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RIAs in Westlake Village, California

Explore 25 RIAs headquartered in Westlake Village, with $39.5B in combined reported AUM.

RIAs25Headquartered here
Total AUM$39.5BReported regulatory AUM
Total Employees361Reported by these RIAs
% of Total State AUM0.2%% Of total State AUM Reported

All RIAs in Westlake Village

25 RIAs
Showing 1–24 of 25 RIAs

Pnmac Capital Management, LLC

WESTLAKE VILLAGE, CA
Reported AUM$21.3B
Employees44
54.1% of city AUMView RIA ↗

One Capital Management, LLC

WESTLAKE VILLAGE, CA
Reported AUM$8.5B
Employees103
21.6% of city AUMView RIA ↗

Whitman/Peterson, LLC

WESTLAKE VILLAGE, CA
Reported AUM$2.4B
Employees26
6.0% of city AUMView RIA ↗

Manchester Financial Inc

WESTLAKE VILLAGE, CA
Reported AUM$1B
Employees19
2.7% of city AUMView RIA ↗

Alliance Advisory & Securities, LLC

WESTLAKE VILLAGE, CA
Reported AUM$687.4M
Employees21
1.7% of city AUMView RIA ↗

Cruden Bay Investment Management, LLC

WESTLAKE VILLAGE, CA
Reported AUM$663.1M
Employees4
1.7% of city AUMView RIA ↗

Fmb Wealth Management

WESTLAKE VILLAGE, CA
Reported AUM$615.7M
Employees12
1.6% of city AUMView RIA ↗

Alteri Wealth

WESTLAKE VILLAGE, CA
Reported AUM$566.1M
Employees7
1.4% of city AUMView RIA ↗

Oak Asset Management, LLC

WESTLAKE VILLAGE, CA
Reported AUM$413.8M
Employees4
1.0% of city AUMView RIA ↗

Williams & Novak Wealth Management, LLC

WESTLAKE VILLAGE, CA
Reported AUM$342.8M
Employees10
0.9% of city AUMView RIA ↗

Sherwood Financial Partners, LLC

WESTLAKE VILLAGE, CA
Reported AUM$293.8M
Employees6
0.7% of city AUMView RIA ↗

Village Wealth Advisors

WESTLAKE VILLAGE, CA
Reported AUM$257.9M
Employees3
0.7% of city AUMView RIA ↗

Winters Financial Group, Inc.

WESTLAKE VILLAGE, CA
Reported AUM$252.3M
Employees3
0.6% of city AUMView RIA ↗

Fischer Investment Strategies, LLC

WESTLAKE VILLAGE, CA
Reported AUM$251.9M
Employees5
0.6% of city AUMView RIA ↗

Calabasas Advisory Group, LLC

WESTLAKE VILLAGE, CA
Reported AUM$249.5M
Employees2
0.6% of city AUMView RIA ↗

Zephyr Wealth Management

WESTLAKE VILLAGE, CA
Reported AUM$242.8M
Employees6
0.6% of city AUMView RIA ↗

Hippocratic Financial Advisors

WESTLAKE VILLAGE, CA
Reported AUM$229M
Employees29
0.6% of city AUMView RIA ↗

Total Wealth Services, LLC

WESTLAKE VILLAGE, CA
Reported AUM$186.1M
Employees6
0.5% of city AUMView RIA ↗

Guild Investment Management, Inc.

WESTLAKE VILLAGE, CA
Reported AUM$185.2M
Employees4
0.5% of city AUMView RIA ↗

Classic Financial

WESTLAKE VILLAGE, CA
Reported AUM$151.6M
Employees4
0.4% of city AUMView RIA ↗

Carmandalian Financial Group, LLC

WESTLAKE VILLAGE, CA
Reported AUM$150.8M
Employees2
0.4% of city AUMView RIA ↗

Fmb Retirement Services

WESTLAKE VILLAGE, CA
Reported AUM$146.2M
Employees12
0.4% of city AUMView RIA ↗

Haven Capital Group

WESTLAKE VILLAGE, CA
Reported AUM$143.9M
Employees1
0.4% of city AUMView RIA ↗

Brave New Wealth

WESTLAKE VILLAGE, CA
Reported AUM$130.7M
Employees4
0.3% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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