How many financial advisors are in Encino, California?

Falists lists 17 registered investment advisers with a principal office or filing address in Encino, California, based on public SEC IAPD data.

How do financial advisors in Encino charge fees?

Fee structures vary by firm. In Encino, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Encino?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 17 advisers

Financial Advisors in Encino, California

Looking for a financial advisor in Encino, California? Falists indexes 17 SEC-registered and state-registered investment advisers in Encino — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $731.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$731.9M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth10 Planning8 Trusts10 Retirement6 Institutional6

Top advisors in Encino

Ranked by AUM · Fees, team & specialties at a glance

View all 17 →

NAVALIGN, LLC

Encino, CA

AUM

$731.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

818-728-4500

Full profile Visit site →

PORTFOLIO DESIGN LABS, LLC

Encino, CA

AUM

$624.9M

Wealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

310-755-0411

Full profile Visit site →

Encino, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

818-990-0550

Full profile Visit site →

BRIGHTON ADVISORY GROUP

Encino, CA

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 employees

Clients

1-10

Fees

Hourly charges · Fixed fees +1 more

818-342-9950

Full profile Visit site →

FINANCIAL PLANNING FOR GENERATIONS, INC.

Encino, CA

AUM

—

Financial PlanningTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

101-250

Fees

Hourly charges

855-374-9174

Full profile Visit site →

LS CAPITAL, INC.

Encino, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

818-922-2200

Full profile Visit site →

SCARSDALE CAPITAL LLC

Encino, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

310-699-5674

Full profile Visit site →

S&F INVESTMENT ADVISORS

Encino, CA

AUM

$106.4M

Wealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

310-481-9320

Full profileNo website

INNOVATIVE WEALTH ADVISORS LLC

Encino, CA

AUM

—

Team

2 advisors

Clients

—

Fees

REFERRAL FEES OR PORTION OF FEES FROM THIRD PARTY ADVISERS

818-385-4997

Full profileNo website

LPM ADVISORS, LLC

Encino, CA

AUM

—

Team

2 advisors

Clients

—

Fees

REFERRAL FEES

818 285 0400

Full profileNo website

PM MGMT, LP

Encino, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

818.905.9500

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Encino, California?: 17 registered investment advisers are listed in our Encino directory, sourced from public SEC filings.
What types of advisors are in Encino?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Encino?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.