Company lists · Data refreshed September 2026

Top 20 Retirement planning services based in Westlake Village, United States

Name: Retirement planning services 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 21, 2026 39 companies tracked

RevenueBase identified 39 company matches for retirement planning services associated with Westlake Village, United States as of September 2026 and tracks 182 professional contacts across them, including 83 with verified work emails. Across the United States, New York is the largest hub for this category (307 companies); Westlake Village has 39.

This list covers company matches for retirement planning services 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 21, 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 21, 2026 How this list was built

39Companies

182Contacts tracked

83Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 20 largest retirement planning services based in Westlake Village, United States

Ranked by team size

Top 20 of 39 company matches for retirement planning services based in Westlake Village, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Manchester Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
2	FMB Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
3	Alliance Entrust	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 2026	11-50	15 contacts →
	Exact match “Alliance Entrust (a dba of Alliance Advisory & Securities, LLC) provides professional financial planning and investment advisory services for individual and institutional clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Sherwood Financial Partners	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 2026	1-10	11 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Orion Capital	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
6	Lindsey & Lindsey Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
7	Alteri Wealth	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
8	Cedarstone Advisors	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
9	Carington Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Caring for Your Future.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Village Wealth Advisors	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	OAK Asset Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Roundtree Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “At Roundtree Financial, we are committed to guiding you towards a more secure and goal-driven financial future.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Financial Moxie	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Experience the power of planning with Financial Moxie.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Ascent Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “At Ascent Wealth Management it's about YOU!” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Classic Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Financial Planning Personalized for You Classic Financial provides complete financial planning which includes retirement planning, asset management, and insurance services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Financial North Partners	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
17	Bruno Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
18	TBC Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Our mission is to get to know and understand your needs, wants, and long-term goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Shidoosh Wealth Management LLC	Exact match	Westlake Village, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Investment advisory” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Bruco Investment Group	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 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 “retirement planning services”. 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 20 of 39 retirement planning services based in Westlake Village, United States

See the full list, filter by size, metro and specialty, and access 83 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Retirement planning services based in Westlake Village, United States at a glance

As of Sep 21, 2026

45.6%Verified-email coverage

4.7Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 39 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 “retirement planning services” 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 83 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 21, 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.

Retirement planning services 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 “retirement planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning services are there based in Westlake Village, United States?

RevenueBase identified 39 company matches for retirement planning services 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?

Manchester Financial 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 retirement planning services?

New York leads the United States with 307 company records, followed by Houston (217) and Atlanta (211). Westlake Village has 39.

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 83 professional contacts with verified work emails tracked across these 39 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 21, 2026.

Ready to reach these companies? Verified emails and direct dials for all 39 retirement planning services based in Westlake Village, United States. Start with a free account, no credit card.

Download this list →

Related lists

Retirement planning services by geography

Browse the directory

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.