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Wealth Managers in Oxnard, CA: 2026 rankings

28 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Oxnard: Kennedy Wealth Management LLC, RFA Score 67/100; 4.8★ from 56 Google reviews.

  2. 2

    Most-reviewed: Morton Wealth, 25 Google reviews at 5.0★, the most of 28 ranked after Kennedy Wealth Management LLC; ranked #2.

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

28 Oxnard wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 28 rated firms.

Top 10 wealth managers in Oxnard 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 wealth managers in Oxnard at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Kennedy Wealth Management LLC674.8★ (56)Calabasas, 30 mi away—Top score
2Morton Wealth665.0★ (25)Calabasas, 27 mi away—Most reviews
3Selah Wealth Advisors665.0★ (12)Simi Valley, 12 mi away——
4Build Wealth Pro655.0★ (4)OxnardSat · Sun · Evenings—
5Palm Coast Wealth Management645.0★ (10)Thousand Oaks, 20 mi away——
6Integrity Wealth Advisors644.3★ (6)Ventura, 9 mi away——
7Navalign Wealth Partners635.0★ (22)Encino, 40 mi away——
8Monarch Wealth Strategies - Santa Barbara635.0★ (16)Santa Barbara, 34 mi away——
9Amodio Wealth Advisors635.0★ (8)Agoura, 20 mi away——
10Mission Wealth635.0★ (15)Santa Barbara, 34 mi away——

All 28 wealth managers in Oxnard, 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 Morton Wealth

    Based in Calabasas, 27 mi away

    66/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial advisor”.

    • 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

  3. #3 Selah Wealth Advisors

    Based in Simi Valley, 12 mi away

    66/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon closed · Tue 10 AM–6 PM · Wed 12 PM–6 PM · Thu 10 AM–6 PM · Fri 10 AM–4 PM · Sat–Sun closed
    View profile for Selah Wealth Advisors(805) 791-5120

  4. #4 Build Wealth Pro

    Based in Oxnard

    65/100RFA Score

    Ranked #4 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–Sun 12 AM–12 AM
    View profile for Build Wealth Pro

  9. #9 Amodio Wealth Advisors

    Based in Agoura, 20 mi away

    63/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2829 Townsgate Rd Ste 100, Westlake Village, CA 91361
    View profile for Amodio Wealth Advisors(818) 458-8946

  10. #10 Mission Wealth

    Based in Santa Barbara, 34 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1111 Chapala St 3rd Floor, Santa Barbara, CA 93101
    View profile for Mission Wealth(805) 882-2360

  11. #11 Dahhan Wealth Management

    Based in Woodland Hills, 32 mi away

    62/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    22900 Ventura Blvd #170, Woodland Hills, CA 91364
    View profile for Dahhan Wealth Management(818) 322-3394

  13. #13 Avinci Wealth Management

    Based in Santa Clarita, 39 mi away

    62/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    23929 Valencia Blvd Unit 404, Santa Clarita, CA 91355
    View profile for Avinci Wealth Management(310) 994-1596

  18. #18 EP Wealth Advisors

    Based in Agoura, 22 mi away

    61/100RFA Score

    Ranked #18 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

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

    Based in Thousand Oaks, 17 mi away

    61/100RFA 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 FMB Wealth Management

    Based in Agoura, 20 mi away

    61/100RFA Score

    Ranked #20 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

  22. #22 LA Wealth Management

    Based in Woodland Hills, 33 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    21255 Burbank Blvd, Woodland Hills, CA 91367
    View profile for LA Wealth Management

  25. #25 SteelPeak Wealth

    Based in Woodland Hills, 33 mi away

    59/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    21650 Oxnard St #2300, Woodland Hills, CA 91367
    View profile for SteelPeak Wealth

All 28 wealth managers

#1 to #25 are shown in full above. Here are #26 to #28, in RFA Score order; each links to its profile.

wealth managers in Oxnard, ranks 26 to 28
RankBusinessRFA ScoreGoogle ratingDistance
26Envisage Wealth Management585.0★ (3)33 mi
27Powell Wealth Management585.0★ (3)34 mi
28Merrill Lynch Wealth Management573.0★ (4)39 mi

Also serving Oxnard

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Oxnard
BusinessGoogle ratingDistance
123CreditFixedIn Oxnard
Aztec Financial Services5.0★ (2)In Oxnard
Charles Morrison - Morgan StanleyIn Oxnard
Charles Schwab4.3★ (6)In Oxnard
Confide Financial Planning & Investments5.0★ (8)In Oxnard
David A. Soter - Morgan StanleyIn Oxnard
Edward Jones - Financial Advisor: Miguel Noriega, CFP®|CEPA®5.0★ (1)In Oxnard
Jason Lloyd - Morgan Stanley Financial AdvisorIn Oxnard
Jessie Hawkins - Morgan StanleyIn Oxnard
Jim Gray - Ameriprise Financial Services, LLCIn Oxnard
LFA Ventura5.0★ (1)In Oxnard
Morgan Stanley Financial Advisors4.3★ (6)In Oxnard
Prospera Succession Partners - Oxnard5.0★ (3)In Oxnard
Stifel5.0★ (1)In Oxnard
Strategic Path Financial Group, LLC5.0★ (23)In Oxnard
The Burke Team - Morgan Stanley5.0★ (1)In Oxnard
Wells Fargo Advisors3.0★ (2)In Oxnard
Wells Fargo Advisors5.0★ (1)In Oxnard
Wells Fargo Advisors1.0★ (1)In Oxnard
Wells Fargo Advisors5.0★ (1)In Oxnard

How we ranked Oxnard wealth managers

We scored 28 Oxnard wealth managers 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 Oxnard 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Oxnard: frequently asked questions

Which wealth manager has the highest RFA Score in Oxnard?

By RFA Score, the highest-ranked wealth manager in Oxnard, CA is Kennedy Wealth Management LLC with an RFA Score of 67/100. It has 4.8★ from 56 Google reviews. Morton Wealth (#2) and Selah Wealth Advisors (#3) follow. We ranked 28 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Oxnard?

RankedFinancialAdvisors ranks 28 wealth managers serving Oxnard, CA. 1 of them is based in Oxnard; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Oxnard work on weekends?

2 of 28 ranked wealth managers post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Build Wealth Pro (#4) and Manna Wealth Management (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oxnard wealth managers have?

The median Google rating among 28 rated wealth managers in Oxnard is 5.0★, with a median of 7 reviews. Kennedy Wealth Management LLC has the most, 56 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Oxnard count in this ranking?

Yes, if they are within 40 mi of the Oxnard city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Oxnard ranked?

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

How do I check a wealth manager’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 wealth manager in Oxnard 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 wealth managers 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 Oxnard

  1. November 2026: RFA Scores recalculated for 28 wealth managers serving Oxnard.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Oxnard pages