Firms by city
Registered investment advisers in Calabasas, CA
8 SEC-registered advisers headquartered in Calabasas, listed by regulatory assets under management as reported on Form ADV.
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8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Morton Capital Management | Calabasas, CA | $3.47B |
| Extract Advisors | Calabasas, CA | $914M |
| TriaGen Wealth Management | Calabasas, CA | $535M |
| Private Wealth Solutions | Calabasas, CA | $500M |
| Atala Financial | Calabasas, CA | $371M |
| Krane Financial Solutions | Calabasas, CA | $295M |
| Ares Financial Consulting | Calabasas, CA | $244M |
| M83 Investment Group | Calabasas, CA | $191M |
- Headquarters
- Calabasas, CA
- Regulatory AUM
- $3.47B
- Headquarters
- Calabasas, CA
- Regulatory AUM
- $914M
- Headquarters
- Calabasas, CA
- Regulatory AUM
- $535M
- Headquarters
- Calabasas, CA
- Regulatory AUM
- $500M
- Headquarters
- Calabasas, CA
- Regulatory AUM
- $371M
- Headquarters
- Calabasas, CA
- Regulatory AUM
- $295M
- Headquarters
- Calabasas, CA
- Regulatory AUM
- $244M
- Headquarters
- Calabasas, CA
- Regulatory AUM
- $191M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Calabasas on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.