Company lists · Data refreshed September 2026

Top 22 Asset management consulting firms based in Westlake Village, United States

RevenueBase identified 43 asset management consulting firms headquartered in Westlake Village, United States as of September 2026 and tracks 516 professional contacts across them, including 110 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Westlake Village, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
43Companies
516Contacts tracked
110Verified emails
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The 22 largest asset management consulting firms based in Westlake Village, United States

Ranked by team size
Top 22 of 43 asset management consulting firms based in Westlake Village, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 202651-200320 contacts →

Indirect evidence

“GA Group is a privately held financial services company offering a comprehensive set of tailored solutions to meet our clients' diverse needs.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 202611-5019 contacts →

Indirect evidence

“Powered By Planning® At Manchester Financial, we know you have worked hard to acquire your wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 202611-5016 contacts →

Partial evidence

“FMB Wealth Management is a boutique Wealth Management firm located in Westlake Village, CA.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 202611-5015 contacts →

Indirect evidence

“Alliance Entrust (a dba of Alliance Advisory & Securities, LLC) provides professional financial planning and investment advisory services for individual and institutional clients.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-1011 contacts →

Indirect evidence

“Based in California and Colorado, we are a fee-only Registered Investment Advisory firm that helps people like you plan for retirement and achieve the life you want.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 202611-509 contacts →

Indirect evidence

“At Orion Capital, our experienced financial advisors are dedicated to helping clients meet their financial and life goals.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-108 contacts →

Partial evidence

“At Lindsey & Lindsey Wealth Management, we are committed to helping you work towards your unique financial goals.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Alteri Wealth is an SEC Registered Investment Advisor (RIA) based in Westlake Village, California, serving clients in the Southland, Ventura County, and Greater Los Angeles area…”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“About Cedarstone Advisors Cedarstone Advisors is a fee-only investment advisor firm based in Westlake Village, CA.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Caring for Your Future.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“At Roundtree Financial, we are committed to guiding you towards a more secure and goal-driven financial future.”

Source: RevenueBase Database · checked Sep 14, 2026
14Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-103 contacts →

Partial evidence

“At Ascent Wealth Management it's about YOU!”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“We provide transparent financial advice and services for sophisticated investors committed to social change.”

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Financial Planning Personalized for You Classic Financial provides complete financial planning which includes retirement planning, asset management, and insurance services.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“We offer independent, comprehensive financial planning and tailor-made investment services crafted to suit your individual needs.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Here at Bruno Financial we believe that the most important aspect to financial planning is knowing who you are as a person.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Bringing Clarity to Complex Financial Decisions | Managing wealth shouldn't feel fragmented.”

Source: RevenueBase Database · checked Sep 14, 2026
20Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Amodio Wealth Advisors was founded with the vision for a boutique wealth management firm that provides truly personalized, comprehensive advisory services to its clients.”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Our mission is to get to know and understand your needs, wants, and long-term goals.”

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“We use a comprehensive process to help our clients address each of their top concerns: making decisions about their money, mitigating taxes, taking care of their heirs and making…”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 22 of 43 asset management consulting firms based in Westlake Village, United States

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Asset management consulting firms based in Westlake Village, United States at a glance

As of Sep 14, 2026
21.3%Verified-email coverage
12.0Average contacts per company
1-10Median size (employees)
1237.2%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
34
11-50
8
51-200
1

Email recency for this list is measured across the whole United States list rather than for Westlake Village, so it is reported there. Company counts and contact totals on this page are exact for Westlake Village, over 43 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Westlake Village, United States whose own description of what they do matches “asset management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management consulting firms, and records with no verified work email. Companies headquartered outside Westlake Village are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 110 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset management consulting firms are there based in Westlake Village, United States?

RevenueBase identified 43 asset management consulting firms headquartered in Westlake Village, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

GA Group, headquartered in Westlake Village, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 110 verified decision-maker contacts tracked across these 43 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.