Kestra Advisory Services
47yrs
Top advisor by experience at Kestra Advisory Services
Financial advisors in Malibu, CA
Looking for a financial advisor in Malibu, CA? We list 20 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
20Advisors with offices here
12Median years of experience
10%At fee-only firms
13Firms represented
Largest firms here: Kanan Advisors (3), Vincimus Capital (3), Integrity Financial (3).
Nearby: Agoura Hills, Westlake Village, Oak Park, Calabasas, Thousand Oaks, Topanga, Newbury Park, Woodland Hills.
Integrity Financial
30yrs
Top advisor by experience at Integrity Financial
Strategic Advisers
30yrs
Top 3% by experience at Strategic Advisers
Integrity Financial
21yrs
Top 14% by experience at Integrity Financial
MEM Investments
19yrs
Top 25% by experience in Malibu
Wells Fargo Advisors
17yrs
More experience than 70% of advisors in Malibu
Wells Fargo Advisors
16yrs
More experience than 65% of advisors in Malibu
Vincimus Capital
16yrs
More experience than 60% of advisors in Malibu
Zuma Wealth
15yrs
More experience than 55% of advisors in Malibu
Vincimus Capital
12yrs
More experience than 50% of advisors in Malibu
Newedge Advisors
11yrs
11 years in the industry
Kanan Advisors
10yrs
10 years in the industry
Kanan Advisors
9yrs
9 years in the industry
LPL Financial
9yrs
9 years in the industry
Kanan Advisors
8yrs
8 years in the industry
Mission Wealth Management
7yrs
7 years in the industry
Vincimus Capital
3yrs
3 years in the industry
Merrill
2yrs
2 years in the industry
Integrity Financial
1yr
1 years in the industry
RMR Wealth Builders
1yr
1 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.