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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 you 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 registrations check. 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 - January 7, 2025Pasadena has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 34 non-vetted advisors in your local area. These retirement advisors in Pasadena, California have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Pasadena, California
VERIFIED 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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChristian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based
VERIFIEDGuillermo Saade
Prudential
Qualifications
CRD# 6894298
Firm CRD# 5685
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
VERIFIEDMichael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
Advisory Services:
Financial Planning, Portfolio Management, 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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
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
VERIFIED Qualifications
Firm CRD# 135281
Series 63, 65
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
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 | WESTERN ASSET MANAGEMENT COMPANY 385 E. Colorado Blvd., Pasadena, CA, 91101 | $319,983,641,290 | 35513 | 563 | A Percentage of AUM, Performance Based |
| 2 | PRIMECAP MANAGEMENT CO 177 E Colorado Blvd., 11th Floor Pasadena, CA, 91105 | $117,232,900,412 | 37 | 44 | A Percentage of AUM |
| 3 | CAPITAL RESEARCH & CONSULTING LLC 15 S. Raymond Avenue, Suite 200 Pasadena, CA, 91105 | $5,268,444,879 | 64 | 8 | Fixed Fees, Other (ASSET BASED FEES) |
| 4 | SHUSTER ADVISORY GROUP, LLC 155 N. Lake Ave., Suite 500 Pasadena, CA, 91101 | $4,383,114,981 | 478 | 11 | A Percentage of AUM, Fixed Fees |
| 5 | FLAHERTY & CRUMRINE INCORPORATED 301 E Colorado Blvd, Suite 800 Pasadena, CA, 91101-1911 | $3,943,267,235 | 18 | 15 | A Percentage of AUM |
| 6 | CLIFFORD SWAN INVESTMENT COUNSELORS 177 E. Colorado Blvd, Ste 550 Pasadena, CA, 91105-1965 | $3,630,129,062 | 2574 | 31 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | WESTERN INTERNATIONAL SECURITIES 70 S. Lake Ave., Ste. 700 Pasadena, CA, 91101 | $3,479,601,807 | 12253 | 424 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | POPLAR FOREST CAPITAL LLC 225 South Lake Avenue, Suite 950 Pasadena, CA, 91101 | $1,108,081,110 | 72 | 13 | A Percentage of AUM, Performance Based |
| 9 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. 200 South Los Robles Avenue, Suite 510 Pasadena, CA, 91101 | $1,082,193,106 | 1062 | 8 | A Percentage of AUM |
| 10 | PASADENA PRIVATE WEALTH, LLC 2 North Lake Avenue, Suite 520 Pasadena, CA, 91101 | $917,237,924 | 1267 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 11 | FELICITAS GLOBAL PARTNERS, LLC 65 North Raymond Avenue, Suite 315 Pasadena, CA, 91103 | $750,415,773 | 14 | 12 | A Percentage of AUM, Fixed Fees, Performance Based |
| 12 | STRATEGY ASSET MANAGERS L.L.C. 790 E. Colorado Blvd, Suite 200 Pasadena, CA, 91101 | $593,092,011 | 951 | 12 | A Percentage of AUM |
| 13 | OSHER VAN DE VOORDE INVESTMENT MANAGEMENT 125 North Raymond Avenue, Suite 309 Pasadena, CA, 91103 | $507,864,842 | 425 | 6 | A Percentage of AUM, Fixed Fees |
| 14 | BRIDGE ADVISORY LLC 123 S. Marengo Avenue, Suite 200 Pasadena, CA, 91101 | $460,386,619 | 1576 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | LK&A INVESTMENT COUNSEL 199 South Los Robles Avenue, Suite 850 Pasadena, CA, 91101-2461 | $440,559,669 | 90 | 5 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Pasadena, California
QualificationsFirm CRD# 110441
Assets Under Management $319,983,641,290
No. Of Clients35513
Clients Per Financial Advisor63
WESTERN ASSET MANAGEMENT COMPANY is a financial advisory firm situated in Pasadena, California. With a nearly $320B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35513 clients. The team consists of 563 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 105516
Assets Under Management $117,232,900,412
No. Of Clients37
Clients Per Financial Advisor1
PRIMECAP MANAGEMENT CO is a financial advisory firm situated in Pasadena, California. With a nearly $117B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 44 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 109868
Assets Under Management $5,268,444,879
No. Of Clients64
Clients Per Financial Advisor8
CAPITAL RESEARCH & CONSULTING LLC is a financial advisory firm situated in Pasadena, California. With a nearly $5B 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 Business
- Pension Consulting Services
QualificationsFirm CRD# 170233
Assets Under Management $4,383,114,981
No. Of Clients478
Clients Per Financial Advisor43
SHUSTER ADVISORY GROUP, LLC 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 478 clients. The team consists of 11 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
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 105499
Assets Under Management $3,943,267,235
No. Of Clients18
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 18 clients. The team consists of 15 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 108033
Assets Under Management $3,630,129,062
No. Of Clients2574
Clients Per Financial Advisor83
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 2574 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 39262
Assets Under Management $3,479,601,807
No. Of Clients12253
Clients Per Financial Advisor29
WESTERN INTERNATIONAL SECURITIES is a financial advisory firm situated in Pasadena, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12253 clients. The team consists of 424 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 145250
Assets Under Management $1,108,081,110
No. Of Clients72
Clients Per Financial Advisor6
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 72 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 120952
Assets Under Management $1,082,193,106
No. Of Clients1062
Clients Per Financial Advisor133
SCHNIEDERS CAPITAL MANAGEMENT, 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 1062 clients. The team consists of 8 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 295178
Assets Under Management $917,237,924
No. Of Clients1267
Clients Per Financial Advisor127
PASADENA PRIVATE WEALTH, LLC is a financial advisory firm situated in Pasadena, California. With a nearly $917M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1267 clients. The team consists of 10 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 292411
Assets Under Management $750,415,773
No. Of Clients14
Clients Per Financial Advisor1
FELICITAS GLOBAL PARTNERS, LLC is a financial advisory firm situated in Pasadena, California. With a nearly $750M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 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
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 109939
Assets Under Management $593,092,011
No. Of Clients951
Clients Per Financial Advisor79
STRATEGY ASSET MANAGERS L.L.C. is a financial advisory firm situated in Pasadena, California. With a nearly $593M assets under management, the firm specializes in crafting personalized retirement planning solutions for 951 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 111324
Assets Under Management $507,864,842
No. Of Clients425
Clients Per Financial Advisor71
OSHER VAN DE VOORDE INVESTMENT MANAGEMENT is a financial advisory firm situated in Pasadena, California. With a nearly $508M assets under management, the firm specializes in crafting personalized retirement planning solutions for 425 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 148282
Assets Under Management $460,386,619
No. Of Clients1576
Clients Per Financial Advisor88
BRIDGE ADVISORY LLC is a financial advisory firm situated in Pasadena, California. With a nearly $460M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1576 clients. The team consists of 18 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 106635
Assets Under Management $440,559,669
No. Of Clients90
Clients Per Financial Advisor18
LK&A INVESTMENT COUNSEL is a financial advisory firm situated in Pasadena, California. With a nearly $441M assets under management, the firm specializes in crafting personalized retirement planning solutions for 90 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
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