California · 79 advisers
Financial Advisors in Pasadena, California
Looking for a financial advisor in Pasadena, California? Falists indexes 79 SEC-registered and state-registered investment advisers in Pasadena — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 72 firms list a website you can visit directly. Firms in this directory manage up to $184.99B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
79
With website
72
Largest AUM
$184.99B
Financial planning
46
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Pasadena
Ranked by AUM · Fees, team & specialties at a glance
WESTERN ASSET MANAGEMENT COMPANY
Pasadena, CA
AUM
$184.99B
Team
82 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
626-844-9400
PRIMECAP MANAGEMENT CO
Pasadena, CA
AUM
$139.34B
Team
22 advisors
Clients
—
Fees
Percentage of AUM
626-304-9222
SHUSTER ADVISORY GROUP, LLC
Pasadena, CA
AUM
$10.32B
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(626) 578-0816
CAPITAL RESEARCH & CONSULTING LLC
Pasadena, CA
AUM
$5.99B
Team
2 advisors
Clients
0
Fees
Fixed fees; ASSET BASED FEES
626-844-1440
WEDBUSH SECURITIES INC.
Pasadena, CA
AUM
$5.68B
Team
202 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
213-688-8000
CLIFFORD SWAN INVESTMENT COUNSELORS
Pasadena, CA
AUM
$4.48B
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
626-792-2228
FLAHERTY & CRUMRINE INCORPORATED
Pasadena, CA
AUM
$4.15B
Team
8 advisors
Clients
0
Fees
Percentage of AUM
626-795-7300
PASADENA PRIVATE WEALTH, LLC
Pasadena, CA
AUM
$1.62B
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
626-993-9300
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
Pasadena, CA
AUM
$1.06B
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
626.584.6168
WEDBUSH FUND ADVISERS, LLC
Pasadena, CA
AUM
$1.02B
Team
2 advisors
Clients
—
Fees
Percentage of AUM
213-688-8000
STRATEGY ASSET MANAGERS L.L.C.
Pasadena, CA
AUM
$930.1M
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
626-657-0559
FELICITAS GLOBAL PARTNERS, LLC
Pasadena, CA
AUM
$804.4M
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
310.461.8990
FIRST FINANCIAL CONSULTING
Pasadena, CA
AUM
$762.6M
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
626-844-4630
STONEMARK WEALTH MANAGEMENT
Pasadena, CA
AUM
$609.8M
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
626-304-9888
LK&A INVESTMENT COUNSEL
Pasadena, CA
AUM
$540.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
626/449-9500
RETIREMENT WELLNESS GROUP
Pasadena, CA
AUM
$526.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-757-1799
AUM
$510.9M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
626-397-9072
WIMMER ASSOCIATES LLC
Pasadena, CA
AUM
$475.9M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
626-683-3150
THE STERLING GROUP
Pasadena, CA
AUM
$471.3M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
626-440-5995
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
Pasadena, CA
AUM
$415.5M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
626-796-6622
KONDO WEALTH ADVISORS, INC
Pasadena, CA
AUM
$365.1M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
626-449-7783
GUINNESS ATKINSON ASSET MANAGEMENT, INC.
Pasadena, CA
AUM
$344.4M
Team
24 advisors
Clients
0
Fees
Percentage of AUM
626 628-2787
ARROYO INVESTMENT GROUP, LLC
Pasadena, CA
AUM
$319.5M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
626-844-1441
TREND TRADE PRO, LLC
Pasadena, CA
AUM
$298.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(626) 234-8999
More cities in California
Common questions
- How many financial advisors are in Pasadena, California?
- 79 registered investment advisers are listed in our Pasadena directory, sourced from public SEC filings.
- What types of advisors are in Pasadena?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Pasadena?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.