Best Financial Advisors in WOODLAND HILLS, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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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
TAMAR SECURITIES, LLC
WOODLAND HILLS, CA · Since 2010
STEELPEAK WEALTH, LLC
WOODLAND HILLS, CA · Since 2012
PARAGON FINANCIAL PARTNERS
WOODLAND HILLS, CA · Since 2011
HESEN & HASLAM
WOODLAND HILLS, CA · Since 2017
ODER INVESTMENT MANAGEMENT, LLC
WOODLAND HILLS, CA · Since 2017
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG
WOODLAND HILLS, CA · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.