Financial advisers in Calabasas, CA

8 registered investment adviser firms in Calabasas managing $6.5B in assets, based on public SEC Form ADV filings.

Morton Wealth

Calabasas, CA · Est. 2006

Regional

Fee-based

AUM: $3.5B
Per adviser: $139M
Advisers: 25

No reported disclosures

Extract Advisors

Calabasas, CA · Est. 2019

LocalInternational

Fee-only

AUM: $914M
Per adviser: $102M
Advisers: 9

No reported disclosures

Triagen Wealth Management LLC

Calabasas, CA · Est. 2020

Local

Fee-based

AUM: $535M
Per adviser: $178M
Advisers: 3

No reported disclosures

Private Wealth Solutions, LLC

Calabasas, CA · Est. 2017

LocalInternational

Fee-based

AUM: $500M
Per adviser: $250M
Advisers: 2

No reported disclosures

Atala Financial INC

Calabasas, CA · Est. 2022

Local

Fee-only

AUM: $371M
Per adviser: $185M
Advisers: 2

No reported disclosures

Krane Financial Solutions

Calabasas, CA · Est. 2010

LocalInternational

Fee-based

AUM: $295M
Per adviser: $147M
Advisers: 2

No reported disclosures

Ares Financial Consulting LLC

Calabasas, CA · Est. 2021

Local

Fee-based

AUM: $244M
Per adviser: $81M
Advisers: 3

No reported disclosures

M83 Investment Group, LLC

Calabasas, CA · Est. 2024

Local

Fee-only

AUM: $191M
Per adviser: $48M
Advisers: 4

No reported disclosures