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
Christopher M. Carter
CRD#: 2634517
Sherman Oaks, CA 91403

Christopher Carter (CRD# 2634517) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has over 23 years of experience in the finance industry.

2
Andrew Gilmour
CRD#: 6090005
Sherman Oaks, CA 91403

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.

3
James M. Gilmour
CRD#: 6095608
Sherman Oaks, CA 91403

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.

4
Jonathan T. Gilmour
CRD#: 6104035
Sherman Oaks, CA 91403

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.

5
Steven D. Gilmour
CRD#: 6090036
Sherman Oaks, CA 91403

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.

6
Kevin M. Hawley
CRD#: 5686349
Santa Monica, CA 90404

Kevin Hawley (CRD# 5686349) is an Investment Advisor Representative working at Navalign, LLC in Santa Monica, CA and has over 10 years of experience in the finance industry.

7
David W. Jacobs
CRD#: 2986626
Sherman Oaks, CA 91403

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.

8
Stephen Rischall
CRD#: 5215325
Sherman Oaks, CA 91403

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.

9
Matt J. Stadelman
CRD#: 5642946
Sherman Oaks, CA 91403

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.

10
Matthew T. Taylor
CRD#: 5287802
Sherman Oaks, CA 91403

Matthew Taylor (CRD# 5287802) 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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