West Ridge Advisors

What West Ridge Advisors does

West Ridge Advisors, LLC is a privately held Registered Investment Advisor founded in 2015 and headquartered in Las Vegas, Nevada. The firm operates five offices across Nevada (Las Vegas, Henderson), Arizona (Gilbert, Scottsdale), and Utah (Midvale), serving business owners, professional service firms (physicians, dentists, attorneys, engineers, architects), high-net-worth families, and select corporations and real estate/private equity clients in the Southwest and Mountain West regions.

The firm delivers a unified wealth management offering built around seven core services: investment management, financial planning, retirement planning, money management, asset allocation, business succession planning, and charitable giving. It does not maintain proprietary technology; instead, it constructs low-cost, tax-efficient, globally diversified portfolios using Dimensional Fund Advisors investment vehicles, executes custody through Charles Schwab, and relies on Riskalyze for risk profiling and FINRA calculators for prospect engagement. The firm's technical layer is therefore an integrated third-party stack rather than an internally built platform.

West Ridge Advisors generates revenue through a combination of recurring investment advisory fees (AUM-based, as is typical for SEC-registered RIAs) and fee-for-service financial planning engagements. Distribution is relationship-led via a team-based advisory model that pairs multiple credentialed advisors (CPAs, CFPs, AIFs) with clients, including a deep operational affiliation with Udall CPA Group that supplies shared partners and co-located offices. The firm augments this referral pipeline with content marketing — a quarterly market review blog published since 2015, a Dimensional Fund Advisors educational video library, and free risk assessments — to generate top-of-funnel leads before converting them via complimentary 15-minute consultations.

Name

West Ridge Advisors

Legal name

West Ridge Advisors, LLC

Website

https://westridgeadvisors.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

West Ridge Advisors is an SEC-registered investment advisory firm providing investment management, financial planning, retirement planning, tax, and business succession services to business owners, professional service firms, and high-net-worth families across Nevada, Arizona, and Utah via five offices.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment management
• Financial planning
• Retirement planning
• Wealth advisory
• Asset allocation

Headquarters

HQ city

Henderson

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: West Ridge Advisors generates revenue through investment advisory fees for portfolio management services. As a registered investment advisor, they provide ongoing investment management with a focus on constructing low-cost, tax-efficient, globally diversified portfolios for clients.
2. Financial Planning Fees: The firm provides comprehensive financial planning services including retirement planning, tax planning, estate planning, and business succession planning. Revenue is generated through fee-for-service engagements for financial plan development and ongoing advisory services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

West Ridge Advisors is an SEC-registered investment adviser that provides discretionary and non-discretionary investment management alongside comprehensive financial planning. Services include portfolio construction, retirement planning, asset allocation, business succession planning, charitable giving strategies, and ongoing advisory relationships for individuals, families, business owners, and professional service firms.

Product overview

West Ridge Advisors is a registered investment advisor offering a unified suite of wealth management services. The core offerings include Investments (low-cost, tax-efficient portfolio construction), Financial Planning (6-step planning process), Retirement Planning, Managing Your Finances, Asset Allocation, Business Succession Planning, and Charitable Giving. These services are supported by supplementary tools including a Video Library featuring Dimensional Fund Advisors content, Financial Calculators (FINRA-powered), and a Blog providing quarterly and annual market reviews. The firm primarily serves business owners, professionals, families, and corporations through a team-based approach.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Investment management services focused on understanding client financial situations, risk tolerance, and time horizons to construct low-cost, tax-efficient, globally diversified portfolios.
• Financial Planning Comprehensive financial planning service using a 6-step process that serves as a roadmap to help clients achieve financial and life goals.
• Retirement Planning Retirement planning services addressing lifetime income needs, healthcare planning, estate protection, and optimization of Social Security and employer-sponsored qualified plans.
• Managing Your Finances Money management services for individuals and businesses including saving strategies, tax planning, and succession planning tailored to different life stages.
• Asset Allocation Asset allocation strategy focused on selecting a mix of asset classes that matches an investor's financial profile, investment preferences, and risk tolerance through diversification.
• Business Succession Planning Business succession planning services including buy-sell agreements, entity plans, and cross purchase agreements to ensure orderly transfer of business interests.
• Charitable Giving Charitable giving planning services including Charitable Remainder Trusts (Unitrust, Annuity Trust, Pooled Income Fund) and Charitable Lead Trust strategies.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Partnerships

Three partnerships are on record, tiered core.

• Dimensional Fund AdvisorscoreTechnology or IntegrationDimensional Fund Advisors is a mutual fund family that resonates with West Ridge Advisors. Their investment philosophy and work with the academic community make them a valuable resource that West Ridge Advisors relies on to improve the client experience. West Ridge Advisors uses Dimensional's investment approach and features their educational videos in the firm's video library.
• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as the custody platform for client accounts. West Ridge Advisors provides a client login link to Charles Schwab's trading platform (Client Center) for account access.
• Udall CPA GroupcoreStrategic or Co-development PartnerWest Ridge Advisors appears to be closely affiliated with Udall CPA Group, sharing multiple team members (Todd Udall, Thomas Udall, Curtis Udall, Alan Erickson) who serve as partners at both firms. Several offices are associated with Udall including Gilbert, AZ and the main Las Vegas office.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Glassman Wealth Services: Glassman Wealth Services is a smaller SEC-registered RIA offering comprehensive wealth management to HNW clients. Comparable in size, fee-only model, and integrated financial planning/investment management approach.
• Mercer Advisors: Mercer Advisors is a national RIA serving HNW individuals and families with holistic wealth management, tax, estate, and investment services. Directly comparable to West Ridge in service breadth and HNW/UHNW target client, though materially larger through aggressive M&A rollup activity.
• Monarch Wealth Advisors: Monarch Wealth Advisors is a regional RIA offering comprehensive financial planning and investment management to HNW families and business owners. Comparable in size, regional multi-office presence, and HNW service breadth.
• Carson Group: Carson Group is a partner-based RIA platform offering wealth management, coaching, and technology to financial advisors and their clients. Comparable to West Ridge in advisor-led HNW advisory focus, with a partner-ecosystem model that aligns with West Ridge's team approach.
• Ronald Blue Trust: Ronald Blue Trust is an SEC-registered, fee-only RIA providing financial planning, investment management, and tax/estate services to HNW individuals and families. Comparable in service model, fee-only structure, and holistic wealth advisory approach.
• Kovack Advisors: Kovack Advisors is a mid-size RIA offering comprehensive wealth management, financial planning, and tax services to HNW clients. Comparable in integrated CPA-adjacent service model and HNW business-owner focus.
• Mariner Wealth Advisors: Mariner Wealth Advisors is a national RIA providing comprehensive financial planning, investment management, and tax/estate services to HNW clients. Directly comparable to West Ridge's holistic service model and HNW business-owner focus, though at much larger scale.

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines is one of the largest U.S. RIAs, combining advisor-led wealth planning with digital tools. Comparable to West Ridge in HNW advisory focus but operates at national scale across both 401(k) and individual investor segments.
• Wealth Enhancement Group: Wealth Enhancement Group is a national RIA built through acquisitions of smaller wealth management firms, offering comprehensive financial planning and investment management. Comparable HNW service mix and rollup strategy; relevant for benchmarking West Ridge's acquisition-driven growth path.
• Creative Planning: Creative Planning is one of the largest U.S. RIAs, serving HNW and ultra-HNW clients with comprehensive financial planning, tax, and estate services. Overlaps with West Ridge's service breadth and HNW business-owner targeting, but operates at materially greater national scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/westridgeadvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about West Ridge Advisors