Financial advisers in Woodland Hills, CA

9 registered investment adviser firms in Woodland Hills managing $8.2B in assets, based on public SEC Form ADV filings.

Steelpeak Wealth, LLC

Woodland Hills, CA · Est. 2012

RegionalInternational

Fee-based

AUM: $4.1B
Per adviser: $119M
Advisers: 35

No reported disclosures

Tamar Securities, LLC

Woodland Hills, CA · Est. 2010

LocalInternational

Fee-only

AUM: $1.5B
Per adviser: $85M
Advisers: 18

No reported disclosures

Dash Investments

Woodland Hills, CA · Est. 2018

Local

Fee-only

AUM: $682M
Per adviser: $97M
Advisers: 7

No reported disclosures

Chelsea Management Company

Woodland Hills, CA · Est. 1971

LocalInternational

Fee-only

AUM: $517M
Per adviser: $172M
Advisers: 3

No reported disclosures

Oder Investment Management, LLC

Woodland Hills, CA · Est. 2017

Local

Fee-based

AUM: $367M
Per adviser: $92M
Advisers: 4

No reported disclosures

Paragon Financial Partners

Woodland Hills, CA · Est. 2011

Local

Fee-based

AUM: $330M
Per adviser: $165M
Advisers: 2

No reported disclosures

Hesen & Haslam

Woodland Hills, CA · Est. 2017

Local

Fee-based

AUM: $284M
Per adviser: $95M
Advisers: 3

No reported disclosures

Providence Financial And Insurances, INC.

Woodland Hills, CA · Est. 2021

Local

Fee-only

AUM: $215M
Per adviser: $36M
Advisers: 6

No reported disclosures

Golden K Plans And Wealth Management A Dba Of Golden K Wealth Mg

Woodland Hills, CA · Est. 2020

Local

Fee-only

AUM: $179M
Per adviser: $179M
Advisers: 1

No reported disclosures