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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!
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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 9 vetted financial advisors and 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 17 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
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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 | $319,983,641,290 | 35513 | A Percentage of AUM, Performance Based |
| PRIMECAP MANAGEMENT CO 177 E Colorado Blvd., 11th Floor Pasadena, CA, 91105 | 105516 | $117,232,900,412 | 37 | A Percentage of AUM |
| CAPITAL RESEARCH & CONSULTING LLC 15 S. Raymond Avenue, Suite 200 Pasadena, CA, 91105 | 109868 | $5,268,444,879 | 64 | Fixed Fees, Other (ASSET BASED FEES) |
| SHUSTER ADVISORY GROUP, LLC 155 N. Lake Ave., Suite 500 Pasadena, CA, 91101 | 170233 | $4,383,114,981 | 478 | A Percentage of AUM, Fixed Fees |
| FLAHERTY & CRUMRINE INCORPORATED 301 E Colorado Blvd, Suite 800 Pasadena, CA, 91101-1911 | 105499 | $3,943,267,235 | 18 | A Percentage of AUM |
| CLIFFORD SWAN INVESTMENT COUNSELORS 177 E. Colorado Blvd, Ste 550 Pasadena, CA, 91105-1965 | 108033 | $3,630,129,062 | 2574 | A Percentage of AUM, Hourly charges, Fixed Fees |
| WESTERN INTERNATIONAL SECURITIES 70 S. Lake Ave., Ste. 700 Pasadena, CA, 91101 | 39262 | $3,479,601,807 | 12253 | A Percentage of AUM, Hourly charges, Fixed Fees |
| POPLAR FOREST CAPITAL LLC 225 South Lake Avenue, Suite 950 Pasadena, CA, 91101 | 145250 | $1,108,081,110 | 72 | A Percentage of AUM, Performance Based |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. 200 South Los Robles Avenue, Suite 510 Pasadena, CA, 91101 | 120952 | $1,082,193,106 | 1062 | A Percentage of AUM |
| PASADENA PRIVATE WEALTH, LLC 2 North Lake Avenue, Suite 520 Pasadena, CA, 91101 | 295178 | $917,237,924 | 1267 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| FELICITAS GLOBAL PARTNERS, LLC 65 North Raymond Avenue, Suite 315 Pasadena, CA, 91103 | 292411 | $750,415,773 | 14 | A Percentage of AUM, Fixed Fees, Performance Based |
| STRATEGY ASSET MANAGERS L.L.C. 790 E. Colorado Blvd, Suite 200 Pasadena, CA, 91101 | 109939 | $593,092,011 | 951 | A Percentage of AUM |
| OSHER VAN DE VOORDE INVESTMENT MANAGEMENT 125 North Raymond Avenue, Suite 309 Pasadena, CA, 91103 | 111324 | $507,864,842 | 425 | A Percentage of AUM, Fixed Fees |
| BRIDGE ADVISORY LLC 123 S. Marengo Avenue, Suite 200 Pasadena, CA, 91101 | 148282 | $460,386,619 | 1576 | A Percentage of AUM, Hourly charges, Fixed Fees |
| LK&A INVESTMENT COUNSEL 199 South Los Robles Avenue, Suite 850 Pasadena, CA, 91101-2461 | 106635 | $440,559,669 | 90 | A Percentage of AUM, Fixed Fees |
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