Investment advisers in Pasadena, CA

40 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

Firm	Assets	Employees	Disclosures
Western Asset Management Company	$184.99 billion	137	3
Primecap Management Co	$139.34 billion	43	0
Shuster Advisory Group, LLC	$10.32 billion	15	0
Capital Research & Consulting LLC	$5.99 billion	8	0
Wedbush Securities Inc.	$5.68 billion	897	8
Clifford Swan Investment Counselors	$4.48 billion	40	0
Flaherty & Crumrine Incorporated	$4.15 billion	14	0
Pasadena Private Wealth, LLC	$1.62 billion	19	0
Schnieders Capital Management, LLC.	$1.06 billion	8	0
Wedbush Fund Advisers, LLC	$1.02 billion	5	0
Strategy Asset Managers L.L.C.	$930.1 million	10	2
Felicitas Global Partners, LLC	$804.4 million	15	0
Stonemark Wealth Management	$609.8 million	12	0
Lk&a Investment Counsel	$540.1 million	5	0
Retirement Wellness Group	$526.6 million	2	0
Robert L. Bender, Inc. Dba Robert Bender & Associates	$510.9 million	5	0
Wimmer Associates LLC	$475.9 million	4	0
The Sterling Group	$471.3 million	9	0
First Wilshire Securities Management, Inc.	$415.5 million	9	0
Kondo Wealth Advisors, Inc	$365.1 million	8	0
Guinness Atkinson Asset Management, Inc.	$344.4 million	41	0
Arroyo Investment Group, LLC	$319.5 million	8	0
Trend Trade Pro, LLC	$298.3 million	1	0
Cmr Capital Management, LLC	$275.1 million	6	0
Round Hill Asset Management Inc	$271.3 million	6	0
Fuller Investment Management Company	$264.5 million	9	0
Equanimity Financial Partners	$234.3 million	4	3
Foundry Financial LLC	$232.6 million	10	0
Dishmi Capital, LLC	$215.1 million	4	0
Torrey-payne Wealth Management	$184.8 million	2	0
Logic Wealth Management, LLC	$184.7 million	9	0
Hall Capital, LLC	$180.0 million	3	0
Impact Fiduciary LLC	$155.0 million	3	0
Lake Avenue Financial LLC	$154.7 million	5	0
Appian Way Financial	$142.9 million	1	0
Derive Wealth	$141.3 million	2	0
Bernard & Johnson Family Wealth Management	$113.1 million	2	0
East West Wealth Advisors LLC	$0	5	0
Skylar Wealth Management, LLC	$0	2	0
Onward Advisors LLC	$0	5	0