Top 8 advisors in Woodland Hills
We’ve curated a list of the best financial advisors in Woodland Hills, take a look at it below
Find an advisor in Woodland Hills| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,871,745,378 | 37 advisors | ||
| 2 | $341,577,536 | 7 advisors | ||
| 3 | $295,724,414 | 9 advisors | ||
| 4 | $230,000,903 | 6 advisors | ||
| 5 | $165,470,689 | 2 advisors | ||
| 6 | $161,945,394 | 5 advisors | ||
| 7 | $62,704,834 | 5 advisors | ||
| 8 | $9,203,516 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Woodland Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Woodland Hills. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Steelpeak Wealth, LLC
Assets under management
$1,871,745,378
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. Dash Investments
Assets under management
$341,577,536
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. Lazari Capital Management, Inc.
Assets under management
$295,724,414
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
4. Oder Investment Management, LLC
Assets under management
$230,000,903
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Paragon Financial Partners
Assets under management
$165,470,689
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Hesen & Haslam
Assets under management
$161,945,394
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Golden K Plans And Wealth Management A Dba Of Golden K Wealth Mg
Assets under management
$62,704,834
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
8. Regal Advisory Services, Inc.
Assets under management
$9,203,516
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD PARTY FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Financial Consulting
Your first meeting is free.