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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

CAPITAL STANDARD LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
SAGEWATER WEALTH MANAGEMENT LLC
COPPELL ADVISORY SOLUTIONS LLC
RCF ASSET MANAGEMENT GROUP 4, LLC
RSC ASSET MANAGEMENT GROUP, LLC
RSC INDUSTRIAL ASSET MANAGEMENT GROUP 2, LLC
RCF ASSET MANAGEMENT GROUP 3, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HIGHTOWER ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
JOEL R. MOGY INVESTMENT COUNSEL INC.
GREAT GABLE WEALTH MANAGEMENT, LLC
NEWEDGE ADVISORS
EDWARD JONES

Investors

Amber Mary Gaitan
Timothy Christopher Camas
DANIEL VICTOR CROLL
CAROLINE GRACE RAKNESS
PAMELA HARLAN WILSON
Ryan Patrick Lynch
Rong Wang
Boyuan Zhou
yvonne rui qi
sarah zhu
Lu Chen
JAMES JAY HAUSBERG
Samaneh Anahid
CHRISTY LEE-SCHIRO
Babak Ben Zaringhalam
Ramez Robbie Khzam
Ivan J. Vegas
JOEL RONALD MOGY
BRADFORD Allen STELZER
THOMAS WILLIAM CRECELIUS
JACQUES ALAIN SOENENS
AMIR NMN NAVAB
DAMION LENELL SMITH
SHAMYA MUNNI ULLAH
Cynthia Maria Bollinger
Edward S Hays

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