Navalign, LLC

Navalign, LLC (CRD# 119919) is a financial advisory firm headquartered in Encino, CA. They manage $170,278,398 in 746 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    746
    ACCOUNTS
  • Average Account Value
    $228,255
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, MN, OR, TX, UT, WA

Financial Advisors at Navalign, LLC
Showing 1 - 10 of 11 top financial advisors.
1
David W. Jacobs
CRD#: 2986626
15910 Ventura Blvd. Suite 1605, Encino, CA 91403
103
Wealthminder
score

David Jacobs (CRD# 2986626) is an Investment Advisor Representative working at Navalign Wealth Partners in Encino, CA and has over 21 years of experience in the finance industry.

2
Stephen Rischall
CRD#: 5215325
15910 Ventura Blvd., Suite 1605, Encino, CA 91436
103
Wealthminder
score

Stephen Rischall is an award winning fiduciary financial planner and founder at Navalign Wealth Partners. He has been featured in the Wall Street Journal, Los Angeles Times, InvestmentNews and more. Stephen is an expert financial planner for entertainment industry professionals and business owners.

3
Christopher M. Carter
CRD#: 2634517
15910 Ventura Blvd. Suite 1605, Encino, CA 91436
101
Wealthminder
score

Christopher Carter (CRD# 2634517) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has over 22 years of experience in the finance industry.

4
Kevin M. Hawley
CRD#: 5686349
15910 Ventura Blvd. Suite 1605, Encino, CA 91436
100
Wealthminder
score

Kevin Hawley (CRD# 5686349) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has over 9 years of experience in the finance industry.

5
Matt J. Stadelman
CRD#: 5642946
15910 Ventura Blvd, Suite 1605, ENCINO, CA 91436
100
Wealthminder
score

Matt Stadelman (CRD# 5642946) is an Investment Advisor Representative working at Navalign Wealth Partners in Encino, CA and has over 9 years of experience in the finance industry.

6
Steve Trinh
CRD#: 6089623
15233 Ventura Blvd, Penthouse 16, Sherman Oaks, CA 91403
93
Wealthminder
score

Steve Trinh (CRD# 6089623) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has over 6 years of experience in the finance industry.

7
Andrew Gilmour
CRD#: 6090005
15233 Ventura Boulevard, Penthouse 16, Sherman Oaks, CA 91403
87
Wealthminder
score

Andrew Gilmour (CRD# 6090005) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.

8
James M. Gilmour
CRD#: 6095608
15233 Ventura Boulevard, Penthouse 16, Sherman Oaks, CA 91403
87
Wealthminder
score

James Gilmour (CRD# 6095608) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.

9
Jonathan T. Gilmour
CRD#: 6104035
15233 Ventura Boulevard, Penthouse 16, Sherman Oaks, CA 91403
87
Wealthminder
score

Jonathan Gilmour (CRD# 6104035) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.

10
Steven D. Gilmour
CRD#: 6090036
15233 Ventura Boulevard, Penthouse 16, Sherman Oaks, CA 91403
87
Wealthminder
score

Steven Gilmour (CRD# 6090036) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.

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