
Find a Financial Advisor in Pasadena, CA
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We did the hard work of finding trustworthy partners in Pasadena, CA.
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We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our Process for Choosing
An Independent Financial Advisor in Pasadena, CA
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Financial Advisor Close to Pasadena, CA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Pasadena, CA
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
Find a Fee-Only Financial Planner Near Pasadena, CA
We evaluated over 13,000 RIA firms to bring you the best of the best Pasadena financial advisors.
How Retirement-Friendly is Pasadena, CA?
- Population: 141,258
- % of Population 62 Years and Over: 19.1%
- Average Home Value: $774,700
- Average Monthly Housing Cost: $1,867
- Average Household Income: $118,418
- California Total Tax Burden: 9.48% (10th Highest in U.S.)
- California Property Tax: 2.64% (19th Lowest in U.S.)
- California Individual Income Tax: 3.78% (4th Highest in U.S.)
- California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)
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The Top Financial Advisor Firms in Pasadena, CA
FLAHERTY & CRUMRINE INCORPORATED
(626) 795-7300301 E Colorado Blvd
Suite 800
Pasadena, CA 91101
SEC#: 801-19384
Years in Business: 38 years
FIRST QUADRANT
(626) 795-8220800 East Colorado Blvd
Suite 900
Pasadena, CA 91101
SEC#: 801-51748
Years in Business: 26 years
CAPITAL RESEARCH & CONSULTING LLC
(626) 844-144015 S. Raymond Avenue
Suite 200
Pasadena, CA 91105
SEC#: 801-56356
Years in Business: 23 years
STRATEGY ASSET MANAGERS L.L.C.
(626) 657-0559790 E. Colorado Blvd
Suite 200
Pasadena, CA 91101
SEC#: 801-60049
Years in Business: 21 years
OSHER VAN DE VOORDE INVESTMENT MANAGEMENT
(626) 844-7184125 North Raymond Avenue
Suite 309
Pasadena, CA 91103
SEC#: 801-49690
Years in Business: 26 years
ARROYO INVESTMENT GROUP, LLC
(626) 844-144115 S. Raymond Avenue
Suite 200
Pasadena, CA 91105
SEC#: 801-62813
Years in Business: 18 years
SFG RETIREMENT PLAN CONSULTING, LLC
(626) 578-0816225 S. Lake Ave.
Suite 600
Pasadena, CA 91101
SEC#: 801-106929
Years in Business: 6 years
PANTHEON INVESTMENT GROUP, LLC
(626) 714-7501626 South Lake Avenue
Pasadena, CA 91106
SEC#: 801-112518
Years in Business: 4 years
KOBO RETIREMENT STRATEGIES
(626) 578-0816225 S Lake Avenue
Ste 600
Pasadena, CA 91101
SEC#: 801-108393
Years in Business: 5 years
Pasadena, CA Financial Advisor FAQs
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.