Top Financial Advisors in Calabasas, California
Finding the right financial advisor in Calabasas is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Calabasas, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Calabasas, CA.
Find the Best Financial Advisor Firms in Calabasas:
LINDBROOK CAPITAL, LLC
CRD#: 155812
Address: 23975 Park Sorrento Suite 230, Calabasas, CA 91302
Clients: 154
Average Clients per Advisor: 25
AUM: $ 3.0B
MORTON WEALTH
CRD#: 141250
Address: 27200 Agoura Road, Suite 200, Calabasas, CA 91301
Clients: 421
Average Clients per Advisor: 16
AUM: $ 2.4B
TRIAGEN WEALTH MANAGEMENT LLC
CRD#: 308457
Address: 23801 Calabasas Road Suite 1010, Calabasas, CA 91302
Clients: 220
Average Clients per Advisor: 73
AUM: $ 288M
PLANNED ASSET MANAGEMENT
CRD#: 105986
Address: 27001 Agoura Road, Suite 150, Calabasas, CA 91301-5104
Clients: 237
Average Clients per Advisor: 59
AUM: $ 284M
ATALA FINANCIAL INC
CRD#: 318371
Address: 23912 Aspen Way, Calabasas, CA 91302
Clients: 7
Average Clients per Advisor: 2
AUM: $ 173M
KRANE FINANCIAL SOLUTIONS
CRD#: 153594
Address: 23548 Calabasas Rd. Suite 207, Calabasas, CA 91302
Clients: 189
Average Clients per Advisor: 189
AUM: $ 172M
How We Chose the Top Financial Advisors in Calabasas, California
To create this list of top financial advisor firms in Calabasas, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Calabasas has to offer.
Search Financial Advisors in Calabasas, California
Patricia Ann Johnson
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Donald Martineau Moulton
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Chris Charles Dumford
Registered Affiliation(s):LPL FINANCIAL LLC
James Jeffrey Winklhofer
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Steven John Domokos
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Mark Frederich
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Han Ming Lin
Registered Affiliation(s):MORGAN STANLEY
Alexander Alexander Lyskin
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Robert Scott Marmor
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gary R Davis
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Edward Morio Kawahara
Registered Affiliation(s):MORGAN STANLEY
Anthony John Nahra
Registered Affiliation(s):THE STERLING GROUP
Richard Howard Koff
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Julianne Cruz
Registered Affiliation(s):RETIREMENT PLANNERS OF AMERICA
Robert James Lord
Registered Affiliation(s):MORGAN STANLEY
Cheri Lynn Chastain Gregg
Registered Affiliation(s):MORGAN STANLEY
Geoffrey Scott Shrager
Registered Affiliation(s):MORGAN STANLEY
Victoria Lynne Black
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Dan Michael Gallagher
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Gina Annette Lapiner
Registered Affiliation(s):EDWARD JONES
Reza Zafari
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Louis Harris
Registered Affiliation(s):HARRIS & ASSOCIATES
Charles Franklin Wada
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Eric A Epstein
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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