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Find The Best Financial Advisors in Sherman Oaks, California

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

How To Find The Best Financial Advisors in Sherman Oaks, California

Last Updated - 31-May-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 8 vetted financial advisors and 42 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 18 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.

List of Qualified Financial Advisors in Sherman Oaks, California

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Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067

310-556-2502

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Ira Zito

Financial Peak

5850 Canoga Avenue
Suite 400

Woodland Hills, CA 91367

818-639-9278

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Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310-451-3339

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Dash Investments

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

818-309-4065

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Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302

805-727-2700

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William Hu

LPL Financial

251 S Lake Ave
Suite 800

Pasadena, CA 91101

323-542-8003

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Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100

Newport Beach, CA 92660

949-674-5190

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

Top Financial Advisor Firms in California (Ranked by AUM)

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 $523,800,000 3 A percentage of AUM, Performance Based
CALIFORNIA CAPITAL MANAGEMENT
15233 Ventura Blvd, Suite 500 Sherman Oaks, CA 91403
130734 $385,190,180 1400 A percentage of AUM, Hourly charges, Fixed fees
HIGHLINE WEALTH PARTNERS
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403
284712 $236,637,271 473 A percentage of AUM, Hourly charges, Fixed fees
KAILAI ADVISERS LTD.
15260 Ventura Blvd Ste 1550, Sherman Oaks, CA 91403-5335
161692 $134,451,532 13 A percentage of AUM, Fixed fees, Performance Based
ARES FINANCIAL CONSULTING LLC
14140 Magnolia Blvd, Sherman Oaks, CA 91423
282852 $106,486,154 635 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bruce Hadash
Inquire with Bruce
15260 Ventura Blvd, Ste 1900 Sherman Oaks, CA 91403 818-382-5712
Alan L Klein
Inquire with Alan
15260 Ventura Blvd, Ste 1900 Sherman Oaks, CA 91403 818-382-5794
Brian Katz
Inquire with Brian
15260 Ventura Blvd, Ste 1900 Sherman Oaks, CA 91403 818-382-5740
Bob Salvaria
Inquire with Bob
15260 Ventura Blvd, Ste 1900 Sherman Oaks, CA 91403 818-382-5789
Morgan Stanley Financial Advisors
Inquire with Morgan
15260 Ventura Blvd, Ste 1900 Sherman Oaks, CA 91403 818-788-2800
George M Chan
Inquire with George
15260 Ventura Blvd, Ste 1900 Sherman Oaks, CA 91403 818-382-5793
Mark E Furrer
Inquire with Mark
15260 Ventura Blvd, Ste 1900 Sherman Oaks, CA 91403 818-382-5798
Ken Brozki
Inquire with Ken
15260 Ventura Blvd, Ste 1900 Sherman Oaks, CA 91403 818-382-5707
Michael Chan
Inquire with Michael
15260 Ventura Blvd, Ste 1900 Sherman Oaks, CA 91403 818-382-5792
Craig Bloom
Inquire with Craig
15260 Ventura Blvd, Ste 1900 Sherman Oaks, CA 91403 818-382-5741

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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