Pasadena, CA

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Pasadena, CA
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Best Financial Advisors in Pasadena, CA

Handpicked from 193 vetted & reviewed Financial Planning & Wealth Management firms in the Pasadena area, discover the top 5 elite providers among the selected group of 24 finalists.

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Wealtharch Investment Services

Wealtharch Investment Services

(5)
Investment Planning, Tax Planning, Emergency Fund Planning
“He caters to your needs in a very specific manner by providing a personalized and customized solution to your portfolio by aligning them with your current needs, as opposed to a “one size fits all” solution you find elsewhere.”
In Business Since 2013
1122 E Green St Suite 206, Pasadena, CA
Featured

Education costs are on the rise, and it’s more important than ever to have a solid plan in place. Preparing for your child’s next chapter is stressful in many ways, but financing it doesn’t have to be an added pressure. The experts at Wealth Arch Investment Services create a roadmap to cover the price of your family’s education. An experienced wealth management advisor can help you plan for the education your family deserves. Get ahead of rising costs and create an education plan with Wealth Arch.

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The Hayes Law Firm - Estate Planning & Probate Attorneys

The Hayes Law Firm - Estate Planning & Probate Attorneys

(48)
Asset Protection, Power of Attorney, Estate Plan
“Hayes was able to answer all my questions that I had during this difficult time of loosing my loved one and was able to tell me the next steps to take while others would have charged for such information I am grateful for how thorough he was although...”
In Business Since 2018
Accepts All Major Credit Cards
Licensed
Remote Consultations Available
729 Mission St UNIT 300, South Pasadena, CA
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Figueroa & Co

Figueroa & Co

(18)
Small Business Accounting, Payroll Services, Quickbooks Services
“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”
In Business Since 2018
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Free Initial Consultation
338 S Rosemead Blvd #4953, Pasadena, CA
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Pacific Accounting Group

Pacific Accounting Group

(31)
Bookkeeping, Tax Preparation
“Chris did an amazing job with my taxes as well as my family's returns where he quickly pinpointed errors on different documents and effectively completed filing with our best interests in mind.”
In Business Since 2018
Accepts All Major Credit Cards
Licensed
Transparent Fees & Pricing
80 S Lake Ave Suite 640, Pasadena, CA
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Lake Avenue Financial

Lake Avenue Financial

(28)
Estate Planning, Tax Planning, Financial Planning For the Lgbt Community
“I have been doing business with Lake Avenue Financial since they first opened I can't remember how long that's been but Alex has always been very honest and forward when it comes to giving me advice on things that "I think I can do with my money" He ...”
In Business Since 2009
301 N Lake Ave #830, Pasadena, CA
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Best of 2025

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
99 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Guardian - A Tax Solutions Company

Guardian - A Tax Solutions Company

(9)
Tax Services, Pay My Fee, Services For Individuals
“Hi,I would like to thank this company very much I had UK London taxes to report as well as my USA taxs & other USA company's quoted me so much money to do this I was completely stressed out until I found Helen at guardian she was very calm very perso...”
In Business Since 2013
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
|, 100 N Lake Ave Suite 201, 301 N Lake Ave 6th Floor, Pasadena, CA
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Build a Better Financial Future

Build a Better Financial Future

(12)
  • Goals
  • Understand
  • Questions
“Luis Rosa reviewed our portfolio, explained it to us in the simplest terms and he proposed different strategies in order for us to pursue our immediate and future financial goals.”
In Business Since 2016
Se Habla Español
1055 E Colorado Blvd 5th Floor #1080, Pasadena, CA
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First Financial Consulting

First Financial Consulting

(10)
Investment Management, Wealth Planning, Insurance Planning
“When it comes to investment and a tailored money management plan, his highly analytical and strategic mind creates a plethora of options that he thorough explains the pros to and risks (if any) associated with.”
In Business Since 1998
517 S Lake Ave, Pasadena, CA
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Tori and Alex Cetera Investors

Tori and Alex Cetera Investors

(22)
  • Questions
  • Information
  • Retirement Plan
“I learned of the business run/managed by Tori and Alex at my last job about four years ago and was instantly drawn to their professionalism, warmth, diligence and environmental, social governance (ESG) investing and social responsibility investment (...”
In Business Since 1997
155 N Lake Ave UNIT 430, Pasadena, CA
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Funding Suite

Funding Suite

(1)
“Personal lines of credit - very generous credit lines and no interest for 12 months!”
Offers Financing Options
Free Initial Consultation
1055 E Colorado Blvd 5th floor, Pasadena, CA
FAQs
What is the application process?
The application process is straightforward and should take approximately five minutes. You can submit an application through our website to guide you through the process. Once we receive your full application and supporting documents, you will receive an offer within 24 hours.
Can you get me funding?
This is one of our most frequently asked questions and the answer is YES! If you have poor personal credit, or even have filed previously for bankruptcy, we can still provide you with working capital. The qualifications are 1) you have been in business for at least 3 months and 2) your business generates sales in excess of $4,000 per month. In over 90% of cases, if you meet these two requirements, we can provide you with funding!
How long does the approval process take?
Typically, approval is within 48 hours after we receive your full application, but it can take up to 72 hours, depending on how quickly you provide the required information, as well as the amount of funding being requested.
More detailed information is available on the FAQ page of our website.
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Derive Wealth

Derive Wealth

(4)
“Additionally, we scheduled quarterly touchpoints with Ryan to check in on our progress against our goals, talk through life milestones (how to financially prepare for our first kid, first home purchase, second home purchase).”
In Business Since 2017
Transparent Fees & Pricing
35 N Lake Ave # 710, Pasadena, CA
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Patin & Associates

Patin & Associates

(7)
  • Team
  • Knowledge
“If you are looking to give your business a shot in the arm for whatever reason, place financial operations in a steady pair of hands, or just to have an invaluable outside perspective on how things are going with the day to day, Robert is your man.”
In Business Since 2020
65 N Raymond Ave, Pasadena, CA
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Impact Fiduciary

Impact Fiduciary

(13)
  • Team
  • Wealth
  • Insights
“Note: while Impact Fiduciary doesn't handle the estate planning/will/health care directive directly, they partner with a business who's much more affordable than working with an attorney (by a significant amount, based on what average attorneys charg...”
In Business Since 2016
Transparent Fees & Pricing
21 Miller Alley Suite 210, Pasadena, CA
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Mission Street Wealth Planning

Mission Street Wealth Planning

(6)
  • Confidence
  • Decision
  • Estate
“Gary and I have discussed all the transitions from my high wage earning years and focused investment period leading into my retirement in the nursing career.”
In Business Since 2013
177 E Colorado Blvd 2nd floor, Pasadena, CA
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Excellent Financial Solutions

Excellent Financial Solutions

(16)
We Specialize in:, Consulting, Credit Rehabilitation
“I just got a letter from the IRS asking that I pay a ridiculous amount of money because I didn't include some stock sales (my fault, not Armando's) and he helped me respond to them in a way that should reduce the amount tremendously.”
Accepts Debit, All Major Credit Cards
1276 E Colorado Blvd #207, Pasadena, CA
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The Sterling Group

The Sterling Group

(2)
Who We Serve, What to Expect
“The team that serves our account is smart, thorough, responsive, ethical, and caring.”
In Business Since 2008
225 S Lake Ave Suite 1075, Pasadena, CA
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Osher van de Voorde Investment Management

Osher van de Voorde Investment Management

(1)
Investment Counsel, Financial Planning, Portfolio Construction
“It seems like an excellent place to me”
In Business Since 2014
125 N Raymond Ave UNIT 309, Pasadena, CA
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Holly Street Wealth Advisors

Holly Street Wealth Advisors

(1)
“Very capable.”
In Business Since 2002
Remote Consultations Available
790 E Colorado Blvd #200, Pasadena, CA
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Favor Wealth

Favor Wealth

(4)
  • Portfolio
“They helped me save on tax and various other things that quite honestly they really didn't need to do but as Ricky says, it's part of the service and they are happy to help.”
In Business Since 2013
155 S El Molino Ave # 104, Pasadena, CA
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The Beringer Group, An Accountancy Corporation

The Beringer Group, An Accountancy Corporation

“We are a full-service CPA firm based in Pasadena. We offer a broad spectrum of services that will suit your needs. We are lively, experienced, and friendly. Please contact us today!”
In Business Since 2014
Offers Financing Options
527 S Lake Ave Suite 230, Pasadena, CA
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Garabedian Wealth Management

Garabedian Wealth Management

(2)
“When Covid hit the market in March 2020 our account dropped but Greg quickly put it all in cash.”
In Business Since 2017
70 S Lake Ave, Pasadena, CA
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Wescom Financial Services

Wescom Financial Services

(1)
“Awesome credit union, great benefits and rates Staff are all cool”
In Business Since 2000
Licensed
123 S Marengo Ave, Pasadena, CA
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Bernard & Johnson

Bernard & Johnson

(1)
“If you need family wealth management services, schedule an appointment.”
In Business Since 2009
201 S Lake Ave Ste. 703, Pasadena, CA
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Krost

Krost

(1)
Accounting, Consulting, Bookkeeping
“They go over and above for us, and even though we are a small business, they make us feel important all the time.”
In Business Since 1945
Accepts Debit, Check, Cash, All Major Credit Cards
KROST Certified
225 S Lake Ave #400, Pasadena, CA
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Retirement Planning and Investment Management Services in Pasadena, CA Cost Estimates

Minimum cost
$1198
Maximum cost
$10177
National Average
$3592
Avg Per Hour Rates
$360
$2395
$6585
Fair price range is based on 535 cost profiles
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Average Cost $3592
Minimum cost $1198
Maximum cost $10177
Avg Per Hour Rates $360

Fair range $2395 to $6585 is based on 535 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Pasadena

Popular in Pasadena

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