Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Calabasas, CA

Every SEC-registered investment adviser representative at a firm office in Calabasas, with the firms that employ the most of them.

121 registered advisors work in Calabasas; the most are at Morton Wealth (25). 33 list the CFP designation and 59 are also registered broker representatives.

Firms with the most advisors in Calabasas

FirmAdvisors in Calabasas
Morton Wealth25
Ameriprise Financial Services, LLC news22
LPL Financial LLC news5
Edward Jones news4
Hightower Advisors, LLC news4
J.P. Morgan Securities LLC news4
Private Wealth Solutions, LLC4
Focus Partners Wealth, LLC3
Kestra Advisory Services, LLC news3
Raymond James & Associates, Inc. news3
Triagen Wealth Management LLC3
Ares Financial Consulting LLC2
Atala Financial Inc.2
Citigroup Global Markets Inc. news2
Kennedy Wealth Management, LLC2
Krane Financial Solutions2
Modern Wealth Management, LLC2
Northwestern Mutual Investment Services, LLC2
Altron Capital Management1
Brian Dennis, Cfp®1
Dynamic1
Eagle Strategies LLC1
Educated Solutions1
Equitable Advisors, LLC news1
Fd Wealth Advisors, LLC1

Advisors in Calabasas, A to Z

CFP advisors in Calabasas →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in Calabasas, CA?

121 investment adviser representatives are registered at firm offices in Calabasas, California, according to the SEC's Investment Adviser Public Disclosure records. 59 of them are also registered as broker representatives, and 33 list the CFP designation.

Which firm has the most financial advisors in Calabasas?

Morton Wealth, with 25 registered advisors in Calabasas, followed by Ameriprise Financial Services, LLC with 22.

How do I check a financial advisor in Calabasas?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.