WESTERN ASSET MANAGEMENT COMPANY
Pasadena, CA
AUM
$184.99B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
82 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
626-844-9400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA, PASADENA
23 advisers found
PRIMECAP MANAGEMENT CO
Pasadena, CA
AUM
$139.34B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM
626-304-9222
SHUSTER ADVISORY GROUP, LLC
Pasadena, CA
AUM
$10.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(626) 578-0816
CAPITAL RESEARCH & CONSULTING LLC
Pasadena, CA
AUM
$5.99B
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Fixed fees; ASSET BASED FEES
626-844-1440
WEDBUSH SECURITIES INC.
Pasadena, CA
AUM
$5.68B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
202 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
213-688-8000
PASADENA PRIVATE WEALTH, LLC
Pasadena, CA
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
626.584.6168
STRATEGY ASSET MANAGERS L.L.C.
Pasadena, CA
AUM
$930.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
626-657-0559
FIRST FINANCIAL CONSULTING
Pasadena, CA
AUM
$762.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
626-844-4630
STONEMARK WEALTH MANAGEMENT
Pasadena, CA
AUM
$609.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
626-304-9888
RETIREMENT WELLNESS GROUP
Pasadena, CA
AUM
$526.6M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-757-1799
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
Pasadena, CA
AUM
$415.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
626-796-6622
TREND TRADE PRO, LLC
Pasadena, CA
AUM
$298.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(626) 234-8999
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
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
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
DERIVE WEALTH
Pasadena, CA
AUM
$141.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Fixed fees
626-800-3864
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
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
GLOBALINK WEALTH MANAGEMENT, LLC
Pasadena, CA
AUM
$12.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
626-964-5966
SCOUT WEALTH ADVISORS LLC
Pasadena, CA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
844-839-9100