Investment advisers in Woodland Hills, CA
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Tamar Securities, LLC | $1.52 billion | 22 | 0 |
| Dash Investments | $681.6 million | 9 | 0 |
| Chelsea Management Company | $517.0 million | 7 | 0 |
| Oder Investment Management, LLC | $366.7 million | 6 | 0 |
| Paragon Financial Partners | $329.6 million | 2 | 0 |
| Hesen & Haslam | $283.7 million | 5 | 0 |
| Providence Financial and Insurances, Inc. | $215.0 million | 16 | 0 |
| Golden K Plans and Wealth Management a Dba of Golden K Wealth Mg | $179.4 million | 6 | 0 |