Top 10 advisors in Pasadena
We’ve curated a list of the best financial advisors in Pasadena, take a look at it below
Find an advisor in Pasadena| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $117,232,900,412 | 44 advisors | ||
| 2 | $4,313,473,640 | 11 advisors | ||
| 3 | $3,943,267,235 | 15 advisors | ||
| 4 | $3,477,372,522 | 424 advisors | ||
| 5 | $3,090,738,559 | 31 advisors | ||
| 6 | $1,107,313,191 | 17 advisors | ||
| 7 | $855,898,044 | 13 advisors | ||
| 8 | $750,415,773 | 12 advisors | ||
| 9 | $697,980,366 | 10 advisors | ||
| 10 | $593,092,011 | 12 advisors |
How we came up with this list
To generate our top financial advisors list in Pasadena, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pasadena. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Primecap Management Co
Assets under management
$117,232,900,412
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Shuster Advisory Group, LLC
Assets under management
$4,313,473,640
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
3. Flaherty & Crumrine Incorporated
Assets under management
$3,943,267,235
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Western International Securities
Assets under management
$3,477,372,522
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
5. Clifford Swan Investment Counselors
Assets under management
$3,090,738,559
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
6. Gamble Jones Investment Counsel
Assets under management
$1,107,313,191
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Poplar Forest Capital LLC
Assets under management
$855,898,044
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Provision Of Investment Models For Other Advisers
8. Felicitas Global Partners, LLC
Assets under management
$750,415,773
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
9. Pasadena Private Wealth, LLC
Assets under management
$697,980,366
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Strategy Asset Managers L.l.c.
Assets under management
$593,092,011
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
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