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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

EDWARD JONES
KHORSAND MANAGEMENT
BWS FINANCIAL
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
HARDWORKING CAPITAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
PFS INVESTMENTS INC.
ROBOHACK MANAGER, LLC

Investors

Kyle Garrett Wilson
JASMINE ALICEA
VAHID KHORSAND
HAMED KHORSAND
TIM ROBERT SHIELD
WENDY ELLEN FLEISCHMANN
Pedro Telles Vasquez
Dane M Roach Lewis
ROBERT JOHN ARSHAGOUNI
Tristan Benjamin Dupont
Atticus Finch Roddick
ABIEL ACOSTA
CLARICE MERLE COUEY
DANIEL MORGAN JOHNSTON
CANDICE DEANNE CARRIZALES
DAVID FERNANDO ALMEIDA
JAMES EDWARD ECKLEY
Melody Nekourouh
James Robert Horney
JORGE LOZANO
RODOLFO RUIZ
OLGA KOTOVA WOLF
Florencio Greg Ayala
Diego Reyes
CHRISTOPHER J SIMONOFF
DAVID MILLES DANIEL
JOHN BARTLEY MURPHY
Logan David Ludwig
YEZNIK KAZANJIAN
VICTORIA ADRIENNE FRAZIER
ANDREA GUADALUPE OSORIO
Leah Shannon Melendez

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