Company lists · Data refreshed September 2026

Top 14 Investment firms based in Westlake Village, United States

RevenueBase identified 29 investment firms headquartered in Westlake Village, United States as of September 2026 and tracks 273 professional contacts across them, including 118 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
29Companies
273Contacts tracked
118Verified emails
Unlock all 29 companies Free signup · no credit card · 500 free credits

The 14 largest investment firms based in Westlake Village, United States

Ranked by team size
Top 14 of 29 investment firms based in Westlake Village, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Westlake Village, CA, United StatesHQ checked Sep 4, 202651-200100

“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: company website · checked Sep 4, 2026
2
Manchester FinancialIndirect evidence
Westlake Village, CA, United StatesHQ checked Sep 4, 202611-5019

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

Source: company website · checked Sep 4, 2026
3
FMB Wealth ManagementIndirect evidence
Westlake Village, CA, United StatesHQ checked Sep 4, 202611-5017

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

Source: company website · checked Sep 4, 2026
4Westlake Village, CA, United StatesHQ checked Sep 4, 20261-107

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

Source: company website · checked Sep 4, 2026
5
Alteri WealthStrong evidence
Westlake Village, CA, United StatesHQ checked Sep 4, 20261-106

“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: company website · checked Sep 4, 2026
6
Cedarstone AdvisorsStrong evidence
Westlake Village, CA, United StatesHQ checked Sep 4, 20261-106

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

Source: company website · checked Sep 4, 2026
7
M&a Capital, LLCStrong evidence
Westlake Village, CA, United StatesHQ checked Sep 4, 20261-105

“M&A Capital, LLC is an investment banking firm advising businesses and their shareholders on the formulation and implementation of financial strategies that maximize shareholder…”

Source: company website · checked Sep 4, 2026
8
Carington FinancialIndirect evidence
Westlake Village, CA, United StatesHQ checked Sep 4, 20261-105

“Caring for Your Future.”

Source: company website · checked Sep 4, 2026
9
OAK Asset ManagementIndirect evidence
Westlake Village, CA, United StatesHQ checked Sep 4, 20261-103
Source: company website · checked Sep 4, 2026
10
Ascent Wealth ManagementIndirect evidence
Westlake Village, CA, United StatesHQ checked Sep 4, 20261-103

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

Source: company website · checked Sep 4, 2026
11
Financial North PartnersStrong evidence
Westlake Village, CA, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
12
Bruno FinancialIndirect evidence
Westlake Village, CA, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
13Westlake Village, CA, United StatesHQ checked Sep 4, 20261-101

“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: company website · checked Sep 4, 2026
14
TBC FinancialIndirect evidence
Westlake Village, CA, United StatesHQ checked Sep 4, 20261-101

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

Source: company website · checked Sep 4, 2026

Showing 14 of 29 investment firms based in Westlake Village, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 118 reachable decision-makers.

Free signup · no credit card

See all 29 companies

Investment firms based in Westlake Village, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
26
11-50
2
51-200
1

Email recency for this list is measured across the whole United States list rather than this city, 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment 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 an evidence 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, 118 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Westlake Village, United States?

RevenueBase identified 29 investment 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?

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

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 118 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 4, 2026.

Ready to reach these companies? Verified emails and direct dials for all 29 investment firms based in Westlake Village, United States. Start with a free account, no credit card.

Get the full list

Related lists

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.