Advisers in Pasadena, CA
55 advisers in Pasadena — 55 registered with SEC or state. Alphabetical. We do not rate or rank advisers.
Financial planning (37)Hourly fees (26)Flat / fixed fees (33)% of assets managed (53)Retirement plan consulting (12)
Featured spots in Pasadena, CA are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in Pasadena, CA — flat monthly price, no per-lead fees.See pricing
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Appian Way FinancialSEC registeredNo commissions reportedArroyo Investment Group, LLCSEC registeredNo commissions reportedBernard & Johnson Family Wealth ManagementSEC registeredNo commissions reportedBrumm Financial Services, LLCState registeredNo commissions reportedClifford Swan Investment CounselorsSEC registeredNo commissions reportedCorrigit Capital GroupState registeredNo commissions reportedDerive WealthSEC registeredNo commissions reportedDishmi Capital, LLCSEC registeredNo commissions reportedEquanimity Financial PartnersSEC registeredNo commissions reportedFavor Wealth Advisors, LLCState registeredNo commissions reported
Fiducia Wealth ManagementState registeredNo commissions reportedFirmo Investment Consulting ServicesState registeredNo commissions reportedFirst Financial ConsultingState registeredNo commissions reportedFirst Wilshire Securities Management, INC.SEC registeredNo commissions reportedFoundry Financial LLCSEC registeredNo commissions reportedFuller Investment Management CompanySEC registeredNo commissions reportedGarabedian Wealth Management GroupState registeredNo commissions reportedGlobalink Wealth Management, LLCState registeredNo commissions reportedGriffinest Asia Asset Management, LLCState registeredNo commissions reportedHall Capital, LLCSEC registeredNo commissions reportedImpact Fiduciary LLCSEC registeredNo commissions reportedJones Wealth Advisors, LLCState registeredNo commissions reportedKelmar Capital Management, LLCState registeredNo commissions reportedKondo Wealth Advisors, INCSEC registeredNo commissions reportedLake Avenue Financial LLCSEC registeredNo commissions reportedLamarque AtlasState registeredNo commissions reportedLk&a Investment CounselSEC registeredNo commissions reportedLogic Wealth Management, LLCSEC registeredNo commissions reportedLpr Capital, INC.State registeredNo commissions reportedM3 Asset Management, INC.State registeredNo commissions reportedMariposa Capital Management, LLCState registeredNo commissions reportedMission Street Wealth PlanningState registeredNo commissions reportedMurphy Investment Advisors, INC.State registeredNo commissions reportedOakgrowth Wealth Management LLCState registeredNo commissions reportedPacific Trust Wealth ManagementState registeredNo commissions reportedPasadena Private Wealth, LLCSEC registeredNo commissions reportedPercy E. Bolton Associates, INC.State registeredNo commissions reportedPysnik Financial, LLCState registeredNo commissions reportedQubera Wealth ManagementState registeredNo commissions reportedRetirement Wellness GroupSEC registeredNo commissions reportedRobert L. Bender, INC. DBA Robert Bender & AssociatesSEC registeredNo commissions reportedRound Hill Asset Management INCSEC registeredNo commissions reportedSchnieders Capital Management, LLC.SEC registeredNo commissions reportedShuster Advisory Group, LLCSEC registeredNo commissions reportedStonemark Wealth ManagementSEC registeredNo commissions reportedStrategy Asset Managers L.L.C.SEC registeredNo commissions reportedThe Sterling GroupSEC registeredNo commissions reportedTorrey-Payne Wealth ManagementSEC registeredNo commissions reportedTrend Trade Pro, LLCSEC registeredNo commissions reportedTsai Wealth ManagementState registeredNo commissions reportedVera Wealth LLCState registeredNo commissions reportedVida Private Wealth LLCState registeredNo commissions reportedWealtharch Investment Services, LLCState registeredNo commissions reportedWestern Asset Management CompanySEC registeredNo commissions reportedWimmer Associates LLCSEC registeredNo commissions reported
Talking to advisers in Pasadena? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.
Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.