Firms by city
Registered investment advisers in Woodland Hills, CA
7 SEC-registered advisers headquartered in Woodland Hills, listed by regulatory assets under management as reported on Form ADV.
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7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Tamar Securities | Woodland Hills, CA | $1.52B |
| Chelsea Counsel | Woodland Hills, CA | $517M |
| Oder Investment Management | Woodland Hills, CA | $367M |
| Paragon Financial Partners | Woodland Hills, CA | $330M |
| Hesen & Haslam | Woodland Hills, CA | $284M |
| Providence Financial and Insurance Services | Woodland Hills, CA | $215M |
| Golden K Wealth Management | Woodland Hills, CA | $179M |
- Headquarters
- Woodland Hills, CA
- Regulatory AUM
- $1.52B
- Headquarters
- Woodland Hills, CA
- Regulatory AUM
- $517M
- Headquarters
- Woodland Hills, CA
- Regulatory AUM
- $367M
- Headquarters
- Woodland Hills, CA
- Regulatory AUM
- $330M
- Headquarters
- Woodland Hills, CA
- Regulatory AUM
- $284M
- Headquarters
- Woodland Hills, CA
- Regulatory AUM
- $215M
- Headquarters
- Woodland Hills, CA
- Regulatory AUM
- $179M
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 Woodland Hills 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.