Best Financial Advisors in CALABASAS, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in CALABASAS
ARES FINANCIAL CONSULTING LLC
CALABASAS, CA · Since 2021
ATALA FINANCIAL INC
CALABASAS, CA · Since 2022
M83 INVESTMENT GROUP, LLC
CALABASAS, CA · Since 2024
MORTON WEALTH
CALABASAS, CA · Since 2006
KRANE FINANCIAL SOLUTIONS
CALABASAS, CA · Since 2010
EXTRACT ADVISORS
CALABASAS, CA · Since 2019
TRIAGEN WEALTH MANAGEMENT LLC
CALABASAS, CA · Since 2020
PRIVATE WEALTH SOLUTIONS, LLC
CALABASAS, CA · Since 2017
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in CALABASAS?
The median advisory fee in CALABASAS, CA is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.