Investment adviser firms in CALABASAS, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
8 firms · Source months shown: August 2026
- ARES FINANCIAL CONSULTING LLCCRD 282852 · CALABASAS, CA$243,880,799.00Regulatory AUM · August 2026
- ATALA FINANCIAL INCCRD 318371 · CALABASAS, CA$370,745,717.00Regulatory AUM · August 2026
- EXTRACT ADVISORS LLCCRD 285535 · CALABASAS, CA$914,421,997.00Regulatory AUM · August 2026
- KRANE FINANCIAL SOLUTIONS, LLCCRD 153594 · CALABASAS, CA$294,971,249.00Regulatory AUM · August 2026
- M83 INVESTMENT GROUP, LLCCRD 332416 · CALABASAS, CA$191,025,723.00Regulatory AUM · August 2026
- MORTON CAPITAL MANAGEMENT, LLCCRD 141250 · CALABASAS, CA$3,465,652,532.00Regulatory AUM · August 2026
- PRIVATE WEALTH SOLUTIONS, LLCCRD 289437 · CALABASAS, CA$500,000,000.00Regulatory AUM · August 2026
- TRIAGEN WEALTH MANAGEMENT LLCCRD 308457 · CALABASAS, CA$535,202,455.00Regulatory AUM · August 2026