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
Leeder Hsu
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Karen Leung
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Michael Cunningham
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Sandeep Singh
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Kinta Mack Smith
Registered Affiliation(s):ARETE WEALTH ADVISORS, LLC
Daniel Max Tenzer
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Roxanne Kathleen Kroll
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Philip Blum
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Brendan Farley Carroll
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Irene Gerasimos Apergis
Registered Affiliation(s):ARROWROOT FAMILY OFFICE, LLC
Andres A Cardona
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kunal Sharma
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Stephen Thomas Ketchmere
Registered Affiliation(s):WILLIAM O'NEIL + COMPANY
Julio Rosendo Doria
Registered Affiliation(s):PFS INVESTMENTS INC.
Felix J Keats
Registered Affiliation(s):SA STONE WEALTH MANAGEMENT INC.
Rosemarie Hajjar
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Zenia Lisette Delgado
Registered Affiliation(s):GALLIOTT CAPITAL ADVISORS, LLC
Maria Fatima Nicole Victoria
Registered Affiliation(s):MORGAN STANLEY
Maureen N Enem
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeffrey Mciver
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Cosmin George Serban
Registered Affiliation(s):MORGAN STANLEY
Michael Leonard
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Amir Mansour Mossanen
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Sofia Hanane Bousseba
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
