Financial advisors in Woodland Hills, CA

376 advisors · page 3 of 13

Allan Farhit
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Allyse Cipriotti
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
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Amanda Harake
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Amanda Ragde
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Amir Khoshroo
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Amit Stavinsky
Financial advisor at Tamar Securities, LLC
Tamar Securities, LLC · $1.52B AUM
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Andrea Graham
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
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Andres Barajas
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Andrew Duchan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Andrew Scott
Financial advisor at Tamar Securities, LLC
Tamar Securities, LLC · $1.52B AUM
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Andrew Snett
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Andrew Ziskin
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Anthony Benedicto
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Anthony Khasho
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Anthony Saccaro
Financial advisor at Providence Financial and Insurances, Inc.
Providence Financial and Insurances, Inc. · $215M AUM
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Armin Janani
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Ashley King
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Audra Reed
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Bernard Obrien
Financial advisor at Wedbush Securities Inc.
Wedbush Securities Inc. · $6.75B AUM
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Blair Aaronson
Financial advisor at Virtue Capital Management, LLC
Virtue Capital Management, LLC · $1.31B AUM
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Blake Ribnick
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Blazy Aldana
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Brandon Fleming
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Brandon Katz
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Brandon McAuslen
Financial advisor at Steelpeak Wealth, LLC
Steelpeak Wealth, LLC · $4.15B AUM
VerifiedFinancial planning
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Brian Fine
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Brian Schlichter
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Brian Schwartz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Brittany Bockin
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Brittney-Louise Bell
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Woodland Hills, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Woodland Hills, CA.

How this list works

Before you hire an advisor in Woodland Hills, CA