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Top RIA Firms in Westlake Village, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Westlake Village, California. This hub covers 23 matching firms with $39.3B in total reported AUM and median AUM of $257.9M.
Firms
23
Matching current profiles
Total AUM
$39.3B
Reported regulatory AUM
Median AUM
$257.9M
Across firms with AUM
Largest firm
$21.3B
Pnmac Capital Management, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Pnmac Capital Management, LLC CRD 147101 · Limited Liability Company | WESTLAKE VILLAGE, CA | $21.3B Feb 2026 | +$8.2B+62.8% | +$7.6B+55.0% | +$9.6B+81.3% | +$20.8B+3551.5% | -39 employees-47.0% over 3Y | 0 accounts+0.0% over 3Y |
| 2. One Capital Management, LLC CRD 114861 · Limited Liability Company | WESTLAKE VILLAGE, CA | $8.5B Mar 2026 | +$2.4B+38.8% | +$4.1B+91.5% | +$6.2B+273.0% | +$8.1B+2101.3% | +49 employees+90.7% over 3Y | +2,876 accounts+35.5% over 3Y |
| 3. Whitman/peterson, LLC CRD 296087 · Limited Liability Company | WESTLAKE VILLAGE, CA | $2.4B Apr 2026 | +$384.3M+19.4% | +$606.4M+34.4% | +$1.3B+127.5% | +$1.5B+165.5% | +5 employees+23.8% over 3Y | 0 accounts+0.0% over 3Y |
| 4. Manchester Financial INC CRD 106071 · Corporation | WESTLAKE VILLAGE, CA | $1.0B Mar 2026 | +$99.4M+10.5% | +$248.2M+31.1% | +$313.5M+42.8% | +$726.4M+227.1% | +1 employees+5.6% over 3Y | +133 accounts+5.7% over 3Y |
| 5. Alliance Advisory & Securities, LLC CRD 18835 · Limited Liability Company | WESTLAKE VILLAGE, CA | $687.4M Apr 2026 | +$48.0M+7.5% | +$233.0M+51.3% | +$366.2M+114.0% | +$496.1M+259.4% | +1 employees+5.0% over 3Y | +738 accounts+36.7% over 3Y |
| 6. Cruden Bay Investment Management, LLC CRD 284787 · Limited Liability Company | WESTLAKE VILLAGE, CA | $663.1M Mar 2026 | +$195.4M+41.8% | +$148.5M+28.9% | +$49.5M+8.1% | — | 0 employees+0.0% over 3Y | +292 accounts+91.8% over 3Y |
| 7. Fmb Wealth Management CRD 122309 · Corporation | WESTLAKE VILLAGE, CA | $615.7M Apr 2026 | +$107.9M+21.2% | +$211.1M+52.2% | +$303.0M+96.9% | +$489.3M+387.4% | +4 employees+50.0% over 3Y | +215 accounts+28.9% over 3Y |
| 8. Alteri Wealth CRD 331100 · Limited Liability Company | WESTLAKE VILLAGE, CA | $566.1M Feb 2026 | -$90.5M-13.8% | — | — | — | 0 employees+0.0% over 1Y | +614 accounts+84.1% over 1Y |
| 9. Oak Asset Management, LLC CRD 287856 · Limited Liability Company | WESTLAKE VILLAGE, CA | $413.8M Feb 2026 | +$30.5M+8.0% | +$60.8M+17.2% | +$113.5M+37.8% | — | 0 employees+0.0% over 3Y | +21 accounts+3.2% over 3Y |
| 10. Williams & Novak Wealth Management, LLC CRD 324173 · Limited Liability Company | WESTLAKE VILLAGE, CA | $342.8M Apr 2026 | +$78.9M+29.9% | — | — | — | +5 employees+166.7% over 1Y | +205 accounts+24.7% over 1Y |
| 11. Sherwood Financial Partners, LLC CRD 301329 · Limited Liability Company | WESTLAKE VILLAGE, CA | $293.8M Apr 2026 | +$35.8M+13.9% | +$180.5M+159.2% | — | +$168.7M+134.8% | +1 employees+20.0% over 3Y | +47 accounts+29.4% over 3Y |
| 12. Village Wealth Advisors CRD 296866 · Corporation | WESTLAKE VILLAGE, CA | $257.9M May 2026 | +$87.4M+51.3% | +$125.1M+94.1% | +$148.4M+135.5% | +$148.4M+135.5% | 0 employees+0.0% over 3Y | +179 accounts+53.0% over 3Y |
| 13. Winters Financial Group, INC. CRD 309549 · Corporation | WESTLAKE VILLAGE, CA | $252.3M Mar 2026 | +$50.0M+24.7% | +$84.1M+50.0% | — | +$134.6M+114.3% | 0 employees+0.0% over 3Y | +134 accounts+26.8% over 3Y |
| 14. Fischer Investment Strategies, LLC CRD 156883 · Limited Liability Company | WESTLAKE VILLAGE, CA | $251.9M Feb 2026 | +$81.1M+47.5% | +$72.3M+40.3% | +$109.4M+76.7% | — | 0 employees+0.0% over 3Y | +322 accounts+40.1% over 3Y |
| 15. Calabasas Advisory Group, LLC CRD 288224 · Limited Liability Company | WESTLAKE VILLAGE, CA | $249.5M Feb 2026 | +$9.0M+3.7% | +$64.1M+34.6% | +$71.1M+39.8% | — | 0 employees+0.0% over 3Y | -105 accounts-8.7% over 3Y |
| 16. Zephyr Wealth Management CRD 166303 · Corporation | WESTLAKE VILLAGE, CA | $242.8M Mar 2026 | -$178.5M-42.4% | -$51.6M-17.5% | +$10.9M+4.7% | +$88.3M+57.2% | -1 employees-14.3% over 3Y | +48 accounts+7.5% over 3Y |
| 17. Hippocratic Financial Advisors CRD 169481 · Limited Liability Company | WESTLAKE VILLAGE, CA | $229.0M May 2026 | +$58.8M+34.5% | — | — | +$106.0M+86.2% | +20 employees+222.2% over 1Y | +400 accounts+32.1% over 1Y |
| 18. Total Wealth Services, LLC CRD 331833 · Limited Liability Company | WESTLAKE VILLAGE, CA | $186.1M Mar 2026 | +$64.9M+53.5% | — | — | — | +3 employees+100.0% over 1Y | +100 accounts+40.5% over 1Y |
| 19. Guild Investment Management, INC. CRD 108390 · Corporation | WESTLAKE VILLAGE, CA | $185.2M Mar 2026 | +$33.3M+21.9% | +$34.3M+22.7% | +$43.3M+30.5% | +$30.4M+19.6% | -1 employees-20.0% over 3Y | +32 accounts+17.9% over 3Y |
| 20. Classic Financial CRD 120228 · Corporation | WESTLAKE VILLAGE, CA | $151.6M Mar 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 21. Carmandalian Financial Group, LLC CRD 292458 · Limited Liability Company | WESTLAKE VILLAGE, CA | $150.8M Apr 2026 | +$21.2M+16.3% | +$27.4M+22.2% | +$59.0M+64.3% | — | 0 employees+0.0% over 3Y | +85 accounts+30.6% over 3Y |
| 22. Fmb Retirement Services CRD 164571 · Corporation | WESTLAKE VILLAGE, CA | $146.2M Mar 2026 | +$25.4M+21.0% | +$23.9M+19.6% | +$4.1M+2.9% | +$96.2M+192.3% | +6 employees+100.0% over 3Y | -12 accounts-12.4% over 3Y |
| 23. Haven Capital Group CRD 149641 · Corporation | WESTLAKE VILLAGE, CA | $143.9M Mar 2026 | +$1.5M+1.1% | +$109.9M+322.9% | +$109.9M+322.9% | +$109.9M+322.9% | 0 employees+0.0% over 1Y | +42 accounts+50.6% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.