Investment adviser firms in PASADENA, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
42 firms · Source months shown: July 2026 and August 2026
- ALPHA ONE ASSET MANAGEMENT LLCCRD 338725 · PASADENA, CA$114,691,785.00Regulatory AUM · July 2026
- APPIAN WAY FINANCIAL LLCCRD 168109 · PASADENA, CA$142,870,837.00Regulatory AUM · August 2026
- ARROYO INVESTMENT GROUP, LLCCRD 130243 · PASADENA, CA$319,454,438.00Regulatory AUM · August 2026
- BERNARD & JOHNSON, LLCCRD 283871 · PASADENA, CA$113,077,036.00Regulatory AUM · August 2026
- CAPITAL RESEARCH & CONSULTING LLCCRD 109868 · PASADENA, CA$5,985,401,577.00Regulatory AUM · August 2026
- CLIFFORD SWAN INVESTMENT COUNSEL LLCCRD 108033 · PASADENA, CA$4,482,345,088.00Regulatory AUM · August 2026
- CMR CAPITAL MANAGEMENT, LLCCRD 284054 · PASADENA, CA$275,126,338.00Regulatory AUM · August 2026
- DERIVE WEALTH LLCCRD 284619 · PASADENA, CA$141,290,000.00Regulatory AUM · August 2026
- DISHMI CAPITAL, LLCCRD 336392 · PASADENA, CA$215,077,959.00Regulatory AUM · August 2026
- EAST WEST WEALTH ADVISORS LLCCRD 342776 · PASADENA, CANot availableRegulatory AUM · August 2026
- FELICITAS GLOBAL PARTNERS, LLCCRD 292411 · PASADENA, CA$804,376,640.00Regulatory AUM · August 2026
- FIRST WILSHIRE SECURITIES MANAGEMENT, INC.CRD 171971 · PASADENA, CA$415,474,414.00Regulatory AUM · August 2026
- FLAHERTY & CRUMRINE INCORPORATEDCRD 105499 · PASADENA, CA$4,149,835,668.00Regulatory AUM · August 2026
- FOUNDRY FINANCIAL LLCCRD 300122 · PASADENA, CA$232,611,535.00Regulatory AUM · August 2026
- FULLER INVESTMENT MANAGEMENT COMPANYCRD 167467 · PASADENA, CA$264,464,740.00Regulatory AUM · August 2026
- GUINNESS ATKINSON ASSET MANAGEMENT, INC.CRD 124465 · PASADENA, CA$344,363,413.00Regulatory AUM · August 2026
- HALL CAPITAL, LLCCRD 153961 · PASADENA, CA$180,000,000.00Regulatory AUM · August 2026
- HBA ADVISORS, LLCCRD 152050 · PASADENA, CA$234,310,000.00Regulatory AUM · August 2026
- IMPACT FIDUCIARY LLCCRD 288345 · PASADENA, CA$155,000,000.00Regulatory AUM · August 2026
- KONDO WEALTH ADVISORS, INCCRD 175347 · PASADENA, CA$365,077,914.00Regulatory AUM · August 2026
- LAKE AVENUE FINANCIAL LLCCRD 315746 · PASADENA, CA$154,709,844.00Regulatory AUM · August 2026
- LAWRENCE W. KELLY & ASSOCIATES, INC.CRD 106635 · PASADENA, CA$540,075,064.00Regulatory AUM · August 2026
- LOGIC WEALTH MANAGEMENT, LLCCRD 153453 · PASADENA, CA$184,749,471.00Regulatory AUM · August 2026
- ONWARD ADVISORS LLCCRD 316214 · PASADENA, CANot availableRegulatory AUM · August 2026
- PASADENA PRIVATE WEALTH, LLCCRD 295178 · PASADENA, CA$1,620,620,686.00Regulatory AUM · August 2026
- PRIMECAP MANAGEMENT COCRD 105516 · PASADENA, CA$139,344,370,550.00Regulatory AUM · August 2026
- RETIREMENT WELLNESS GROUP LLCCRD 297255 · PASADENA, CA$526,582,694.00Regulatory AUM · August 2026
- ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATESCRD 109766 · PASADENA, CA$510,925,781.00Regulatory AUM · August 2026
- ROUND HILL ASSET MANAGEMENT INCCRD 107069 · PASADENA, CA$271,348,002.00Regulatory AUM · August 2026
- SCHNIEDERS CAPITAL MANAGEMENT, LLC.CRD 120952 · PASADENA, CA$1,061,760,422.00Regulatory AUM · August 2026
- SCOUT WEALTH ADVISORS LLCCRD 338629 · PASADENA, CANot availableRegulatory AUM · July 2026
- SHUSTER ADVISORY GROUP, LLCCRD 170233 · PASADENA, CA$10,318,497,572.00Regulatory AUM · August 2026
- SKYLAR WEALTH MANAGEMENT, LLCCRD 341591 · PASADENA, CANot availableRegulatory AUM · August 2026
- STERLING GROUP WEALTH MANAGEMENT, LLCCRD 111782 · PASADENA, CA$471,344,505.00Regulatory AUM · August 2026
- STRATEGY ASSET MANAGERS L.L.C.CRD 109939 · PASADENA, CA$930,077,850.00Regulatory AUM · August 2026
- TORREY-PAYNE WEALTH MANAGEMENT, LLCCRD 336703 · PASADENA, CA$184,754,039.00Regulatory AUM · August 2026
- TREND TRADE PRO, LLCCRD 328383 · PASADENA, CA$298,313,852.00Regulatory AUM · August 2026
- WEDBUSH FUND ADVISERS, LLCCRD 334057 · PASADENA, CA$1,021,187,354.00Regulatory AUM · August 2026
- WEDBUSH SECURITIES INC.CRD 877 · PASADENA, CA$5,684,848,455.00Regulatory AUM · August 2026
- WESPAC ADVISORS SOCAL, LLCCRD 158413 · PASADENA, CA$609,836,124.00Regulatory AUM · August 2026
- WESTERN ASSET MANAGEMENT COMPANY, LLCCRD 110441 · PASADENA, CA$184,988,342,421.00Regulatory AUM · August 2026
- WIMMER ASSOCIATES I, LLCCRD 125243 · PASADENA, CA$475,945,000.00Regulatory AUM · August 2026