Financial Planners in Pasadena, CA — 20 Firms (2026)
20 financial planners in Pasadena, California meet our listing bar — a website plus a public review record. They average 4.26★ across 20 rated firms, and 12 are rated 4.5★ or higher. The highest-rated is Lake Avenue Financial at 5.0★ across 41 Google reviews.
Showing 20 of 20 · sorted by Google rating
1.
Lake Avenue Financial
★★★★★★★★★★5.0(41 Google reviews)✓ Verified on Google
Financial Planning · 301 N Lake Ave #830, Pasadena, CA 91101
Services: advisory
2.
Grounded Wealth Advisors, LLC
★★★★★★★★★★5.0(30 Google reviews)✓ Verified on Google
Financial Planning · 155 N Lake Ave Suite 430S, Pasadena, CA 91101
3.
Impact Fiduciary
★★★★★★★★★★5.0(27 Google reviews)✓ Verified on Google
Financial Planning · 21 Miller Alley Ste 210, Pasadena, CA 91105
4.
Foundry Financial, LLC
★★★★★★★★★★5.0(19 Google reviews)✓ Verified on Google
Financial Planning · 479 S Marengo Ave, Pasadena, CA 91101
5.
Anthony Arriaran - Edelman Financial Engines
★★★★★★★★★★5.0(17 Google reviews)✓ Verified on Google
Financial Planning · 225 S Lake Ave Ste 1185, Pasadena, CA 91101
Services: advisory
6.
Beacon Pointe Advisors
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on Google
Financial Planning · 123 S Marengo Ave #200, Pasadena, CA 91101
Services: advisory
7.
Oliria Financial
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on Google
Financial Planning · 150 S Los Robles Ave #750, Pasadena, CA 91101
8.
Fiducia Wealth Management Investment Advisor Representative Juan Salazar
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 150 S Los Robles Ave Ste 468, Pasadena, CA 91101
9.
First Financial Consulting
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 517 S Lake Ave, Pasadena, CA 91101
Services: advisory
10.
Mission Street Wealth Planning
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 251 S Lake Ave Ste 800, Pasadena, CA 91101
Services: advisory
11.
Derive Wealth
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 35 N Lake Ave # 710, Pasadena, CA 91101
12.
Retirement Planners of America
★★★★★★★★★★4.9(42 Google reviews)✓ Verified on Google
Financial Planning · 1055 E Colorado Blvd Ste 500, Pasadena, CA 91106
13.
TD Ameritrade
★★★★★★★★★★4.0(12 Google reviews)✓ Verified on Google
Financial Planning · 2 N Lake Ave # 100, Pasadena, CA 91101
Services: advisory
14.
Favor Wealth
★★★★★★★★★★4.0(5 Google reviews)✓ Verified on Google
Financial Planning · 155 S El Molino Ave #104, Pasadena, CA 91101
15.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.2(60 Google reviews)✓ Verified on Google
Financial Planning · 880 E Colorado Blvd, Pasadena, CA 91106
Services: advisory
16.
Fidelity Investments
★★★★★★★★★★3.2(38 Google reviews)✓ Verified on Google
Financial Planning · 123 S Lake Ave, Pasadena, CA 91101
17.
BMO Bank N.A Branches
★★★★★★★★★★3.1(16 Google reviews)✓ Verified on Google
Financial Planning · 1739 E Colorado Blvd, Pasadena, CA 91106
Services: advisory
18.
BMO Bank N.A Branches
★★★★★★★★★★2.7(21 Google reviews)✓ Verified on Google
Financial Planning · 300 E Colorado Blvd Ste 140, Pasadena, CA 91101
Services: advisory
19.
Bank of America Financial Center
★★★★★★★★★★2.6(19 Google reviews)✓ Verified on Google
Financial Planning · 145 W California Blvd, Pasadena, CA 91105
Services: advisory
20.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.4(56 Google reviews)✓ Verified on Google
Financial Planning · 3555 E Foothill Blvd, Pasadena, CA 91107
Services: advisory
Top financial planners in Pasadena
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Lake Avenue Financial | Financial Planning | 5.0 / 5 | 41 |
| 2 | Grounded Wealth Advisors, LLC | Financial Planning | 5.0 / 5 | 30 |
| 3 | Impact Fiduciary | Financial Planning | 5.0 / 5 | 27 |
| 4 | Foundry Financial, LLC | Financial Planning | 5.0 / 5 | 19 |
| 5 | Anthony Arriaran - Edelman Financial Engines | Financial Planning | 5.0 / 5 | 17 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.