NAVALIGN, LLC
Encino, CA
AUM
$731.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
818-728-4500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, ENCINO
10 advisers found
PORTFOLIO DESIGN LABS, LLC
Encino, CA
AUM
$624.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-755-0411
MAREST CAPITAL, LLC
Encino, CA
AUM
$239.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
818-216-4900
WILLNER & HELLER LLC
Encino, CA
AUM
$193.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
818-501-7590
GOODSTEIN WEALTH MANAGEMENT LLC
Encino, CA
AUM
$114.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
818-995-3500
HEYMAN WEALTH MANAGEMENT, LLC
Encino, CA
AUM
$89.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-773-9496
AUM
$19.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(844) 242-0073
AFC WEALTH MANAGEMENT
Encino, CA
AUM
$3.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310-842-8888
FINANCIAL PLANNING FOR GENERATIONS, INC.
Encino, CA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges
855-374-9174
S&F INVESTMENT ADVISORS
Encino, CA
AUM
$106.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-481-9320
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