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

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Top Rated Established Verified40 firms shown

Top-Ranked Advisors in PASADENA

Page 1 of 2 · 41 firms

CAPITAL RESEARCH & CONSULTING LLC

PASADENA, CA · Since 1999

$6.0B AUM2 clientsFee: 0%

FiduciaryFee-Only

FLAHERTY & CRUMRINE INCORPORATED

PASADENA, CA · Since 1983

$4.1B AUM8 clientsFee: 0%

FiduciaryFee-Only

PRIMECAP MANAGEMENT CO

PASADENA, CA · Since 1983

$139.3B AUM22 clientsFee: 0%

FiduciaryFee-Only

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

PASADENA, CA · Since 2002

$1.1B AUM2 clientsFee: 0%

FiduciaryFee-Only

SHUSTER ADVISORY GROUP, LLC

PASADENA, CA · Since 2015

$10.3B AUM11 clientsFee: 0%

FiduciaryFee-Only

WIMMER ASSOCIATES LLC

PASADENA, CA · Since 2004

$476M AUM4 clientsFee: 0%

FiduciaryFee-Only

LK&A INVESTMENT COUNSEL

PASADENA, CA · Since 1985

$540M AUM2 clientsFee: 0%

FiduciaryFee-Only

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

PASADENA, CA · Since 1978

$511M AUM2 clientsFee: 0%

FiduciaryFee-Only

EQUANIMITY FINANCIAL PARTNERS

PASADENA, CA · Since 2009

$167M AUM1 clientsFee: 0%

FiduciaryFee-Only

FIRST WILSHIRE SECURITIES MANAGEMENT, INC.

PASADENA, CA · Since 1980

$415M AUM6 clientsFee: 0%

FiduciaryFee-Only

GUINNESS ATKINSON ASSET MANAGEMENT, INC.

PASADENA, CA · Since 2002

$344M AUM24 clientsFee: 0%

FiduciaryFee-Only

CMR CAPITAL MANAGEMENT, LLC

PASADENA, CA · Since 2016

$275M AUM3 clientsFee: 0%

FiduciaryFee-Only

WEDBUSH FUND ADVISERS, LLC

PASADENA, CA · Since 2025

$1.0B AUM2 clientsFee: 0%

FiduciaryFee-Only

RETIREMENT WELLNESS GROUP

PASADENA, CA · Since 2018

$527M AUM2 clientsFee: 0%

FiduciaryFee-Only

LOGIC WEALTH MANAGEMENT, LLC

PASADENA, CA · Since 2024

$185M AUM9 clientsFee: 0%

FiduciaryFee-Only

LAKE AVENUE FINANCIAL LLC

PASADENA, CA · Since 2021

$155M AUM3 clientsFee: 0%

FiduciaryFee-Only

HALL CAPITAL, LLC

PASADENA, CA · Since 2024

$180M AUM2 clientsFee: 0%

FiduciaryFee-Only

APPIAN WAY FINANCIAL

PASADENA, CA · Since 2024

$143M AUM1 clientsFee: 0%

FiduciaryFee-Only

DERIVE WEALTH

PASADENA, CA · Since 2025

$141M AUM1 clientsFee: 0%

FiduciaryFee-Only

IMPACT FIDUCIARY LLC

PASADENA, CA · Since 2025

$127M AUM2 clientsFee: 0%

FiduciaryFee-Only

FOUNDRY FINANCIAL LLC

PASADENA, CA · Since 2025

$233M AUM7 clientsFee: 0%

FiduciaryFee-Only

ONWARD ADVISORS LLC

PASADENA, CA · Since 2022

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

TREND TRADE PRO, LLC

PASADENA, CA · Since 2024

$298M AUM1 clientsFee: 0%

FiduciaryFee-Only

TORREY-PAYNE WEALTH MANAGEMENT

PASADENA, CA · Since 2025

$185M AUM1 clientsFee: 0%

FiduciaryFee-Only

BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT

PASADENA, CA · Since 2025

$113M AUM2 clientsFee: 0%

FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

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.