Paul Goodnough CPA
“I am much appreciative of his, (and his assistant Kelly), efforts to keep me and my small business in compliance with the IRS .”
Best Financial Advisors in Simi Valley, CA
15 firms listed · 12 in Simi Valley · 3 open weekends · 7 rated 4.5+
Data verified October 21, 2026
Skidmore Markell & Co.
“We moved to Tennessee 5 years ago and still use Skidmore Markel via mail and email, this has worked out great.”
Winther & Co
Escient Financial
Wingroup Financial
“The way he listened to my situation and educated me on things I did not understand shows how much he cares for his clients.”
Simi Valley Investment Services
The 15 firms listed for Simi Valley, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Simi Valley, CA
Of the 15 firms we list here, 12 are in Simi Valley itself and 3 come from Thousand Oaks (2, 9 mi) and Calabasas (1, 10 mi). 8 of the firms on this page have a rating, from 4.0 to 5.0 across 101 reviews; 7 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are tax planning (3), tax preparation (3), back taxes owed (2), bank financing (2) and buy quickbooks and save (2). 1 lists staff certifications (CPA) and 1 has a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for 13 of the firms on this page; 11 publish a contact page; 11 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Simi Valley listed here?
12 of the 15 firms are located in Simi Valley. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Muskat Financial
Qmulate Capital
Declaration Financial
Arxis Wealth Management
Engineered Capital Gains Solutions
The Independent Financial Group
Premier Tax & Finance
“Very responsive which I appreciate in a CPA as well as knowledgeable.”
Kennedy Wealth Management
“I specifically like the way Mark keeps us apprised of current market conditions and ensures our position is always in tune with our specific requirements, needs and desires.”
Jacobs & Jacobs
“We've worked with Jack for almost 20 years and know he takes a great deal of pride in his work.”
Why these companies made our list
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