Company lists · Data refreshed September 2026
Top 14 Asset management advisory services based in Pasadena, United States
RevenueBase identified 26 company matches for asset management advisory services associated with Pasadena, United States as of September 2026 and tracks 156 professional contacts across them, including 58 with verified work emails. Across the United States, New York is the largest hub for this category (498 companies); Pasadena has 26.
This list covers company matches for asset management advisory services associated with Pasadena, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 14 largest asset management advisory services based in Pasadena, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42 contacts → | ||||
Exact match “Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 21 contacts → | ||||
Exact match “Grandway is a premier global asset management and advisory firm that strives to create value and protect wealth for our international clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 14 contacts → | ||||
Exact match “Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 8 contacts → | ||||
Exact match “The Holdsworth Group (“THG” or, the “Firm”) is a sophisticated, trusted provider of capital and advisory services to family offices and high net worth individuals, public and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “AGA Capital provides investment and asset management services with a focus in healthcare, education, & real estate throughout Asia, Europe & the United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “Since 1987, Floe Financial Partners, Inc.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 5 contacts → | ||||
Exact match “Our firm brings together a full complement of resources, tailored to help you grow and manage your real estate portfolio/investment without worry.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 4 contacts → | ||||
Exact match “Fuller Investment Management Company is an independent investment advisory firm serving non-profit organizations, families and individuals throughout the United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “The Bridgeway Group is a wealth management firm committed to helping our clients make smart decisions about their money.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “At Favor Wealth, we do things differently.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Corrigit Capital Group (CCG) is a registered investment advisor based in Los Angeles, The firm serves both institutional and high-net-worth clients and offers a variety of…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “At Sea to Summit Wealth Management, we offer full wealth management solutions and act as the primary point of contact for your financial needs.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “At Paragon Capital Partners, we serve a select clientele who have built significant wealth through a combination of business and professional success, as well as prudent…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “asset management advisory services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 14 of 26 asset management advisory services based in Pasadena, United States
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Asset management advisory services based in Pasadena, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Pasadena, so it is reported there. Company counts and contact totals on this page are exact for Pasadena, over 26 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Pasadena, United States whose business descriptions match “asset management advisory services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 58 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Asset management advisory services by metro in the United States
- Asset management advisory services in New York498
- Asset management advisory services in Chicago172
- Asset management advisory services in Atlanta140
- Asset management advisory services in Miami139
- Asset management advisory services in Houston136
- Asset management advisory services in Dallas135
- Asset management advisory services in Boston133
- Asset management advisory services in San Francisco110
- Asset management advisory services in San Diego98
- Asset management advisory services in Los Angeles93
- Asset management advisory services in Austin90
- Asset management advisory services in Denver83
- Asset management advisory services in Scottsdale78
- Asset management advisory services in Charlotte77
- Asset management advisory services in Newport Beach70
- Asset management advisory services in Tampa63
- Asset management advisory services in Portland60
- Asset management advisory services in Irvine59
- Asset management advisory services in Overland Park55
- Asset management advisory services in Seattle55
- Asset management advisory services in Minneapolis54
- Asset management advisory services in Indianapolis53
- Asset management advisory services in San Antonio50
- Asset management advisory services in Cincinnati47
- Asset management advisory services in Columbus46
- Asset management advisory services in Pittsburgh46
- Asset management advisory services in Omaha44
- Asset management advisory services in Naples43
- Asset management advisory services in Richmond43
- Asset management advisory services in Boca Raton42
- Asset management advisory services in Las Vegas42
- Asset management advisory services in Raleigh41
- Asset management advisory services in Birmingham40
- Asset management advisory services in Greenville40
- Asset management advisory services in Washington40
- Asset management advisory services in Phoenix39
- Asset management advisory services in Rochester39
- Asset management advisory services in Sarasota38
- Asset management advisory services in Greenwood Village37
- Asset management advisory services in Orlando36
- Asset management advisory services in Bellevue35
- Asset management advisory services in Cleveland34
- Asset management advisory services in Columbia34
- Asset management advisory services in Madison33
- Asset management advisory services in Wilmington33
- Asset management advisory services in Louisville32
- Asset management advisory services in Memphis32
- Asset management advisory services in Colorado Springs31
- Asset management advisory services in Nashville31
- Asset management advisory services in Grand Rapids30
- Asset management advisory services in Salt Lake City30
- Asset management advisory services in Springfield30
- Asset management advisory services in Fort Worth29
- Asset management advisory services in Philadelphia29
- Asset management advisory services in Stamford29
- Asset management advisory services in Fort Lauderdale28
- Asset management advisory services in Lexington28
- Asset management advisory services in Tucson27
- Asset management advisory services in Tulsa27
- Asset management advisory services in Alpharetta26
- Asset management advisory services in Walnut Creek26
- Asset management advisory services in Jacksonville25
- Asset management advisory services in Plano25
- Asset management advisory services in Virginia Beach25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset management advisory services are there based in Pasadena, United States?
RevenueBase identified 26 company matches for asset management advisory services associated with Pasadena, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Clifford Swan Investment Counselors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most asset management advisory services?
New York leads the United States with 498 company records, followed by Chicago (172) and Atlanta (140). Pasadena has 26.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 58 professional contacts with verified work emails tracked across these 26 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 26 asset management advisory services based in Pasadena, United States. Start with a free account, no credit card.
Download this list →Related lists
Asset management advisory services by geography
- Asset management advisory services based in Adelaide, Australia
- Asset management advisory services based in Brisbane, Australia
- Asset management advisory services based in Melbourne, Australia
- Asset management advisory services based in Sydney, Australia
- Asset management advisory services based in Belo Horizonte, Brazil
- Asset management advisory services based in Curitiba, Brazil
- Asset management advisory services based in Porto Alegre, Brazil
- Asset management advisory services based in Rio De Janeiro, Brazil
- Asset management advisory services based in Sao Paulo, Brazil
- Asset management advisory services based in Calgary, Canada
- Asset management advisory services based in Montreal, Canada
- Asset management advisory services based in Toronto, Canada
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management advisory services based in Adelaide, Australia
- Asset management advisory services based in Brisbane, Australia
- Asset management advisory services based in Melbourne, Australia
- Asset management advisory services based in Sydney, Australia
- Asset management advisory services based in Belo Horizonte, Brazil
- Asset management advisory services based in Curitiba, Brazil
Company intelligence · public preview
Top 14 asset management advisory services based in Pasadena, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 26 matching company records for asset management advisory services based in Pasadena, United States, with 156 tracked contacts and 58 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 14 asset management advisory services based in Pasadena, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Clifford Swan Investment Counselorscliffordswan.comHQ: Pasadena, CA, United StatesReported employees: 11-50 | Pasadena, CA, United States | 11-50 | Exact match | 42 contacts → |
“Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Grandway Groupgrandway.comHQ: Pasadena, CA, United StatesReported employees: 11-50 | Pasadena, CA, United States | 11-50 | Exact match | 21 contacts → |
“Grandway is a premier global asset management and advisory firm that strives to create value and protect wealth for our international clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Stonemark Wealth Managementstonemarkwealth.comHQ: Pasadena, CA, United StatesReported employees: 11-50 | Pasadena, CA, United States | 11-50 | Exact match | 14 contacts → |
“Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  The Holdsworth Group, LLCholdsworthgroup.comHQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 8 contacts → |
“The Holdsworth Group (“THG” or, the “Firm”) is a sophisticated, trusted provider of capital and advisory services to family offices and high net worth individuals, public and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  AGA Capitalagacapitalusa.comHQ: Pasadena, CA, United StatesReported employees: 11-50 | Pasadena, CA, United States | 11-50 | Exact match | 7 contacts → |
“AGA Capital provides investment and asset management services with a focus in healthcare, education, & real estate throughout Asia, Europe & the United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Floe Financial Partnersfloefinancialpartners.comHQ: Pasadena, CA, United StatesReported employees: 11-50 | Pasadena, CA, United States | 11-50 | Exact match | 6 contacts → |
“Since 1987, Floe Financial Partners, Inc.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Tālō Management Grouptalomanagement.comHQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 5 contacts → |
“Our firm brings together a full complement of resources, tailored to help you grow and manage your real estate portfolio/investment without worry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fuller Investment Management Companyfullerinvesting.com HQ: Pasadena, CA, United StatesReported employees: 11-50 | Pasadena, CA, United States | 11-50 | Exact match | 4 contacts → |
“Fuller Investment Management Company is an independent investment advisory firm serving non-profit organizations, families and individuals throughout the United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sterling Financial Group, INCsterlingfg.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 |  Bridgeway Groupthebridgewaygroup.comHQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 4 contacts → |
“The Bridgeway Group is a wealth management firm committed to helping our clients make smart decisions about their money.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Favor Wealth Advisorsfavorwealth.comHQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 3 contacts → |
“At Favor Wealth, we do things differently.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Corrigit Capital Groupcorrigitcapital.comHQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 2 contacts → |
“Corrigit Capital Group (CCG) is a registered investment advisor based in Los Angeles, The firm serves both institutional and high-net-worth clients and offers a variety of…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  SEA To Summit Wealth Managementseatosummitwm.comHQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 1 contacts → |
“At Sea to Summit Wealth Management, we offer full wealth management solutions and act as the primary point of contact for your financial needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Paragon Capital Partnersparagoncapitalpartners.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 1 contacts → |
“At Paragon Capital Partners, we serve a select clientele who have built significant wealth through a combination of business and professional success, as well as prudent…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 26 company matches
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Asset management advisory services: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
26 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Pasadena, so it is reported there. Company counts and contact totals on this page are exact for Pasadena, over 26 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset management advisory services by metro in the United States
- Asset management advisory services in New York498
- Asset management advisory services in Chicago172
- Asset management advisory services in Atlanta140
- Asset management advisory services in Miami139
- Asset management advisory services in Houston136
- Asset management advisory services in Dallas135
- Asset management advisory services in Boston133
- Asset management advisory services in San Francisco110
- Asset management advisory services in San Diego98
- Asset management advisory services in Los Angeles93
- Asset management advisory services in Austin90
- Asset management advisory services in Denver83
- Asset management advisory services in Scottsdale78
- Asset management advisory services in Charlotte77
- Asset management advisory services in Newport Beach70
- Asset management advisory services in Tampa63
- Asset management advisory services in Portland60
- Asset management advisory services in Irvine59
- Asset management advisory services in Overland Park55
- Asset management advisory services in Seattle55
- Asset management advisory services in Minneapolis54
- Asset management advisory services in Indianapolis53
- Asset management advisory services in San Antonio50
- Asset management advisory services in Cincinnati47
- Asset management advisory services in Columbus46
- Asset management advisory services in Pittsburgh46
- Asset management advisory services in Omaha44
- Asset management advisory services in Naples43
- Asset management advisory services in Richmond43
- Asset management advisory services in Boca Raton42
- Asset management advisory services in Las Vegas42
- Asset management advisory services in Raleigh41
- Asset management advisory services in Birmingham40
- Asset management advisory services in Greenville40
- Asset management advisory services in Washington40
- Asset management advisory services in Phoenix39
- Asset management advisory services in Rochester39
- Asset management advisory services in Sarasota38
- Asset management advisory services in Greenwood Village37
- Asset management advisory services in Orlando36
- Asset management advisory services in Bellevue35
- Asset management advisory services in Cleveland34
- Asset management advisory services in Columbia34
- Asset management advisory services in Madison33
- Asset management advisory services in Wilmington33
- Asset management advisory services in Louisville32
- Asset management advisory services in Memphis32
- Asset management advisory services in Colorado Springs31
- Asset management advisory services in Nashville31
- Asset management advisory services in Grand Rapids30
- Asset management advisory services in Salt Lake City30
- Asset management advisory services in Springfield30
- Asset management advisory services in Fort Worth29
- Asset management advisory services in Philadelphia29
- Asset management advisory services in Stamford29
- Asset management advisory services in Fort Lauderdale28
- Asset management advisory services in Lexington28
- Asset management advisory services in Tucson27
- Asset management advisory services in Tulsa27
- Asset management advisory services in Alpharetta26
- Asset management advisory services in Walnut Creek26
- Asset management advisory services in Jacksonville25
- Asset management advisory services in Plano25
- Asset management advisory services in Virginia Beach25
Questions about this company list
What does Exact match mean for asset management advisory services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset management advisory services did RevenueBase find based in Pasadena, United States?
The saved snapshot records 26 matching company records, 156 tracked contacts and 58 verified emails. The public preview displays 14 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset management advisory services by geography
- Asset management advisory services based in Adelaide, Australia
- Asset management advisory services based in Brisbane, Australia
- Asset management advisory services based in Melbourne, Australia
- Asset management advisory services based in Sydney, Australia
- Asset management advisory services based in Belo Horizonte, Brazil
- Asset management advisory services based in Curitiba, Brazil
- Asset management advisory services based in Porto Alegre, Brazil
- Asset management advisory services based in Rio De Janeiro, Brazil
- Asset management advisory services based in Sao Paulo, Brazil
- Asset management advisory services based in Calgary, Canada
- Asset management advisory services based in Montreal, Canada
- Asset management advisory services based in Toronto, Canada
Cite this list
RevenueBase Data Team. Top 14 asset management advisory services based in Pasadena, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-management-advisory-services/united-states/pasadena.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management advisory services based in Adelaide, Australia
- Asset management advisory services based in Brisbane, Australia
- Asset management advisory services based in Melbourne, Australia
- Asset management advisory services based in Sydney, Australia
- Asset management advisory services based in Belo Horizonte, Brazil
- Asset management advisory services based in Curitiba, Brazil
Company intelligence · public preview
Top 14 asset management advisory services based in Pasadena, United States
RevenueBase records 26 matching company records for asset management advisory services based in Pasadena, United States, with 156 tracked contacts and 58 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 14 asset management advisory services based in Pasadena, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Clifford Swan Investment Counselorscliffordswan.com HQ: Pasadena, CA, United StatesReported employees: 11-50 | Pasadena, CA, United States | 11-50 | Exact match | 42 contacts → |
“Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Grandway Groupgrandway.com HQ: Pasadena, CA, United StatesReported employees: 11-50 | Pasadena, CA, United States | 11-50 | Exact match | 21 contacts → |
“Grandway is a premier global asset management and advisory firm that strives to create value and protect wealth for our international clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Stonemark Wealth Managementstonemarkwealth.com HQ: Pasadena, CA, United StatesReported employees: 11-50 | Pasadena, CA, United States | 11-50 | Exact match | 14 contacts → |
“Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | The Holdsworth Group, LLCholdsworthgroup.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 8 contacts → |
“The Holdsworth Group (“THG” or, the “Firm”) is a sophisticated, trusted provider of capital and advisory services to family offices and high net worth individuals, public and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | AGA Capitalagacapitalusa.com HQ: Pasadena, CA, United StatesReported employees: 11-50 | Pasadena, CA, United States | 11-50 | Exact match | 7 contacts → |
“AGA Capital provides investment and asset management services with a focus in healthcare, education, & real estate throughout Asia, Europe & the United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Floe Financial Partnersfloefinancialpartners.com HQ: Pasadena, CA, United StatesReported employees: 11-50 | Pasadena, CA, United States | 11-50 | Exact match | 6 contacts → |
“Since 1987, Floe Financial Partners, Inc.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Tālō Management Grouptalomanagement.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 5 contacts → |
“Our firm brings together a full complement of resources, tailored to help you grow and manage your real estate portfolio/investment without worry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fuller Investment Management Companyfullerinvesting.com HQ: Pasadena, CA, United StatesReported employees: 11-50 | Pasadena, CA, United States | 11-50 | Exact match | 4 contacts → |
“Fuller Investment Management Company is an independent investment advisory firm serving non-profit organizations, families and individuals throughout the United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sterling Financial Group, INCsterlingfg.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Bridgeway Groupthebridgewaygroup.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 4 contacts → |
“The Bridgeway Group is a wealth management firm committed to helping our clients make smart decisions about their money.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Favor Wealth Advisorsfavorwealth.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 3 contacts → |
“At Favor Wealth, we do things differently.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Corrigit Capital Groupcorrigitcapital.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 2 contacts → |
“Corrigit Capital Group (CCG) is a registered investment advisor based in Los Angeles, The firm serves both institutional and high-net-worth clients and offers a variety of…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | SEA To Summit Wealth Managementseatosummitwm.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 1 contacts → |
“At Sea to Summit Wealth Management, we offer full wealth management solutions and act as the primary point of contact for your financial needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Paragon Capital Partnersparagoncapitalpartners.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 1 contacts → |
“At Paragon Capital Partners, we serve a select clientele who have built significant wealth through a combination of business and professional success, as well as prudent…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 26 company matches
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Asset management advisory services: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
26 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Pasadena, so it is reported there. Company counts and contact totals on this page are exact for Pasadena, over 26 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset management advisory services by metro in the United States
- Asset management advisory services in New York498
- Asset management advisory services in Chicago172
- Asset management advisory services in Atlanta140
- Asset management advisory services in Miami139
- Asset management advisory services in Houston136
- Asset management advisory services in Dallas135
- Asset management advisory services in Boston133
- Asset management advisory services in San Francisco110
- Asset management advisory services in San Diego98
- Asset management advisory services in Los Angeles93
- Asset management advisory services in Austin90
- Asset management advisory services in Denver83
- Asset management advisory services in Scottsdale78
- Asset management advisory services in Charlotte77
- Asset management advisory services in Newport Beach70
- Asset management advisory services in Tampa63
- Asset management advisory services in Portland60
- Asset management advisory services in Irvine59
- Asset management advisory services in Overland Park55
- Asset management advisory services in Seattle55
- Asset management advisory services in Minneapolis54
- Asset management advisory services in Indianapolis53
- Asset management advisory services in San Antonio50
- Asset management advisory services in Cincinnati47
- Asset management advisory services in Columbus46
- Asset management advisory services in Pittsburgh46
- Asset management advisory services in Omaha44
- Asset management advisory services in Naples43
- Asset management advisory services in Richmond43
- Asset management advisory services in Boca Raton42
- Asset management advisory services in Las Vegas42
- Asset management advisory services in Raleigh41
- Asset management advisory services in Birmingham40
- Asset management advisory services in Greenville40
- Asset management advisory services in Washington40
- Asset management advisory services in Phoenix39
- Asset management advisory services in Rochester39
- Asset management advisory services in Sarasota38
- Asset management advisory services in Greenwood Village37
- Asset management advisory services in Orlando36
- Asset management advisory services in Bellevue35
- Asset management advisory services in Cleveland34
- Asset management advisory services in Columbia34
- Asset management advisory services in Madison33
- Asset management advisory services in Wilmington33
- Asset management advisory services in Louisville32
- Asset management advisory services in Memphis32
- Asset management advisory services in Colorado Springs31
- Asset management advisory services in Nashville31
- Asset management advisory services in Grand Rapids30
- Asset management advisory services in Salt Lake City30
- Asset management advisory services in Springfield30
- Asset management advisory services in Fort Worth29
- Asset management advisory services in Philadelphia29
- Asset management advisory services in Stamford29
- Asset management advisory services in Fort Lauderdale28
- Asset management advisory services in Lexington28
- Asset management advisory services in Tucson27
- Asset management advisory services in Tulsa27
- Asset management advisory services in Alpharetta26
- Asset management advisory services in Walnut Creek26
- Asset management advisory services in Jacksonville25
- Asset management advisory services in Plano25
- Asset management advisory services in Virginia Beach25
Questions about this company list
What does Exact match mean for asset management advisory services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset management advisory services did RevenueBase find based in Pasadena, United States?
The saved snapshot records 26 matching company records, 156 tracked contacts and 58 verified emails. The public preview displays 14 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 14 asset management advisory services based in Pasadena, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-management-advisory-services/united-states/pasadena.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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