Best Financial Advisors in SHERMAN OAKS, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$415M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in SHERMAN OAKS
#1
100
HIGHLINE WEALTH PARTNERS
SHERMAN OAKS, CA · Since 2016
$908M AUM15 clientsFee: 0%
FiduciaryFee-Only
#2
100
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
SHERMAN OAKS, CA · Since 2024
$415M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100
MOSTT INC.
SHERMAN OAKS, CA · Since 2024
$254K AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
100
HIGHLINE ASSET MANAGEMENT, LLC
SHERMAN OAKS, CA · Since 2025
$11M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
95
BELAY INVESTMENT GROUP, LLC
SHERMAN OAKS, CA · Since 2016
$427M AUM11 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in SHERMAN OAKS?
The median advisory fee in SHERMAN OAKS, CA is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.