Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in South Pasadena, CA

Every SEC-registered investment adviser representative at a firm office in South Pasadena, with the firms that employ the most of them.

25 registered advisors work in South Pasadena; the most are at J.P. Morgan Securities LLC (5). 5 list the CFP designation and 17 are also registered broker representatives.

Firms with the most advisors in South Pasadena

FirmAdvisors in South Pasadena
J.P. Morgan Securities LLC news5
Capital Client Group, Inc.2
LPL Financial LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Newbury Capital Management, LLC2
Osaic Wealth, Inc. news2
Blue Canyon Wealth1
Coppell Advisory Solutions LLC1
Evolve Wealth Advisors LP1
Mission Street Wealth Planning1
Organik Capital LLC1
Pih Investments, LLC1
Strategic Advisers LLC1
U.S. Bancorp Advisors, LLC1
United Planners' Financial Services Of America A Limited Partner1
Wells Fargo Clearing Services, LLC news1

Advisors in South Pasadena, A to Z

CFP advisors in South Pasadena →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in South Pasadena, CA?

25 investment adviser representatives are registered at firm offices in South Pasadena, California, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in South Pasadena?

J.P. Morgan Securities LLC, with 5 registered advisors in South Pasadena, followed by Capital Client Group, Inc. with 2.

How do I check a financial advisor in South Pasadena?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.