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Best financial advisors in Westlake Village, CA

Registered advisers within 25 miles of Westlake Village, CA.

Offices
901
Firms
389
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,187,980 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
HOFER & ASSOCIATES WEALTH MANAGEMENT
MFA WEALTH SERVICES
EAGLESON ARNDT FINANCIAL ADVISORS
TEAM ELEVATED ASSET MANAGEMENT
RETIREMENT WEALTH CENTER INC
FARRELL FINANCIAL, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
MUTUAL ADVISORS, LLC
FORUM FINANCIAL MANAGEMENT, LP
CITIGROUP GLOBAL MARKETS INC.
PACIFIC FINANCIAL STRATEGIES, INC

Investors

Josh Lewensohn
GINA MARIE O'CALLAGHAN
RYAN ANTHONY WEBER
EARL CARL ROBINSON
JEREMY ROBERT HOFER
MARLA LYNN VICKREY
Ryan Lane Clem
MICHAEL EARL GARNER
CHRISTOPHER D MATTERN
VICTORIA EAGLESON ARNDT
JENNIFER K STRONG
KON SON
JAMES MIN YOO
PETER EUGENE GIROLAMO
CARY MICHAEL RUNNELLS
DONALD JAMES KENNEDY
SALVATORE PHILLIP VISO
DANIEL DIRK BODEMEIJER
LARS HEGELUND JORGENSEN
Ernestine C Martinez
WAN PING WENDY YU
Nicholas Allen Carrillo
Michael Rosenthal
KENNETH ALAN BOCK
JUAN CARLOS ROS
David Ward Seery
Logan Taylor Sanders
CHRISTOPHER ANTHONY LAMIA
Asher Witham
KEVIN PAUL FARRELL
ANDREW PERCELEANU
Stuart Michael Laba
JOSEPH ARTHUR GARCIA
ANNA-CHRISTINA BROCKSCHMIDT
Ariana Justine McDonald

Within 25 miles of Westlake Village, CA, Best Investors lists 389 registered investment advisory firms with 901 offices nearby, managing about $17.0T in combined regulatory AUM across 3,187,980 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 Westlake Village

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM