Financial advisers in Westlake Village, CA
23 registered investment adviser firms in Westlake Village managing $39.3B in assets, based on public SEC Form ADV filings.
Pnmac Capital Management, LLC
Westlake Village, CA · Est. 2008
- AUM
- $21.3B
- Per adviser
- $577M
- Advisers
- 37
No reported disclosures
One Capital Management, LLC
Westlake Village, CA · Est. 2001
- AUM
- $8.5B
- Per adviser
- $155M
- Advisers
- 55
No reported disclosures
Whitman/Peterson, LLC
Westlake Village, CA · Est. 2020
- AUM
- $2.4B
- Per adviser
- $91M
- Advisers
- 26
No reported disclosures
Manchester Financial INC
Westlake Village, CA · Est. 1990
- AUM
- $1.0B
- Per adviser
- $75M
- Advisers
- 14
No reported disclosures
Alliance Advisory & Securities, LLC
Westlake Village, CA · Est. 2006
- AUM
- $687M
- Per adviser
- $49M
- Advisers
- 14
No reported disclosures
Cruden Bay Investment Management, LLC
Westlake Village, CA · Est. 2016
- AUM
- $663M
- Per adviser
- $166M
- Advisers
- 4
No reported disclosures
Fmb Wealth Management
Westlake Village, CA · Est. 2002
- AUM
- $616M
- Per adviser
- $123M
- Advisers
- 5
No reported disclosures
Alteri Wealth
Westlake Village, CA · Est. 2024
- AUM
- $566M
- Per adviser
- $189M
- Advisers
- 3
No reported disclosures
Oak Asset Management, LLC
Westlake Village, CA · Est. 2017
- AUM
- $414M
- Per adviser
- $103M
- Advisers
- 4
No reported disclosures
Williams & Novak Wealth Management, LLC
Westlake Village, CA · Est. 2023
- AUM
- $343M
- Per adviser
- $86M
- Advisers
- 4
No reported disclosures
Sherwood Financial Partners, LLC
Westlake Village, CA · Est. 2022
- AUM
- $294M
- Per adviser
- $98M
- Advisers
- 3
No reported disclosures
Village Wealth Advisors
Westlake Village, CA · Est. 2021
- AUM
- $258M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Winters Financial Group, INC.
Westlake Village, CA · Est. 2021
- AUM
- $252M
- Per adviser
- $126M
- Advisers
- 2
No reported disclosures
Fischer Investment Strategies, LLC
Westlake Village, CA · Est. 2019
- AUM
- $252M
- Per adviser
- $50M
- Advisers
- 5
No reported disclosures
Calabasas Advisory Group, LLC
Westlake Village, CA · Est. 2017
- AUM
- $250M
- Per adviser
- $125M
- Advisers
- 2
No reported disclosures
Zephyr Wealth Management
Westlake Village, CA · Est. 2020
- AUM
- $243M
- Per adviser
- $121M
- Advisers
- 2
No reported disclosures
Hippocratic Financial Advisors
Westlake Village, CA · Est. 2024
- AUM
- $229M
- Per adviser
- $46M
- Advisers
- 5
No reported disclosures
Total Wealth Services, LLC
Westlake Village, CA · Est. 2024
- AUM
- $186M
- Per adviser
- $31M
- Advisers
- 6
No reported disclosures
Guild Investment Management, INC.
Westlake Village, CA · Est. 1999
- AUM
- $185M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Classic Financial
Westlake Village, CA · Est. 2026
- AUM
- $152M
- Per adviser
- $152M
- Advisers
- 1
No reported disclosures
Carmandalian Financial Group, LLC
Westlake Village, CA · Est. 2022
- AUM
- $151M
- Per adviser
- $151M
- Advisers
- 1
No reported disclosures
Fmb Retirement Services
Westlake Village, CA · Est. 2012
- AUM
- $146M
- Per adviser
- $37M
- Advisers
- 4
No reported disclosures
Haven Capital Group
Westlake Village, CA · Est. 2024
- AUM
- $144M
- Per adviser
- $144M
- Advisers
- 1
No reported disclosures