DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Find The 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 The Best Financial Advisors in Pasadena, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Pasadena, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and 35 non-vetted financial advisors in Pasadena, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Pasadena, California have an average of 24 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Pasadena, California
949-215-4872
Top Financial Advisor Firms in Pasadena, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| WESTERN ASSET MANAGEMENT COMPANY 385 E. Colorado Blvd., Pasadena, CA, 91101 | 110441 | $298,749,800,684 | 36775 | A percentage of AUM, Performance Based |
| PRIMECAP MANAGEMENT CO 177 E Colorado Blvd., 11th Floor Pasadena, CA, 91105 | 105516 | $134,476,880,987 | 37 | A percentage of AUM |
| CAPITAL RESEARCH & CONSULTING LLC 15 S. Raymond Avenue, Suite 200 Pasadena, CA, 91105 | 109868 | $6,339,135,274 | 64 | Fixed fees, Other (ASSET BASED FEES) |
| SHUSTER ADVISORY GROUP, LLC 155 N. Lake Ave., Suite 500 Pasadena, CA, 91101 | 170233 | $6,284,266,543 | 730 | A percentage of AUM, Fixed fees |
| FLAHERTY & CRUMRINE INCORPORATED 301 E Colorado Blvd, Suite 800 Pasadena, CA, 91101-1911 | 105499 | $3,902,574,340 | 17 | A percentage of AUM |
| CLIFFORD SWAN INVESTMENT COUNSELORS 177 E. Colorado Blvd, Ste 550 Pasadena, CA, 91105-1965 | 108033 | $3,848,216,402 | 2531 | A percentage of AUM, Hourly charges, Fixed fees |
| WESTERN INTERNATIONAL SECURITIES 70 S. Lake Ave., Ste. 700 Pasadena, CA, 91101 | 39262 | $3,687,422,987 | 12197 | A percentage of AUM, Hourly charges, Fixed fees |
| POPLAR FOREST CAPITAL LLC 225 South Lake Avenue, Suite 950 Pasadena, CA, 91101 | 145250 | $1,214,373,895 | 71 | A percentage of AUM |
| PASADENA PRIVATE WEALTH, LLC 2 North Lake Avenue, Suite 520 Pasadena, CA, 91101 | 295178 | $1,209,114,893 | 1594 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| FELICITAS GLOBAL PARTNERS, LLC 65 North Raymond Avenue, Suite 315 Pasadena, CA, 91103 | 292411 | $819,101,798 | 13 | A percentage of AUM, Fixed fees, Performance Based |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. 200 South Los Robles Avenue, Suite 510 Pasadena, CA, 91101 | 120952 | $725,036,606 | 1074 | A percentage of AUM |
| STRATEGY ASSET MANAGERS L.L.C. 790 E. Colorado Blvd, Suite 200 Pasadena, CA, 91101 | 109939 | $631,046,871 | 975 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| VANTAGE WEALTH 125 North Raymond Avenue, Suite 309 Pasadena, CA, 91103 | 111324 | $609,061,977 | 457 | A percentage of AUM, Fixed fees |
| LK&A INVESTMENT COUNSEL 199 South Los Robles Avenue, Suite 850 Pasadena, CA, 91101-2461 | 106635 | $509,640,686 | 88 | A percentage of AUM, Fixed fees |
| RETIREMENT WELLNESS GROUP 123 South Marengo Ave., Suite 200 Pasadena, CA, 91101 | 297255 | $486,285,712 | 81 | A percentage of AUM, Fixed fees |
Select other cities around Pasadena, California to broaden your search for a financial advisor
- Financial Advisors in Anaheim, California
- Financial Advisors in Calabasas, California
- Financial Advisors in Carlsbad, California
- Financial Advisors in Concord, California
- Financial Advisors in Costa Mesa, California
- Financial Advisors in El Segundo, California
- Financial Advisors in Fremont, California
- Financial Advisors in Fullerton, California
- Financial Advisors in Irvine, California
- Financial Advisors in Laguna Niguel, California
- Financial Advisors in Larkspur, California
- Financial Advisors in Los Angeles, California
- Financial Advisors in Moraga, California
- Financial Advisors in Napa, California
- Financial Advisors in Palm Springs, California
- Financial Advisors in Pasadena, California
- Financial Advisors in Porter Ranch, California
- Financial Advisors in Rancho Cucamonga, California
- Financial Advisors in Roseville, California
- Financial Advisors in San Clemente, California
- Financial Advisors in San Diego, California
- Financial Advisors in San Dimas, California
- Financial Advisors in San Francisco, California
- Financial Advisors in San Mateo, California
- Financial Advisors in San Rafael, California
- Financial Advisors in Santa Clara, California
- Financial Advisors in Santa Clarita, California
- Financial Advisors in Santa Monica, California
- Financial Advisors in Seal Beach, California
- Financial Advisors in Thousand Oaks, California
- Financial Advisors in Van Nuys, California
- Financial Advisors in Walnut Creek, California
- Financial Advisors in Woodland Hills, California
Frequently Asked Questions
Find an Advisor
It's Fast, Free & Easy
Your Information is Safe and Secure
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR