Top advisors in Westwood
We’ve curated a list of the best financial advisors in Westwood, take a look at it below
Find an advisor in Westwood| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,930,818,782 | 40 advisors | ||
| 2 | $436,659,527 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Westwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westwood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Heritage Financial Services
Assets under management
$1,930,818,782
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
2. Bromfield Sneider Wealth Advisors, Inc.
Assets under management
$436,659,527
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.