Falists

California · 24 advisers

Financial Advisors in Woodland Hills, California

Looking for a financial advisor in Woodland Hills, California? Falists indexes 24 SEC-registered and state-registered investment advisers in Woodland Hills — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 22 firms list a website you can visit directly. Firms in this directory manage up to $4.15B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

24

With website

22

Largest AUM

$4.15B

Financial planning

13

Filter by specialty

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

AllWealth19Planning13Trusts17Retirement11Institutional9

Top advisors in Woodland Hills

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

View all 24 →

HESEN & HASLAM

Woodland Hills, CA

AUM

$283.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

818-200-1107

Full profileVisit site →

BRUIN WEALTH ADVISORS LLC

Woodland Hills, CA

AUM

$37.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

818-907-9700

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 Woodland Hills, California?
24 registered investment advisers are listed in our Woodland Hills directory, sourced from public SEC filings.
What types of advisors are in Woodland Hills?
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 Woodland Hills?
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.