#1Capital Research & Consulting LLC
CAPITAL RESEARCH & CONSULTING LLC
Based in Pasadena, CA
Retirement Plan Advisors in Pasadena, CA
The top-ranked retirement plan advisors serving Pasadena, CA are Capital Research & Consulting LLC, Derive Wealth and Dishmi Capital, LLC. We list 185 retirement plan advisors serving Pasadena, CA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Pasadena, CA (Los Angeles County). 185 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Pasadena
#2Derive Wealth
DERIVE WEALTH LLCBased in Pasadena, CA#3Dishmi Capital, LLC
DISHMI CAPITAL, LLCBased in Pasadena, CA#4Equanimity Financial Partners
HBA ADVISORS, LLCBased in Pasadena, CA#5Pasadena Private Wealth, LLC
PASADENA PRIVATE WEALTH, LLCBased in Pasadena, CA#6Retirement Wellness Group
RETIREMENT WELLNESS GROUP LLCBased in Pasadena, CA#7Shuster Advisory Group, LLC
SHUSTER ADVISORY GROUP, LLCBased in Pasadena, CA#8Strategy Asset Managers L.L.C.
STRATEGY ASSET MANAGERS L.L.C.Based in Pasadena, CA#9Torrey-payne Wealth Management
TORREY-PAYNE WEALTH MANAGEMENT, LLCBased in Pasadena, CA#10Wedbush Securities Inc.
WEDBUSH SECURITIES INC.Based in Pasadena, CA
20 more providers serving this area
- Newbury Capital Management, LLC, South Pasadena, CA (3 mi)
- Colton Wealth Management, Arcadia, CA (6 mi)
- Pacific Global Investment Management Company, Glendale, CA (7 mi)
- Transglobal Advisory, LLC, Monrovia, CA (8 mi)
- American Realty Advisors, Los Angeles, CA (10 mi)
- California Capital Management, Burbank, CA (11 mi)
- Lazari Capital Management, Inc., Burbank, CA (12 mi)
- Avise Financial, Los Angeles, CA (13 mi)
- Dew Point Capital, Los Angeles, CA (13 mi)
- Prism Advisors, Inc., Los Angeles, CA (14 mi)
- K2 Financial Inc., Glendora, CA (16 mi)
- Aire Advisors, LLC, Beverly Hills, CA (16 mi)
- Galliott Capital Advisors, LLC, Beverly Hills, CA (16 mi)
- Jaffe Asset Management LLC, Beverly Hills, CA (16 mi)
- Audent Global Asset Management, LLC, Beverly Hills, CA (16 mi)
- Goldfarb Financial Management, LLC, Los Angeles, CA (16 mi)
- Beverly Hills Private Wealth, LLC, Beverly Hills, CA (17 mi)
- O'boyle Wealth Management, Inc., Beverly Hills, CA (17 mi)
- Davidson Kahn Capital Management, LLC, Los Angeles, CA (17 mi)
- Aligne Wealth Advisors Investment Management (awaim), Los Angeles, CA (17 mi)
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Frequently asked questions
How many retirement plan advisors serve Pasadena?
We list 185 retirement plan advisors serving Pasadena, CA: 10 based there and 175 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Pasadena?
The top-ranked retirement plan advisors serving Pasadena, CA are Capital Research & Consulting LLC, Derive Wealth, Dishmi Capital, LLC, Equanimity Financial Partners and Pasadena Private Wealth, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Pasadena are verified against official records?
10 of the top 10 match an active official record: Capital Research & Consulting LLC (U.S. Securities and Exchange Commission), Derive Wealth (U.S. Securities and Exchange Commission), Dishmi Capital, LLC (U.S. Securities and Exchange Commission), Equanimity Financial Partners (U.S. Securities and Exchange Commission) and Pasadena Private Wealth, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .