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Find The Best Financial Advisors in Westlake Village, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Westlake Village is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Westlake Village & pick the one as per your needs

How To Find The Best Financial Advisors in Westlake Village, California

Last Updated - 31-May-2023

If you’re looking for qualified financial advisors in Westlake Village, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 93 non-vetted financial advisors in Westlake Village, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Westlake Village, California have an average of 17 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Westlake Village, California

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Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302

805-727-2700

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Dash Investments

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

818-309-4065

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Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310-451-3339

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Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067

310-556-2502

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Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100

Newport Beach, CA 92660

949-674-5190

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
PNMAC CAPITAL MANAGEMENT, LLC
3043 Townsgate Road, Westlake Village, CA 91361-3027
147101 $13,772,708,000 1 A percentage of AUM, Performance Based
ONE CAPITAL MANAGEMENT, LLC
3075 Townsgate Road, Suite 350 Westlake Village, CA 91361
114861 $4,452,280,285 8093 A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
MANCHESTER FINANCIAL INC
2815 Townsgate Road, Suite 100 Westlake Village, CA 91361
106071 $884,626,291 2300 A percentage of AUM, Hourly charges, Performance Based
THE WEALTH COLLABORATIVE, INC.
30699 Russell Ranch Road, Suite 185 Westlake Village, CA 91362
142618 $760,455,683 479 A percentage of AUM, Hourly charges, Fixed fees
FMB WEALTH MANAGEMENT
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362
122309 $387,312,795 701 A percentage of AUM
ALLIANCE ADVISORY & SECURITIES, INC
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA 91361
18835 $357,004,816 1692 A percentage of AUM, Hourly charges, Fixed fees, Other (MUTUAL FUND SERVICING FEES)
OAK ASSET MANAGEMENT, LLC
2535 Townsgate Road, Suite 300 Westlake Village, CA 91361
287856 $352,958,396 666 A percentage of AUM
ZEPHYR WEALTH MANAGEMENT
3625 E. Thousand Oaks Blvd., Suite 145 Westlake Village, CA 91362
166303 $310,080,248 606 A percentage of AUM, Hourly charges
NBS FINANCIAL SERVICES, INC.
340 N Westlake Blvd, Ste 112 Westlake Village, CA 91362
110600 $268,210,769 424 A percentage of AUM, Hourly charges, Fixed fees
SUMMIT FINANCIAL CONSULTANTS, INC.
3075 Townsgate Rd., Suite 180 Westlake Village, CA 91361
134192 $264,490,873 659 A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR FEES)
FISCHER INVESTMENT STRATEGIES, LLC
920 Hampshire Road, Suite A-2 Westlake Village, CA 91361-6039
156883 $179,581,475 803 A percentage of AUM, Hourly charges, Fixed fees
CARMANDALIAN FINANCIAL GROUP, LLC
2829 Townsgate Rd, Suite 100 Westlake Village, CA 91361
292458 $130,805,915 205 A percentage of AUM, Fixed fees, Performance Based
SHERWOOD FINANCIAL PARTNERS, LLC
2945 Townsgate Road, Suite 200 Westlake Village, CA 91361
301329 $126,845,675 113 A percentage of AUM, Hourly charges
VILLAGE WEALTH ADVISORS
2945 Townsgate Road, Suite 120 Westlake Village, CA 91361
296866 $126,330,421 284 A percentage of AUM, Hourly charges, Fixed fees
FMB RETIREMENT SERVICES
100 N. Westlake Blvd. #201, Westlake Village, CA 91362
164571 $122,215,422 97 A percentage of AUM

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alexander Warren Franklin
Inquire with Alexander
3027 Townsgate Rd, Ste 200 Westlake Village, CA 91361 818-713-8329
Barry Garapedian
Inquire with Barry
100 N Westlake Blvd, Ste 200 Westlake Village, CA 91362 805-494-0214
Armen Arzumanyan
Inquire with Armen
3027 Townsgate Rd, Ste 200 Westlake Village, CA 91361 818-592-3323
Jeff Cordova
Inquire with Jeff
3027 Townsgate Rd, Ste 200 Westlake Village, CA 91361 818-592-3301
Franklin, Moccia, Reed, Racusin & Associates
Inquire with Franklin,
3027 Townsgate Rd, Ste 200 Westlake Village, CA 91361 818-713-9200
Carter Lin Group
Inquire with Carter
3027 Townsgate Rd, Ste 200 Westlake Village, CA 91361 805-367-9008
Taylor Shoop
Inquire with Taylor
3027 Townsgate Rd, Ste 200 Westlake Village, CA 91361 424-343-5086
Victoria Lynne Black
Inquire with Victoria
3027 Townsgate Rd, Ste 200 Westlake Village, CA 91361 805-277-5169
Richard King Rosenfeld
Inquire with Richard
3027 Townsgate Rd, Ste 200 Westlake Village, CA 91361 818-592-3302
Louis Ashamallah
Inquire with Louis
3027 Townsgate Rd, Ste 200 Westlake Village, CA 91361 805-277-5155

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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