AdvisorRanked

Best Financial Advisors in PASADENA, California

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

41
Registered Firms
0.95%
Median Fee
of assets/year
$365M
Median AUM
41
Firms Listed
in our database

Top-Ranked Advisors in PASADENA

#1
100

PRIMECAP MANAGEMENT CO

PASADENA, CA · Since 1983

$139.3B AUM22 clientsFee: 0%
FiduciaryFee-Only
#2
100

LK&A INVESTMENT COUNSEL

PASADENA, CA · Since 1985

$540M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100

ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES

PASADENA, CA · Since 1978

$511M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
100

CAPITAL RESEARCH & CONSULTING LLC

PASADENA, CA · Since 1999

$6.0B AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
100

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

PASADENA, CA · Since 2002

$1.1B AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

WIMMER ASSOCIATES LLC

PASADENA, CA · Since 2004

$476M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
100

EQUANIMITY FINANCIAL PARTNERS

PASADENA, CA · Since 2009

$167M AUM1 clientsFee: 0%
FiduciaryFee-Only
#8
100

LOGIC WEALTH MANAGEMENT, LLC

PASADENA, CA · Since 2024

$185M AUM9 clientsFee: 0%
FiduciaryFee-Only
#9
100

HALL CAPITAL, LLC

PASADENA, CA · Since 2024

$180M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

APPIAN WAY FINANCIAL

PASADENA, CA · Since 2024

$143M AUM1 clientsFee: 0%
FiduciaryFee-Only
#11
100

SHUSTER ADVISORY GROUP, LLC

PASADENA, CA · Since 2015

$10.3B AUM11 clientsFee: 0%
FiduciaryFee-Only
#12
100

FIRST WILSHIRE SECURITIES MANAGEMENT, INC.

PASADENA, CA · Since 1980

$415M AUM6 clientsFee: 0%
FiduciaryFee-Only
#13
100

BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT

PASADENA, CA · Since 2025

$113M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
100

CMR CAPITAL MANAGEMENT, LLC

PASADENA, CA · Since 2016

$275M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
100

DERIVE WEALTH

PASADENA, CA · Since 2025

$141M AUM1 clientsFee: 0%
FiduciaryFee-Only
#16
100

IMPACT FIDUCIARY LLC

PASADENA, CA · Since 2025

$127M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
100

RETIREMENT WELLNESS GROUP

PASADENA, CA · Since 2018

$527M AUM2 clientsFee: 0%
FiduciaryFee-Only
#18
100

FOUNDRY FINANCIAL LLC

PASADENA, CA · Since 2025

$233M AUM7 clientsFee: 0%
FiduciaryFee-Only
#19
100

LAKE AVENUE FINANCIAL LLC

PASADENA, CA · Since 2021

$155M AUM3 clientsFee: 0%
FiduciaryFee-Only
#20
100

ONWARD ADVISORS LLC

PASADENA, CA · Since 2022

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#21
100

TREND TRADE PRO, LLC

PASADENA, CA · Since 2024

$298M AUM1 clientsFee: 0%
FiduciaryFee-Only
#22
100

TORREY-PAYNE WEALTH MANAGEMENT

PASADENA, CA · Since 2025

$185M AUM1 clientsFee: 0%
FiduciaryFee-Only
#23
100

SCOUT WEALTH ADVISORS LLC

PASADENA, CA · Since 2025

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
100

FLAHERTY & CRUMRINE INCORPORATED

PASADENA, CA · Since 1983

$4.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
#25
100

WEDBUSH FUND ADVISERS, LLC

PASADENA, CA · Since 2025

$1.0B AUM2 clientsFee: 0%
FiduciaryFee-Only
#26
100

GUINNESS ATKINSON ASSET MANAGEMENT, INC.

PASADENA, CA · Since 2002

$344M AUM24 clientsFee: 0%
FiduciaryFee-Only
#27
95

ROUND HILL ASSET MANAGEMENT INC

PASADENA, CA · Since 1986

$271M AUM3 clientsFee: 0%
FiduciaryFee-Only
#28
95

CLIFFORD SWAN INVESTMENT COUNSELORS

PASADENA, CA · Since 1999

$4.5B AUM17 clientsFee: 0%
FiduciaryFee-Only
#29
95

STRATEGY ASSET MANAGERS L.L.C.

PASADENA, CA · Since 2001

$930M AUM10 clientsFee: 0%
FiduciaryFee-Only
#30
95

THE STERLING GROUP

PASADENA, CA · Since 2012

$471M AUM5 clientsFee: 0%
FiduciaryFee-Only
#31
95

ARROYO INVESTMENT GROUP, LLC

PASADENA, CA · Since 2004

$319M AUM3 clientsFee: 0%
FiduciaryFee-Only
#32
95

STONEMARK WEALTH MANAGEMENT

PASADENA, CA · Since 2012

$610M AUM8 clientsFee: 0%
FiduciaryFee-Only
#33
95

FULLER INVESTMENT MANAGEMENT COMPANY

PASADENA, CA · Since 2013

$264M AUM3 clientsFee: 0%
FiduciaryFee-Only
#34
95

FELICITAS GLOBAL PARTNERS, LLC

PASADENA, CA · Since 2018

$804M AUM9 clientsFee: 0%
FiduciaryFee-Only
#35
95

PASADENA PRIVATE WEALTH, LLC

PASADENA, CA · Since 2018

$1.6B AUM8 clientsFee: 0%
FiduciaryFee-Only
#36
95

STERLING FINANCIAL GROUP, INC.

PASADENA, CA · Since 2019

$16M AUM4 clientsFee: 0%
FiduciaryFee-Only
#37
95

DISHMI CAPITAL, LLC

PASADENA, CA · Since 2025

$215M AUM2 clientsFee: 0%
FiduciaryFee-Only
#38
90

KONDO WEALTH ADVISORS, INC

PASADENA, CA · Since 2015

$365M AUM2 clientsFee: 0%
Broker-Dealer
#39
87

ALPHA ONE ASSET MANAGEMENT LLC

PASADENA, CA · Since 2025

$115M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#40
85

WESTERN ASSET MANAGEMENT COMPANY

PASADENA, CA · Since 1971

$185.0B AUM82 clientsFee: 0%
FiduciaryFee-Only
#41
60

WEDBUSH SECURITIES INC.

PASADENA, CA · Since 1970

$5.7B AUM202 clientsFee: 0%
Broker-Dealer66 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in PASADENA?

The median advisory fee in PASADENA, CA is 0.95% of assets under management per year, based on Form ADV filings from 41 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.