Top 6 financial advisor firms in Calabasas

6 SEC-registered financial advisor firms are headquartered in Calabasas, CA, with $5.41B in combined regulatory assets under management. The largest by assets are Morton Capital Management ($3.47B), TriaGen Wealth Management ($535M) and Private Wealth Solutions ($500M).

6
Financial advisor firms: $5.41B
Their combined AUM: $435M
Median firm AUM: 2,442
Clients of the top 6

The 6 largest by assets

1
Morton Capital Management
RIA
$3.47B
0.50% to 1.00% a year
2
TriaGen Wealth Management
RIA
$535M
Up to 1.50% a year
3
Private Wealth Solutions
RIA
$500M
Up to 1.50% a year
4
Atala Financial
RIA
$371M
Up to 2.00% a year
5
Krane Financial Solutions
RIA
$295M
0.20% to 1.50% a year
6
Ares Financial Consulting
RIA
$244M
Regulatory AUM

Profiles of the top 6

No. 1 · RIA

Morton Capital Management

Morton Capital Management is an investment adviser based in Calabasas, CA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $3.47 billion, as filed on 5 May 2026.

Morton Capital Management charges 0.50%–1.00% a year for its Investment Advisory Service Fees.

Regulatory AUM: $3.47B
Clients: 1,279
Advisory staff: 25
Founded: 1981
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 27200 Agoura Road, Suite 200, Calabasas, CA 91301
Phone: 818-222-4727
Website: mortonwealth.com

No. 2 · RIA

TriaGen Wealth Management

TriaGen Wealth Management is an investment adviser based in Calabasas, CA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $535 million, as filed on 3 March 2026.

TriaGen Wealth Management charges up to 1.50% a year for its Portfolio Management Services.

Regulatory AUM: $535M
Clients: 351
Advisory staff: 3
Founded: 2020
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 23801 Calabasas Road, Suite 1010, Calabasas, CA 91302
Phone: 818-732-8553
Website: triagenwealth.com

No. 3 · RIA

Private Wealth Solutions

Private Wealth Solutions is an investment adviser based in Calabasas, CA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $500 million, as filed on 17 February 2026.

Private Wealth Solutions charges up to 1.50% a year for its Asset Management.

Regulatory AUM: $500M
Clients: 275
Advisory staff: 2
Founded: 2013
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 26050 Mureau Road, Suite 103, Calabasas, CA 91302
Phone: 818-264-0600
Website: privatewealthsolutions.com

No. 4 · RIA

Atala Financial

Atala Financial is an investment adviser based in Calabasas, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $371 million, as filed on 6 March 2026.

Atala Financial charges up to 2.00% a year for its Investment Management Services.

Regulatory AUM: $371M
Clients: 68
Advisory staff: 2
Fee schedule: Up to 2.00% a year
Custodians: Wells Fargo Clearing Services
Headquarters: 23912 Aspen Way, Calabasas, CA 91302
Phone: 310-570-2573

No. 5 · RIA

Krane Financial Solutions

Krane Financial Solutions is an investment adviser based in Calabasas, CA, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $295 million, as filed on 10 March 2026.

Krane Financial Solutions charges 0.20%–1.50% a year for its Investment Management Fees.

Regulatory AUM: $295M
Clients: 180
Advisory staff: 2
Fee schedule: 0.20% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 24007 Ventura BLVD, Suite 250, Calabasas, CA 91302
Phone: 310-989-0934
Website: kranefinancialsolutions.com

No. 6 · RIA

Ares Financial Consulting

Ares Financial Consulting is an investment adviser based in Calabasas, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $244 million, as filed on 17 August 2026.

Regulatory AUM: $244M
Clients: 289
Advisory staff: 3
Founded: 2016
Custodians: Charles Schwab, Capital Bank and Trust, MTG, Fidelity
Headquarters: 4500 Park Granada, Suite 202, Calabasas, CA 91302
Phone: 818-986-1479
Website: aresfinancialconsulting.com

Questions about financial advisors in Calabasas

How many financial advisor firms are headquartered in Calabasas?

6 SEC-registered financial advisor firms report their principal office in Calabasas, CA, managing $5.41B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Calabasas?

Morton Capital Management, with $3.47B in regulatory assets under management on its latest Form ADV. The next largest are TriaGen Wealth Management ($535M) and Private Wealth Solutions ($500M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Calabasas?

The median firm manages $435M in regulatory assets. That is the midpoint of the 6 firms headquartered in Calabasas.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Calabasas charge?

Of the 6 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Calabasas?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Calabasas has 6 financial advisor firms; see every adviser in the city →