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.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$470,898,975
Number of advisors
16 advisors
| $470,898,975 | 16 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
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.
Belay Investment Group, LLC
Belay Investment Group, LLC is an SEC-registered investment adviser established in 2014, specializing in small to middle market real estate opportunities. The firm, majority women-owned, is managed by Eliza Bailey and Amy Ko, with over 25 years of experience each. Belay focuses on programmatic partnerships with local operating partners, offering scalability and customization across various risk profiles and geographies. The firm manages discretionary assets totaling $360,470,000 as of December 31, 2024. Clients are charged quarterly asset management fees and profit participation based on returns. Belay's investment strategy involves a thesis-driven approach, partnering with high-caliber local operators for real estate investments. The firm emphasizes risk factors associated with private equity real estate ventures and does not guarantee future performance. Belay has no disciplinary history and provides advisory services to limited partnerships subject to annual audits. The firm exercises investment discretion over client assets and does not engage in stock investments or proxy voting. Eliza Bailey and Amy Ko, the co-founders, hold key roles within the firm and have no disciplinary disclosures or additional compensation arrangements. They oversee compliance responsibilities internally.
$470,898,975 under management
16 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
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.
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