Richard
Westhelle
Advisors Capital Management, LLC
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About this Advisor
Richard Westhelle is a certified financial planner operating out of Ridgewood, New Jersey who has 1 year of relevant experience. Westhelle currently works for Advisors Capital Management, LLC. Over the course of their career, they have held roles at Goldman Sachs Personal Financial Management and Advisors Capital Management, LLC. Westhelle holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Arkansas. Advisors Capital Management, LLC is a registered investment company that has its headquarters in Ridgewood, NJ. The investment advisory business has offices in 16 locations and a total of 68 employees. It controls $6 billion in total assets across its 10,510 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 45 charities and foundations. Of its 10,510 customer accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets. Advisors Capital Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors largely depend on which services are offered. Fees charged by Advisors Capital Management, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisors Capital Management, LLC Brokerage Details
$5,601,706,059
68
10,510
$532,988
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Richard Westhelle Work History
Richard has been registered as a financial advisor for 1 years.*
Advisors Capital Management, LLC
Goldman Sachs Personal Financial Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Westhelle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advisors Capital Management, LLC
Ridgewood, NJ
Ridgewood, NJ
Ridgewood, NJ
Cambridge, MA
Ridgewood, NJ
Ridgewood, NJ
Ridgewood, NJ
Ridgewood, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
