Navalign, LLC

Navalign, LLC (CRD# 119919) is a financial advisory firm headquartered in Encino, CA. They manage $404,947,000 in 1,359 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    405
    MILLION
  • Total Number of Accounts
    1,359
    ACCOUNTS
  • Average Account Value
    $297,974
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.

AZ, CA, CO, FL, IL, MN, NC, NJ, NV, NY, OR, PA, TX, UT, WA

Financial Advisors at Navalign, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Christopher M. Carter
CRD#: 2634517
15910 Ventura Blvd, Suite 1605, Encino, CA 91436

Christopher Carter (CRD# 2634517) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has over 24 years of experience in the finance industry.

2
Neal Frankle
CRD#: 1390756
15910 Ventura Blvd, Suite 1605, Encino, CA 91436

Neal Frankle (CRD# 1390756) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has over 30 years of experience in the finance industry. Neal Frankle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kevin M. Hawley
CRD#: 5686349
15910 Ventura Blvd, Suite 1605, Encino, CA 91436

Kevin Hawley (CRD# 5686349) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has over 11 years of experience in the finance industry.

4
David W. Jacobs
CRD#: 2986626
15910 Ventura Blvd, Suite 1605, Encino, CA 91436

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.

5
Stephen Rischall
CRD#: 5215325
15910 Ventura Blvd, Suite 1605, Encino, CA 91436

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.

6
Matt J. Stadelman
CRD#: 5642946
15910 Ventura Blvd, Suite 1605, Encino, CA 91436

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.

7
Matthew T. Taylor
CRD#: 5287802
15910 Ventura Blvd, Suite 1605, Encino, CA 91436

Matthew Taylor (CRD# 5287802) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has 1 year of experience in the finance industry.

8
Steve Trinh
CRD#: 6089623
15910 Ventura Blvd, Suite 1605, Encino, CA 91436

Steve Trinh (CRD# 6089623) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has over 9 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.