CMR CAPITAL MANAGEMENT, LLC
Pasadena, CA
AUM
$275.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
626-817-9900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
79 advisers found
ROUND HILL ASSET MANAGEMENT INC
Pasadena, CA
AUM
$271.3M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
626-431-2685
FULLER INVESTMENT MANAGEMENT COMPANY
Pasadena, CA
AUM
$264.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
626-765-8450
EQUANIMITY FINANCIAL PARTNERS
Pasadena, CA
AUM
$234.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
626-529-8347
FOUNDRY FINANCIAL LLC
Pasadena, CA
AUM
$232.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(213) 802-8662
DISHMI CAPITAL, LLC
Pasadena, CA
AUM
$215.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(323) 835-5560
TORREY-PAYNE WEALTH MANAGEMENT
Pasadena, CA
AUM
$184.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
626-657-3451
LOGIC WEALTH MANAGEMENT, LLC
Pasadena, CA
AUM
$184.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(626) 757-4323
HALL CAPITAL, LLC
Pasadena, CA
AUM
$180.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
626-578-5700
LAKE AVENUE FINANCIAL LLC
Pasadena, CA
AUM
$154.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
626-689-2012
DERIVE WEALTH
Pasadena, CA
AUM
$141.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Fixed fees
626-800-3864
IMPACT FIDUCIARY LLC
Pasadena, CA
AUM
$127.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
323-615-1427
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT
Pasadena, CA
AUM
$113.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(626) 405-2920
MURPHY INVESTMENT ADVISORS, INC.
Pasadena, CA
AUM
$92.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
626-449-7714
VIDA PRIVATE WEALTH LLC
Pasadena, CA
AUM
$91.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
626-778-0678
FAVOR WEALTH ADVISORS, LLC
Pasadena, CA
AUM
$88.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
626-529-0445
JONES WEALTH ADVISORS, LLC
Pasadena, CA
AUM
$68.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(818) 370-2774
SEILER & ASSOCIATES, LLC
Pasadena, CA
AUM
$59.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(626) 432-1600
QUBERA WEALTH MANAGEMENT
Pasadena, CA
AUM
$52.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
323-999-1095
PYSNIK FINANCIAL, LLC
Pasadena, CA
AUM
$45.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
626-514-1225
MISSION STREET WEALTH PLANNING
Pasadena, CA
AUM
$42.1M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(626) 799-9800
PERCY E. BOLTON ASSOCIATES, INC.
Pasadena, CA
AUM
$36.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
626-356-9660
GARABEDIAN WEALTH MANAGEMENT GROUP
Pasadena, CA
AUM
$34.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
626-795-7200
LAMARQUE ATLAS
Pasadena, CA
AUM
$33.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(626) 389-3861