Richard
Westhelle

Advisors Capital Management, LLC

CRD#5741905
Investment Advisor
in Ridgewood, NJ

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About this Advisor

Richard Westhelle is a financial advisor based in Ridgewood, New Jersey, working with Advisors Capital Management, LLC. Richard has previously held positions at Goldman Sachs Personal Financial Management and Advisors Capital Management, LLC. Richard has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arkansas. Currently, Richard is part of Advisors Capital Management, LLC, which operates out of Ridgewood, New Jersey. The firm has 22 offices and 88 employees. The firm manages assets totaling $7.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Advisors Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 Wilsey Square Suite 200
Ridgewood, NJ 07450

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Advisors Capital Management, LLC Brokerage Details

Total Assets Under Management

$7,440,044,457

NJ Average: $10,121,009,343
Total Number of Employees

88

NJ Average: 92
Total Number of Accounts

12,646

NJ Average: 6,978
Average Account Size

$588,332

NJ Average: $1,450,417

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

2022 - Present (2 years)

Advisors Capital Management, LLC

2012 - 2022 (10 years)

Goldman Sachs Personal Financial Management

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

Brayden Little
Ridgewood, NJ
Stephen Cash
Ridgewood, NJ
Justin Isaac
Aliso Viejo, CA
David Fuchs
Ridgewood, NJ
Michael Knight
Ridgewood, NJ
Felipe Mejia
Ridgewood, NJ
Aaron Robinson
Ridgewood, NJ
Rodger Isom
Raleigh, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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