Investment adviser firms in WESTLAKE VILLAGE, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
23 firms · Source months shown: August 2026
- ALLIANCE ADVISORY & SECURITIES, LLCCRD 18835 · WESTLAKE VILLAGE, CA$687,372,472.00Regulatory AUM · August 2026
- ALTERI WEALTH LLCCRD 331100 · WESTLAKE VILLAGE, CA$566,121,304.00Regulatory AUM · August 2026
- CALABASAS ADVISORY GROUP, LLCCRD 288224 · WESTLAKE VILLAGE, CA$249,526,000.00Regulatory AUM · August 2026
- CARMANDALIAN FINANCIAL GROUP, LLCCRD 292458 · WESTLAKE VILLAGE, CA$150,837,636.00Regulatory AUM · August 2026
- CLASSIC FINANCIAL & INSURANCE SERVICES, INC.CRD 120228 · WESTLAKE VILLAGE, CA$151,645,327.00Regulatory AUM · August 2026
- CRUDEN BAY INVESTMENT MANAGEMENT, LLCCRD 284787 · WESTLAKE VILLAGE, CA$663,058,299.00Regulatory AUM · August 2026
- FISCHER INVESTMENT STRATEGIES, LLCCRD 156883 · WESTLAKE VILLAGE, CA$251,920,360.00Regulatory AUM · August 2026
- FMB RETIREMENT SERVICESCRD 164571 · WESTLAKE VILLAGE, CA$146,154,573.00Regulatory AUM · August 2026
- FMB WEALTH MANAGEMENTCRD 122309 · WESTLAKE VILLAGE, CA$615,654,812.00Regulatory AUM · August 2026
- GUILD INVESTMENT MANAGEMENT, INC.CRD 108390 · WESTLAKE VILLAGE, CA$185,186,477.00Regulatory AUM · August 2026
- HAVEN CAPITAL GROUP, INC.CRD 149641 · WESTLAKE VILLAGE, CA$143,939,449.00Regulatory AUM · August 2026
- HIPPOCRATIC FINANCIAL ADVISORS LLCCRD 169481 · WESTLAKE VILLAGE, CA$229,008,823.00Regulatory AUM · August 2026
- MANCHESTER FINANCIAL INCCRD 106071 · WESTLAKE VILLAGE, CA$1,046,223,900.00Regulatory AUM · August 2026
- OAK ASSET MANAGEMENT, LLCCRD 287856 · WESTLAKE VILLAGE, CA$413,780,114.00Regulatory AUM · August 2026
- ONE CAPITAL MANAGEMENT, LLCCRD 114861 · WESTLAKE VILLAGE, CA$8,525,961,547.00Regulatory AUM · August 2026
- OUR WEALTH GUIDES, INC.CRD 296866 · WESTLAKE VILLAGE, CA$257,908,095.00Regulatory AUM · August 2026
- PENNYMAC CAPITAL MANAGEMENT, LLCCRD 147101 · WESTLAKE VILLAGE, CA$21,346,882,000.00Regulatory AUM · August 2026
- SHERWOOD FINANCIAL PARTNERS, LLCCRD 301329 · WESTLAKE VILLAGE, CA$293,848,203.00Regulatory AUM · August 2026
- TOTAL WEALTH SERVICES, LLCCRD 331833 · WESTLAKE VILLAGE, CA$186,079,681.00Regulatory AUM · August 2026
- WHITMAN/PETERSON, LLCCRD 296087 · WESTLAKE VILLAGE, CA$2,366,598,704.00Regulatory AUM · August 2026
- WILLIAMS & NOVAK WEALTH MANAGEMENT, LLCCRD 324173 · WESTLAKE VILLAGE, CA$342,843,364.00Regulatory AUM · August 2026
- WINTERS FINANCIAL GROUP, INC.CRD 309549 · WESTLAKE VILLAGE, CA$252,299,559.00Regulatory AUM · August 2026
- ZEPHYR INVESTMENT MANAGEMENT, INC.CRD 166303 · WESTLAKE VILLAGE, CA$242,839,591.00Regulatory AUM · August 2026