LP Directory

Founded in 2001, One Capital Management brings together a diverse group of founding partners hailing from Canada, Sweden and the United States. Guided by the vision of building an investment advisory firm based on a fiduciary model - at the forefront of our core values is our commitment to honesty, integrity and always putting our clients' interests first. Over the years, our firm has grown to 51 professionals who are dedicated to serving roughly 1,500 clients' consisting of individuals, families, institutions, and foundations. We now manage approximately $3 billion in assets.

Alliance Advisory & Securities is an investment advisor based in Westlake Village, California. Established in 1982, the firm provides investment advisory services such as investment portfolio services, investment portfolio model management, affiliated operating companies & pooled fund management, and financial planning to high-net-worth individuals, organizations, and companies. It is wholly owned by Alliance Financial Group. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Helping you harness the power of your money to create a meaningful and sustainable life. Financial advisors located in Westlake Village, Los Angeles, CA.

Zephyr Wealth Management is a wealth manager based in Westlake Village, US. Founded in 1997. Reported AUM: $310M.

Cruden Bay Investment Management is a family office - multi based in Westlake Village, US. Founded in 2016.