Texas · 2 advisers
Financial Advisors in Westlake, Texas
Looking for a financial advisor in Westlake, Texas? Falists indexes 2 SEC-registered and state-registered investment advisers in Westlake — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $1.91B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$1.91B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Westlake
Ranked by AUM · Fees, team & specialties at a glance
KILDARE PARTNERS US, LLC
Westlake, TX
AUM
$1.91B
Team
24 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
214-756-6030
STANSBERRY ASSET MANAGEMENT, LLC
Westlake, TX
AUM
$1.29B
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
646-854-4370
More cities in Texas
Common questions
- How many financial advisors are in Westlake, Texas?
- 2 registered investment advisers are listed in our Westlake directory, sourced from public SEC filings.
- What types of advisors are in Westlake?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Westlake?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.