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Top Financial Advisors in Calabasas, CA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Calabasas, California

You’ll have a range of options to choose from if you’re interested in finding a financial advisor in Calabasas. If you’re having trouble finding the right advisor, we can help. We’ve created a list of the top financial advisor firms in the area. If you’d prefer a different approach, SmartAsset's free financial advisor matching tool can connect you with up to three advisors who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Morton Wealth Morton Wealth logo Find an Advisor

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$2,416,279,148 $1,000,000
  • Financial planning
  • Portfolio management  
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals
  • Educational seminars

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management  
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals
  • Educational seminars
2 Lindbrook Capital, LLC Lindbrook Capital, LLC logo Find an Advisor

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$2,729,395,226 No set account minimum
  • Portfolio management 
  • Financial planning 
  • Pension consulting

Minimum Assets

No set account minimum

Financial Services

  • Portfolio management 
  • Financial planning 
  • Pension consulting
3 Planned Asset Management, LLC Planned Asset Management, LLC logo Find an Advisor

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$333,157,000 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Estate planning
  • Retirement planning

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Estate planning
  • Retirement planning
4 Triagen Wealth Management LLC Triagen Wealth Management LLC logo Find an Advisor

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$341,196,208 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting services
  • Asset allocation services
  • Advisory consulting

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting services
  • Asset allocation services
  • Advisory consulting
5 Krane Financial Solutions, LLC Krane Financial Solutions, LLC logo Find an Advisor

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$181,403,671 No set account minimum
  • Financial planning
  • Portfolio management
  • Educational seminars/workshops

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Educational seminars/workshops

What We Use in Our Methodology

To find the top financial advisors in Calabasas, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Morton Wealth

Morton Wealth tops our list of financial advisory firms in Calabasas. The firm and its advisors have a range of certifications, including certified financial planner (CFP), chartered financial analyst (CFA), certified exit planning advisor (CEPA) and others. 

The advisory firm serves various clients, including non-high-net worth and high-net-worth individuals, families, pension and profit sharing plans, charitable organizations, corporations and business entities. Morton Wealth generally requires its clients to have at least $1 million and charges a minimum annual advisory fee of $15,000. 

As a fee-only firm, Morton Wealth does not sell securities or insurance for commissions. Instead, its compensated through client-paid fees. Most clients pay an asset-based fee, although the firm may on occassion charge a fixed fee with certain clients. 

Morton Wealth Background

Morton Wealth, which was founded as Morton Captial Management by Lon Morton, became registered as an investment advisor with the SEC in 1983. In 2022, it began doing business under its current name. Today, the firm is owned by members of Morton’s management and executive team.

Morton Wealth primarily offers investment management, financial planning and pension consulting services. Through the firm’s financial planning services, clients can also receive guidance in insurance planning and estate planning

Morton Wealth Investment Strategy

Morton Wealth says it's focused on helping clients by creating long-term portfolio plans designed to generate significant return. The firm believes portfolios should hold a variety of assets that are not all correlated to each other. As a result, it utilizes alternative investments, in addition to traditional asset classes, in an effort to seek greater diversification. 

Advisors mainly invest client assets in common stocks, exchange-traded funds (ETFs), equity mutual funds, publicly traded master limited partnerships and publicly traded real estate investment trusts (REITs). The firm also utilizes fixed income investments such as government bonds, municipal bonds, corporate bonds, high yield bonds, structured notes, foreign bonds and fixed income mutual funds.

Lindbrook Capital, LLC

Lindbrook Capital is the No. 2 financial advisory firm in Calabasas. This practice works on a fee-only basis, so its advisors do not earn any kind of third-party commissions.

There’s no set account minimum for the firm’s client base. Most of Lindbrook’s clients are high-net-worth individuals. The firm also serves charities and non-high-net-worth individuals. Clients pay an asset-based fee for the firm's investment advisory services.

The firm's advisory team features two chartered financial analysts (CFAs), two certified financial planners (CFPs) and one certified divorce financial analyst (CDFA)

Lindbrook Capital Background

Established in 2011, Lindbrook Capital offers portfolio management, financial planning and pension consulting services to its various clients. Ownership of the firm is divided equally between the Tyler and Taryn Dritz Revocable Trust and Posen/Degal Living Trust. The firm also has offices in Los Angeles and New York.

Lindbrook Capital Investment Strategy 

Lindbrook Capital says its senior management and analysts apply significant research to ensure the firm’s strategies match its clients’ goals. The firm generally constructs client portfolios using exchange-traded funds (ETFs), mutual funds, individual stocks or bonds and other securities. 

The firm uses a combination of fundamental, technical, charting and cyclical forms of analysis when evaluating investments. As for investing strategies, Lindbrook Capital relies on long- and short-term purchases, as well as trading. 

Planned Asset Management, LLC

Planned Asset Managemen is a fee-based firm whose advisors may earn third-party commissions for recommending insurance or related products. However, the firm is bound to its fiduciary duty to act in each client's best interests. 

Some of Planned Asset’s advisors have either the certified financial planner (CFP) or chartered financial analyst (CFA) designations. The firm's clients include non-high-net-worth and high-net-worth individuals, pensions and profit sharing plans.

Clients looking to open a full service account will need at least $250,000. Clients with less will only have access to limited services. The firm's investment management fees are based off a percentage of client assets. Clients may receive other services, like financial planning, that are charged on an hourly basis. 

Planned Asset Management Background

Planned Asset Management is an independent firm established by Morrie W. Reiff in 1985. Morrie W. Reiff and Joni L. Reiff both own 50% of the firm. Planned Asset mainly offers clients asset management and financial planning advice. Its financial planning services include retirement planning, estate planning, tax strategy and life insurance planning. Planned Asset may also recommend third-party advisors.

Planned Asset Management Investment Strategy 

Planned Asset Management is focused on helping clients through a long-term investment plan. The firm uses research provided by third parties and fund companies to make investment decisions. It also says it values proactive strategies when creating globally diverse client portfolios. 

When investing client assets, this firm generally uses mutual funds, but it may also invest in other types of securities, such as stocks, bonds, options, exchange-traded funds (ETFs) and more.

Triagen Wealth Management LLC

Triagen Wealth Management is a fee-based firm working almost exclusively with individuals, the majority of whom do not have a high net worth. The only institutional clients at the firm are pension and profit sharing plans. Some advisors work as representatives of a broker-dealer, earning commissions for selling securities. This is a conflict of interest, as these advisors have a financial incentive to recommend certain products over others that may be more suitable for you as a client. However, as a fiduciary firm, Triagen advisors must act in the best interest of the client.

A fixed fee is charged for financial planning services, while portfolio management fees are based on a percentage of assets under management. There is no minimum account size. The firm’s team includes two certified financial planners (CFPs) and one certified exit planning advisor (CEPA).

Triagen Wealth Management Background

Triagen was founded in 2020 and is owned directly by G&G 8181 Partners and G5 Endeavors. The firm is indirectly owned by Nick Garris and Bryan Garris.

Services offered at the firm include portfolio management, selection of other advisors, asset allocation,  financial planning and consulting.

Triagen Wealth Management Investment Strategy

Triagen bases its investment strategies and advice on each client's specific financial situation. The firm may invest a client's assets in equity securities, corporate debt securities (other than commercial paper), certificates of deposit, municipal securities, variable life insurance, variable annuities, mutual fund shares, U.S. government securities, options contracts on securities, options contracts on commodities, money market funds, real estate investment trusts and exchange-traded funds.

Krane Financial Solutions

Krane Financial Solutions is our final firm on the Calabasas list. Krane is a fee-only firm, so its compensation comes solely from client-paid fees, not third-party sales commissions. 

Its client base consists of individuals, high-net-worth individuals, pension and profit sharing plans, charitable organizations, corporations, benefit trusts and associations. Krane charges fixed fees for its financial planning services, and its investment advisory services include asset-based fees. The firm doesn’t have a set account minimum.

The firm has one advisor on staff who holds the certified financial planner (CFP) and certified investment management analyst (CIMA) designations. 

Krane Financial Solutions Background

Founded by Justin Krane, Krane Financial Solutions has been registered as an investment advisor with the SEC since 2010. The firm offers portfolio management, financial planning and money manager referral services. Krane also provides free newsletters to clients and prospective clients, and the firm offers educational seminars and online investment video courses. 

Krane Financial Solutions Investment Strategy

Krane Financial Solutions may invest client assets in U.S. and foreign equity securities, warrants, corporate debt securities, commercial paper, certificates of deposit (CDs), municipal securities, mutual funds, ETFs, U.S. government securities and options. 

Krane employs both fundamental and technical analysis when evaluating investments, but the firm also uses other strategies in its investment transactions. These include long- and short-term purchases, trading, short sales, margin transactions and option writing.

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.