Financial advisers in Encino, CA
6 registered investment adviser firms in Encino managing $2.0B in assets, based on public SEC Form ADV filings.
Navalign, LLC
Encino, CA · Est. 2006
Local
- AUM
- $732M
- Per adviser
- $91M
- Advisers
- 8
No reported disclosures
Portfolio Design Labs, LLC
Encino, CA · Est. 2023
Local
- AUM
- $625M
- Per adviser
- $625M
- Advisers
- 1
No reported disclosures
Marest Capital, LLC
Encino, CA · Est. 2022
Local
- AUM
- $240M
- Per adviser
- $120M
- Advisers
- 2
No reported disclosures
Willner & Heller LLC
Encino, CA · Est. 2018
LocalInternational
- AUM
- $193M
- Per adviser
- $64M
- Advisers
- 3
No reported disclosures
Goodstein Wealth Management LLC
Encino, CA · Est. 2023
Local
- AUM
- $114M
- Per adviser
- $57M
- Advisers
- 2
No reported disclosures
S&F Investment Advisors
Encino, CA · Est. 2026
Local
- AUM
- $106M
- Per adviser
- $106M
- Advisers
- 1
No reported disclosures