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Financial advisors in Westlake Village, CA

160 financial advisors listed in Westlake Village, California. 131 with a phone number and 146 with a website.

Westlake Village accounts for 1% of the financial advisors listed in California and ranks #27 among California cities for financial advisors.

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Quick answer

Westlake Village, CA has 160 financial advisors listed on USA Business Search. 131 list a phone number and 146 list a website. The most listings are in ZIP codes 91361, 91362.

Updated October 2026
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J Scott Foster | Optimal Financial Wellness + Pacific Advisors

2625 Townsgate Rd Ste 330, Westlake Village, CA 91361 · Claim or fix

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Perennial Fund Services, Llc

32107 Lindero Canyon Rd Ste 202, Westlake Village, CA 91361 · Claim or fix

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Short Term Care National Advisory Center

3835 E Thousand Oaks Blvd, Westlake Village, CA 91362 · Claim or fix

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Strategic Business Planning Inc

2801 Townsgate Rd Ste 106, Westlake Village, CA 91361 · Claim or fix

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How to choose a financial advisor in Westlake Village

  • Ask how they are paid: fees, commissions or both.
  • Check licenses and any disciplinary history before you hand over money.
  • Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in Westlake Village, California?

USA Business Search shows 160 financial advisors in Westlake Village. 131 list a phone number and 146 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 91361, 91362.

How do I choose a financial advisor in Westlake Village?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in Westlake Village compare with the rest of California?

Westlake Village has 1% of the 24,546 financial advisors listed in California, which ranks #27 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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