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Financial Advisors in Sherman Oaks, California

Our hand-picked list of 7 financial advisors serving Sherman Oaks, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Sherman Oaks

Financial professionals in Sherman Oaks should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Sherman Oaks

BELAY INVESTMENT GROUP, LLC

15260 VENTURA BOULEVARD, SHERMAN OAKS, CA 91403

📞 (310) 689-••••

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

14011 VENTURA BLVD,

📞 (310) 928-••••

HIGHLINE ASSET MANAGEMENT, LLC

15260 VENTURA BOULEVARD,

📞 (818) 340-••••

HIGHLINE WEALTH PARTNERS

15260 VENTURA BLVD., SUITE 855, SHERMAN OAKS, CA 91403

📞 (818) 340-••••

HIGHLINE WEALTH PARTNERS, LLC

15260 VENTURA BLVD., SUITE 855

MORPHEUS ADVISORS

15260 VENTURA BLVD. FLOOR 20

📞 818-444-••••

MOSTT INC.

14140 VENTURA BLVD., SHERMAN OAKS, CA 91423

📞 (310) 923-••••

Frequently Asked Questions

Where can I find financial advisors in Sherman Oaks, California?

Sherman Oaks, California has 7 financial advisors listed in our directory. BELAY INVESTMENT GROUP, LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Sherman Oaks?

Financial professionals in Sherman Oaks should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Sherman Oaks?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Sherman Oaks-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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