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Find The Best Financial Advisors in Calabasas, California
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Calabasas, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Calabasas, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and non-vetted financial advisors in Calabasas, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Calabasas, California have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Calabasas, California
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Top Financial Advisor Firms in Calabasas, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| LINDBROOK CAPITAL, LLC 23975 Park Sorrento, Suite 230 Calabasas, CA, 91302 | 155812 | $2,968,250,317 | 2468 | A Percentage of AUM, Fixed Fees |
| MORTON WEALTH 27200 Agoura Road, Suite 200, Calabasas, CA, 91301 | 141250 | $2,377,712,772 | 3420 | A Percentage of AUM, Fixed Fees |
| HEARTHSTONE INC., A CALIFORNIA CORPORATION 23975 Park Sorrento, Suite #220, Calabasas, CA, 91302 | 112226 | $2,007,419,000 | 17 | A Percentage of AUM, Fixed Fees, Performance Based, Other (% OF SALES REVENUE) |
| TRIAGEN WEALTH MANAGEMENT LLC 23801 Calabasas Road, Suite 1010 Calabasas, CA, 91302 | 308457 | $288,127,892 | 1176 | A Percentage of AUM, Fixed Fees |
| PLANNED ASSET MANAGEMENT 27001 Agoura Road, Suite 150, Calabasas, CA, 91301-5104 | 105986 | $283,970,000 | 292 | A Percentage of AUM, Hourly charges, Fixed Fees |
| ATALA FINANCIAL INC 23912 Aspen Way, Calabasas, CA, 91302 | 318371 | $173,055,642 | 155 | A Percentage of AUM, Hourly charges |
| KRANE FINANCIAL SOLUTIONS 23548 Calabasas Rd., Suite 207 Calabasas, CA, 91302 | 153594 | $171,744,965 | 513 | A Percentage of AUM, Hourly charges, Fixed Fees |
| QUANTITATIVE STRATEGIES, INC. 27001 Agoura Road, Suite 150, Calabasas, CA, 91301-5104 | 117908 | $137,863,800 | 191 | A Percentage of AUM |
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