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Find Best Financial Advisors in Woodland Hills, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Woodland Hills is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Woodland Hills & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Woodland Hills?

Looking for a qualified financial advisor in Woodland Hills? We can help you by narrowing down your options & listing the best financial advisors in Woodland Hills as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Woodland Hills near you with the list of certified and vetted Woodland Hills financial advisors.

List of Qualified Financial Advisors in Woodland Hills, California

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Ira Zito

Financial Peak

5850 Canoga Ave., Suite 400
Suite 400

Woodland Hills, CA 91367

818-639-9278

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Andrew Selu

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367

818-450-8186

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Dash Investments

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

818-309-4065

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Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302

805-727-2700

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Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310-451-3339

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Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067

310-556-2502

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Personal Capital

Personal Capital

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Los Angeles, CA 90012

650-556-1310

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Sasha Shteyn

Edelman Financial Engines, LLC

225 South Lake Avenue
Suite 1185

Pasadena, CA 91101

626-768-2972

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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806

714-841-0982

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Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100

Newport Beach, CA 92660

949-674-5190

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Michael Jensen

Falcon Wealth Planning, Inc.

2030 Main St
13th Floor

Irvine, CA 92614

855-963-2526

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
STEEL PEAK WEALTH MANAGEMENT, LLC
21650 Oxnard Street, Suite 2300 Woodland Hills, CA 91367
165168 $2,163,660,942 5372 A percentage of AUM
Fixed fees
TAMAR SECURITIES, LLC
22466 Ventura Boulevard, Woodland Hills, CA 91364
153991 $872,249,097 4109 A percentage of AUM
Hourly charges
Performance Based
LAZARI CAPITAL MANAGEMENT, INC.
6928 Owensmouth Ave., #200 Woodland Hills, CA 91303
172932 $402,201,700 1131 A percentage of AUM
Fixed fees
Performance Based
PRIVATE WEALTH SOLUTIONS, LLC
5850 Canoga Avenue, Suite 315 Woodland Hills, CA 91367
289437 $345,580,884 1761 A percentage of AUM
Hourly charges
Fixed fees
ODER INVESTMENT MANAGEMENT, LLC
21300 Victory Blvd, Suite 855 Woodland Hills, CA 91367
134506 $297,444,694 523 A percentage of AUM
Fixed fees
DASH INVESTMENTS
21600 Oxnard Street, Ste. 1755 Woodland Hills, CA 91367
135281 $289,854,977 650 A percentage of AUM
Fixed fees
PARAGON FINANCIAL PARTNERS
5850 Canoga Avenue, Suite 400 Woodland Hills, CA 91367
158041 $263,855,019 479 A percentage of AUM
Hourly charges
Fixed fees
HESEN & HASLAM
21031 Ventura Blvd, Ste #424 Woodland Hills, CA 91364
286235 $229,468,829 506 A percentage of AUM
Hourly charges
Fixed fees
BERKSON ASSET MANAGEMENT, INC.
5550 Topanga Canyon Blvd, Suite 350 Woodland Hills, CA 91327
131029 $221,291,706 171 A percentage of AUM
Hourly charges
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG
5950 Canoga Avenue, Suite 540 Woodland Hills, CA 91367
156588 $155,730,439 205 A percentage of AUM
PROVIDENCE FINANCIAL AND INSURANCES, INC.
20335 Ventura Blvd Ste 125, Woodland Hills, CA 91364
141988 $119,265,165 1137 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alan Solursh
Inquire with Alan
21650 Oxnard St, Ste 1800 Woodland Hills, CA 91367 310-551-9435
Brookside Wealth Management
Inquire with Brookside
6027 Fenwood Avenue, Woodland Hills, CA 91367 925-788-2661
Bill Barry
Inquire with Bill
5855 Topanga Canyon Blvd, Ste 500 Woodland Hills, CA 91367 818-227-9642
AJ Safavi
Inquire with AJ
21650 Oxnard St, Ste 1800 Woodland Hills, CA 91367 818-715-1858
Alejandro G Lewin
Inquire with Alejandro
6355 Topanga Canyon Blvd, Ste 505 Woodland Hills, CA 91367 310-346-0961
Sean Blackwood
Inquire with Sean
5855 Topanga Canyon Blvd, Ste 500 Woodland Hills, CA 91367 818-227-9642
Michael S Anton
Inquire with Michael
5855 Topanga Canyon Blvd, Ste 500 Woodland Hills, CA 91367 818-227-9642
Morgan Stanley Financial Advisors
Inquire with Morgan
21650 Oxnard St, Ste 1800 Woodland Hills, CA 91367 818-713-4700
Nik Petcov, New York Life
Inquire with Nik
21255 Burbank Blvd, St. 410 Woodland Hills, CA 91367 805-390-3350
David J. Sinensky
Inquire with David
21650 Oxnard St, Ste 1800 Woodland Hills, CA 91367 818-713-4717

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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