Rialytix insights

Top RIA Firms in Calabasas, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Calabasas, California. This hub covers 8 matching firms with $6.5B in total reported AUM and median AUM of $435.4M.

Firms

Matching current profiles

Total AUM

$6.5B

Reported regulatory AUM

Median AUM

$435.4M

Across firms with AUM

Largest firm

$3.5B

Morton Wealth

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Morton Wealth CRD 141250 · Limited Liability Company	CALABASAS, CA	$3.5B May 2026	+$509.3M+17.2%	+$1.1B+45.8%	+$1.3B+56.8%	+$2.5B+273.3%	+5 employees+9.4% over 3Y	+315 accounts+9.2% over 3Y
2. Extract Advisors CRD 285535 · Limited Liability Company	CALABASAS, CA	$914.4M Mar 2026	+$262.8M+40.3%	+$358.9M+64.6%	+$488.2M+114.6%	+$679.4M+289.1%	+1 employees+12.5% over 3Y	+2 accounts+40.0% over 3Y
3. Triagen Wealth Management LLC CRD 308457 · Limited Liability Company	CALABASAS, CA	$535.2M Mar 2026	+$61.6M+13.0%	+$247.1M+85.8%	+$217.1M+68.3%	—	0 employees+0.0% over 3Y	+356 accounts+30.3% over 3Y
4. Private Wealth Solutions, LLC CRD 289437 · Limited Liability Company	CALABASAS, CA	$500.0M Feb 2026	+$96.7M+24.0%	+$154.4M+44.7%	+$265.0M+112.8%	—	+1 employees+25.0% over 3Y	-1,061 accounts-60.2% over 3Y
5. Atala Financial INC CRD 318371 · Corporation	CALABASAS, CA	$370.7M Mar 2026	+$52.1M+16.4%	+$197.7M+114.2%	—	—	0 employees+0.0% over 3Y	+93 accounts+60.0% over 3Y
6. Krane Financial Solutions CRD 153594 · Limited Liability Company	CALABASAS, CA	$295.0M Mar 2026	+$74.4M+33.7%	+$113.6M+62.6%	+$169.5M+135.0%	+$217.0M+278.2%	+1 employees+33.3% over 3Y	+111 accounts+23.3% over 3Y
7. Ares Financial Consulting LLC CRD 282852 · Limited Liability Company	CALABASAS, CA	$243.9M May 2026	+$50.6M+26.2%	+$119.7M+96.4%	+$142.9M+141.5%	+$142.9M+141.5%	0 employees+0.0% over 3Y	+253 accounts+39.6% over 3Y
8. M83 Investment Group, LLC CRD 332416 · Limited Liability Company	CALABASAS, CA	$191.0M Dec 2025	+$78.7M+70.0%	—	—	+$78.7M+70.0%	0 employees+0.0% over 1Y	0 accounts+0.0% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.