# Financial advisors in Calabasas, CA > AdvisorCensus lists 18 investment advisory firms with a principal office in Calabasas, California (part of the Los Angeles metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Los Angeles metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/los-angeles/calabasas ## At a glance - Investment advisory firms: 18 - Registration: SEC-registered investment adviser: 8, State-registered investment adviser: 6, Exempt reporting adviser: 4 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 3 (21%); Percentage of assets 13 (93%); Hourly charges 8 (57%); Fixed fees 9 (64%); Performance-based fees 3 (21%); Other 1 (7%); No compensation arrangements reported 4 - Regulatory assets under management (Item 5.F): Under $25 million 2 (11%); $25 million to $100 million 2 (11%); $100 million to $500 million 4 (22%); $500 million to $1 billion 3 (17%); $1 billion to $5 billion 1 (6%); Not reported 6 (33%) - Years registered: Under 5 years 10 (56%); 5 to 9 years 4 (22%); 10 to 19 years 3 (17%); 20 years or more 1 (6%) ## Firms (page 1 of 1, 1 to 18 of 18, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Alesia Asset Management LLC](https://advisorcensus.com/firm/alesia-asset-management-llc-calabasas-ca-169054) ([md](https://advisorcensus.com/firm/alesia-asset-management-llc-calabasas-ca-169054.md)) | 169054 | Calabasas, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Ares Financial Consulting LLC](https://advisorcensus.com/firm/ares-financial-consulting-llc-calabasas-ca-282852) ([md](https://advisorcensus.com/firm/ares-financial-consulting-llc-calabasas-ca-282852.md)) | 282852 | Calabasas, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | | [ASI Adviser LLC](https://advisorcensus.com/firm/asi-adviser-llc-calabasas-ca-304620) ([md](https://advisorcensus.com/firm/asi-adviser-llc-calabasas-ca-304620.md)) | 304620 | Calabasas, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Atala Financial Inc](https://advisorcensus.com/firm/atala-financial-inc-calabasas-ca-318371) ([md](https://advisorcensus.com/firm/atala-financial-inc-calabasas-ca-318371.md)) | 318371 | Calabasas, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Performance fee | | [Bitfi Capital LLC](https://advisorcensus.com/firm/bitfi-capital-llc-calabasas-ca-314977) ([md](https://advisorcensus.com/firm/bitfi-capital-llc-calabasas-ca-314977.md)) | 314977 | Calabasas, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Brian Dennis, CFP®](https://advisorcensus.com/firm/brian-dennis-cfp-calabasas-ca-325735) ([md](https://advisorcensus.com/firm/brian-dennis-cfp-calabasas-ca-325735.md)) | 325735 | Calabasas, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee | | [Extract Advisors](https://advisorcensus.com/firm/extract-advisors-calabasas-ca-285535) ([md](https://advisorcensus.com/firm/extract-advisors-calabasas-ca-285535.md)) | 285535 | Calabasas, CA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Performance fee | | [FD Wealth Advisors, LLC](https://advisorcensus.com/firm/fd-wealth-advisors-llc-calabasas-ca-339923) ([md](https://advisorcensus.com/firm/fd-wealth-advisors-llc-calabasas-ca-339923.md)) | 339923 | Calabasas, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee | | [Fidela Wealth](https://advisorcensus.com/firm/fidela-wealth-calabasas-ca-328060) ([md](https://advisorcensus.com/firm/fidela-wealth-calabasas-ca-328060.md)) | 328060 | Calabasas, CA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee | | [Kennedy Wealth Management, LLC](https://advisorcensus.com/firm/kennedy-wealth-management-llc-calabasas-ca-147573) ([md](https://advisorcensus.com/firm/kennedy-wealth-management-llc-calabasas-ca-147573.md)) | 147573 | Calabasas, CA | State-registered investment adviser | Not reported | 17 | Hourly, Fixed fee, Other | | [Krane Financial Solutions](https://advisorcensus.com/firm/krane-financial-solutions-calabasas-ca-153594) ([md](https://advisorcensus.com/firm/krane-financial-solutions-calabasas-ca-153594.md)) | 153594 | Calabasas, CA | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee | | [M83 Investment Group, LLC](https://advisorcensus.com/firm/m83-investment-group-llc-calabasas-ca-332416) ([md](https://advisorcensus.com/firm/m83-investment-group-llc-calabasas-ca-332416.md)) | 332416 | Calabasas, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets | | [Mari Legacy Group, LLC](https://advisorcensus.com/firm/mari-legacy-group-llc-calabasas-ca-325087) ([md](https://advisorcensus.com/firm/mari-legacy-group-llc-calabasas-ca-325087.md)) | 325087 | Calabasas, CA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee | | [Morton Wealth](https://advisorcensus.com/firm/morton-wealth-calabasas-ca-141250) ([md](https://advisorcensus.com/firm/morton-wealth-calabasas-ca-141250.md)) | 141250 | Calabasas, CA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee | | [Private Wealth Solutions, LLC](https://advisorcensus.com/firm/private-wealth-solutions-llc-calabasas-ca-289437) ([md](https://advisorcensus.com/firm/private-wealth-solutions-llc-calabasas-ca-289437.md)) | 289437 | Calabasas, CA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee | | [Sulcata Ventures, LLC](https://advisorcensus.com/firm/sulcata-ventures-llc-calabasas-ca-342321) ([md](https://advisorcensus.com/firm/sulcata-ventures-llc-calabasas-ca-342321.md)) | 342321 | Calabasas, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Sustained Wealth Management](https://advisorcensus.com/firm/sustained-wealth-management-calabasas-ca-282634) ([md](https://advisorcensus.com/firm/sustained-wealth-management-calabasas-ca-282634.md)) | 282634 | Calabasas, CA | State-registered investment adviser | Not reported | 10 | % of assets | | [Triagen Wealth Management LLC](https://advisorcensus.com/firm/triagen-wealth-management-llc-calabasas-ca-308457) ([md](https://advisorcensus.com/firm/triagen-wealth-management-llc-calabasas-ca-308457.md)) | 308457 | Calabasas, CA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Fixed fee | ## Questions people ask **How many financial advisory firms are there in Calabasas, CA?** AdvisorCensus lists 18 investment advisory firms with a principal office in Calabasas, California (part of the Los Angeles metro area), from Form ADV filings as of October 2026: 8 SEC-registered, 6 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV. **How many fee-only financial advisors are in Calabasas, CA?** 3 of the 18 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed. **How many financial advisors in Calabasas, CA offer financial planning?** 10 of the 14 firms in Calabasas, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports. **Are the financial advisors in Calabasas, CA fiduciaries?** Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 3 firms that meet AdvisorCensus's fee-only test report none of those sales ties. **How do I check whether a financial advisor has disciplinary disclosures?** Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck. **Does AdvisorCensus rate, verify, or recommend these firms?** No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content. **What does regulatory assets under management mean?** Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality. ## Related pages - [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md) - [Financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md) - [Fee-only financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/fee-only) (https://advisorcensus.com/advisors/ca/los-angeles/fee-only.md) - [Flat-fee financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/flat-fee) (https://advisorcensus.com/advisors/ca/los-angeles/flat-fee.md) - [Hourly financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/hourly) (https://advisorcensus.com/advisors/ca/los-angeles/hourly.md) - [Financial advisors for business owners in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/business-owners) (https://advisorcensus.com/advisors/ca/los-angeles/business-owners.md) - [Financial advisors for concentrated stock positions in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/concentrated-stock-positions) (https://advisorcensus.com/advisors/ca/los-angeles/concentrated-stock-positions.md) - [Financial advisors for divorce in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/divorce) (https://advisorcensus.com/advisors/ca/los-angeles/divorce.md) - [Financial advisors for entertainers and musicians in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/entertainers-and-musicians) (https://advisorcensus.com/advisors/ca/los-angeles/entertainers-and-musicians.md) - [Financial advisors for inheritance and sudden wealth in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/inheritance-and-sudden-wealth) (https://advisorcensus.com/advisors/ca/los-angeles/inheritance-and-sudden-wealth.md) - [Financial advisors for multigenerational families in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/multigenerational-families) (https://advisorcensus.com/advisors/ca/los-angeles/multigenerational-families.md) - [Financial advisors for pre-retirees in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/pre-retirees) (https://advisorcensus.com/advisors/ca/los-angeles/pre-retirees.md) - [Financial advisors for real estate investors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/real-estate-investors) (https://advisorcensus.com/advisors/ca/los-angeles/real-estate-investors.md) - [Financial advisors for retirees in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/retirees) (https://advisorcensus.com/advisors/ca/los-angeles/retirees.md) - [Financial advisors in Newport Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/newport-beach) (https://advisorcensus.com/advisors/ca/los-angeles/newport-beach.md) - [Financial advisors in Irvine, CA](https://advisorcensus.com/advisors/ca/los-angeles/irvine) (https://advisorcensus.com/advisors/ca/los-angeles/irvine.md) - [Financial advisors in Santa Monica, CA](https://advisorcensus.com/advisors/ca/los-angeles/santa-monica) (https://advisorcensus.com/advisors/ca/los-angeles/santa-monica.md) - [Financial advisors in Pasadena, CA](https://advisorcensus.com/advisors/ca/los-angeles/pasadena) (https://advisorcensus.com/advisors/ca/los-angeles/pasadena.md) - [Financial advisors in Beverly Hills, CA](https://advisorcensus.com/advisors/ca/los-angeles/beverly-hills) (https://advisorcensus.com/advisors/ca/los-angeles/beverly-hills.md) - [Financial advisors in El Segundo, CA](https://advisorcensus.com/advisors/ca/los-angeles/el-segundo) (https://advisorcensus.com/advisors/ca/los-angeles/el-segundo.md) - [Financial advisors in Manhattan Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/manhattan-beach) (https://advisorcensus.com/advisors/ca/los-angeles/manhattan-beach.md) - [Financial advisors in Woodland Hills, CA](https://advisorcensus.com/advisors/ca/los-angeles/woodland-hills) (https://advisorcensus.com/advisors/ca/los-angeles/woodland-hills.md) - [Financial advisors in Torrance, CA](https://advisorcensus.com/advisors/ca/los-angeles/torrance) (https://advisorcensus.com/advisors/ca/los-angeles/torrance.md) - [Financial advisors in West Hollywood, CA](https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood) (https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood.md) - [Financial advisors in Hermosa Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach) (https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach.md) - [Financial advisors in Huntington Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach) (https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach.md) - [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md) - [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md) - [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md) - [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md) - [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md) - [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md) - [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md) - [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md) Cite as: AdvisorCensus. Financial advisors in Calabasas, CA: 18 firms from Form ADV filings as of October 2026.