Figueroa & Co
“Fred, Chen, and the entire team at Fig & Co have been a HUGE asset to my business for the last year and a half.”
Best Financial Advisors in Pasadena, CA
22 firms listed · all 22 in Pasadena · 1 open weekends · 19 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Lake Avenue Financial
“They're always available to answer any questions or concerns I may have while keeping my best interests at the forefront.”
Build a Better Financial Future
“He cares deeply about our future, and makes sure that we make right choices to be able to have a stable and successful financial life.”
First Financial Consulting
“Many friends also are customers of First Financial Consulting and all hold the firm in the highest regard.”
Tori and Alex Cetera Investors
“Professional, knowledgeable, personable, and so supportive for all financial needs, especially for retirement planning!!”
Wealtharch Investment Services
“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.”
The 22 firms listed for Pasadena, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Pasadena, CA
All 22 firms we list here are in Pasadena itself. We have 57 firms in Pasadena on file; this page shows the highest-rated 22. The firms on this page are rated from 4.0 to 5.0 across 158 reviews; 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (87%) and quality (83%). 1 is open on Saturdays. 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 21 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers remote or virtual consultations and 1 offers a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for all 22 of the firms on this page; 19 publish a contact page; 18 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Pasadena take financial planning bookings online?
6 of the 22 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Derive Wealth
“He's been incredibly helpful answering questions and running scenarios for every major life decision we've had to make since we met him.”
Impact Fiduciary
“From student loans to side-job income, he made it easy to put together a plan to make the most of my money - 10/10”
The Sterling Group
“The team that serves our account is smart, thorough, responsive, ethical, and caring.”
Mission Street Wealth Planning
“Gary is extremely patient and responsive, which is such a nice feeling knowing I have someone I can trust to go to with any questions and concerns.”
Osher van de Voorde Investment Management
“It seems like an excellent place to me”
Holly Street Wealth Advisors
Favor Wealth
“Every call that I have ever made to them has had a positive result, either in terms of investment choices or as it has related to lifetime business choices.”
Garabedian Wealth Management
“Awesome financial management with excellent service and exceptional insight into market trends.”
Wescom Financial Services
Arroyo Investment Group
Exchangeright
Bernard & Johnson
Krost
“They go over and above for us, and even though we are a small business, they make us feel important all the time.”
Harvest Financial - Cetera Advisors
Daniel B Long
Schnieders Capitol Management
Why these companies made our list
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