Financial advisors in Sherman Oaks, CA

177 advisors · page 2 of 6

Andrew Kim
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Andy Chong
Financial advisor at Highline Wealth Partners
Highline Wealth Partners · $867.9M AUM
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Andy Hul
Financial advisor at Capital Client Group, Inc.
Capital Client Group, Inc.
Verified
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Angel Matos
Financial advisor at Bankers Life Advisory Services, Inc.
Bankers Life Advisory Services, Inc. · $2.49B AUM
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Angelo Talebi
Financial advisor at Beverly Hills Financial Planners, LLC
Beverly Hills Financial Planners, LLC
VerifiedFinancial planning
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Anita Kazanjian
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Anna Turco
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Anthony Centineo
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Antoine Le
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Ari Brozki
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Barbara Frenkel
Financial advisor at Hilltop Securities Inc.
Hilltop Securities Inc. · $2.51B AUM
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Barry Pinsky
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Ben Emons
Financial advisor at Highline Wealth Partners
Highline Wealth Partners · $867.9M AUM
VerifiedFinancial planning
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Bob Kaye
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Brian Grimditch
Financial advisor at Highline Wealth Partners
Highline Wealth Partners · $867.9M AUM
VerifiedFinancial planning
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Caitlin Bloom
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Cameron Kashani
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Carl Ceder
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Casimir Nocon
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Chad Kruger
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Chad Weber
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Christine Stern
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Christopher Good
Financial advisor at Hilltop Securities Inc.
Hilltop Securities Inc. · $2.51B AUM
VerifiedFinancial planning
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Clark Evans
Financial advisor at Highline Wealth Partners
Highline Wealth Partners · $867.9M AUM
VerifiedFinancial planning
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Connie Winokur
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Cory Bloom
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Craig Bloom
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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David Allen
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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David Hartman
Financial advisor at Wrw Wealth Advisors
Wrw Wealth Advisors
Verified
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David Mandel
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Sherman Oaks, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Sherman Oaks, CA.

How this list works

Before you hire an advisor in Sherman Oaks, CA