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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Sherman Oaks, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Vehicles
Portfolio 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.
Get matched with an advisorMethodology
To find the top financial advisors in Sherman Oaks, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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