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: 1,925
Average Clients per Advisor: 43
AUM: $ 4.9B
MANCHESTER FINANCIAL INC
CRD#: 106071
Address: 2815 Townsgate Road Suite 100, Westlake Village, CA 91361
Clients: 742
Average Clients per Advisor: 67
AUM: $ 798M
THE WEALTH COLLABORATIVE, INC.
CRD#: 142618
Address: 30699 Russell Ranch Road Suite 185, Westlake Village, CA 91362
Clients: 88
Average Clients per Advisor: 44
AUM: $ 656M
ALLIANCE ADVISORY & SECURITIES, INC.
CRD#: 18835
Address: 31248 E. Oak Crest Drive Ste 100, Westlake Village, CA 91361
Clients: 337
In Business for: 44 Years
Average Clients per Advisor: 24
AUM: $ 454M
Disclosures: 2
ZEPHYR WEALTH MANAGEMENT
CRD#: 166303
Address: 3625 E. Thousand Oaks Blvd. Suite 145, Westlake Village, CA 91362
Clients: 537
Average Clients per Advisor: 134
AUM: $ 294M
SUMMIT FINANCIAL CONSULTANTS, INC.
CRD#: 134192
Address: 3075 Townsgate Rd. Suite 180, Westlake Village, CA 91361
Clients: 122
Average Clients per Advisor: 61
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
Daniel Olin Jennings
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Jae Ho Yu
Registered Affiliation(s):SIGNATURE INVESTMENT ADVISORS, LLC
David L Niehaus
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Peyman Salehi
Registered Affiliation(s):CITY NATIONAL SECURITIES, INC.
Joanne Elizabeth Steenson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sonya Lynne Oliver
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Scott Christian Rosser
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Bret Kallenberg
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Reva Shakkottai
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Chad Matthew Weber
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Anni Le
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael David Kanigher
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Stephen J. Yovetich
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Megan Hope Lermer
Registered Affiliation(s):MORGAN STANLEY
Maryann Wolfenden
Registered Affiliation(s):UNIONBANC INVESTMENT SERVICES, LLC
Jeffrey Lawrence Gangwish
Registered Affiliation(s):MORGAN STANLEY
Alonso Amaya
Registered Affiliation(s):MORGAN STANLEY
David Marc Streit
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Robyn Jan Medina
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Scott Michael Kelly
Registered Affiliation(s):LPL FINANCIAL LLC
Daniel Jose Valdes
Registered Affiliation(s):LPL FINANCIAL LLC
Natalie Marie Broderick
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Frank Persampieri
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Max Lapitan Lagao
Registered Affiliation(s):MORGAN STANLEY
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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