Company lists · Data refreshed September 2026

Top 21 Wealth management law firms based in Westlake Village, United States

RevenueBase identified 34 wealth management law firms headquartered in Westlake Village, United States as of September 2026 and tracks 242 professional contacts across them, including 150 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Westlake Village has 34.

This list covers wealth management law 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 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 29, 2026 86% judged on-target in blind review
34Companies
242Contacts tracked
150Verified emails
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The 21 largest wealth management law firms based in Westlake Village, United States

Ranked by team size
Top 21 of 34 wealth management law firms based in Westlake Village, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management law firms: 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 29, 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 29, 2026
2Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 202611-5019 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
3Strong evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 202611-5016 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
4Strong evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 202611-5012 contacts →

Strong 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 29, 2026
5Strong evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 20261-108 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 202611-507 contacts →

Indirect evidence

“Kenneth E.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 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 29, 2026
8Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial 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 29, 2026
9Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“Pederson Law Offices is a legal services company based out of Thousand Oaks, California, United States.”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“The Los Angeles area law firm of Panitz & Kossoff, LLP concentrates in federal tax litigation and estate planning.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Boutique trust and estates law firm.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Laying the groundwork for when you’re gone can be complicated.”

Source: RevenueBase Database · checked Sep 29, 2026
14Strong evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 20261-103 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect 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 29, 2026
16Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 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 29, 2026
17Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 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 29, 2026
18Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Full service California law firm focused on Estate & Business Succession Planning for individuals, families & businesses dedicated to bringing new and original ways of thinking to…”

Source: RevenueBase Database · checked Sep 29, 2026
20Strong evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 20261-101 contacts →

Strong 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 29, 2026
21Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 29, 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 29, 2026

Showing 21 of 34 wealth management law firms based in Westlake Village, United States

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Wealth management law firms based in Westlake Village, United States at a glance

As of Sep 29, 2026
62.0%Verified-email coverage
7.1Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
28
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 34 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 wealth management law firms, 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 “wealth management law firms”. 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 wealth management law firms), 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 wealth management law 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 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, 150 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 29, 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.

Wealth management law firms 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 wealth management law firms, 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 wealth management law firms are there based in Westlake Village, United States?

RevenueBase identified 34 wealth management law 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 in the United States has the most wealth management law firms?

New York leads the United States with 471 headquartered companies, followed by Houston (208) and Atlanta (199). Westlake Village has 34.

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 150 verified decision-maker contacts tracked across these 34 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 29, 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.