{ "path": "/advisors/ca/oxnard/westlake-village", "url": "https://advisorcensus.com/advisors/ca/oxnard/westlake-village", "page_type": "metro_city", "title": "Financial advisors in Westlake Village, CA", "filters": {}, "scope_total": 48, "faq": [ { "q": "How many financial advisory firms are there in Westlake Village, CA?", "a": "AdvisorCensus lists 48 investment advisory firms with a principal office in Westlake Village, California (part of the Oxnard metro area), from Form ADV filings as of October 2026: 23 SEC-registered, 22 state-registered, and 3 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Westlake Village, CA?", "a": "14 of the 48 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Westlake Village, CA offer financial planning?", "a": "33 of the 45 firms in Westlake Village, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Westlake Village, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 14 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 48 investment advisory firms with a principal office in Westlake Village, California (part of the Oxnard metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Oxnard metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Westlake Village, CA: 48 firms from Form ADV filings as of October 2026.", "total_firms": 48, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 23, "state": 22, "exempt": 3 }, "fee_model_mix": [ { "code": "fee-only", "count": 14 }, { "code": "percentage_of_aum", "count": 43 }, { "code": "hourly", "count": 22 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 19 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 3 }, { "code": "other", "count": 5 }, { "code": "not_reported", "count": 3 } ], "years_registered_distribution": [ { "code": "under_5", "count": 19 }, { "code": "5_to_9", "count": 11 }, { "code": "10_to_19", "count": 9 }, { "code": "20_plus", "count": 9 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 12 }, { "code": "25m_100m", "count": 7 }, { "code": "100m_500m", "count": 16 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 2 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 154846, "name": "AGG Asset Management, LLC", "name_as_filed": "AGG ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/agg-asset-management-llc-westlake-village-ca-154846", "city": "Westlake Village", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 18835, "name": "Alliance Advisory & Securities, LLC", "name_as_filed": "ALLIANCE ADVISORY & SECURITIES, LLC", "url": "https://advisorcensus.com/firm/alliance-advisory-and-securities-llc-westlake-village-ca-18835", "city": "Westlake Village", "state": "CA", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331100, "name": "Alteri Wealth", "name_as_filed": "ALTERI WEALTH", "url": "https://advisorcensus.com/firm/alteri-wealth-westlake-village-ca-331100", "city": "Westlake Village", "state": "CA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336030, "name": "Brave New Wealth", "name_as_filed": "BRAVE NEW WEALTH", "url": "https://advisorcensus.com/firm/brave-new-wealth-westlake-village-ca-336030", "city": "Westlake Village", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130494, "name": "Broman & Greig Asset Management, LLC", "name_as_filed": "BROMAN & GREIG ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/broman-and-greig-asset-management-llc-westlake-village-ca-130494", "city": "Westlake Village", "state": "CA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332237, "name": "Brooks Wealth Management", "name_as_filed": "BROOKS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/brooks-wealth-management-westlake-village-ca-332237", "city": "Westlake Village", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134049, "name": "Butler Financial Services, Ltd.", "name_as_filed": "BUTLER FINANCIAL SERVICES, LTD.", "url": "https://advisorcensus.com/firm/butler-financial-services-ltd-westlake-village-ca-134049", "city": "Westlake Village", "state": "CA", "years_registered": 34, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288224, "name": "Calabasas Advisory Group, LLC", "name_as_filed": "CALABASAS ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/calabasas-advisory-group-llc-westlake-village-ca-288224", "city": "Westlake Village", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292458, "name": "Carmandalian Financial Group, LLC", "name_as_filed": "CARMANDALIAN FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/carmandalian-financial-group-llc-westlake-village-ca-292458", "city": "Westlake Village", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337289, "name": "Chetan LLC", "name_as_filed": "CHETAN LLC", "url": "https://advisorcensus.com/firm/chetan-llc-westlake-village-ca-337289", "city": "Westlake Village", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 120228, "name": "Classic Financial", "name_as_filed": "CLASSIC FINANCIAL", "url": "https://advisorcensus.com/firm/classic-financial-westlake-village-ca-120228", "city": "Westlake Village", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 284787, "name": "Cruden Bay Investment Management, LLC", "name_as_filed": "CRUDEN BAY INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cruden-bay-investment-management-llc-westlake-village-ca-284787", "city": "Westlake Village", "state": "CA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336633, "name": "Elevated Wealth Strategies LLC", "name_as_filed": "ELEVATED WEALTH STRATEGIES LLC", "url": "https://advisorcensus.com/firm/elevated-wealth-strategies-llc-westlake-village-ca-336633", "city": "Westlake Village", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145698, "name": "ETF Portfolio Management LLC", "name_as_filed": "ETF PORTFOLIO MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/etf-portfolio-management-llc-westlake-village-ca-145698", "city": "Westlake Village", "state": "CA", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336230, "name": "Farmers Asset Management, LLC", "name_as_filed": "FARMERS ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/farmers-asset-management-llc-westlake-village-ca-336230", "city": "Westlake Village", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156883, "name": "Fischer Investment Strategies, LLC", "name_as_filed": "FISCHER INVESTMENT STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/fischer-investment-strategies-llc-westlake-village-ca-156883", "city": "Westlake Village", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164571, "name": "FMB Retirement Services", "name_as_filed": "FMB RETIREMENT SERVICES", "url": "https://advisorcensus.com/firm/fmb-retirement-services-westlake-village-ca-164571", "city": "Westlake Village", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122309, "name": "FMB Wealth Management", "name_as_filed": "FMB WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/fmb-wealth-management-westlake-village-ca-122309", "city": "Westlake Village", "state": "CA", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108390, "name": "Guild Investment Management, Inc.", "name_as_filed": "GUILD INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/guild-investment-management-inc-westlake-village-ca-108390", "city": "Westlake Village", "state": "CA", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 149641, "name": "Haven Capital Group", "name_as_filed": "HAVEN CAPITAL GROUP", "url": "https://advisorcensus.com/firm/haven-capital-group-westlake-village-ca-149641", "city": "Westlake Village", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 317963, "name": "Highgate Financial Partners", "name_as_filed": "HIGHGATE FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/highgate-financial-partners-westlake-village-ca-317963", "city": "Westlake Village", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169481, "name": "Hippocratic Financial Advisors", "name_as_filed": "HIPPOCRATIC FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/hippocratic-financial-advisors-westlake-village-ca-169481", "city": "Westlake Village", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 333557, "name": "HN Buss Investing", "name_as_filed": "HN BUSS INVESTING", "url": "https://advisorcensus.com/firm/hn-buss-investing-westlake-village-ca-333557", "city": "Westlake Village", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 334283, "name": "Kate Capital Group", "name_as_filed": "KATE CAPITAL GROUP", "url": "https://advisorcensus.com/firm/kate-capital-group-westlake-village-ca-334283", "city": "Westlake Village", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 288968, "name": "Lindero Partners, LLC", "name_as_filed": "LINDERO PARTNERS, LLC", "url": "https://advisorcensus.com/firm/lindero-partners-llc-westlake-village-ca-288968", "city": "Westlake Village", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 117241, "name": "Lone Peak Asset Management, Inc.", "name_as_filed": "LONE PEAK ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/lone-peak-asset-management-inc-westlake-village-ca-117241", "city": "Westlake Village", "state": "CA", "years_registered": 30, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106071, "name": "Manchester Financial Inc", "name_as_filed": "MANCHESTER FINANCIAL INC", "url": "https://advisorcensus.com/firm/manchester-financial-inc-westlake-village-ca-106071", "city": "Westlake Village", "state": "CA", "years_registered": 36, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 159131, "name": "MD Wealth Partners, Inc", "name_as_filed": "MD WEALTH PARTNERS, INC", "url": "https://advisorcensus.com/firm/md-wealth-partners-inc-westlake-village-ca-159131", "city": "Westlake Village", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114519, "name": "Mfac Financial Advisors, Inc.", "name_as_filed": "MFAC FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/mfac-financial-advisors-inc-westlake-village-ca-114519", "city": "Westlake Village", "state": "CA", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 287856, "name": "Oak Asset Management, LLC", "name_as_filed": "OAK ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/oak-asset-management-llc-westlake-village-ca-287856", "city": "Westlake Village", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114861, "name": "One Capital Management, LLC", "name_as_filed": "ONE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/one-capital-management-llc-westlake-village-ca-114861", "city": "Westlake Village", "state": "CA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 147101, "name": "Pnmac Capital Management, LLC", "name_as_filed": "PNMAC CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pnmac-capital-management-llc-westlake-village-ca-147101", "city": "Westlake Village", "state": "CA", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 294789, "name": "RKS Management, Inc.", "name_as_filed": "RKS MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/rks-management-inc-westlake-village-ca-294789", "city": "Westlake Village", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 325737, "name": "Santa Cruz Wealth Management Inc.", "name_as_filed": "SANTA CRUZ WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/santa-cruz-wealth-management-inc-westlake-village-ca-325737", "city": "Westlake Village", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301329, "name": "Sherwood Financial Partners, LLC", "name_as_filed": "SHERWOOD FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/sherwood-financial-partners-llc-westlake-village-ca-301329", "city": "Westlake Village", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 299891, "name": "Shidoosh Wealth Management LLC", "name_as_filed": "SHIDOOSH WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/shidoosh-wealth-management-llc-westlake-village-ca-299891", "city": "Westlake Village", "state": "CA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304263, "name": "Strava Financial, LLC", "name_as_filed": "STRAVA FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/strava-financial-llc-westlake-village-ca-304263", "city": "Westlake Village", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331833, "name": "Total Wealth Services, LLC", "name_as_filed": "TOTAL WEALTH SERVICES, LLC", "url": "https://advisorcensus.com/firm/total-wealth-services-llc-westlake-village-ca-331833", "city": "Westlake Village", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327856, "name": "Venado Investment Advisors LLC", "name_as_filed": "VENADO INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/venado-investment-advisors-llc-westlake-village-ca-327856", "city": "Westlake Village", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 296866, "name": "Village Wealth Advisors", "name_as_filed": "VILLAGE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/village-wealth-advisors-westlake-village-ca-296866", "city": "Westlake Village", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124368, "name": "Wealth Enhancement & Preservation, Inc.", "name_as_filed": "WEALTH ENHANCEMENT & PRESERVATION, INC.", "url": "https://advisorcensus.com/firm/wealth-enhancement-and-preservation-inc-westlake-village-ca-124368", "city": "Westlake Village", "state": "CA", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299325, "name": "Westlake Biopartners, LLC", "name_as_filed": "WESTLAKE BIOPARTNERS, LLC", "url": "https://advisorcensus.com/firm/westlake-biopartners-llc-westlake-village-ca-299325", "city": "Westlake Village", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105473, "name": "Westlake Capital Inc", "name_as_filed": "WESTLAKE CAPITAL INC", "url": "https://advisorcensus.com/firm/westlake-capital-inc-westlake-village-ca-105473", "city": "Westlake Village", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 296087, "name": "WHITMAN/PETERSON, LLC", "name_as_filed": "WHITMAN/PETERSON, LLC", "url": "https://advisorcensus.com/firm/whitman-peterson-llc-westlake-village-ca-296087", "city": "Westlake Village", "state": "CA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 324173, "name": "Williams & Novak Wealth Management, LLC", "name_as_filed": "WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC", "url": 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