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Financial Advisors in Pasadena, CA — Free Estimates
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As of May 2026, RatingsNearMe ranks 19 financial advisors in Pasadena, CA by verified customer ratings and review volume. The highest-rated is Lake Avenue Financial with a 5.0-star rating from 41 verified reviews. Also in the top tier: Retirement Planners of America and Grounded Wealth Advisors, LLC. The average rating across all listed financial advisors in Pasadena is 4.9 stars from 13 reviews per business on average.
Financial advisors in Pasadena typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
13
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Lake Avenue Financial
301 N Lake Ave #830, Pasadena, CA 91101, USA
Retirement Planners of America
1055 E Colorado Blvd Suite 500, Pasadena, CA 91106, USA
Grounded Wealth Advisors, LLC
155 N Lake Ave Suite 430S, Pasadena, CA 91101, USA
Financial Advisors Rankings in Pasadena, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Lake Avenue Financial301 N Lake Ave #830, Pasadena, CA 91101, USA | 5.0★ | 41 |
| #2 | Retirement Planners of America1055 E Colorado Blvd Suite 500, Pasadena, CA 91106, USA | 4.9★ | 42 |
| #3 | Grounded Wealth Advisors, LLC155 N Lake Ave Suite 430S, Pasadena, CA 91101, USA | 5.0★ | 30 |
| #4 | Beacon Pointe Advisors123 S Marengo Ave #200, Pasadena, CA 91101, USA | 5.0★ | 16 |
| #5 | First Financial Consulting517 S Lake Ave, Pasadena, CA 91101, USA | 5.0★ | 11 |
| #6 | Impact Fiduciary21 Miller Alley Suite 210, Pasadena, CA 91105, USA | 5.0★ | 27 |
| #7 | Arroyo Investment Group15 S Raymond Ave # 200, Pasadena, CA 91105, USA | 5.0★ | 2 |
| #8 | Edelman Financial Engines225 S Lake Ave Suite 1185, Pasadena, CA 91101, USA | 3.0★ | 2 |
| #9 | Oliria Financial150 S Los Robles Ave #750, Pasadena, CA 91101, USA | 5.0★ | 17 |
| #10 | Pasadena Private Wealth2 N Lake Ave, Pasadena, CA 91101, USA | 4.5★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Pasadena
Beacon Pointe Advisors
123 S Marengo Ave #200, Pasadena, CA 91101, USA
First Financial Consulting
517 S Lake Ave, Pasadena, CA 91101, USA
Impact Fiduciary
21 Miller Alley Suite 210, Pasadena, CA 91105, USA
Arroyo Investment Group
15 S Raymond Ave # 200, Pasadena, CA 91105, USA
Edelman Financial Engines
225 S Lake Ave Suite 1185, Pasadena, CA 91101, USA
Oliria Financial
150 S Los Robles Ave #750, Pasadena, CA 91101, USA
Pasadena Private Wealth
2 N Lake Ave, Pasadena, CA 91101, USA
Derive Wealth
35 N Lake Ave # 710, Pasadena, CA 91101, USA
Jesse A Thurber - Wealth Financial Advisor
599 E Colorado Blvd, Pasadena, CA 91101, USA
Mission Street Wealth Planning
251 S Lake Ave Ste 800, Pasadena, CA 91101, USA
LA Wealth Management
177 E Colorado Blvd, Pasadena, CA 91105, USA
Morgan Stanley Financial Advisors
55 S Lake Ave Ste 700, Pasadena, CA 91101, USA
Harvest Financial
199 S Los Robles Ave Suite 230, Pasadena, CA 91101, USA
Fiducia Wealth Management Investment Advisor Representative Juan Salazar
150 S Los Robles Ave Suite 468, Pasadena, CA 91101, USA
WealthArch Investment Services
1122 E Green St Suite 206, Pasadena, CA 91106, USA
The Sterling Group
225 S Lake Ave Suite 1075, Pasadena, CA 91101, USA
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Frequently Asked Questions — Financial Advisors in Pasadena
What is a fiduciary financial advisor and why does it matter in Pasadena?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Pasadena, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Pasadena?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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