Financial advisers in Pasadena, CA
40 registered investment adviser firms in Pasadena managing $368.1B in assets, based on public SEC Form ADV filings.
Western Asset Management Company
Pasadena, CA · Est. 1971
- AUM
- $185.0B
- Per adviser
- $2.3B
- Advisers
- 82
Primecap Management Co
Pasadena, CA · Est. 1983
- AUM
- $139.3B
- Per adviser
- $6.3B
- Advisers
- 22
No reported disclosures
Shuster Advisory Group, LLC
Pasadena, CA · Est. 2015
- AUM
- $10.3B
- Per adviser
- $938M
- Advisers
- 11
No reported disclosures
Capital Research & Consulting LLC
Pasadena, CA · Est. 1999
- AUM
- $6.0B
- Per adviser
- $3.0B
- Advisers
- 2
No reported disclosures
Wedbush Securities INC.
Pasadena, CA · Est. 1970
- AUM
- $5.7B
- Per adviser
- $28M
- Advisers
- 202
Clifford Swan Investment Counselors
Pasadena, CA · Est. 1999
- AUM
- $4.5B
- Per adviser
- $264M
- Advisers
- 17
No reported disclosures
Flaherty & Crumrine Incorporated
Pasadena, CA · Est. 1983
- AUM
- $4.1B
- Per adviser
- $519M
- Advisers
- 8
No reported disclosures
Pasadena Private Wealth, LLC
Pasadena, CA · Est. 2018
- AUM
- $1.6B
- Per adviser
- $203M
- Advisers
- 8
No reported disclosures
Schnieders Capital Management, LLC.
Pasadena, CA · Est. 2002
- AUM
- $1.1B
- Per adviser
- $531M
- Advisers
- 2
No reported disclosures
Wedbush Fund Advisers, LLC
Pasadena, CA · Est. 2025
- AUM
- $1.0B
- Per adviser
- $511M
- Advisers
- 2
No reported disclosures
Strategy Asset Managers L.L.C.
Pasadena, CA · Est. 2001
- AUM
- $930M
- Per adviser
- $93M
- Advisers
- 10
No reported disclosures
Felicitas Global Partners, LLC
Pasadena, CA · Est. 2018
- AUM
- $804M
- Per adviser
- $89M
- Advisers
- 9
No reported disclosures
Stonemark Wealth Management
Pasadena, CA · Est. 2012
- AUM
- $610M
- Per adviser
- $76M
- Advisers
- 8
No reported disclosures
Lk&A Investment Counsel
Pasadena, CA · Est. 1985
- AUM
- $540M
- Per adviser
- $270M
- Advisers
- 2
No reported disclosures
Retirement Wellness Group
Pasadena, CA · Est. 2018
- AUM
- $527M
- Per adviser
- $263M
- Advisers
- 2
No reported disclosures
Robert L. Bender, INC. Dba Robert Bender & Associates
Pasadena, CA · Est. 1978
- AUM
- $511M
- Per adviser
- $255M
- Advisers
- 2
No reported disclosures
Wimmer Associates LLC
Pasadena, CA · Est. 2004
- AUM
- $476M
- Per adviser
- $119M
- Advisers
- 4
No reported disclosures
The Sterling Group
Pasadena, CA · Est. 2012
- AUM
- $471M
- Per adviser
- $94M
- Advisers
- 5
No reported disclosures
First Wilshire Securities Management, INC.
Pasadena, CA · Est. 1980
- AUM
- $415M
- Per adviser
- $69M
- Advisers
- 6
No reported disclosures
Kondo Wealth Advisors, INC
Pasadena, CA · Est. 2015
- AUM
- $365M
- Per adviser
- $183M
- Advisers
- 2
No reported disclosures
Guinness Atkinson Asset Management, INC.
Pasadena, CA · Est. 2002
- AUM
- $344M
- Per adviser
- $14M
- Advisers
- 24
No reported disclosures
Arroyo Investment Group, LLC
Pasadena, CA · Est. 2004
- AUM
- $319M
- Per adviser
- $106M
- Advisers
- 3
No reported disclosures
Trend Trade Pro, LLC
Pasadena, CA · Est. 2024
- AUM
- $298M
- Per adviser
- $298M
- Advisers
- 1
No reported disclosures
Cmr Capital Management, LLC
Pasadena, CA · Est. 2016
- AUM
- $275M
- Per adviser
- $92M
- Advisers
- 3
No reported disclosures
Round Hill Asset Management INC
Pasadena, CA · Est. 1986
- AUM
- $271M
- Per adviser
- $90M
- Advisers
- 3
No reported disclosures
Fuller Investment Management Company
Pasadena, CA · Est. 2013
- AUM
- $264M
- Per adviser
- $88M
- Advisers
- 3
No reported disclosures
Equanimity Financial Partners
Pasadena, CA · Est. 2009
- AUM
- $234M
- Per adviser
- $234M
- Advisers
- 1
No reported disclosures
Foundry Financial LLC
Pasadena, CA · Est. 2025
- AUM
- $233M
- Per adviser
- $33M
- Advisers
- 7
No reported disclosures
Dishmi Capital, LLC
Pasadena, CA · Est. 2025
- AUM
- $215M
- Per adviser
- $108M
- Advisers
- 2
No reported disclosures
Torrey-Payne Wealth Management
Pasadena, CA · Est. 2025
- AUM
- $185M
- Per adviser
- $185M
- Advisers
- 1
No reported disclosures
Logic Wealth Management, LLC
Pasadena, CA · Est. 2024
- AUM
- $185M
- Per adviser
- $21M
- Advisers
- 9
No reported disclosures
Hall Capital, LLC
Pasadena, CA · Est. 2024
- AUM
- $180M
- Per adviser
- $90M
- Advisers
- 2
No reported disclosures
Lake Avenue Financial LLC
Pasadena, CA · Est. 2021
- AUM
- $155M
- Per adviser
- $52M
- Advisers
- 3
No reported disclosures
Appian Way Financial
Pasadena, CA · Est. 2024
- AUM
- $143M
- Per adviser
- $143M
- Advisers
- 1
No reported disclosures
Derive Wealth
Pasadena, CA · Est. 2025
- AUM
- $141M
- Per adviser
- $141M
- Advisers
- 1
No reported disclosures
Impact Fiduciary LLC
Pasadena, CA · Est. 2025
- AUM
- $127M
- Per adviser
- $64M
- Advisers
- 2
No reported disclosures
Alpha One Asset Management LLC
Pasadena, CA · Est. 2025
- AUM
- $115M
- Per adviser
- $57M
- Advisers
- 2
Bernard & Johnson Family Wealth Management
Pasadena, CA · Est. 2025
- AUM
- $113M
- Per adviser
- $57M
- Advisers
- 2
No reported disclosures
Onward Advisors LLC
Pasadena, CA · Est. 2022
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Scout Wealth Advisors LLC
Pasadena, CA · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures