Free Quotes · Pasadena
Financial Advisors in Pasadena, CA — Free Estimates
Get no-obligation quotes from the top financial advisors in Pasadena. Compare pricing before you commit — it only takes a minute.
As of July 2026, RatingsNearMe ranks 19 financial advisors in Pasadena, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Lake Avenue Financial with a 5.0-star rating from 41 Google reviews and an RNM Score of 79/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Harvest Financial
Harvest Financial stands out as the top-ranked advisor in Pasadena due to its consistent high ratings and strong reputation for personalized wealth management.
Most Reviewed
Beacon Pointe Advisors
A high number of reviews indicates broad client experience and trust, helping you gauge service reliability and satisfaction.
When choosing a financial advisor in Pasadena, prioritize firms with transparent fee structures and a fiduciary duty to act in your best interest. Always verify credentials and read recent client reviews to ensure alignment with your financial goals.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
13
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 41 Google reviews, this Pasadena financial advisor is highly trusted.
301 N Lake Ave #830, Pasadena, CA 91101, USAPasadena financial advisor with a 4.9-star rating from 42 client reviews.
1055 E Colorado Blvd Suite 500, Pasadena, CA 91106, USA5.0 stars from 30 reviews, reflecting exceptional client satisfaction in Pasadena.
155 N Lake Ave Suite 430S, Pasadena, CA 91101, USAFinancial 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 | WealthArch Investment Services1122 E Green St Suite 206, Pasadena, CA 91106, USA | 5.0★ | 14 |
| #5 | The Sterling Group225 S Lake Ave Suite 1075, Pasadena, CA 91101, USA | 5.0★ | 2 |
| #6 | Impact Fiduciary21 Miller Alley Suite 210, Pasadena, CA 91105, USA | 5.0★ | 27 |
| #7 | Oliria Financial150 S Los Robles Ave #750, Pasadena, CA 91101, USA | 5.0★ | 17 |
| #8 | Beacon Pointe Advisors123 S Marengo Ave #200, Pasadena, CA 91101, USA | 5.0★ | 16 |
| #9 | Fiducia Wealth Management Investment Advisor Representative Juan Salazar150 S Los Robles Ave Suite 468, Pasadena, CA 91101, USA | 5.0★ | 13 |
| #10 | First Financial Consulting517 S Lake Ave, Pasadena, CA 91101, USA | 5.0★ | 11 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Pasadena
Rated 5.0 stars from 14 Google reviews in Pasadena.
1122 E Green St Suite 206, Pasadena, CA 91106, USA
Pasadena financial advisor with a perfect 5.0-star rating from 2 Google reviews.
225 S Lake Ave Suite 1075, Pasadena, CA 91101, USA
Rated 5.0 stars from 27 Google reviews for trusted financial guidance.
21 Miller Alley Suite 210, Pasadena, CA 91105, USA
Pasadena financial advisor with a perfect 5.0-star rating from 17 Google reviews.
150 S Los Robles Ave #750, Pasadena, CA 91101, USA
5.0 stars from 16 reviews, reflecting exceptional client satisfaction in Pasadena.
123 S Marengo Ave #200, Pasadena, CA 91101, USA
Rated 5.0 stars from 13 Google reviews, this Pasadena financial advisor is highly regarded.
150 S Los Robles Ave Suite 468, Pasadena, CA 91101, USA
5.0 stars from 11 Google reviews for a Pasadena financial advisor.
517 S Lake Ave, Pasadena, CA 91101, USA
5.0 stars from 7 reviews, reflecting consistently exceptional client satisfaction.
251 S Lake Ave Ste 800, Pasadena, CA 91101, USA
Top-rated financial advisor with a perfect 5.0-star score from 6 Google reviews.
35 N Lake Ave # 710, Pasadena, CA 91101, USA
5.0 stars from 3 reviews, reflecting exceptional client satisfaction.
177 E Colorado Blvd, Pasadena, CA 91105, USA
A Pasadena financial advisor with 3.0 stars from just 2 Google reviews.
225 S Lake Ave Suite 1185, Pasadena, CA 91101, USA
Rated 4.5 stars from 2 Google reviews, this financial advisor serves Pasadena.
2 N Lake Ave, Pasadena, CA 91101, USA
Rated 5.0 stars from two Google reviews for financial advising in Pasadena.
15 S Raymond Ave # 200, Pasadena, CA 91105, USA
5.0-star rating from one Google review reflects exceptional early client satisfaction.
599 E Colorado Blvd, Pasadena, CA 91101, USA
Rated 5.0 stars from 4 Google reviews, this Pasadena financial advisor earns high client trust.
55 S Lake Ave Ste 700, Pasadena, CA 91101, USA
5.0-star rating from 1 Google review for this Pasadena financial advisor.
199 S Los Robles Ave Suite 230, Pasadena, CA 91101, USA
Get Free Quotes
We'll connect you with the top financial advisors in Pasadena, CA.
Financial Advisors in Pasadena, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Lake Avenue Financial | 79/100 | 5.0 ★ | 41 |
| 2 | Retirement Planners of America | 77/100 | 4.9 ★ | 42 |
| 3 | Grounded Wealth Advisors, LLC | 77/100 | 5.0 ★ | 30 |
| 4 | WealthArch Investment Services | 73/100 | 5.0 ★ | 14 |
| 5 | The Sterling Group | 64/100 | 5.0 ★ | 2 |
| 6 | Impact Fiduciary | 76/100 | 5.0 ★ | 27 |
| 7 | Oliria Financial | 74/100 | 5.0 ★ | 17 |
| 8 | Beacon Pointe Advisors | 74/100 | 5.0 ★ | 16 |
| 9 | Fiducia Wealth Management Investment Advisor Representative Juan Salazar | 73/100 | 5.0 ★ | 13 |
| 10 | First Financial Consulting | 72/100 | 5.0 ★ | 11 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Pasadena to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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: July 4, 2026.
More Home Services in Pasadena
Related Searches
More ways to find financial advisors in Pasadena
Financial Advisors in nearby cities