Best Financial Advisors in WESTLAKE VILLAGE, California

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

23

Registered Firms

0.95%

Median Fee

of assets/year

$258M

Median AUM

23

Firms Listed

in our database

Top-Ranked Advisors in WESTLAKE VILLAGE

ALLIANCE ADVISORY & SECURITIES, LLC

WESTLAKE VILLAGE, CA · Since 2006

$687M AUM14 clientsFee: 0%

FiduciaryFee-Only

GUILD INVESTMENT MANAGEMENT, INC.

WESTLAKE VILLAGE, CA · Since 1999

$185M AUM3 clientsFee: 0%

FiduciaryFee-Only

CLASSIC FINANCIAL

WESTLAKE VILLAGE, CA · Since 2026

$152M AUM1 clientsFee: 0%

FiduciaryFee-Only

FMB WEALTH MANAGEMENT

WESTLAKE VILLAGE, CA · Since 2002

$616M AUM5 clientsFee: 0%

FiduciaryFee-Only

HAVEN CAPITAL GROUP

WESTLAKE VILLAGE, CA · Since 2024

$144M AUM1 clientsFee: 0%

FiduciaryFee-Only

FISCHER INVESTMENT STRATEGIES, LLC

WESTLAKE VILLAGE, CA · Since 2019

$252M AUM5 clientsFee: 0%

FiduciaryFee-Only

FMB RETIREMENT SERVICES

WESTLAKE VILLAGE, CA · Since 2012

$146M AUM4 clientsFee: 0%

FiduciaryFee-Only

CRUDEN BAY INVESTMENT MANAGEMENT, LLC

WESTLAKE VILLAGE, CA · Since 2016

$663M AUM4 clientsFee: 0%

FiduciaryFee-Only

VILLAGE WEALTH ADVISORS

WESTLAKE VILLAGE, CA · Since 2021

$258M AUM3 clientsFee: 0%

FiduciaryFee-Only

WINTERS FINANCIAL GROUP, INC.

WESTLAKE VILLAGE, CA · Since 2021

$252M AUM2 clientsFee: 0%

FiduciaryFee-Only

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

WESTLAKE VILLAGE, CA · Since 2023

$343M AUM4 clientsFee: 0%

FiduciaryFee-Only

MANCHESTER FINANCIAL INC

WESTLAKE VILLAGE, CA · Since 1990

$1.0B AUM14 clientsFee: 0%

FiduciaryFee-Only

ONE CAPITAL MANAGEMENT, LLC

WESTLAKE VILLAGE, CA · Since 2001

$8.5B AUM55 clientsFee: 0%

FiduciaryFee-Only

PNMAC CAPITAL MANAGEMENT, LLC

WESTLAKE VILLAGE, CA · Since 2008

$21.3B AUM37 clientsFee: 0%

FiduciaryFee-Only

HIPPOCRATIC FINANCIAL ADVISORS

WESTLAKE VILLAGE, CA · Since 2024

$229M AUM5 clientsFee: 0%

FiduciaryFee-Only

OAK ASSET MANAGEMENT, LLC

WESTLAKE VILLAGE, CA · Since 2017

$414M AUM4 clientsFee: 0%

FiduciaryFee-Only

CALABASAS ADVISORY GROUP, LLC

WESTLAKE VILLAGE, CA · Since 2017

$250M AUM2 clientsFee: 0%

FiduciaryFee-Only

CARMANDALIAN FINANCIAL GROUP, LLC

WESTLAKE VILLAGE, CA · Since 2022

$151M AUM1 clientsFee: 0%

FiduciaryFee-Only

WHITMAN/PETERSON, LLC

WESTLAKE VILLAGE, CA · Since 2020

$2.4B AUM26 clientsFee: 0%

FiduciaryFee-Only

SHERWOOD FINANCIAL PARTNERS, LLC

WESTLAKE VILLAGE, CA · Since 2022

$294M AUM3 clientsFee: 0%

FiduciaryFee-Only

ALTERI WEALTH

WESTLAKE VILLAGE, CA · Since 2024

$566M AUM3 clientsFee: 0%

FiduciaryFee-Only

TOTAL WEALTH SERVICES, LLC

WESTLAKE VILLAGE, CA · Since 2024

$186M AUM6 clientsFee: 0%

FiduciaryFee-Only

ZEPHYR WEALTH MANAGEMENT

WESTLAKE VILLAGE, CA · Since 2020

$243M AUM2 clientsFee: 0%

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in WESTLAKE VILLAGE?

The median advisory fee in WESTLAKE VILLAGE, CA is 0.95% of assets under management per year, based on Form ADV filings from 23 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.