Top Financial Advisors in Woodland Hills, California
Finding the right financial advisor in Woodland Hills is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Woodland Hills, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Woodland Hills, CA.
Find the Best Financial Advisor Firms in Woodland Hills:
STEEL PEAK WEALTH MANAGEMENT, LLC
CRD#: 165168
Address: 21650 Oxnard Street Suite 2300, Woodland Hills, CA 91367
Clients: 1,243
Average Clients per Advisor: 62
AUM: $ 1.9B
LAZARI CAPITAL MANAGEMENT, INC.
CRD#: 172932
Address: 6928 Owensmouth Ave. #200, Woodland Hills, CA 91303
Clients: 487
Average Clients per Advisor: 69
AUM: $ 399M
DASH INVESTMENTS
CRD#: 135281
Address: 21600 Oxnard Street Ste. 1755, Woodland Hills, CA 91367
Clients: 108
Average Clients per Advisor: 27
AUM: $ 342M
PRIVATE WEALTH SOLUTIONS, LLC
CRD#: 289437
Address: 5850 Canoga Avenue Suite 315, Woodland Hills, CA 91367
Clients: 185
Average Clients per Advisor: 61
AUM: $ 295M
PARAGON FINANCIAL PARTNERS
CRD#: 158041
Address: 5850 Canoga Avenue Suite 400, Woodland Hills, CA 91367
Clients: 36
Average Clients per Advisor: 18
AUM: $ 247M
ODER INVESTMENT MANAGEMENT, LLC
CRD#: 134506
Address: 21300 Victory Blvd Suite 855, Woodland Hills, CA 91367
Clients: 121
Average Clients per Advisor: 20
AUM: $ 245M
How We Chose the Top Financial Advisors in Woodland Hills, California
To create this list of top financial advisor firms in Woodland Hills, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Woodland Hills has to offer.
Search Financial Advisors in Woodland Hills, California
Jeanne Stella Thompson
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Stephen Chung-yee Loh
Registered Affiliation(s):NATIONAL ASSET MANAGEMENT, INC.
Roland Olaf Vonwinckelmann
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Marcos Montilla Lacson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Carl Jason Cohen
Registered Affiliation(s):WESTERN ASSET MANAGEMENT COMPANY
Nona Agbo
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Paul Bertrand Sirois
Registered Affiliation(s):LASALLE ST. INVESTMENT ADVISORS, L.L.C.
Ace S Chan
Registered Affiliation(s):BANCWEST INVESTMENT SERVICES, INC.
Wayne Cheng Chou
Registered Affiliation(s):MORGAN STANLEY
Timothy Robert Stratz
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Eric Edward Swanson
Registered Affiliation(s):EP WEALTH ADVISORS
Robert George Vogelsang
Registered Affiliation(s):MORGAN STANLEY
Sheryl Renee O'donnell
Registered Affiliation(s):MORGAN STANLEY
Howard Kenneth Wess
Registered Affiliation(s):CUSO FINANCIAL SERVICES, L.P.
Mark Kenji Tsujimoto
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Julie Ou
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Ann Abel Cooper
Registered Affiliation(s):OSAIC WEALTH, INC.
Lily Li
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Robert Kwong Hom
Registered Affiliation(s):PRUCO SECURITIES, LLC.
David Widor
Registered Affiliation(s):MORGAN STANLEY
Cinnamon L Chaney
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Lisa Ann Garey
Registered Affiliation(s):MORGAN STANLEY
Kristena Marie Petty
Registered Affiliation(s):MORGAN STANLEY
Roger Romero Szendrey
Registered Affiliation(s):UNIONBANC INVESTMENT SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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