Company lists · Data refreshed September 2026

Top 25 Estate planning accountants based in Westlake Village, United States

Name: Estate planning accountants based in Westlake Village, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 43 companies tracked

RevenueBase identified 43 company matches for estate planning accountants associated with Westlake Village, United States as of September 2026 and tracks 300 professional contacts across them, including 169 with verified work emails. Across the United States, New York is the largest hub for this category (439 companies); Westlake Village has 43.

This list covers company matches for estate planning accountants associated with Westlake Village, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

43Companies

300Contacts tracked

169Verified emails

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The 25 largest estate planning accountants based in Westlake Village, United States

Ranked by team size

Top 25 of 43 company matches for estate planning accountants based in Westlake Village, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	ONE Capital Management, LLC	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	51-200	101 contacts →
	Exact match “Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Manchester Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “Powered By Planning® At Manchester Financial, we know you have worked hard to acquire your wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	FMB Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “FMB Wealth Management is a boutique Wealth Management firm located in Westlake Village, CA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Westlake Private Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Westlake Private Wealth Management is a boutique, independent wealth advisory practice founded in 2012, with offices in Westlake Village, Santa Barbara, Woodland Hills, Pasadena…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Sparks & Company	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Sparks & Company is a boutique accounting and advisory firm located in Westlake Village, CA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Orion Capital	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “At Orion Capital, our experienced financial advisors are dedicated to helping clients meet their financial and life goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Lindsey & Lindsey Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “At Lindsey & Lindsey Wealth Management, we are committed to helping you work towards your unique financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Kenneth E. Devore & Associates, APC	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “Kenneth E.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Alteri Wealth	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Cedarstone Advisors	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “About Cedarstone Advisors Cedarstone Advisors is a fee-only investment advisor firm based in Westlake Village, CA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Mark H. Weber, CPA An Accountancy Corporation	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We work closely with high net worth individuals and their closely-held businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Pederson LAW Offices	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Pederson Law Offices is a legal services company based out of Thousand Oaks, California, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Carington Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Caring for Your Future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Village Wealth Advisors	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Wakeman LAW Group INC	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Acorn LAW	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Boutique trust and estates law firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	OAK Asset Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Rosen Trust LAW	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Laying the groundwork for when you’re gone can be complicated.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Ascent Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “At Ascent Wealth Management it's about YOU!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Sorensen Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “You've built the wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Financial North Partners	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We offer independent, comprehensive financial planning and tailor-made investment services crafted to suit your individual needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Bruno Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Here at Bruno Financial we believe that the most important aspect to financial planning is knowing who you are as a person.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Nexus Wealth Partners	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Bringing Clarity to Complex Financial Decisions \| Managing wealth shouldn't feel fragmented.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	LAW Offices Of Geoffrey S. Sindon	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Full service California law firm focused on Estate & Business Succession Planning for individuals, families & businesses dedicated to bringing new and original ways of thinking to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Amodio Wealth Advisors	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Amodio Wealth Advisors was founded with the vision for a boutique wealth management firm that provides truly personalized, comprehensive advisory services to its clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “estate planning accountants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 43 estate planning accountants based in Westlake Village, United States

See the full list, filter by size, metro and specialty, and access 169 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning accountants based in Westlake Village, United States at a glance

As of Sep 20, 2026

56.3%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Westlake Village, United States whose business descriptions match “estate planning accountants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 169 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Estate planning accountants by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “estate planning accountants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning accountants are there based in Westlake Village, United States?

RevenueBase identified 43 company matches for estate planning accountants associated with Westlake Village, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

ONE Capital Management, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most estate planning accountants?

New York leads the United States with 439 company records, followed by Houston (246) and Atlanta (241). Westlake Village has 43.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 169 professional contacts with verified work emails tracked across these 43 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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 SmartSearch, 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.