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Find Best Financial Advisors in Pasadena, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Pasadena is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Pasadena & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Pasadena?

Looking for a qualified financial advisor in Pasadena? We can help you by narrowing down your options & listing the best financial advisors in Pasadena as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Pasadena near you with the list of certified and vetted Pasadena financial advisors.

List of Qualified Financial Advisors in Pasadena, California

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Sasha Shteyn

Edelman Financial Engines, LLC

225 South Lake Avenue
Suite 1185

Pasadena, CA 91101

626-768-2972

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Personal Capital

Personal Capital

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Los Angeles, CA 90012

650-556-1310

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Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067

310-556-2502

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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806

714-841-0982

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Rick Martinez

RDM Financial

1425 W Foothill Blvd.
Suite 125

Upland, CA 91786

909-261-2749

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Andrew Selu

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367

818-450-8186

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Dash Investments

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

818-309-4065

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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657-212-3060

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Michael Jensen

Falcon Wealth Planning, Inc.

2030 Main St
13th Floor

Irvine, CA 92614

855-963-2526

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Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100

Newport Beach, CA 92660

949-674-5190

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Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618

877-433-3665

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Capital Research & Consulting Llc
15 S. Raymond Avenue, Suite 200 Pasadena, CA 91105
109868 $6,440,522,381 72 Fixed fees
Other (ASSET BASED FEES)
Flaherty & Crumrine Incorporated
301 E Colorado Blvd, Suite 800 Pasadena, CA 91101-1911
105499 $4,862,553,227 18 A percentage of AUM
Shuster Advisory Group, Llc
225 S. Lake Ave., Suite 600 Pasadena, CA 91101
170233 $4,418,962,771 421 A percentage of AUM
Fixed fees
Pasadena Private Wealth, Llc
2 North Lake Avenue, Suite 520 Pasadena, CA 91101
295178 $884,799,962 1109 A percentage of AUM
Hourly charges
Fixed fees
Felicitas Global Partners, Llc
65 North Raymond Avenue, Suite 315 Pasadena, CA 91103
292411 $658,846,110 10 A percentage of AUM
Fixed fees
Performance Based
Osher Van De Voorde Investment Management
125 North Raymond Avenue, Suite 309 Pasadena, CA 91103
111324 $548,340,619 396 A percentage of AUM
Fixed fees
Wimmer Associates Llc
155 North Lake Avenue, Suite 440 Pasadena, CA 91101-1848
125243 $404,174,000 142 A percentage of AUM
Fixed fees
Guinness Atkinson Asset Management, Inc.
251 South Lake Ave, Suite 800, Pasadena, CA 91101
124465 $363,357,419 11 A percentage of AUM
Hourly charges
First Wilshire Securities Management, Inc.
1214 East Green Street, Suite 104 Pasadena, CA 91106-3171
171971 $359,077,070 271 A percentage of AUM
Hourly charges
Performance Based
Robert L. Bender, Inc. Dba Robert Bender & Associates
199 S. Los Robles Avenue, Suite 530 Pasadena, CA 91101
109766 $331,293,927 345 A percentage of AUM
Kondo Wealth Advisors, Inc
921 East Green Street, Pasadena, CA 91106
175347 $251,031,215 1089 A percentage of AUM
Fixed fees
Arroyo Investment Group, Llc
15 S. Raymond Avenue, Suite 200 Pasadena, CA 91105
130243 $247,677,077 869 A percentage of AUM
Retirement Wellness Group
123 South Marengo Ave., Suite 200 Pasadena, CA 91101
297255 $167,578,778 49 A percentage of AUM
Fixed fees
Cobey Jacobson & Gordon Inc
30 North Raymond Avenue, Suite 712 Pasadena, CA 91103
113261 $99,409,150 13 A percentage of AUM
Hourly charges
Performance Based
Kobo Retirement Strategies
225 S Lake Avenue, Ste 600 Pasadena, CA 91101
283743 $0 0 A percentage of AUM
Subscription fees
Fixed fees

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Al Perrine
Inquire with Al
55 South Lake Ave, Ste 700 Pasadena, CA 91101 626-405-9346
Amit R Patel
Inquire with Amit
221 E Walnut St, Ste 226 Pasadena, CA 91101 626-795-1267
Arrowhead Wealth Advisors
Inquire with Arrowhead
70 South Lake Avenue, Suite 700 Pasadena, CA 91101 626-529-2362
Albie Vollero
Inquire with Albie
55 South Lake Ave, Ste 700 Pasadena, CA 91101 626-584-3431
Alan Whitman
Inquire with Alan
55 South Lake Ave, Ste 700 Pasadena, CA 91101 626-405-9313
Amy Yu
Inquire with Amy
55 South Lake Ave, Ste 700 Pasadena, CA 91101 626-304-2428
Andrea Atanay
Inquire with Andrea
55 South Lake Ave, Ste 700 Pasadena, CA 91101 626-683-4641
Brandi Young Zimmerman
Inquire with Brandi
55 South Lake Ave, Ste 700 Pasadena, CA 91101 626-405-9359
Anny Shen
Inquire with Anny
55 South Lake Ave, Ste 700 Pasadena, CA 91101 626-304-2488
AWM Capital
Inquire with AWM
123 S. Marengo Avenue, Suite 200 Pasadena, CA 91101 323-940-1339

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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