# Financial advisors in Westlake Village, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/oxnard/westlake-village

## At a glance

- Investment advisory firms: 48
- Registration: SEC-registered investment adviser: 23, State-registered investment adviser: 22, Exempt reporting adviser: 3
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 14 (31%); Percentage of assets 43 (96%); Hourly charges 22 (49%); Subscription fees (newsletter or periodical) 2 (4%); Fixed fees 19 (42%); Commissions 1 (2%); Performance-based fees 3 (7%); Other 5 (11%); No compensation arrangements reported 3
- Regulatory assets under management (Item 5.F): Under $25 million 12 (25%); $25 million to $100 million 7 (15%); $100 million to $500 million 16 (33%); $500 million to $1 billion 4 (8%); $1 billion to $5 billion 2 (4%); Over $5 billion 2 (4%); Not reported 5 (10%)
- Years registered: Under 5 years 19 (40%); 5 to 9 years 11 (23%); 10 to 19 years 9 (19%); 20 years or more 9 (19%)

## Firms (page 1 of 1, 1 to 48 of 48, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [AGG Asset Management, LLC](https://advisorcensus.com/firm/agg-asset-management-llc-westlake-village-ca-154846) ([md](https://advisorcensus.com/firm/agg-asset-management-llc-westlake-village-ca-154846.md)) | 154846 | Westlake Village, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Alliance Advisory & Securities, LLC](https://advisorcensus.com/firm/alliance-advisory-and-securities-llc-westlake-village-ca-18835) ([md](https://advisorcensus.com/firm/alliance-advisory-and-securities-llc-westlake-village-ca-18835.md)) | 18835 | Westlake Village, CA | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Hourly, Fixed fee |
| [Alteri Wealth](https://advisorcensus.com/firm/alteri-wealth-westlake-village-ca-331100) ([md](https://advisorcensus.com/firm/alteri-wealth-westlake-village-ca-331100.md)) | 331100 | Westlake Village, CA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets |
| [Brave New Wealth](https://advisorcensus.com/firm/brave-new-wealth-westlake-village-ca-336030) ([md](https://advisorcensus.com/firm/brave-new-wealth-westlake-village-ca-336030.md)) | 336030 | Westlake Village, CA | State-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Broman & Greig Asset Management, LLC](https://advisorcensus.com/firm/broman-and-greig-asset-management-llc-westlake-village-ca-130494) ([md](https://advisorcensus.com/firm/broman-and-greig-asset-management-llc-westlake-village-ca-130494.md)) | 130494 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [Brooks Wealth Management](https://advisorcensus.com/firm/brooks-wealth-management-westlake-village-ca-332237) ([md](https://advisorcensus.com/firm/brooks-wealth-management-westlake-village-ca-332237.md)) | 332237 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Butler Financial Services, Ltd.](https://advisorcensus.com/firm/butler-financial-services-ltd-westlake-village-ca-134049) ([md](https://advisorcensus.com/firm/butler-financial-services-ltd-westlake-village-ca-134049.md)) | 134049 | Westlake Village, CA | State-registered investment adviser | $25 million to $100 million | 34 | % of assets, Hourly, Fixed fee |
| [Calabasas Advisory Group, LLC](https://advisorcensus.com/firm/calabasas-advisory-group-llc-westlake-village-ca-288224) ([md](https://advisorcensus.com/firm/calabasas-advisory-group-llc-westlake-village-ca-288224.md)) | 288224 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Carmandalian Financial Group, LLC](https://advisorcensus.com/firm/carmandalian-financial-group-llc-westlake-village-ca-292458) ([md](https://advisorcensus.com/firm/carmandalian-financial-group-llc-westlake-village-ca-292458.md)) | 292458 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Chetan LLC](https://advisorcensus.com/firm/chetan-llc-westlake-village-ca-337289) ([md](https://advisorcensus.com/firm/chetan-llc-westlake-village-ca-337289.md)) | 337289 | Westlake Village, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Classic Financial](https://advisorcensus.com/firm/classic-financial-westlake-village-ca-120228) ([md](https://advisorcensus.com/firm/classic-financial-westlake-village-ca-120228.md)) | 120228 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Other |
| [Cruden Bay Investment Management, LLC](https://advisorcensus.com/firm/cruden-bay-investment-management-llc-westlake-village-ca-284787) ([md](https://advisorcensus.com/firm/cruden-bay-investment-management-llc-westlake-village-ca-284787.md)) | 284787 | Westlake Village, CA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets |
| [Elevated Wealth Strategies LLC](https://advisorcensus.com/firm/elevated-wealth-strategies-llc-westlake-village-ca-336633) ([md](https://advisorcensus.com/firm/elevated-wealth-strategies-llc-westlake-village-ca-336633.md)) | 336633 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [ETF Portfolio Management LLC](https://advisorcensus.com/firm/etf-portfolio-management-llc-westlake-village-ca-145698) ([md](https://advisorcensus.com/firm/etf-portfolio-management-llc-westlake-village-ca-145698.md)) | 145698 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 18 | % of assets |
| [Farmers Asset Management, LLC](https://advisorcensus.com/firm/farmers-asset-management-llc-westlake-village-ca-336230) ([md](https://advisorcensus.com/firm/farmers-asset-management-llc-westlake-village-ca-336230.md)) | 336230 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Fischer Investment Strategies, LLC](https://advisorcensus.com/firm/fischer-investment-strategies-llc-westlake-village-ca-156883) ([md](https://advisorcensus.com/firm/fischer-investment-strategies-llc-westlake-village-ca-156883.md)) | 156883 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [FMB Retirement Services](https://advisorcensus.com/firm/fmb-retirement-services-westlake-village-ca-164571) ([md](https://advisorcensus.com/firm/fmb-retirement-services-westlake-village-ca-164571.md)) | 164571 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [FMB Wealth Management](https://advisorcensus.com/firm/fmb-wealth-management-westlake-village-ca-122309) ([md](https://advisorcensus.com/firm/fmb-wealth-management-westlake-village-ca-122309.md)) | 122309 | Westlake Village, CA | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets |
| [Guild Investment Management, Inc.](https://advisorcensus.com/firm/guild-investment-management-inc-westlake-village-ca-108390) ([md](https://advisorcensus.com/firm/guild-investment-management-inc-westlake-village-ca-108390.md)) | 108390 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Subscription |
| [Haven Capital Group](https://advisorcensus.com/firm/haven-capital-group-westlake-village-ca-149641) ([md](https://advisorcensus.com/firm/haven-capital-group-westlake-village-ca-149641.md)) | 149641 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Highgate Financial Partners](https://advisorcensus.com/firm/highgate-financial-partners-westlake-village-ca-317963) ([md](https://advisorcensus.com/firm/highgate-financial-partners-westlake-village-ca-317963.md)) | 317963 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Hippocratic Financial Advisors](https://advisorcensus.com/firm/hippocratic-financial-advisors-westlake-village-ca-169481) ([md](https://advisorcensus.com/firm/hippocratic-financial-advisors-westlake-village-ca-169481.md)) | 169481 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [HN Buss Investing](https://advisorcensus.com/firm/hn-buss-investing-westlake-village-ca-333557) ([md](https://advisorcensus.com/firm/hn-buss-investing-westlake-village-ca-333557.md)) | 333557 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Kate Capital Group](https://advisorcensus.com/firm/kate-capital-group-westlake-village-ca-334283) ([md](https://advisorcensus.com/firm/kate-capital-group-westlake-village-ca-334283.md)) | 334283 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Lindero Partners, LLC](https://advisorcensus.com/firm/lindero-partners-llc-westlake-village-ca-288968) ([md](https://advisorcensus.com/firm/lindero-partners-llc-westlake-village-ca-288968.md)) | 288968 | Westlake Village, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Lone Peak Asset Management, Inc.](https://advisorcensus.com/firm/lone-peak-asset-management-inc-westlake-village-ca-117241) ([md](https://advisorcensus.com/firm/lone-peak-asset-management-inc-westlake-village-ca-117241.md)) | 117241 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 30 | % of assets, Fixed fee |
| [Manchester Financial Inc](https://advisorcensus.com/firm/manchester-financial-inc-westlake-village-ca-106071) ([md](https://advisorcensus.com/firm/manchester-financial-inc-westlake-village-ca-106071.md)) | 106071 | Westlake Village, CA | SEC-registered investment adviser | $1 billion to $5 billion | 36 | % of assets, Hourly, Commissions, Performance fee |
| [MD Wealth Partners, Inc](https://advisorcensus.com/firm/md-wealth-partners-inc-westlake-village-ca-159131) ([md](https://advisorcensus.com/firm/md-wealth-partners-inc-westlake-village-ca-159131.md)) | 159131 | Westlake Village, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Mfac Financial Advisors, Inc.](https://advisorcensus.com/firm/mfac-financial-advisors-inc-westlake-village-ca-114519) ([md](https://advisorcensus.com/firm/mfac-financial-advisors-inc-westlake-village-ca-114519.md)) | 114519 | Westlake Village, CA | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee, Other |
| [Oak Asset Management, LLC](https://advisorcensus.com/firm/oak-asset-management-llc-westlake-village-ca-287856) ([md](https://advisorcensus.com/firm/oak-asset-management-llc-westlake-village-ca-287856.md)) | 287856 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [One Capital Management, LLC](https://advisorcensus.com/firm/one-capital-management-llc-westlake-village-ca-114861) ([md](https://advisorcensus.com/firm/one-capital-management-llc-westlake-village-ca-114861.md)) | 114861 | Westlake Village, CA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Hourly, Subscription, Fixed fee |
| [Pnmac Capital Management, LLC](https://advisorcensus.com/firm/pnmac-capital-management-llc-westlake-village-ca-147101) ([md](https://advisorcensus.com/firm/pnmac-capital-management-llc-westlake-village-ca-147101.md)) | 147101 | Westlake Village, CA | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Performance fee |
| [RKS Management, Inc.](https://advisorcensus.com/firm/rks-management-inc-westlake-village-ca-294789) ([md](https://advisorcensus.com/firm/rks-management-inc-westlake-village-ca-294789.md)) | 294789 | Westlake Village, CA | State-registered investment adviser | Not reported | 8 | Other |
| [Santa Cruz Wealth Management Inc.](https://advisorcensus.com/firm/santa-cruz-wealth-management-inc-westlake-village-ca-325737) ([md](https://advisorcensus.com/firm/santa-cruz-wealth-management-inc-westlake-village-ca-325737.md)) | 325737 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Sherwood Financial Partners, LLC](https://advisorcensus.com/firm/sherwood-financial-partners-llc-westlake-village-ca-301329) ([md](https://advisorcensus.com/firm/sherwood-financial-partners-llc-westlake-village-ca-301329.md)) | 301329 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Shidoosh Wealth Management LLC](https://advisorcensus.com/firm/shidoosh-wealth-management-llc-westlake-village-ca-299891) ([md](https://advisorcensus.com/firm/shidoosh-wealth-management-llc-westlake-village-ca-299891.md)) | 299891 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Strava Financial, LLC](https://advisorcensus.com/firm/strava-financial-llc-westlake-village-ca-304263) ([md](https://advisorcensus.com/firm/strava-financial-llc-westlake-village-ca-304263.md)) | 304263 | Westlake Village, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Total Wealth Services, LLC](https://advisorcensus.com/firm/total-wealth-services-llc-westlake-village-ca-331833) ([md](https://advisorcensus.com/firm/total-wealth-services-llc-westlake-village-ca-331833.md)) | 331833 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Venado Investment Advisors LLC](https://advisorcensus.com/firm/venado-investment-advisors-llc-westlake-village-ca-327856) ([md](https://advisorcensus.com/firm/venado-investment-advisors-llc-westlake-village-ca-327856.md)) | 327856 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [Village Wealth Advisors](https://advisorcensus.com/firm/village-wealth-advisors-westlake-village-ca-296866) ([md](https://advisorcensus.com/firm/village-wealth-advisors-westlake-village-ca-296866.md)) | 296866 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Wealth Enhancement & Preservation, Inc.](https://advisorcensus.com/firm/wealth-enhancement-and-preservation-inc-westlake-village-ca-124368) ([md](https://advisorcensus.com/firm/wealth-enhancement-and-preservation-inc-westlake-village-ca-124368.md)) | 124368 | Westlake Village, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [Westlake Biopartners, LLC](https://advisorcensus.com/firm/westlake-biopartners-llc-westlake-village-ca-299325) ([md](https://advisorcensus.com/firm/westlake-biopartners-llc-westlake-village-ca-299325.md)) | 299325 | Westlake Village, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Westlake Capital Inc](https://advisorcensus.com/firm/westlake-capital-inc-westlake-village-ca-105473) ([md](https://advisorcensus.com/firm/westlake-capital-inc-westlake-village-ca-105473.md)) | 105473 | Westlake Village, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [WHITMAN/PETERSON, LLC](https://advisorcensus.com/firm/whitman-peterson-llc-westlake-village-ca-296087) ([md](https://advisorcensus.com/firm/whitman-peterson-llc-westlake-village-ca-296087.md)) | 296087 | Westlake Village, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Williams & Novak Wealth Management, LLC](https://advisorcensus.com/firm/williams-and-novak-wealth-management-llc-westlake-village-ca-324173) ([md](https://advisorcensus.com/firm/williams-and-novak-wealth-management-llc-westlake-village-ca-324173.md)) | 324173 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Winters Financial Group, Inc.](https://advisorcensus.com/firm/winters-financial-group-inc-westlake-village-ca-309549) ([md](https://advisorcensus.com/firm/winters-financial-group-inc-westlake-village-ca-309549.md)) | 309549 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Yazdanyar, Mehrnoush](https://advisorcensus.com/firm/yazdanyar-mehrnoush-westlake-village-ca-167301) ([md](https://advisorcensus.com/firm/yazdanyar-mehrnoush-westlake-village-ca-167301.md)) | 167301 | Westlake Village, CA | State-registered investment adviser | Not reported | 12 | Other |
| [Zephyr Wealth Management](https://advisorcensus.com/firm/zephyr-wealth-management-westlake-village-ca-166303) ([md](https://advisorcensus.com/firm/zephyr-wealth-management-westlake-village-ca-166303.md)) | 166303 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly |

## Questions people ask

**How many financial advisory firms are there in Westlake Village, CA?**
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.

**How many fee-only financial advisors are in Westlake Village, CA?**
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.

**How many financial advisors in Westlake Village, CA offer financial planning?**
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.

**Are the financial advisors in Westlake Village, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors in Westlake Village, CA: 48 firms from Form ADV filings as of October 2026.