Financial advisers in Sherman Oaks, CA
5 registered investment adviser firms in Sherman Oaks managing $1.7B in assets, based on public SEC Form ADV filings.
Highline Wealth Partners
Sherman Oaks, CA · Est. 2016
LocalInternational
- AUM
- $868M
- Per adviser
- $58M
- Advisers
- 15
No reported disclosures
Belay Investment Group, LLC
Sherman Oaks, CA · Est. 2016
Local
- AUM
- $427M
- Per adviser
- $39M
- Advisers
- 11
No reported disclosures
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA · Est. 2024
LocalInternational
- AUM
- $415M
- Per adviser
- $138M
- Advisers
- 3
No reported disclosures
Highline Asset Management, LLC
Sherman Oaks, CA · Est. 2025
Local
- AUM
- $11M
- Per adviser
- $5M
- Advisers
- 2
No reported disclosures
Mostt INC.
Sherman Oaks, CA · Est. 2024
Local
- AUM
- $254,054
- Per adviser
- $254,054
- Advisers
- 1
No reported disclosures