Top Financial Advisors in Westlake Village, California
Finding the right financial advisor in Westlake Village is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Westlake Village, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Westlake Village, CA.
Find the Best Financial Advisor Firms in Westlake Village:
ONE CAPITAL MANAGEMENT, LLC
CRD#: 114861
Address: 3075 Townsgate Road Suite 350, Westlake Village, CA 91361
Clients: 2,110
Average Clients per Advisor: 45
AUM: $ 7.0B
MANCHESTER FINANCIAL INC
CRD#: 106071
Address: 2815 Townsgate Road Suite 100, Westlake Village, CA 91361
Clients: 674
Average Clients per Advisor: 44
AUM: $ 947M
ALTERI WEALTH
CRD#: 331100
Address: 4195 East Thousand Oaks Blvd. Suite 250, Westlake Village, CA 91362
Clients: 232
Average Clients per Advisor: 77
AUM: $ 771M
ALLIANCE ADVISORY & SECURITIES, INC.
CRD#: 18835
Address: 31248 E. Oak Crest Drive Ste 100, Westlake Village, CA 91361
Clients: 456
In Business for: 44 Years
Average Clients per Advisor: 28
AUM: $ 639M
Disclosures: 2
ZEPHYR WEALTH MANAGEMENT
CRD#: 166303
Address: 3625 E. Thousand Oaks Blvd. Suite 145, Westlake Village, CA 91362
Clients: 178
Average Clients per Advisor: 44
AUM: $ 421M
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
CRD#: 324173
Address: 2625 Townsgate Road Suite 330, Westlake Village, CA 91361
Clients: 155
Average Clients per Advisor: 51
AUM: $ 264M
How We Chose the Top Financial Advisors in Westlake Village, California
To create this list of top financial advisor firms in Westlake Village, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Westlake Village has to offer.
Search Financial Advisors in Westlake Village, California
Mark Kenneth Sikorski
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Hatem Ben Dhiab
Registered Affiliation(s):GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
Mitchell Simon Kraus
Registered Affiliation(s):LPL FINANCIAL LLC
Chris Charles Dumford
Registered Affiliation(s):LPL FINANCIAL LLC
James Jeffrey Winklhofer
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Michael Cooper
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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