Best Financial Advisors in CALABASAS, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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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 Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.