Best Financial Advisors in WESTLAKE VILLAGE, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in WESTLAKE VILLAGE
ALLIANCE ADVISORY & SECURITIES, LLC
WESTLAKE VILLAGE, CA · Since 2006
FMB WEALTH MANAGEMENT
WESTLAKE VILLAGE, CA · Since 2002
GUILD INVESTMENT MANAGEMENT, INC.
WESTLAKE VILLAGE, CA · Since 1999
FMB RETIREMENT SERVICES
WESTLAKE VILLAGE, CA · Since 2012
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
WESTLAKE VILLAGE, CA · Since 2016
FISCHER INVESTMENT STRATEGIES, LLC
WESTLAKE VILLAGE, CA · Since 2019
WINTERS FINANCIAL GROUP, INC.
WESTLAKE VILLAGE, CA · Since 2021
VILLAGE WEALTH ADVISORS
WESTLAKE VILLAGE, CA · Since 2021
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
WESTLAKE VILLAGE, CA · Since 2023
PNMAC CAPITAL MANAGEMENT, LLC
WESTLAKE VILLAGE, CA · Since 2008
HAVEN CAPITAL GROUP
WESTLAKE VILLAGE, CA · Since 2024
ONE CAPITAL MANAGEMENT, LLC
WESTLAKE VILLAGE, CA · Since 2001
CLASSIC FINANCIAL
WESTLAKE VILLAGE, CA · Since 2026
WHITMAN/PETERSON, LLC
WESTLAKE VILLAGE, CA · Since 2020
MANCHESTER FINANCIAL INC
WESTLAKE VILLAGE, CA · Since 1990
OAK ASSET MANAGEMENT, LLC
WESTLAKE VILLAGE, CA · Since 2017
HIPPOCRATIC FINANCIAL ADVISORS
WESTLAKE VILLAGE, CA · Since 2024
CALABASAS ADVISORY GROUP, LLC
WESTLAKE VILLAGE, CA · Since 2017
CARMANDALIAN FINANCIAL GROUP, LLC
WESTLAKE VILLAGE, CA · Since 2022
ALTERI WEALTH
WESTLAKE VILLAGE, CA · Since 2024
SHERWOOD FINANCIAL PARTNERS, LLC
WESTLAKE VILLAGE, CA · Since 2022
TOTAL WEALTH SERVICES, LLC
WESTLAKE VILLAGE, CA · Since 2024
ZEPHYR WEALTH MANAGEMENT
WESTLAKE VILLAGE, CA · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.