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 Wealth Management advisors in CA, PASADENA
71 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
CLIFFORD SWAN INVESTMENT COUNSELORS
Pasadena, CA
AUM
$4.48B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Wealth MgmtInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
626-795-7300
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
WEDBUSH FUND ADVISERS, LLC
Pasadena, CA
AUM
$1.02B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
213-688-8000
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
FELICITAS GLOBAL PARTNERS, LLC
Pasadena, CA
AUM
$804.4M
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
310.461.8990
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
LK&A INVESTMENT COUNSEL
Pasadena, CA
AUM
$540.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
626/449-9500
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
AUM
$510.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
626-397-9072
WIMMER ASSOCIATES LLC
Pasadena, CA
AUM
$475.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Wealth Mgmt
Team
24 advisors
Clients
0
Fees
Percentage of AUM
626 628-2787
ARROYO INVESTMENT GROUP, LLC
Pasadena, CA
AUM
$319.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
626-844-1441
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
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