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Best financial advisors in Pasadena, CA

Registered advisers within 25 miles of Pasadena, CA.

Offices
2,631
Firms
1,140
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,509,585 clients when Item 5C has a number
Avg / client
$7.89M
Combined AUM ÷ clients

Nearby offices

Firms

M3 ASSET MANAGEMENT, INC.
LPL FINANCIAL LLC
FULLER INVESTMENT MANAGEMENT COMPANY
WESTERN ASSET MANAGEMENT COMPANY
CETERA INVESTMENT ADVISERS LLC
APPIAN WAY FINANCIAL
TRANSAMERICA FINANCIAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
FAVOR WEALTH ADVISORS, LLC
FIDUCIA WEALTH MANAGEMENT
SOVRAN ADVISORS, LLC
FLAHERTY & CRUMRINE INCORPORATED

Investors

DAVID DAEJOON KIM
Tiffney Chang
anush keshishyan
Clifford F Robbins
Jeffrey Felix
Ross Warren Benson
TODD B DERRICK
DARIA V THOMAS
Peter Tsu
TING Y WANG
WEI JING
Kevin Duong
WENBO JIANG
WILLIAM CHENG WU TUNG
JAI LINH HUYNH
Lilly Tung
HELEN HUI ZHOU
STEVE LEE
TINA HWANG
Kingsley Wong
Nicole Shao
Leilei Chen
BRIAN L ZHU
OLIVER Y TAO
Eric Ma
Chun Gu
DAN LIU
JIA NI
CHINGPAO CHANG
KEVIN DOANE SHELDAHL
Wasana Arayatanon
Sirorat Lertsangpetch
PATRICIA ALINE PROUDMAN
KAWIN THONCOMPEERAVAS
Sophia Laohasongkram
Menchu Ituralde
Sathita Kerdpongvanich
Kevin Charles Burns
GEOFFREY HELMING PALENIK
McKensie Rebecca Badal
YOONI CHANG
ALEX CHOI
MICHAEL JOSEPH PULS
Berta Alicia Gordon
RICKY ENRIQUE BIEL
JUAN CARLOS SALAZAR
Daniel Seth Voytko
Claudia Yihsien Lin
TIFFANY M YEE
TONY RAYGOZA
Justin Carl Galietti
Raphy Timour
CHARLIE DEAVER
KATHLEEN ANN STOVEL
PERRY JAMES JOHNSON
JULIE J FOONG
KALEIGH RENEE HOLLANDER
JAYE CLIFFORD OPPEDAHL FERGUSON
EDMUNDO CERECERES ALVARADO
HARRY DAVID ADINATA
TIMOTHY ALAN JOHNSON
CHRISTOPHER LEE WILLIS
PHILIP STEWART GLEASON
WHITNEY L VISGER
NICOLE TAYLOR RYAN
COLIN STEPHENSON MACKENZIE
AUSTIN PARK
JEFFREY JAY PORTER
PAUL REYNOLD CYGAL
JAMES STUART OLSON
MATTHEW BRYAN DUPON
THERESA MARY CHRISTINE MAHONEY
SCOTT ELLIOTT MILLER
Arin Hovanesian
LEO PUI HONG WAI

Within 25 miles of Pasadena, CA, Best Investors lists 1,140 registered investment advisory firms with 2,631 offices nearby, managing about $27.7T in combined regulatory AUM across 3,509,585 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Pasadena

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM