Westview Investment Advisors

What Westview Investment Advisors does

Westview Investment Advisors is a fee-only registered investment adviser founded in 1998 and headquartered at 118 Pine Street, Burlington, Vermont. Operating as Westview Management, LLC, the firm is registered with the U.S. Securities and Exchange Commission under registration number 305655 and serves clients nationwide. The firm combines investment management with comprehensive financial planning as an integrated offering, targeting individuals and families at all life stages, multi-generational families (approximately 60% of the client base), and endowments and foundations. The team holds advanced credentials including CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), and CRPS (Chartered Retirement Plans Specialist) designations.

The firm's core products consist of Investment Management (customized portfolio construction incorporating client goals, time horizon, and risk tolerance, including fixed income and ESG options) and Financial Planning (retirement income planning, Social Security analysis, estate planning, tax planning, charitable gifting strategies, college planning, healthcare in retirement, and risk tolerance assessment). Specialized sub-products include Generational Wealth and Inheritance Planning and Endowment Management for foundations. The firm uses third-party platforms rather than proprietary technology: eMoney for interactive financial planning, Schwab and Fidelity as institutional custodians, and BD Reporting for client portal access.

Westview operates a consultative, relationship-based go-to-market motion with free initial consultations booked via Calendly as the primary conversion mechanism. Top-of-funnel demand is generated through a quarterly 'Market Talk' email newsletter and an Insights Blog covering Financial Planning, Investment Philosophy, and Market Talk topics. The firm is independently owned and bootstrapped with no disclosed external investors, parent company, or venture capital backing. Revenue is generated through recurring advisory fees on a fee-only basis (specific fee structures are not publicly disclosed). The firm was recognized in Financial Advisor Magazine's Top RIAs ranking based on assets under management reported on its ADV filing.

Name

Westview Investment Advisors

Legal name

Westview Management, LLC

Website

https://westviewinvest.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

Westview Investment Advisors is a fee-only registered investment advisor based in Burlington, Vermont, providing integrated investment management and financial planning services to individuals, families, and endowments nationwide.

Ownership category

akta.pro rank

Headquarters

HQ city

Burlington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Westview operates as a fee-only investment advisor, generating revenue through investment advisory fees. The firm is registered with the SEC and provides comprehensive investment management and financial planning services. Specific fee structures are not publicly disclosed and would be outlined in client engagement agreements.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Westview Investment Advisors is a fee-only registered investment advisor that provides investment management and comprehensive financial planning services to individuals, families, and foundations/endowments. The firm constructs customized portfolios aligned with client goals, time horizon, and risk tolerance, and integrates Certified Financial Planner-led planning covering retirement income, estate, tax, charitable, and multi-generational wealth strategies.

Product overview

Westview Investment Advisors is a fee-only investment advisory firm offering integrated investment management and financial planning services. The core offerings consist of Investment Management (customized portfolio construction incorporating client goals, time horizon, and risk tolerance) and Financial Planning (comprehensive planning by Certified Financial Planners covering retirement income, estate planning, tax strategies, and wealth transfer). Additional specialized services include Endowment Management for foundations, Individuals & Families wealth guidance, and sub-products covering specific needs such as Social Security analysis, retirement income planning, estate planning, charitable gifting, college planning, healthcare in retirement, fixed income investing, ESG investing, and risk tolerance assessment.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• SchwabcoreOthersSchwab serves as a custodian for client investment accounts. Clients access their Schwab accounts through Schwab's client portal. The custodian relationship enables Westview to custody client assets at a major institutional platform.
• FidelitycoreOthersFidelity serves as a custodian for client investment accounts. Clients access their Fidelity accounts through Fidelity's platform. The custodian relationship enables client asset custody at a major institutional platform.
• eMoneycoreTechnology or IntegrationeMoney provides the interactive financial planning platform used by Westview for client financial planning services. Clients access the WestView Financial Planning website through eMoney's platform.
• CFP BoardsupportingOthersThe CFP Board owns the CFP certification mark. Westview team members hold CFP certifications, indicating adherence to CFP Board's initial and ongoing certification requirements including education, examination, experience, and ethics standards.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Carson Group: Fast-growing RIA and advisor support platform offering financial planning, investment management, and coaching to independent advisors and their HNW clients, with overlapping capabilities.
• Charles Schwab Wealth Advisory: Schwab's wealth advisory offering combines digital tools with CFP-led financial planning and investment management for retail and HNW clients, leveraging the custodian platforms Westview relies on.
• Edelman Financial Engines: Large national RIA providing personalized financial planning and investment management to households and corporate 401(k) participants, with overlapping planning-led offerings at much greater scale.
• Mariner Wealth Advisors: Large national RIA delivering comprehensive wealth advisory (planning, investment management, tax, estate) to HNW clients and institutions, covering similar services to Westview at significantly broader scale.
• Creative Planning: One of the largest independent fee-only RIAs in the U.S. with comprehensive wealth, tax, and estate planning, operating at vastly greater scale but overlapping service categories with Westview.

Direct peers

• Foster Group: Fee-only RIA serving HNW families and foundations with retirement, estate, and investment planning; comparable in service breadth and mid-sized RIA positioning to Westview.
• Halbert Hargrove: Fee-only, independent RIA providing comprehensive wealth management and financial planning for HNW individuals, families, and foundations, similar in scope and boutique service model to Westview.
• Buckingham Strategic Wealth: Independent fee-only RIA offering financial planning and evidence-based investment management to HNW households and institutional clients, operating under a similar consultative model.
• Plancorp: Fee-only RIA delivering integrated financial planning and investment management to HNW individuals and families, broadly overlapping with Westview's core service mix and client profile.

Emerging players

• Vanguard Personal Advisor Services: Hybrid robo-plus-human advisory service from a low-cost incumbent, providing investment advice and financial planning at fees significantly below traditional RIAs, increasingly competitive with fee-only boutiques like Westview.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Westview Investment Advisors