National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Pasadena, California

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Pasadena, California

Last Updated - April 25, 2025

Pasadena has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 35 non-vetted advisors in your local area. These retirement advisors in Pasadena, California have an average of 24 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Pasadena, California

advisor

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Guillermo Saade
Prudential

Qualifications
CRD# 6894298
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Not Specified

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Jarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management

Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

X Advisors, LLC
CFP®

Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Pure Financial Advisors LLC
Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Michael DeSantis
CFP®
Farther Finance LLC

Qualifications
CRD# 6320795
Firm CRD# 302050
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Pasadena, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

385 E. Colorado Blvd.,
Pasadena, CA, 91101
$298,749,800,68436775471
A percentage of AUM, Performance Based
2

177 E Colorado Blvd., 11th Floor
Pasadena, CA, 91105
$134,476,880,9873740
A percentage of AUM
3

15 S. Raymond Avenue, Suite 200
Pasadena, CA, 91105
$6,339,135,274648
Fixed fees, Other (ASSET BASED FEES)
4

155 N. Lake Ave., Suite 500
Pasadena, CA, 91101
$6,284,266,54373012
A percentage of AUM, Fixed fees
5

301 E Colorado Blvd, Suite 800
Pasadena, CA, 91101-1911
$3,902,574,3401713
A percentage of AUM
6

177 E. Colorado Blvd, Ste 550
Pasadena, CA, 91105-1965
$3,848,216,402253131
A percentage of AUM, Hourly charges, Fixed fees
7

70 S. Lake Ave., Ste. 700
Pasadena, CA, 91101
$3,687,422,98712197461
A percentage of AUM, Hourly charges, Fixed fees
8

225 South Lake Avenue, Suite 950
Pasadena, CA, 91101
$1,214,373,8957113
A percentage of AUM
9

2 North Lake Avenue, Suite 520
Pasadena, CA, 91101
$1,209,114,893159413
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
10

65 North Raymond Avenue, Suite 315
Pasadena, CA, 91103
$819,101,7981312
A percentage of AUM, Fixed fees, Performance Based
11

200 South Los Robles Avenue, Suite 510
Pasadena, CA, 91101
$725,036,60610747
A percentage of AUM
12

790 E. Colorado Blvd, Suite 200
Pasadena, CA, 91101
$631,046,87197512
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
13

125 North Raymond Avenue, Suite 309
Pasadena, CA, 91103
$609,061,9774576
A percentage of AUM, Fixed fees
14

199 South Los Robles Avenue, Suite 850
Pasadena, CA, 91101-2461
$509,640,686885
A percentage of AUM, Fixed fees
15

123 South Marengo Ave., Suite 200
Pasadena, CA, 91101
$486,285,712812
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Pasadena, California

QualificationsFirm CRD# 110441

Assets Under Management $298,749,800,684

No. Of Clients36775

Clients Per Financial Advisor78

WESTERN ASSET MANAGEMENT COMPANY is a financial advisory firm situated in Pasadena, California. With a nearly $299B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36775 clients. The team consists of 471 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 105516

Assets Under Management $134,476,880,987

No. Of Clients37

Clients Per Financial Advisor1

PRIMECAP MANAGEMENT CO is a financial advisory firm situated in Pasadena, California. With a nearly $134B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 109868

Assets Under Management $6,339,135,274

No. Of Clients64

Clients Per Financial Advisor8

CAPITAL RESEARCH & CONSULTING LLC is a financial advisory firm situated in Pasadena, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed fees
  • Other (ASSET BASED FEES)

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 170233

Assets Under Management $6,284,266,543

No. Of Clients730

Clients Per Financial Advisor61

SHUSTER ADVISORY GROUP, LLC is a financial advisory firm situated in Pasadena, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 730 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
View Full Profile

QualificationsFirm CRD# 105499

Assets Under Management $3,902,574,340

No. Of Clients17

Clients Per Financial Advisor1

FLAHERTY & CRUMRINE INCORPORATED is a financial advisory firm situated in Pasadena, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 108033

Assets Under Management $3,848,216,402

No. Of Clients2531

Clients Per Financial Advisor82

CLIFFORD SWAN INVESTMENT COUNSELORS is a financial advisory firm situated in Pasadena, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2531 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
View Full Profile

QualificationsFirm CRD# 39262

Assets Under Management $3,687,422,987

No. Of Clients12197

Clients Per Financial Advisor26

WESTERN INTERNATIONAL SECURITIES is a financial advisory firm situated in Pasadena, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12197 clients. The team consists of 461 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 145250

Assets Under Management $1,214,373,895

No. Of Clients71

Clients Per Financial Advisor5

POPLAR FOREST CAPITAL LLC is a financial advisory firm situated in Pasadena, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 71 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (PROVISION OF INVESTMENT MODELS FOR OTHER ADVISERS)
View Full Profile

QualificationsFirm CRD# 295178

Assets Under Management $1,209,114,893

No. Of Clients1594

Clients Per Financial Advisor123

PASADENA PRIVATE WEALTH, LLC is a financial advisory firm situated in Pasadena, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1594 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 292411

Assets Under Management $819,101,798

No. Of Clients13

Clients Per Financial Advisor1

FELICITAS GLOBAL PARTNERS, LLC is a financial advisory firm situated in Pasadena, California. With a nearly $819M assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 120952

Assets Under Management $725,036,606

No. Of Clients1074

Clients Per Financial Advisor153

SCHNIEDERS CAPITAL MANAGEMENT, LLC. is a financial advisory firm situated in Pasadena, California. With a nearly $725M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1074 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 109939

Assets Under Management $631,046,871

No. Of Clients975

Clients Per Financial Advisor81

STRATEGY ASSET MANAGERS L.L.C. is a financial advisory firm situated in Pasadena, California. With a nearly $631M assets under management, the firm specializes in crafting personalized retirement planning solutions for 975 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 111324

Assets Under Management $609,061,977

No. Of Clients457

Clients Per Financial Advisor76

VANTAGE WEALTH is a financial advisory firm situated in Pasadena, California. With a nearly $609M assets under management, the firm specializes in crafting personalized retirement planning solutions for 457 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 106635

Assets Under Management $509,640,686

No. Of Clients88

Clients Per Financial Advisor18

LK&A INVESTMENT COUNSEL is a financial advisory firm situated in Pasadena, California. With a nearly $510M assets under management, the firm specializes in crafting personalized retirement planning solutions for 88 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 297255

Assets Under Management $486,285,712

No. Of Clients81

Clients Per Financial Advisor41

RETIREMENT WELLNESS GROUP is a financial advisory firm situated in Pasadena, California. With a nearly $486M assets under management, the firm specializes in crafting personalized retirement planning solutions for 81 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners