Financial advisors in Westlake Village, CA

571 match · page 1 of 20

Abby Goldstein
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Adriane Lowe
Financial advisor at The Wealth Consulting Group
The Wealth Consulting Group · $6.28B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alan Litvak
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Alan Tores
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Alissa Kroeger
Financial advisor at Cooper Mcmanus
Cooper Mcmanus · $2.85B AUM
CFP®VerifiedFinancial planning
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Andrew Van Treeck
Financial advisor at Hippocratic Financial Advisors
Hippocratic Financial Advisors · $229M AUM
CFP®VerifiedFinancial planning
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Antonio Rhee
Financial advisor at One Capital Management, LLC
One Capital Management, LLC · $8.53B AUM
CFP®VerifiedFinancial planning
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Ashley Smith
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Aura Carmi
Financial advisor at Stratos Wealth Advisors LLC
Stratos Wealth Advisors LLC · $5.57B AUM
CFP®VerifiedFinancial planning
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Benjamin Hill
Financial advisor at Wealth Enhancement & Preservation, Inc.
Wealth Enhancement & Preservation, Inc. · $33.7M AUM
CFP®VerifiedFinancial planning
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Benjamin Simonds
Financial advisor at Alliance Advisory & Securities, LLC
Alliance Advisory & Securities, LLC · $687.4M AUM
CFP®VerifiedFinancial planning
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Bradley Chapman
Financial advisor at Opus Private Wealth Group, LLC
Opus Private Wealth Group, LLC · $128M AUM
CFP®VerifiedFinancial planning
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Brandi Schnathorst
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Brandon Berman
Financial advisor at Total Wealth Services, LLC
Total Wealth Services, LLC · $186.1M AUM
CFP®VerifiedFinancial planning
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Brandon Butler
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Brian Canning
Financial advisor at Brave New Wealth
Brave New Wealth · $130.7M AUM
CFP®VerifiedFinancial planning
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Brian Lee
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Charles Russo
Financial advisor at Classic Financial
Classic Financial · $151.6M AUM
CFP®VerifiedFinancial planning
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Christina Orta
Financial advisor at Cooper Mcmanus
Cooper Mcmanus · $2.85B AUM
CFP®VerifiedFinancial planning
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Christopher Hardt
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Christopher Tyler
Financial advisor at Alliance Advisory & Securities, LLC
Alliance Advisory & Securities, LLC · $687.4M AUM
CFP®VerifiedFinancial planning
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Daniel Casey
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Daniel Mock
Financial advisor at Indivisible Partners
Indivisible Partners · $2.08B AUM
CFP®VerifiedFinancial planning
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Daniel Novak
Financial advisor at Williams & Novak Wealth Management, LLC
Williams & Novak Wealth Management, LLC · $342.8M AUM
CFP®VerifiedFinancial planning
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Debra Fields
Financial advisor at Indivisible Partners
Indivisible Partners · $2.08B AUM
CFP®VerifiedFinancial planning
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Dennis Clapp
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Diane Galvin
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Don Martin
Financial advisor at Regal Investment Advisors LLC
Regal Investment Advisors LLC · $2.88B AUM
CFP®VerifiedFinancial planning
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Douglas Frank
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Elana Yaffe
Financial advisor at Vicus Capital, Inc.
Vicus Capital, Inc. · $2.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Westlake Village, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Westlake Village, CA.

How this list works

Before you hire an advisor in Westlake Village, CA