ONE CAPITAL MANAGEMENT, LLC
Westlake Village, CA
AUM
$8.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
805.409.8150
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, WESTLAKE VILLAGE
36 advisers found
MANCHESTER FINANCIAL INC
Westlake Village, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
805-495-4405
ALLIANCE ADVISORY & SECURITIES, LLC
Westlake Village, CA
AUM
$687.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-371-8020
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
Westlake Village, CA
AUM
$663.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
805-719-2772
FMB WEALTH MANAGEMENT
Westlake Village, CA
AUM
$615.7M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
805-446-4494
ALTERI WEALTH
Westlake Village, CA
AUM
$566.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
805-809-0400
OAK ASSET MANAGEMENT, LLC
Westlake Village, CA
AUM
$413.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(805) 778-0818
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
Westlake Village, CA
AUM
$342.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
626-689-7181
SHERWOOD FINANCIAL PARTNERS, LLC
Westlake Village, CA
AUM
$293.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
805.870.5591
VILLAGE WEALTH ADVISORS
Westlake Village, CA
AUM
$257.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-603-4960
WINTERS FINANCIAL GROUP, INC.
Westlake Village, CA
AUM
$252.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-497-1717
FISCHER INVESTMENT STRATEGIES, LLC
Westlake Village, CA
AUM
$251.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-418-7686
CALABASAS ADVISORY GROUP, LLC
Westlake Village, CA
AUM
$249.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
818-351-5124
ZEPHYR WEALTH MANAGEMENT
Westlake Village, CA
AUM
$242.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(805) 496-6810
HIPPOCRATIC FINANCIAL ADVISORS
Westlake Village, CA
AUM
$229.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
866-447-2380
TOTAL WEALTH SERVICES, LLC
Westlake Village, CA
AUM
$186.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
818-309-3071
GUILD INVESTMENT MANAGEMENT, INC.
Westlake Village, CA
AUM
$185.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Subscription fees
310-826-8600
CLASSIC FINANCIAL
Westlake Village, CA
AUM
$151.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
805-230-2430
CARMANDALIAN FINANCIAL GROUP, LLC
Westlake Village, CA
AUM
$150.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
818-707-5304
HAVEN CAPITAL GROUP
Westlake Village, CA
AUM
$143.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
805-963-9050
STRAVA FINANCIAL, LLC
Westlake Village, CA
AUM
$92.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-277-7298
MFAC FINANCIAL ADVISORS, INC.
Westlake Village, CA
AUM
$74.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
805-409-0250
MD WEALTH PARTNERS, INC
Westlake Village, CA
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
805-230-1908
AGG ASSET MANAGEMENT, LLC
Westlake Village, CA
AUM
$55.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
805-496-3344
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