Skip to content

Financial advisors in Simi Valley, CA: 2026 report

607 ranked entriesUpdated 5 trade lists

The 5 specialty lists for Simi Valley, CA hold 607 ranked entries. Financial advisors have the most, with 272. Among lists with 10 or more ranked, wealth managers have the highest median Google rating: 5.0.

Key numbers for Simi Valley

Shares use ranked businesses as their base. A firm in two specialty lists counts in both.

607

ranked entries by RFA Score, in 5 specialty lists

3,791

specialty listings serving the city; a firm counts once per specialty

4.8

median of the specialties’ median Google ratings

Advisor specialties in Simi Valley, by ranked firms

Advisor specialties serving Simi Valley, CA, 2026
SpecialtyRankedServing the cityMedian ratingMedian reviews
Financial advisors2721,5154.816
Financial planners1809404.323
Investment advisors736774.89
Wealth managers695345.08
Stockbrokers131254.15

Method and basis

  • Serving counts are active, de-duplicated firms within each specialty’s service radius of Simi Valley, as of November 9, 2026.
  • Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
  • Median rating, median reviews and the shares are measured over ranked businesses.
  • Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in Simi Valley, CA: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/simi-valley-ca-financial-advisors-2026, data as of November 9, 2026.

Data is free to reuse with a link to this page. Read how we rank.