Falists

California · 12 advisers

Financial Advisors in Sherman Oaks, California

Looking for a financial advisor in Sherman Oaks, California? Falists indexes 12 SEC-registered and state-registered investment advisers in Sherman Oaks — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $867.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

12

With website

10

Largest AUM

$867.9M

Financial planning

5

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth8Planning5Trusts5Retirement2Institutional4

Top advisors in Sherman Oaks

Ranked by AUM · Fees, team & specialties at a glance

View all 12 →

SHUCHA WEALTH MANAGEMENT LLC

Sherman Oaks, CA

AUM

$12.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

8185389021

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Sherman Oaks, California?
12 registered investment advisers are listed in our Sherman Oaks directory, sourced from public SEC filings.
What types of advisors are in Sherman Oaks?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Sherman Oaks?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.