Falists

California · 19 advisers

Financial Advisors in Calabasas, California

Looking for a financial advisor in Calabasas, California? Falists indexes 19 SEC-registered and state-registered investment advisers in Calabasas — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 17 firms list a website you can visit directly. Firms in this directory manage up to $3.47B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

19

With website

17

Largest AUM

$3.47B

Financial planning

10

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth12Planning10Trusts8Retirement8Institutional6

Top advisors in Calabasas

Ranked by AUM · Fees, team & specialties at a glance

View all 19 →

FIDELA WEALTH

Calabasas, CA

AUM

$54.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

818-743-7068

Full profileVisit site →

MARI LEGACY GROUP, LLC

Calabasas, CA

AUM

$29.9M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(818) 923-2022

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Calabasas, California?
19 registered investment advisers are listed in our Calabasas directory, sourced from public SEC filings.
What types of advisors are in Calabasas?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Calabasas?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.