Investment advisers in Westlake Village, CA

23 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CA

Firm	Assets	Employees	Disclosures
Pnmac Capital Management, LLC	$21.35 billion	44	0
One Capital Management, LLC	$8.53 billion	103	0
Whitman/peterson, LLC	$2.37 billion	26	0
Manchester Financial Inc	$1.05 billion	19	0
Alliance Advisory & Securities, LLC	$687.4 million	21	0
Cruden Bay Investment Management, LLC	$663.1 million	4	0
Fmb Wealth Management	$615.7 million	12	0
Alteri Wealth	$566.1 million	7	0
Oak Asset Management, LLC	$413.8 million	4	0
Williams & Novak Wealth Management, LLC	$342.8 million	8	0
Sherwood Financial Partners, LLC	$293.8 million	6	0
Village Wealth Advisors	$257.9 million	3	0
Winters Financial Group, Inc.	$252.3 million	3	0
Fischer Investment Strategies, LLC	$251.9 million	5	0
Calabasas Advisory Group, LLC	$249.5 million	2	0
Zephyr Wealth Management	$242.8 million	6	0
Hippocratic Financial Advisors	$229.0 million	29	0
Total Wealth Services, LLC	$186.1 million	6	0
Guild Investment Management, Inc.	$185.2 million	4	0
Classic Financial	$151.6 million	4	0
Carmandalian Financial Group, LLC	$150.8 million	2	0
Fmb Retirement Services	$146.2 million	12	0
Haven Capital Group	$143.9 million	1	0