Managers in Sherman Oaks, CA

United States · 593 asset managers within 25 km (6 in Sherman Oaks itself) · 277 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Los Angeles, CA 344 · Santa Monica, CA 99 · El Segundo, CA 65 · Beverly Hills, CA 55 · Pasadena, CA 52 · West Hollywood, CA 24 · Manhattan Beach, CA 16 · Venice, CA 13 · Marina Del Rey, CA 11 · Westlake Village, CA 11 · Hermosa Beach, CA 10 · Redondo Beach, CA 10

Asset managers in and around Sherman Oaks

#	Manager	People here	Assets
401	WELLS FARGO & COMPANY/MN wealth · Encino WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn	office	$671.4bn
402	Capital International Investors Los Angeles $483.6bn	based here	$483.6bn
403	BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · Los Angeles BMO Family Office, LLC · 10 related pages $275.2bn	office	$275.2bn
404	HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Beverly Hills HSBC SECURITIES USA INC · 12 related pages $260.2bn	2 offices	$260.2bn
405	CITIGROUP INC private equity, real estate, wealth · Beverly Hills, Los Angeles Citigroup Global Markets Inc. · 13 related pages $215.3bn	2 offices	$215.3bn
406	STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Los Angeles STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn	office	$197.5bn
407	FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Santa Monica, Calabasas, Los Angeles COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn	3 offices	$181.9bn
408	Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Glendale Thrivent Investment Management Inc · 5 related pages $128.7bn	office	$128.7bn
409	SUN LIFE FINANCIAL INC hedge funds, private equity, structured credit, mutual funds and 4 more · Los Angeles CRESCENT CAPITAL GROUP LP, CRESCENT CAP ADVISORS, LLC, CRESCENT CAP NT ADVISORS, LLC · 8 related pages $76.4bn	3 offices	$76.4bn
410	OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Los Angeles OPPENHEIMER & CO. INC. · 5 related pages $36.7bn	office	$36.7bn
411	CHURCHILL MANAGEMENT Corp Los Angeles $9.2bn	based here	$9.2bn
412	CAPITAL INTERNATIONAL SARL Los Angeles $7.1bn	based here	$7.1bn
413	Gerber Kawasaki Wealth & Investment Management Santa Monica $3.7bn	based here	$3.7bn
414	CAPITAL INTERNATIONAL LTD /CA/ Los Angeles $3.1bn	based here	$3.1bn
415	Focused Investors LLC Los Angeles $3.0bn	based here	$3.0bn
416	A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Santa Monica A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn	office	$2.9bn
417	Hilltop Holdings Inc. wealth, bank or insurer · Sherman Oaks HILLTOP SECURITIES INC. · 4 related pages $2.5bn	office	$2.5bn
418	Covington Capital Management Los Angeles $2.3bn	based here	$2.3bn
419	Gobi Capital LLC Beverly Hills $2.0bn	based here	$2.0bn
420	AMI ASSET MANAGEMENT CORP Los Angeles $1.7bn	based here	$1.7bn
421	EVOLVE PRIVATE WEALTH, LLC Los Angeles $1.6bn	based here	$1.6bn
422	RVW Wealth, LLC Los Angeles $1.5bn	based here	$1.5bn
423	PAYDEN & RYGEL INVESTMENT GROUP Los Angeles $1.2bn	based here	$1.2bn
424	Lindbrook Capital, LLC Calabasas $1.1bn	based here	$1.1bn
425	Avitas Wealth Management LLC Los Angeles $723.0m	based here	$723.0m
426	Belmont Capital, LLC Los Angeles $657.5m	based here	$657.5m
427	Foresite Capital Management VI LLC West Hollywood $642.6m	based here	$642.6m
428	Manhattan West Asset Management, LLC Los Angeles $598.9m	based here	$598.9m
429	AECOM CAPITAL REAL ESTATE, LLC Los Angeles $559.5m	office	$559.5m
430	Ridgewood Investments LLC hedge funds, real estate, wealth · Beverly Hills RIDGEWOOD INVESTMENTS · 2 related pages $419.2m	office	$419.2m
431	Thiel Macro LLC Los Angeles $418.7m	based here	$418.7m
432	Topline Capital Management, LLC Santa Monica $385.7m	based here	$385.7m
433	COSMIC MANAGEMENT, LLC venture · West Hollywood $382.0m	office	$382.0m
434	Surevest, LLC Los Angeles $367.6m	based here	$367.6m
435	Foresite Capital Management V, LLC West Hollywood $362.2m	based here	$362.2m
436	LAZARI CAPITAL MANAGEMENT, INC. Woodland Hills $324.6m	based here	$324.6m
437	Five Oceans Advisors Santa Monica $311.1m	based here	$311.1m
438	SHRIER WEALTH MANAGEMENT, LLC Los Angeles $296.5m	based here	$296.5m
439	Foresite Capital Management IV, LLC West Hollywood $290.2m	based here	$290.2m
440	SB Capital Management Inc Encino $272.8m	based here	$272.8m
441	Alpha Family Trust Los Angeles $248.6m	based here	$248.6m
442	KCS Wealth Advisory Los Angeles $234.5m	based here	$234.5m
443	Davidson Kahn Capital Management, LLC Sherman Oaks $232.8m	based here	$232.8m
444	GIDEON CAPITAL, LLC private equity · Los Angeles $229.0m	office	$229.0m
445	Fortress Wealth Management, Inc. Culver City $224.8m	based here	$224.8m
446	CONWAY CAPITAL MANAGEMENT, INC. Burbank $224.7m	based here	$224.7m
447	Rayliant Investment Research mutual funds · Santa Monica Rayliant Investment Research · 2 related pages $203.5m	based here	$203.5m
448	GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG real estate, institutions · Woodland Hills $179.4m	office	$179.4m
449	Atala Financial Inc Calabasas $164.5m	based here	$164.5m
450	KIDS CAPITAL MANAGEMENT, L.P. hedge funds, futures · Los Angeles $122.2m	office	$122.2m

593 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.