Top Financial Advisors in Pasadena, California
Finding the right financial advisor in Pasadena is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Pasadena, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Pasadena, CA.
Find the Best Financial Advisor Firms in Pasadena:
SHUSTER ADVISORY GROUP, LLC
CRD#: 170233
Address: 155 N. Lake Ave. Suite 950, Pasadena, CA 91101
Clients: 41
Average Clients per Advisor: 4
AUM: $ 7.9B
WEDBUSH SECURITIES INC.
CRD#: 877
Address: 225 S. Lake Ave Penthouse 225 S. Lake Ave Penthouse, Pasadena, CA 91101
Clients: 7,291
In Business for: 59 Years
Average Clients per Advisor: 36
AUM: $ 5.7B
Disclosures: 211
CLIFFORD SWAN INVESTMENT COUNSELORS
CRD#: 108033
Address: 177 E. Colorado Blvd Ste 550, Pasadena, CA 91105-1965
Clients: 315
Average Clients per Advisor: 21
AUM: $ 4.1B
WESTERN INTERNATIONAL SECURITIES, INC.
CRD#: 39262
Address: 70 S. Lake Ave. Suite 700, Pasadena, CA 91101
Clients: 6,054
In Business for: 31 Years
Average Clients per Advisor: 30
AUM: $ 3.5B
Disclosures: 21
PASADENA PRIVATE WEALTH, LLC
CRD#: 295178
Address: 2 North Lake Avenue Suite 520, Pasadena, CA 91101
Clients: 164
Average Clients per Advisor: 23
AUM: $ 1.3B
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
CRD#: 120952
Address: 200 South Los Robles Avenue Suite 510, Pasadena, CA 91101
Clients: 237
Average Clients per Advisor: 118
AUM: $ 864M
How We Chose the Top Financial Advisors in Pasadena, California
To create this list of top financial advisor firms in Pasadena, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Pasadena has to offer.
Search Financial Advisors in Pasadena, California
Teresa Sue Harmon
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Gail Diane Reid
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Leon Russell Laub
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Ryan Patrick Hawkins
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Tara Tussing Unverzagt
Registered Affiliation(s):SOUTH BAY FINANCIAL PARTNERS
Kevin Duane Mayo
Registered Affiliation(s):FALCON WEALTH PLANNING, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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