Top financial advisors in Sherman Oaks, CA
We’ve curated a list of the best financial advisors in Sherman Oaks, take a look at it below
Find an advisor in Sherman Oaks| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $470,898,975 | 16 advisors |
How we came up with this list
To generate our top financial advisors list in Sherman Oaks, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sherman Oaks. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Belay Investment Group, LLC
Belay Investment Group, LLC is a financial advisory firm based in Sherman Oaks, California. It currently has approximately $470,898,975 of assets under management and employs about 16 people. Belay Investment Group, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$470,898,975
Headcount
16 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-107351
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.