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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!
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How To Find The Best Financial Advisors in Westlake Village, California
Last Updated - 13-Jun-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 10 vetted financial advisors and 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 16 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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Top Financial Advisor Firms in Westlake Village, 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 | $13,921,564,000 | 1 | A Percentage of AUM, Performance Based |
| ONE CAPITAL MANAGEMENT, LLC 3075 Townsgate Road, Suite 350 Westlake Village, CA, 91361 | 114861 | $4,940,959,715 | 8586 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees |
| WHITMAN/PETERSON, LLC 3075 Townsgate Road, Suite 210 Westlake Village, CA, 91361 | 296087 | $1,720,491,684 | 6 | A Percentage of AUM, Performance Based |
| MANCHESTER FINANCIAL INC 2815 Townsgate Road, Suite 100 Westlake Village, CA, 91361 | 106071 | $798,052,132 | 2320 | A Percentage of AUM, Hourly charges, Performance Based |
| THE WEALTH COLLABORATIVE, INC. 30699 Russell Ranch Road, Suite 185 Westlake Village, CA, 91362 | 142618 | $593,264,631 | 499 | A Percentage of AUM, Fixed Fees |
| ALLIANCE ADVISORY & SECURITIES, LLC 31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361 | 18835 | $454,406,861 | 2010 | A Percentage of AUM, Hourly charges, Fixed Fees |
| CRUDEN BAY INVESTMENT MANAGEMENT, LLC 2945 Townsgate Road, Suite 200 Westlake Village, CA, 91361 | 284787 | $440,739,762 | 483 | A Percentage of AUM |
| FMB WEALTH MANAGEMENT 100 N. Westlake Blvd., Suite 201, Westlake Village, CA, 91362 | 122309 | $404,514,362 | 743 | A Percentage of AUM |
| OAK ASSET MANAGEMENT, LLC 2535 Townsgate Road, Suite 300 Westlake Village, CA, 91361 | 287856 | $312,225,538 | 683 | A Percentage of AUM |
| ZEPHYR WEALTH MANAGEMENT 3625 E. Thousand Oaks Blvd., Suite 145 Westlake Village, CA, 91362 | 166303 | $294,408,116 | 639 | A Percentage of AUM, Hourly charges |
| NBS FINANCIAL SERVICES, INC. 340 N Westlake Blvd, Ste 112 Westlake Village, CA, 91362 | 110600 | $225,358,037 | 411 | A Percentage of AUM, Hourly charges, Fixed Fees |
| WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC 30700 Russell Ranch Road, Suite 250 Westlake Village, CA, 91362 | 324173 | $196,778,103 | 635 | A Percentage of AUM, Hourly charges, Fixed Fees |
| CALABASAS ADVISORY GROUP, LLC 32107 Lindero Canyon Rd., Suite 133 Westlake Village, CA, 91361 | 288224 | $185,393,000 | 1209 | A Percentage of AUM |
| WINTERS FINANCIAL GROUP, INC. 2659 Townsgate Rd., #213 Westlake Village, CA, 91361 | 309549 | $168,167,818 | 500 | A Percentage of AUM, Hourly charges, Fixed Fees |
| FISCHER INVESTMENT STRATEGIES, LLC 920 Hampshire Road, Suite A-2 Westlake Village, CA, 91361-6039 | 156883 | $154,750,441 | 834 | A Percentage of AUM, Hourly charges, Fixed Fees |
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