Best Financial Advisors in WOODLAND HILLS, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in WOODLAND HILLS
CHELSEA MANAGEMENT COMPANY
WOODLAND HILLS, CA · Since 1971
DASH INVESTMENTS
WOODLAND HILLS, CA · Since 2018
PROVIDENCE FINANCIAL AND INSURANCES, INC.
WOODLAND HILLS, CA · Since 2021
ODER INVESTMENT MANAGEMENT, LLC
WOODLAND HILLS, CA · Since 2017
TAMAR SECURITIES, LLC
WOODLAND HILLS, CA · Since 2010
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG
WOODLAND HILLS, CA · Since 2020
PARAGON FINANCIAL PARTNERS
WOODLAND HILLS, CA · Since 2011
STEELPEAK WEALTH, LLC
WOODLAND HILLS, CA · Since 2012
HESEN & HASLAM
WOODLAND HILLS, CA · Since 2017
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 WOODLAND HILLS?
The median advisory fee in WOODLAND HILLS, CA is 0.95% of assets under management per year, based on Form ADV filings from 9 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.