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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

ASPIRIANT, LLC
JEFFERIES INVESTMENT ADVISERS LLC
BRENTVIEW INVESTMENT MANAGEMENT, LLC
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
B. RILEY WEALTH PRIVATE SHARES
WHITTIER ADVISORS, LLC
B. RILEY WEALTH ADVISORS, INC.
CAPITAL CLIENT GROUP, INC.
AVANTE CAPITAL PARTNERS LP
MAR VISTA INVESTMENT PARTNERS, LLC
ANGELES EQUITY PARTNERS, LLC
LOS ANGELES CAPITAL MANAGEMENT LLC
BRENTWOOD PRIVATE EQUITY, LLC
WESTWOOD WEALTH MANAGEMENT
BALMORAL MANAGEMENT II L.P.
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
HILLTOP SECURITIES INC.
LPL ENTERPRISE, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

BRETT ALLEN GOOKIN
JOHN DAVID ALLEN
DEVIN DUFFY CRUISE
MICHAEL WILLIS KING
Fernando Sanchez
Pratibha Yadav
Adam Christopher Slade
LINDA KAYE KITCHENS
ANDREW PATRICK HAMILTON
SANDRA LEIGH BRAGAR
GREGORY RYAN SCHICK
MARC CASTELLANI
ROBERT JOSEPH FRANCAIS
BRADLEY ALAN WEBER
SAM LEE
KAREN RUTH BLODGETT
RYAN TRAGER NELSON
CHRISTOPHER JAMES KAZMER
DANIEL M MOAS
Michael Wu
WENDY CAROL WILDEY
KAREN MARGARET CLAPP
DAVID CHRISTOPHER GRECSEK
MINDY BETH TANKEL
VIRGINIA IRENE KING
MICHAEL STUART ANGELL
SAMANTHA SONG PARK
TIMOTHY WINFIELD HARVEY
NICHOLAS HOGAN RUZETTE
JAN NICOLE RAMIREZ VEGA
Owen Arthur Reynolds
Nolan Sapigao Alinsod
PAUL JOSEPH HYNES
ADAM EVERETT STANLEY
Anna Marie Van Pilsum-Johnson
Matthew William John Sharp
Gina Marie Willkomm
LISA MARIE COLLETTI
MICHAEL B. WEISSMAN
GREGORY K CHO
CYNTHIA MARIE ARAGON
Shant Kevin Gourdikian
Ronald Locatelli Flores
Richard Gutierrez
David Archila
Mariella Ann Caruso
Emily Konrad Lantz
Tenny Elize Adourian
THOMAS JOHN KELLEHER
Harley Travis Moore
STEPHEN CHUNG-YEE LOH
JOSEPH BYRON DOWD
JEFFREY BOWDITCH PRESTINE
JOSHUA JOSEPH HONEYCUTT
BRIAN LEE MASSEY
SILAS ALGIA MYERS
TANNER BUTTON
MICHAEL ANDREW PURYEAR
Jeffrey Cosgrove
KATHERINE ERIN EHLERS
EFRAIN FELIPE BORENSTEIN
PAUL LAWRENCE WUNSCH
CHRISTOPHER D GOOD
ADAM RAY MELVILLE
TYLER COLE MALINGER
RONALD LEE GERSHON
MICHAEL ROSS NATZIC
GARY STEVEN FRAZEUR
PETER GEORGE CAPPOS
MILFORD LEE STERN
BARBARA FRENKEL
MICHAEL DAVID KARP
STACY LYNN STERNPORTMAN
JEFFREY MICHAEL MARGOLIS
Thomas Michael O'Connell
ZACHARY DAVID SABO
HYUNSEON ROE
JEFFREY PAUL NEWITT
Guillermo Antonio Saade
SEAN CARROLL
Gianluca Vitagliano
CAMERON KASHANI
Andrew Russell Hewitt
GEORGE JOHN ALEXOPOULOS
LAURO ALWYN BRAGANZA
Jeffrey Takeo Tanaka
Spencer Schreiber Miller
JORDAN KATSUJI YOSHITAKE
MICHAEL MIDEUM HAN
Alexander D. Burum
MARK D DUNTZ
MIGUEL Angel Hernandez
Michael Peter Kim
Robert Patrick Beamer
Zhihua Tang
Olga Gorokhovsky
ALEC HONG
ALEKSANDER PETER RASSEKHI
FRANK SUN
CASIMIR BALTAZAR NOCON
MICHAEL ANGELO LIRA
Byron Glenn Camp
MARIVIC DAR
CLARA SUNGYUN PARK
William Mai
PHILLIP VERTIN
Courtney Rhuez Sprinkle
Nathaniel Anthony Huck
SEAN Michael BENHABIB
Patrick Bunyamanop
MARY HUONG NGUYEN SAPADEN
Christopher Anthony Faulk
Han Kyul Kim
SHARON L YOUNG
MICHAEL David HERNANDEZ
Jeff Kritzberg
PARKER MECHAM
Jennifer Rong Hua
JACOB YASHAR
MICHAEL LIENERT
OLGA ALEKSANDROVNA GUREVICH
CLAUDIA Y BACKMAN
DAVID ANDREW ALLEN
SAVANNAH L PINCUS
GARY ALAN CHIATE
QIU XUE YANG
MARIBEL COBIAN
GREGORY HOELZEL
SHAWN HARE

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