Investment advisers in Sherman Oaks, CA
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Highline Wealth Partners | $867.9 million | 17 | 0 |
| Belay Investment Group, LLC | $427.5 million | 16 | 0 |
| Davidson Kahn Capital Management, LLC | $415.5 million | 4 | 0 |
| Highline Asset Management, LLC | $10.7 million | 3 | 0 |
| Mostt Inc. | $254,054 | 4 | 0 |