City
Independent RIAs in Woodland Hills, California
As of October 2, 2026, 18 independent wealth management RIAs with their main office in Woodland Hills, California reported $2.9 billion in regulatory assets under management; the largest by assets was Tamar Securities, LLC, with $1.5 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 18
- Regulatory assets under management
- $2.9 billion
- Average per firm
- $163.9 million
- SEC-registered, of those listed
- 5 of 18 (27.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Tamar Securities, LLC | SEC | $1.5 billion | 6,772 |
| 2 | Oder Investment Management, LLC | SEC | $366.7 million | 584 |
| 3 | Paragon Financial Partners | SEC | $329.6 million | 513 |
| 4 | Hesen & Haslam | SEC | $283.7 million | 644 |
| 5 | Providence Financial and Insurances, Inc. | SEC | $215.0 million | 1,524 |
| 6 | Ventura Advisors | State | $80.6 million | 44 |
| 7 | Confluence Capital Advisors, LLC | State | $42.3 million | 61 |
| 8 | Bruin Wealth Advisors LLC | State | $37.1 million | 78 |
| 9 | Accumulation Strategies | State | $29.6 million | 33 |
| 10 | Premier Wealth Advisors, Inc. | State | $25.0 million | 63 |
| 11 | Pacific Oak Financial Planning LLC | State | $7.7 million | 24 |
| 12 | Brookside Wealth Management LLC | State | $6.5 million | 5 |
| 13 | FLIPWITHLOU&KIP LLC | State | $2.0 million | 4 |
| 14 | Callahan & Callahan Asset Management, Inc. | State | $1.1 million | 3 |
| 15 | Culture Capital Partners, LLC | State | $1.0 million | 6 |
| 16 | Most Capital | State | $250,000 | 1 |
| 17 | ID Asset Advisory | State | $0 | 0 |
| 18 | Mullaney Financial & Tax, Inc. | State | $0 | 0 |
Independent RIAs 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.