City
Wealth management firms in Sherman Oaks, California
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Sherman Oaks, California reported $1.4 billion in regulatory assets under management; the largest by assets was Highline Wealth Partners, with $867.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $136.7 million
- SEC-registered, of those listed
- 3 of 10 (30.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Highline Wealth Partners | SEC | $867.9 million | 942 |
| 2 | Davidson Kahn Capital Management, LLC | SEC | $415.5 million | 795 |
| 3 | Katam Hill LLC | State | $42.4 million | 74 |
| 4 | Morse Group Investment Advisors | State | $19.4 million | 5 |
| 5 | Shucha Wealth Management LLC | State | $12.6 million | 26 |
| 6 | KB Private Wealth Management Group | State | $8.5 million | 19 |
| 7 | Mostt Inc. | SEC | $254,054 | 1,230 |
| 8 | Beverly Hills Financial Planners, LLC | State | $0 | 0 |
| 9 | Billfold Budget Counseling | State | $0 | 0 |
| 10 | WRW Wealth Advisors | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.