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:
CLIFFORD SWAN INVESTMENT COUNSELORS
CRD#: 108033
Address: 177 E. Colorado Blvd Ste 550, Pasadena, CA 91105-1965
Clients: 301
Average Clients per Advisor: 21
AUM: $ 3.6B
WESTERN INTERNATIONAL SECURITIES, INC.
CRD#: 39262
Address: 70 S. Lake Ave. Ste. 700, Pasadena, CA 91101
Clients: 11,399
In Business for: 31 Years
Average Clients per Advisor: 37
AUM: $ 3.5B
Disclosures: 16
GAMBLE JONES INVESTMENT COUNSEL
CRD#: 107158
Address: 301 E. Colorado Boulevard Suite 830, Pasadena, CA 91101
AUM: $ 1.6B
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
CRD#: 120952
Address: 201 South Lake Avenue Suite 303, Pasadena, CA 91101
Clients: 226
Average Clients per Advisor: 75
AUM: $ 1.1B
PASADENA PRIVATE WEALTH, LLC
CRD#: 295178
Address: 2 North Lake Avenue Suite 520, Pasadena, CA 91101
Clients: 123
Average Clients per Advisor: 24
AUM: $ 917M
STRATEGY ASSET MANAGERS L.L.C.
CRD#: 109939
Address: 790 E. Colorado Blvd Suite 200, Pasadena, CA 91101
Clients: 284
Average Clients per Advisor: 35
AUM: $ 593M
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
Steven Harlen Levine
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Lisa Ann Detanna
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Mark Robert Fasano
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Glen Ferrand
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Nathan Willard
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Ellen Chiang
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeffrey Steven Sheefel
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Perry S Richards
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joshua Alan Markman
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Carolyn Frances Hemann
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Edward Y Tom
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
David Jay Young
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Richard Allen Jones
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Debra Rose Del Nero
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Stephanie Withers
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Paul William Barker
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Richard Baer
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Nazie Saffari-moini
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Danielle Cynthia Blunt
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Diana Reyes
Registered Affiliation(s):EDWARD JONES
Bradley Lowell Fine
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Joseph Lavoyd Pates
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Tracey Gluck
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Keith William Webster
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, 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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