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Best financial advisors in Calabasas, CA

Registered advisers within 25 miles of Calabasas, CA.

Offices
1,729
Firms
872
Combined AUM
$22.6T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,484,805 clients when Item 5C has a number
Avg / client
$6.47M
Combined AUM ÷ clients

Nearby offices

Firms

MORTON WEALTH
ALLIANCE ADVISORY & SECURITIES, LLC
SANCTUARY ADVISORS, LLC
BRIAN DENNIS, CFP®
MODERN WEALTH MANAGEMENT, LLC
HIPPOCRATIC FINANCIAL ADVISORS
BRAVE NEW WEALTH
FARMERS ASSET MANAGEMENT, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
THE WEALTH CONSULTING GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
NWF ADVISORY SERVICES INC
OPUS PRIVATE WEALTH GROUP, LLC
INDEPENDENT FINANCIAL GROUP, LLC
BROOKSTONE WEALTH ADVISORS, LLC
GOLDEN STATE WEALTH MANAGEMENT, LLC

Investors

ERIC JAY SELTER
JOSEPH ALAN SEETOO
ELIAS FRANCHESCO VERA
Nadya Mets
Michael Rudow
Kristin Dillon
SASAN FAIZ
PATRICE G BENING
JEFFREY SARTI
JENNIFER MARIE CARUSO
Sophie Christine Jacqueline Leahy
STACEY LYNN MCKINNON
KEVIN GREGORY REX
Brittany Yudkowsky
Beau Thomas Wirick
Austin Overholt
Diego Guerrero
Thomas Patrick Mooney
Morgan Jul
Nicholas Valaika
Ian Rennick
Bryan Vito Phelan
Conner Hufnagel
MEGHAN HILLARY PINCHUK
CHRISTOPHER MICHAEL GALESKI
PRISCILLA ANN BREHM
BRUCE LAWRENCE TYSON
HUNTER PEARSON DANIEL
Nicolas Castano
Michael Grosslight
Dylan Evans Druian
CARLOS Alejandro SALCEDO
Amir Tavakol
MICHAEL BRIAN PRIVETT
JEFFREY THOMAS GARAGLIANO
Liza Marie dela Cruz
CRYSTAL A LARY
Sean Nicholas Sottile
HOBY DANIEL PEARCE
ROBERT JOSEPH KNIGHT
JON ANDREW REHUREK
RANDALL PAUL SANADA
BENJAMIN ROSS SIMONDS
CHRISTOPHER JOHN TYLER
Vance Angelo Lavizzo
Anthony Roy Herreres
PATRICK KELLY MCILRATH
EMILY MARGARET SWAN
SANDRA LOUISE BUBLITZ
Neil Tobias Unger
SPENCER ANDREW MACCUISH
Abigail Alexandra Shek
Sharon Reynolds Stepenosky
Cynthia Montgomery Georghiou
Gabriella Ressler
SPENCER M MILLER
BRANDON THEODORE ASHER
BRIAN KEITH DENNIS
ZOHREH GHAISSARI
LAWRENCE IRA SCHECHTER
MORRIE WOLBRUM REIFF
PAUL SUEYUKI OKAWA
RAVI DAVIS
SARA L BLANDFORD
BRIAN EDWARD CANNING
SEPEHR MEHRAD HOSSEINI
Ethan Samuels
ANTHONY JOSEPH TURCOTTE
John Paul Guimaraes
ROY C MOON
ADRIANE VERA LOWE
RICHARD HOWARD KOFF
LINDA RAE BRUININGA
BRADLEY DAMON CHAPMAN
JAMES DANIEL LANG
Russell Christian Hitchcock
JEANNE STACEY SNOWHITE
ALEXIS NICOLE VASQUEZ
Jonathon Vasquez
ROBERT ALAN MILLS
LINDA ANN ANSCHULTZ

Within 25 miles of Calabasas, CA, Best Investors lists 872 registered investment advisory firms with 1,729 offices nearby, managing about $22.6T in combined regulatory AUM across 3,484,805 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Calabasas

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM