Firms by city
Registered investment advisers in Encino, CA
6 SEC-registered advisers headquartered in Encino, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Navalign | Encino, CA | $732M |
| Portfolio Design Labs | Encino, CA | $625M |
| Marest Capital | Encino, CA | $240M |
| Willner & Heller | Encino, CA | $193M |
| Goodstein Wealth Management | Encino, CA | $114M |
| Fox, Roger Bennett | Encino, CA | $106M |
- Headquarters
- Encino, CA
- Regulatory AUM
- $732M
- Headquarters
- Encino, CA
- Regulatory AUM
- $625M
- Headquarters
- Encino, CA
- Regulatory AUM
- $240M
- Headquarters
- Encino, CA
- Regulatory AUM
- $193M
- Headquarters
- Encino, CA
- Regulatory AUM
- $114M
- Headquarters
- Encino, CA
- Regulatory AUM
- $106M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Encino on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.