Top 10 advisors in Westlake Village
We’ve curated a list of the best financial advisors in Westlake Village, take a look at it below
Find an advisor in Westlake Village| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $4,926,268,318 | 56 advisors | ||
| 2 | $1,720,491,684 | 21 advisors | ||
| 3 | $798,052,132 | 18 advisors | ||
| 4 | $593,264,631 | 3 advisors | ||
| 5 | $440,739,762 | 4 advisors | ||
| 6 | $312,225,538 | 4 advisors | ||
| 7 | $262,686,257 | 9 advisors | ||
| 8 | $222,509,428 | 5 advisors | ||
| 9 | $222,008,000 | 2 advisors | ||
| 10 | $196,778,103 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Westlake Village, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westlake Village. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. One Capital Management, LLC
Assets under management
$4,926,268,318
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Advisory Consulting Services, Firm Provides Sub-adviser Services To Two Canadian Registered Etf, And To A Luxembourg Sicav
2. Whitman/peterson, LLC
Assets under management
$1,720,491,684
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Manchester Financial Inc
Assets under management
$798,052,132
Fee structure
A percentage of assets under your management
Hourly charges
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Consulting Services
4. The Wealth Collaborative, Inc.
Assets under management
$593,264,631
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Cruden Bay Investment Management, LLC
Assets under management
$440,739,762
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Advisory Consulting Services
6. Oak Asset Management, LLC
Assets under management
$312,225,538
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Summit Financial Consultants, Inc.
Assets under management
$262,686,257
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEMINAR FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
8. Nbs Financial Services, Inc.
Assets under management
$222,509,428
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
9. Calabasas Advisory Group, LLC
Assets under management
$222,008,000
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Williams & Novak Wealth Management, LLC
Assets under management
$196,778,103
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Your first meeting is free.