Top advisors in Calabasas
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.
1. Lindbrook Capital, LLC
Assets under management
$2,678,266,220
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
2. Triagen Wealth Management LLC
Assets under management
$262,689,170
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Asset Allocation Services, Advisory Consulting
3. Krane Financial Solutions
Assets under management
$95,385,385
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
4. He'e Nalu Investing, Inc.
Assets under management
$19,580,549
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Mari Legacy Group, LLC
Assets under management
$7,900,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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.