Investment advisers in Encino, CA
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Navalign, LLC | $731.9 million | 10 | 0 |
| Portfolio Design Labs, LLC | $624.9 million | 5 | 0 |
| Marest Capital, LLC | $239.8 million | 3 | 0 |
| Willner & Heller LLC | $193.1 million | 3 | 0 |
| Heyman Wealth Management, LLC | $115.4 million | 2 | 0 |
| Goodstein Wealth Management LLC | $114.2 million | 2 | 0 |
| S&f Investment Advisors | $106.4 million | 2 | 0 |