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Best financial advisors in WEST LAKE VILLAGE, CA

Registered advisers within 25 miles of WEST LAKE VILLAGE, CA.

Offices
2
Firms
2
Combined AUM
$312B
Firm-wide filings, not assets booked only here
Clients
24.2K
24,189 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
SAVANT WEALTH MANAGEMENT

Investors

JAMES MICHAEL BRUNO
Bryan Adam Rentschler

Within 25 miles of WEST LAKE VILLAGE, CA, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $312B in combined regulatory AUM across 24,189 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in WEST LAKE VILLAGE

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 2 SAVANT WEALTH MANAGEMENT 170 clients · 405 advisers $55.6B AUM