At Best Startup California we track over 300,000 Californian startups and over 1,500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 23 Wealth Management companies in Pasadena, California. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Wealth Management Companies & Startups (Pasadena, California)
datavest
Datavest provides you with the ability to turn your personal data into a personal asset and passive income.
Founder(s): John Katovich, Rob Nicholas Stone
Location: Pasadena, California, United States
Industries: Big Data, Blockchain, Financial Services, Software, Wealth Management
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ExchangeRight
ExchangeRight provides real estate investments that target secure capital, stable income, and strategic exits to protect and grow wealth.
Founder(s): David Fisher, Joshua Ungerecht, Warren Thomas
Location: Pasadena, California, United States
Industries: Commercial Real Estate, Property Management, Real Estate Investment, Wealth Management
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Bridge Advisory
Bridge Advisory is a financial planning firm that provides services like financial & retirement planning, investment management.
Founder(s):
Location: Pasadena, California, United States
Industries: Asset Management, Financial Services, Wealth Management
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AGA Capital
AGA Capital offers provides investment and asset management services.
Founder(s):
Location: Pasadena, California, United States
Industries: Asset Management, Financial Services, Wealth Management
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Arroyo Investment Group
Arroyo Investment Group is a financial planning and investment management firm.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services, Retirement, Wealth Management
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Schnieders Capital Management
Schnieders Capital Management is an investment advisor that offers personalized wealth management and advisory solution services.
Founder(s): William H Schnieders
Location: Pasadena, California, United States
Industries: Advice, Financial Services, Wealth Management
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Vida Private Wealth
Vida Private Wealth is a financial firm that provides asset management, and financial planning services.
Founder(s):
Location: Pasadena, California, United States
Industries: Asset Management, Financial Services, Wealth Management
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Bache Capital Management
Bache Capital Management provides financial planning, fixed income, investment counseling, retirement planning & wealth management services.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services, Retirement, Wealth Management
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Shuster Advisory Group
Shuter Advisory Group provides investment & retirement plan guidance and wealth management services for investors, institute & government.
Founder(s):
Location: Pasadena, California, United States
Industries: Advice, Consulting, Financial Services, Retirement, Wealth Management
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Green Lane Partners
Green Lane Partners is a financial advisory firm that handles investment management, private investments and real estate.
Founder(s): John Yoon
Location: Pasadena, California, United States
Industries: Financial Services, Real Estate Investment, Wealth Management
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Newbury Capital Management
Newbury Capital Management provides investment, risk and wealth management services to individuals and institutional investors.
Founder(s):
Location: South Pasadena, California, United States
Industries: Financial Services, Risk Management, Wealth Management
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Figueroa & Co
Figueroa & Co offers accounting, bookkeeping, quickbooks, payroll, taxation, consulting & wealth management services to multiple industries.
Founder(s):
Location: Pasadena, California, United States
Industries: Accounting, Consulting, Financial Services, Wealth Management
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Haydel Biel & Associates
Haydel Biel & Associates is a financial firm that offers wealth management, guidance-drive investing, household and financial services.
Founder(s):
Location: Pasadena, California, United States
Industries: Finance, Financial Services, Wealth Management
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Lake Avenue Financial
Lake Avenue Financial specializes in retirement planning, investment strategy, insurance, tax planning and tax preparation services.
Founder(s):
Location: Pasadena, California, United States
Industries: Advice, Asset Management, Finance, Financial Services, Retirement, Wealth Management
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Clifford Swan
Clifford Swan is a consultancy that provides investment advice for individuals and businesses for wealth preservation and growth.
Founder(s):
Location: Pasadena, California, United States
Industries: Advice, Financial Services, Wealth Management
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Pacific Trust Wealth Management
Pacific Trust Wealth Management is an independent, Registered Investment Adviser.
Founder(s):
Location: Pasadena, California, United States
Industries: Advice, Financial Services, Wealth Management
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QuberaWealth
QuberaWealth is a pioneering platform that specializes in offering a comprehensive range of financial planning and other related services.
Founder(s):
Location: Pasadena, California, United States
Industries: Consulting, Finance, Financial Services, Wealth Management
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Jackson Financial Advisors
Jackson Financial Advisors offers wealth management, retirement, estate planning and investment consulting services.
Founder(s):
Location: Pasadena, California, United States
Industries: Consulting, Financial Services, Wealth Management
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Pih Investments
Pih Investments provides customized portfolio management, financial and business planning along with wealth management consulting services.
Founder(s):
Location: South Pasadena, California, United States
Industries: Advice, Consulting, Financial Services, Retirement, Wealth Management
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Garabedian Wealth Management Group
Garabedian Wealth Management Group provides investment management, financial planning and portfolo management services.
Founder(s):
Location: Pasadena, California, United States
Industries: B2B, Financial Services, Wealth Management
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Kondo Wealth Advisors
Kondo Wealth Advisors provides wealth management, financial planning, and retirement planning services.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services, Retirement, Wealth Management
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Logic Wealth Management
Logic Wealth Management provides experienced and unbiased financial advice.
Founder(s):
Location: Pasadena, California, United States
Industries: Advice, Finance, Financial Services, Wealth Management
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Graham Bissell Group
Graham Bissell Group offers financial services that include retirement planning, investment management, taxation, and asset allocations.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services, Retirement, Wealth Management
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