West Hills, 24 mi away

    59/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 1.7★ from 6 Google reviews, listed on Google as “Investment service”.

    • 1.7★ from 6 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    22736 Vanowen St #100b, West Hills, CA 91307
    View profile for Fields Investments(888) 826-0802

  13. #13 Charles Schwab

    Based in Oxnard, 8 mi away

    55/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    300 E Esplanade Dr #2000, Oxnard, CA 93036
    View profile for Charles Schwab(800) 646-4710

  17. #17 Charles Schwab

    Based in Thousand Oaks, 13 mi away

    54/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.3★ from 9 Google reviews, listed on Google as “Financial consultant”.

    • 3.3★ from 9 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    650 Westlake Blvd, Thousand Oaks, CA 91362
    View profile for Charles Schwab(805) 496-1564

  19. #19 Daniel Bodemeijer - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Thousand Oaks, 10 mi away

    53/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    100 E Thousand Oaks Blvd Ste 290, Thousand Oaks, CA 91360
    View profile for Daniel Bodemeijer - Private Wealth Advisor, Ameriprise Financial Services, LLC(805) 777-7875

  20. #20 EP Wealth Advisors

    Based in Agoura, 14 mi away

    53/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5743 Corsa Ave #216, Westlake Village, CA 91362
    View profile for EP Wealth Advisors(424) 270-8750

  22. #22 Fidelity Investments

    Based in Woodland Hills, 25 mi away

    52/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6363 Topanga Canyon Blvd, Woodland Hills, CA 91367
    View profile for Fidelity Investments(818) 440-0769

  23. #23 Charles Schwab

    Based in Woodland Hills, 25 mi away

    52/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.1★ from 9 Google reviews, listed on Google as “Financial consultant”.

    • 4.1★ from 9 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6250 CA-27 Ste 1545, Woodland Hills, CA 91367
    View profile for Charles Schwab(818) 710-2100

Also serving Camarillo

20 more investment 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 investment advisors serving Camarillo
BusinessGoogle ratingDistance
AMG Financial Services | Insurance & Investment Consultant Camarillo, CAIn Camarillo
Bank of America Financial Center2.7★ (60)In Camarillo
Cost Segregation Initiatives, LLC5.0★ (29)In Camarillo
Edward Jones - Financial Advisor: Deborah S Zuniga5.0★ (1)In Camarillo
Edward Jones - Financial Advisor: Roy L Valdez, CFP®In Camarillo
Financial Pointe5.0★ (1)In Camarillo
Folino Tax & Financial Network3.5★ (4)In Camarillo
Freedom Financial3.0★ (2)In Camarillo
G&L Professional Services DBA Financial Services5.0★ (1)In Camarillo
Gerhart Group5.0★ (2)In Camarillo
Hooks Wealth & Tax Solutions5.0★ (1)In Camarillo
ICM Financial - A Camarillo Ventura County Financial Advisor Firm5.0★ (2)In Camarillo
Inflection Advisors5.0★ (2)In Camarillo
Kilpatrick Financial Group5.0★ (1)In Camarillo
LPL Financial1.0★ (1)In Camarillo
Lyskin Duke5.0★ (1)In Camarillo
MESA Wealth ManagementIn Camarillo
Morgan Stanley Smith BarneyIn Camarillo
Probate Services Inc.4.5★ (44)In Camarillo
Sherfina Advisors - Ameriprise Financial Services, LLC1.0★ (1)In Camarillo

How we ranked Camarillo investment advisors

We scored 25 Camarillo investment 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 Camarillo 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Camarillo: frequently asked questions

Which investment advisor has the highest RFA Score in Camarillo?

By RFA Score, the highest-ranked investment advisor in Camarillo, CA is Mayelian Apartment Group - KW Commercial with an RFA Score of 68/100. It has 4.8★ from 26 Google reviews. It is open evenings. Roth IUL (#2) and Palm Capital Management (#3) follow. We ranked 25 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Camarillo?

RankedFinancialAdvisors ranks 25 investment advisors serving Camarillo, CA. 1 of them is based in Camarillo; 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 investment advisors in Camarillo work on weekends?

1 of 25 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Manna Wealth Management (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Camarillo investment advisors have?

The median Google rating among 25 rated investment advisors in Camarillo is 4.5★, with a median of 6 reviews. Palm Capital Management has the most, 36 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Camarillo count in this ranking?

Yes, if they are within 25 mi of the Camarillo city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Camarillo ranked?

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

How do I check an investment 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 investment advisor in Camarillo 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 investment 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 Camarillo

  1. November 2026: RFA Scores recalculated for 25 investment advisors serving Camarillo.

More investment advisors and Camarillo pages