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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 - May 16, 2025Pasadena has 13 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 23 years of experience.
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List of Qualified Retirement Planning Advisors in Pasadena, California
VERIFIEDQualifications
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDNancy Listiawan
CFP®
Vera Wealth
Qualifications
CRD# 6160905
Firm CRD# 333522
Series 65
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
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDGuillermo 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
VERIFIEDJarret 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
VERIFIEDX 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
VERIFIEDPure 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
VERIFIEDMichael 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Pasadena, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 385 E. Colorado Blvd., Pasadena, CA, 91101 | $298,749,800,684 | 36775 | 471 | A percentage of AUM, Performance Based |
| 2 | 177 E Colorado Blvd., 11th Floor Pasadena, CA, 91105 | $134,476,880,987 | 37 | 40 | A percentage of AUM |
| 3 | 15 S. Raymond Avenue, Suite 200 Pasadena, CA, 91105 | $6,339,135,274 | 64 | 8 | Fixed fees, Other (ASSET BASED FEES) |
| 4 | 155 N. Lake Ave., Suite 500 Pasadena, CA, 91101 | $6,284,266,543 | 730 | 12 | A percentage of AUM, Fixed fees |
| 5 | 301 E Colorado Blvd, Suite 800 Pasadena, CA, 91101-1911 | $3,902,574,340 | 17 | 13 | A percentage of AUM |
| 6 | 177 E. Colorado Blvd, Ste 550 Pasadena, CA, 91105-1965 | $3,848,216,402 | 2531 | 31 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 70 S. Lake Ave., Ste. 700 Pasadena, CA, 91101 | $3,687,422,987 | 12197 | 461 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 225 South Lake Avenue, Suite 950 Pasadena, CA, 91101 | $1,214,373,895 | 71 | 13 | A percentage of AUM |
| 9 | 2 North Lake Avenue, Suite 520 Pasadena, CA, 91101 | $1,209,114,893 | 1594 | 13 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 10 | 65 North Raymond Avenue, Suite 315 Pasadena, CA, 91103 | $819,101,798 | 13 | 12 | A percentage of AUM, Fixed fees, Performance Based |
| 11 | 200 South Los Robles Avenue, Suite 510 Pasadena, CA, 91101 | $725,036,606 | 1074 | 7 | A percentage of AUM |
| 12 | 790 E. Colorado Blvd, Suite 200 Pasadena, CA, 91101 | $631,046,871 | 975 | 12 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 13 | 125 North Raymond Avenue, Suite 309 Pasadena, CA, 91103 | $609,061,977 | 457 | 6 | A percentage of AUM, Fixed fees |
| 14 | 199 South Los Robles Avenue, Suite 850 Pasadena, CA, 91101-2461 | $509,640,686 | 88 | 5 | A percentage of AUM, Fixed fees |
| 15 | 123 South Marengo Ave., Suite 200 Pasadena, CA, 91101 | $486,285,712 | 81 | 2 | 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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.