Investment advisers in Calabasas, CA
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Morton Wealth | $3.47 billion | 58 | 0 |
| Extract Advisors | $914.4 million | 9 | 0 |
| Triagen Wealth Management LLC | $535.2 million | 5 | 0 |
| Private Wealth Solutions, LLC | $500.0 million | 5 | 0 |
| Atala Financial Inc | $370.7 million | 3 | 0 |
| Krane Financial Solutions | $295.0 million | 4 | 0 |
| Ares Financial Consulting LLC | $243.9 million | 5 | 0 |
| M83 Investment Group, LLC | $191.0 million | 6 | 0 |