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.
The 14 largest investment firms based in Westlake Village, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | ONE Capital Management, LLCStrong evidence | 100 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 2 | Manchester FinancialIndirect evidence | 19 | |||
“Powered By Planning® At Manchester Financial, we know you have worked hard to acquire your wealth.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 17 | ||||
“FMB Wealth Management is a boutique Wealth Management firm located in Westlake Village, CA.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 7 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 6 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 | ||||
“About Cedarstone Advisors Cedarstone Advisors is a fee-only investment advisor firm based in Westlake Village, CA.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | M&a Capital, LLCStrong evidence | 5 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 8 | Carington FinancialIndirect evidence | 5 | |||
“Caring for Your Future.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | OAK Asset ManagementIndirect evidence | 3 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | Ascent Wealth ManagementIndirect evidence | 3 | |||
“At Ascent Wealth Management it's about YOU!” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 | ||||
“We offer independent, comprehensive financial planning and tailor-made investment services crafted to suit your individual needs.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 14 | TBC FinancialIndirect evidence | 1 | |||
“Our mission is to get to know and understand your needs, wants, and long-term goals.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 14 of 29 investment firms based in Westlake Village, United States
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Investment firms based in Westlake Village, United States at a glance
As of Sep 4, 2026Companies by employee count
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
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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.
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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.