City
Wealth management firms in Encino, California
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Encino, California reported $2.1 billion in regulatory assets under management; the largest by assets was Navalign, LLC, with $731.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $2.1 billion
- Average per firm
- $176.9 million
- SEC-registered, of those listed
- 5 of 12 (41.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Navalign, LLC | SEC | $731.9 million | 1,906 |
| 2 | Portfolio Design Labs, LLC | SEC | $624.9 million | 593 |
| 3 | Marest Capital, LLC | SEC | $239.8 million | 120 |
| 4 | Willner & Heller LLC | SEC | $193.1 million | 472 |
| 5 | Heyman Wealth Management, LLC | State | $115.4 million | 241 |
| 6 | Goodstein Wealth Management LLC | SEC | $114.2 million | 275 |
| 7 | Archer Row Advisory | State | $39.5 million | 14 |
| 8 | Abk Management LLC | State | $35.4 million | 47 |
| 9 | Wealth Management Partners of Los Angeles | State | $25.1 million | 124 |
| 10 | Afc Wealth Management | State | $3.1 million | 29 |
| 11 | Brighton Advisory Group | State | $0 | 0 |
| 12 | Financial Planning for Generations, Inc. | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.