Company lists · Data refreshed September 2026

Top 25 Wealth advisors for high net worth individuals based in Westlake Village, United States

Name: Wealth advisors for high net worth individuals 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 22, 2026 41 companies tracked

RevenueBase identified 41 company matches for wealth advisors for high net worth individuals associated with Westlake Village, United States as of September 2026 and tracks 275 professional contacts across them, including 152 with verified work emails. Across the United States, New York is the largest hub for this category (430 companies); Westlake Village has 41.

This list covers company matches for wealth advisors for high net worth individuals 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 22, 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 22, 2026 How this list was built

41Companies

275Contacts tracked

152Verified emails

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The 25 largest wealth advisors for high net worth individuals based in Westlake Village, United States

Ranked by team size

Top 25 of 41 company matches for wealth advisors for high net worth individuals based in Westlake Village, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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 22, 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 22, 2026 · View company records in RevenueBase
2	Manchester Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
3	FMB Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
4	Westlake Private Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
5	Orion Capital	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
6	Lindsey & Lindsey Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
7	Alteri Wealth	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
8	Cedarstone Advisors	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
9	Carington Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Caring for Your Future.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Village Wealth Advisors	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	OAK Asset Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Roundtree Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
13	Financial Moxie	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Experience the power of planning with Financial Moxie.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Ascent Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “At Ascent Wealth Management it's about YOU!” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Orchard Family Office Services	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	The Wealth Collaborative, INC	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “We’re dedicated to helping you harness the power of your money to create a meaningful, sustainable life, as you define it, and to promoting the creation of lasting wealth and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Sorensen Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “You've built the wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Classic Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
19	Financial North Partners	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
20	Bruno Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
21	Nexus Wealth Partners	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
22	Amodio Wealth Advisors	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
23	TBC Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
24	Shidoosh Wealth Management LLC	Exact match	Westlake Village, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Investment advisory” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Bruco Investment Group	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 22, 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 22, 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 “wealth advisors for high net worth individuals”. 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 41 wealth advisors for high net worth individuals based in Westlake Village, United States

See the full list, filter by size, metro and specialty, and access 152 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth advisors for high net worth individuals based in Westlake Village, United States at a glance

As of Sep 22, 2026

55.3%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

Sep 22, 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 41 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 “wealth advisors for high net worth individuals” 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 152 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 22, 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.

Wealth advisors for high net worth individuals 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 “wealth advisors for high net worth individuals”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth advisors for high net worth individuals are there based in Westlake Village, United States?

RevenueBase identified 41 company matches for wealth advisors for high net worth individuals 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 wealth advisors for high net worth individuals?

New York leads the United States with 430 company records, followed by Atlanta (240) and Houston (233). Westlake Village has 41.

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 152 professional contacts with verified work emails tracked across these 41 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 22, 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.