City
Wealth management firms in Calabasas, California
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Calabasas, California reported $5.5 billion in regulatory assets under management; the largest by assets was Morton Wealth, with $3.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $5.5 billion
- Average per firm
- $426.7 million
- SEC-registered, of those listed
- 6 of 13 (46.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Morton Wealth | SEC | $3.5 billion | 3,735 |
| 2 | Triagen Wealth Management LLC | SEC | $535.2 million | 1,532 |
| 3 | Private Wealth Solutions, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $500.0 million | 700 |
| 4 | Atala Financial Inc | SEC | $370.7 million | 248 |
| 5 | Krane Financial Solutions | SEC | $295.0 million | 588 |
| 6 | Ares Financial Consulting LLC | SEC | $243.9 million | 892 |
| 7 | Fidela Wealth | State | $54.2 million | 181 |
| 8 | Educated Solutions | State | $51.0 million | 83 |
| 9 | Mari Legacy Group, LLC | State | $29.9 million | 76 |
| 10 | Altron Capital Management | State | $733,300 | 5 |
| 11 | Brian Dennis, CFP® | State | $529,410 | 1 |
| 12 | FD Wealth Advisors, LLC | State | $0 | 0 |
| 13 | Kennedy Wealth Management, LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.