Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Sherman Oaks is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Sherman Oaks & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Sherman Oaks, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and non-vetted financial advisors in Sherman Oaks, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Sherman Oaks, California have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
BELAY INVESTMENT GROUP, LLC 15260 Ventura Boulevard, Suite 1810 Sherman Oaks, CA, 91403 | 281985 | $470,898,975 | 4 | A Percentage of AUM, Performance Based |
HIGHLINE WEALTH PARTNERS 15260 Ventura Blvd., Suite 855, Sherman Oaks, CA, 91403 | 284712 | $285,102,983 | 533 | A Percentage of AUM, Hourly charges, Fixed Fees |
ARES FINANCIAL CONSULTING LLC 14140 Magnolia Blvd, Sherman Oaks, CA, 91423 | 282852 | $124,201,872 | 639 | A Percentage of AUM, Hourly charges, Fixed Fees |
KAILAI ADVISERS LTD. 15260 Ventura Blvd Ste 1550, Sherman Oaks, CA, 91403-5335 | 161692 | $115,217,166 | 13 | A Percentage of AUM, Fixed Fees, Performance Based |
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