Company lists · Data refreshed September 2026

Top 20 Family offices based in Westlake Village, United States

RevenueBase identified 29 family offices headquartered in Westlake Village, United States as of September 2026 and tracks 223 professional contacts across them, including 144 with verified work emails. New York is the largest hub.

This list covers family offices 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 19, 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 19, 2026 86% judged on-target in blind review
29Companies
223Contacts tracked
144Verified emails
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The 20 largest family offices based in Westlake Village, United States

Ranked by team size
Top 20 of 29 family offices based in Westlake Village, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to family offices: 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
1Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 202651-200101 contacts →

Partial evidence

“Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt…”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 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 19, 2026
3Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 202611-5012 contacts →

Partial evidence

“Westlake Private Wealth Management is a boutique, independent wealth advisory practice founded in 2012, with offices in Westlake Village, Santa Barbara, Woodland Hills, Pasadena…”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 202611-507 contacts →

Indirect evidence

“Kenneth E.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 20261-107 contacts →

Partial evidence

“Welcome to Guild Investment Management Guild Investment Management - Global investment managers who work with institutions, high net worth individuals and their families.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 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 19, 2026
9Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 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 19, 2026
10Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
11Strong evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Strong evidence

“Orchard functions as a turn-key advisory solution providing custom family office services to high-net-worth individuals and families looking to leverage the resources and advisory…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“You've built the wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 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 19, 2026
14Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 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 19, 2026
15Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect 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 19, 2026
17Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 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 19, 2026
18Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“The Family Chateaux is a self-selecting, exclusive, members only community curated by Chateaux Members which make up a select group of Patriarchs and Matriarchs of prominent U.S.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 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 19, 2026
20Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“We manage money for high net worth families and foundations We work with our clients and their advisors to develop long-term strategies that are designed to work in good and bad…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 20 of 29 family offices based in Westlake Village, United States

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Family offices based in Westlake Village, United States at a glance

As of Sep 19, 2026
64.6%Verified-email coverage
7.7Average contacts per company
1-10Median size (employees)
2431.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
5
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 29 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 family offices, 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 “family offices”. 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 family offices), 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 family offices, 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, 144 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 19, 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.

Family offices 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 family offices, 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 family offices are there based in Westlake Village, United States?

RevenueBase identified 29 family offices 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?

ONE Capital Management, LLC, headquartered in Westlake Village, tops this list with the largest team on record.

Which city has the most family offices?

New York leads with 705 headquartered companies, followed by Dallas (251) and Chicago (246).

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 144 verified decision-maker contacts tracked across these 29 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 19, 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.