Rialytix insights

Top RIA Firms in Woodland Hills, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Woodland Hills, California. This hub covers 9 matching firms with $8.2B in total reported AUM and median AUM of $366.7M.

Firms

Matching current profiles

Total AUM

$8.2B

Reported regulatory AUM

Median AUM

$366.7M

Across firms with AUM

Largest firm

$4.1B

Steelpeak Wealth, 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. Steelpeak Wealth, LLC CRD 165168 · Limited Liability Company	WOODLAND HILLS, CA	$4.1B Mar 2026	+$709.0M+20.6%	+$2.3B+119.1%	+$2.7B+187.4%	—	+47 employees+127.0% over 3Y	+2,564 accounts+42.5% over 3Y
2. Tamar Securities, LLC CRD 153991 · Limited Liability Company	WOODLAND HILLS, CA	$1.5B Apr 2026	+$219.3M+16.8%	+$647.4M+74.0%	+$883.0M+138.2%	+$1.4B+796.1%	+5 employees+29.4% over 3Y	+1,736 accounts+34.5% over 3Y
3. Dash Investments CRD 135281 · Corporation	WOODLAND HILLS, CA	$681.6M Mar 2026	+$127.5M+23.0%	+$434.2M+175.4%	+$490.2M+256.0%	+$530.4M+350.8%	+2 employees+28.6% over 3Y	+573 accounts+79.4% over 3Y
4. Chelsea Management Company CRD 110399 · Corporation	WOODLAND HILLS, CA	$497.0M Jun 2025	-$439.9K-0.1%	-$9.4M-1.8%	+$71.4M+16.8%	-$405.2M-44.9%	0 employees+0.0% over 3Y	-32 accounts-12.5% over 3Y
5. Oder Investment Management, LLC CRD 134506 · Limited Liability Company	WOODLAND HILLS, CA	$366.7M Feb 2026	+$85.4M+30.4%	+$69.2M+23.3%	+$154.9M+73.1%	+$298.4M+437.3%	0 employees+0.0% over 3Y	+61 accounts+11.7% over 3Y
6. Paragon Financial Partners CRD 158041 · Corporation	WOODLAND HILLS, CA	$329.6M Mar 2026	-$7.2M-2.1%	+$65.7M+24.9%	+$119.4M+56.8%	+$248.6M+306.9%	0 employees+0.0% over 3Y	+34 accounts+7.1% over 3Y
7. Hesen & Haslam CRD 286235 · Limited Liability Company	WOODLAND HILLS, CA	$283.7M Mar 2026	+$89.8M+46.3%	+$54.2M+23.6%	+$113.2M+66.4%	—	0 employees+0.0% over 3Y	+138 accounts+27.3% over 3Y
8. Providence Financial And Insurances, INC. CRD 141988 · Corporation	WOODLAND HILLS, CA	$215.0M May 2026	+$25.5M+13.5%	+$83.9M+64.0%	—	+$104.3M+94.2%	+8 employees+100.0% over 3Y	+268 accounts+21.3% over 3Y
9. Golden K Plans And Wealth Management A DBA Of Golden K Wealth Mg CRD 156588 · Limited Liability Company	WOODLAND HILLS, CA	$179.4M Apr 2026	+$20.0M+12.5%	+$23.7M+15.2%	+$23.7M+15.2%	+$59.8M+49.9%	+1 employees+20.0% over 3Y	-3 accounts-1.5% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.