Rialytix insights

Top RIA Firms in Encino, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Encino, California. This hub covers 6 matching firms with $2.0B in total reported AUM and median AUM of $216.4M.

Firms

Matching current profiles

Total AUM

$2.0B

Reported regulatory AUM

Median AUM

$216.4M

Across firms with AUM

Largest firm

$731.9M

Navalign, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Navalign, LLC CRD 119919 · Limited Liability Company	ENCINO, CA	$731.9M Apr 2026	+$76.4M+11.7%	+$293.3M+66.9%	+$327.0M+80.7%	+$656.6M+871.6%	+2 employees+25.0% over 3Y	+390 accounts+25.7% over 3Y
2. Portfolio Design Labs, LLC CRD 318127 · Limited Liability Company	ENCINO, CA	$624.9M May 2026	+$123.1M+24.5%	+$446.5M+250.2%	—	—	+1 employees+25.0% over 3Y	+384 accounts+183.7% over 3Y
3. Marest Capital, LLC CRD 315958 · Limited Liability Company	ENCINO, CA	$239.8M Feb 2026	+$49.6M+26.0%	+$80.0M+50.0%	—	—	0 employees+0.0% over 3Y	+19 accounts+18.8% over 3Y
4. Willner & Heller LLC CRD 135406 · Limited Liability Company	ENCINO, CA	$193.1M Jun 2026	+$29.1M+17.8%	+$74.3M+62.6%	+$84.1M+77.1%	+$157.1M+436.3%	+1 employees+50.0% over 3Y	+92 accounts+24.2% over 3Y
5. Goodstein Wealth Management LLC CRD 282910 · Limited Liability Company	ENCINO, CA	$114.2M Mar 2026	+$16.3M+16.6%	+$13.6M+13.5%	—	+$13.6M+13.5%	0 employees+0.0% over 3Y	-141 accounts-33.9% over 3Y
6. S&F Investment Advisors CRD 129367 · Sole Proprietorship	ENCINO, CA	$106.4M May 2026	+$32.2M+43.4%	+$32.2M+43.4%	+$32.2M+43.4%	+$2.4M+2.3%	0 employees+0.0% over 3Y	-53 accounts-16.8% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.