Top financial advisors in Calabasas, CA
We’ve curated a list of the best financial advisors in Calabasas, take a look at it below
Find an advisor in Calabasas| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,678,266,220 | 10 advisors | ||
| 2 | $262,689,170 | 5 advisors | ||
| 3 | $95,385,385 | 3 advisors | ||
| 4 | $19,580,549 | 1 advisors | ||
| 5 | $7,900,000 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Calabasas, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Calabasas. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Lindbrook Capital, LLC
Lindbrook Capital, LLC is a financial advisory firm based in Calabasas, California. It currently has approximately $2,678,266,220 of assets under management and employs about 10 people. Lindbrook Capital, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$2,678,266,220
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-72193
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Triagen Wealth Management LLC
Triagen Wealth Management LLC is a financial advisory firm based in Calabasas, California. It currently has approximately $262,689,170 of assets under management and employs about 5 people. Triagen Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$262,689,170
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-118681
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Asset Allocation Services, Advisory Consulting
Krane Financial Solutions
Krane Financial Solutions is a financial advisory firm based in Calabasas, California. It currently has approximately $95,385,385 of assets under management and employs about 3 people. Krane Financial Solutions uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$95,385,385
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-71344
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
He'e Nalu Investing, Inc.
He'e Nalu Investing, Inc. is a financial advisory firm based in Calabasas, California. It currently has approximately $19,580,549 of assets under management and employs about 1 people. He'e Nalu Investing, Inc. uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$19,580,549
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-65098
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Mari Legacy Group, LLC
Mari Legacy Group, LLC is a financial advisory firm based in Calabasas, California. It currently has approximately $7,900,000 of assets under management and employs about 1 people. Mari Legacy Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$7,900,000
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-127400
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.