SEC-registered financial advisors in Pasadena, CA
Common fee types
- 97%Percentage of assets
- 67%Fixed or flat fee
- 37%Hourly
Showing 24 of 30
- Appian Way Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Arroyo Investment Group, LLC$100M to $500MSEC recordPercentage of assets
- Bernard & Johnson Family Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Clifford Swan Investment Counselors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Derive Wealth$100M to $500MSEC recordFixed or flat fee
- Dishmi Capital, LLC$100M to $500MSEC recordPercentage of assets
- Equanimity Financial Partners$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- First Wilshire Securities Management, Inc.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Foundry Financial LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Fuller Investment Management Company$100M to $500MSEC recordPercentage of assets
- Hall Capital, LLC$100M to $500MSEC recordPercentage of assets
- Impact Fiduciary LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Kondo Wealth Advisors, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lake Avenue Financial LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lk&A Investment Counsel$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Logic Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pasadena Private Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Retirement Wellness Group$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Robert L. Bender, Inc. dba Robert Bender & Associates$500M to $1BSEC recordPercentage of assets
- Round Hill Asset Management Inc$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Schnieders Capital Management, LLC.$1B or moreSEC recordPercentage of assets
- Shuster Advisory Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Stonemark Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Strategy Asset Managers L.L.C.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- The Sterling Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Torrey-Payne Wealth Management$100M to $500MSEC recordPercentage of assets
- Trend Trade Pro, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Wedbush Securities Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissions
- Western Asset Management Company$1B or moreSEC recordPercentage of assetsPerformance-based
- Wimmer Associates LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.