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Find The 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!
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How To Find The Best Financial Advisors in Woodland Hills, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Woodland Hills, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and non-vetted financial advisors in Woodland Hills, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Woodland Hills, California have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Woodland Hills, California
818-639-9278
Top Financial Advisor Firms in Woodland Hills, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| STEELPEAK WEALTH, LLC 21650 Oxnard Street, Suite 2300 Woodland Hills, CA, 91367 | 165168 | $1,893,025,457 | 6027 | A Percentage of AUM, Fixed Fees |
| TAMAR SECURITIES, LLC 22466 Ventura Boulevard, Woodland Hills, CA, 91364 | 153991 | $874,321,495 | 5036 | A Percentage of AUM, Hourly charges, Performance Based |
| LAZARI CAPITAL MANAGEMENT, INC. 6928 Owensmouth Ave., #200 Woodland Hills, CA, 91303 | 172932 | $398,591,539 | 761 | A Percentage of AUM, Fixed Fees, Performance Based |
| DASH INVESTMENTS 21600 Oxnard Street, Ste. 1755 Woodland Hills, CA, 91367 | 135281 | $341,577,536 | 828 | A Percentage of AUM |
| PRIVATE WEALTH SOLUTIONS, LLC 5850 Canoga Avenue, Suite 315 Woodland Hills, CA, 91367 | 289437 | $295,499,654 | 761 | A Percentage of AUM, Hourly charges, Fixed Fees |
| PARAGON FINANCIAL PARTNERS 5850 Canoga Avenue, Suite 400 Woodland Hills, CA, 91367 | 158041 | $247,023,084 | 519 | A Percentage of AUM, Hourly charges, Fixed Fees |
| ODER INVESTMENT MANAGEMENT, LLC 21300 Victory Blvd, Suite 855 Woodland Hills, CA, 91367 | 134506 | $245,493,169 | 565 | A Percentage of AUM, Fixed Fees |
| HESEN & HASLAM 21031 Ventura Blvd, Ste #424 Woodland Hills, CA, 91364 | 286235 | $176,947,362 | 514 | A Percentage of AUM, Hourly charges, Fixed Fees |
| PROVIDENCE FINANCIAL AND INSURANCES, INC. 20335 Ventura Blvd Ste 125, Woodland Hills, CA, 91364 | 141988 | $131,079,977 | 1256 | A Percentage of AUM, Commission Based |
| GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG 5950 Canoga Avenue, Suite 540 Woodland Hills, CA, 91367 | 156588 | $107,611,177 | 204 | A Percentage of AUM |
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