Best Financial Advisors in ENCINO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$240M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in ENCINO
#1
100
NAVALIGN, LLC
ENCINO, CA · Since 2006
$732M AUM8 clientsFee: 0%
FiduciaryFee-Only
#2
100
GOODSTEIN WEALTH MANAGEMENT LLC
ENCINO, CA · Since 2023
$114M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
PORTFOLIO DESIGN LABS, LLC
ENCINO, CA · Since 2023
$625M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
95
WILLNER & HELLER LLC
ENCINO, CA · Since 2018
$193M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
95
MAREST CAPITAL, LLC
ENCINO, CA · Since 2022
$240M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ENCINO?
The median advisory fee in ENCINO, CA is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.