Company lists · Data refreshed September 2026

Top 25 Asset management consulting firms based in Pasadena, United States

RevenueBase identified 56 asset management consulting firms headquartered in Pasadena, United States as of September 2026 and tracks 328 professional contacts across them, including 132 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Pasadena, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
56Companies
328Contacts tracked
132Verified emails
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The 25 largest asset management consulting firms based in Pasadena, United States

Ranked by team size
Top 25 of 56 asset management consulting firms based in Pasadena, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidencePasadena, TX, United StatesHQ checked Sep 14, 202651-20060 contacts →

Strong evidence

“Tier 1 Integrity LLC (T1 Integrity) is a multi-disciplinary engineering consulting; asset integrity management (AIM); technical inspection; traditional and advanced nondestructive…”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 202611-5042 contacts →

Indirect evidence

“Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 202651-20026 contacts →

Indirect evidence

“At MassMutual Pacific, we first learn what is important to you and your goals for the future.”

Source: RevenueBase Database · checked Sep 14, 2026
4Strong evidencePasadena, CA, United StatesHQ checked Sep 14, 202611-5021 contacts →

Strong evidence

“Grandway is a premier global asset management and advisory firm that strives to create value and protect wealth for our international clients.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-1018 contacts →

Indirect evidence

“Spartan Group founders John O.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidencePasadena, CA, United StatesHQ checked Sep 14, 202611-5014 contacts →

Partial evidence

“Fee-Only Private Financial Planning and Investment Consulting.”

Source: RevenueBase Database · checked Sep 14, 2026
7Strong evidencePasadena, CA, United StatesHQ checked Sep 14, 202611-5014 contacts →

Strong evidence

“Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting.”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-1010 contacts →

Partial evidence

“The investment management industry shortchanges individuals by focusing on brands and emotions instead of the things that really matter to your financial future: transparency, low…”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 202611-506 contacts →

Indirect evidence

“Since 1987, Floe Financial Partners, Inc.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidencePasadena, CA, United StatesHQ checked Sep 14, 202611-505 contacts →

Partial evidence

“The Sterling Group exists to provide comprehensive wealth management to its clients.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Our firm brings together a full complement of resources, tailored to help you grow and manage your real estate portfolio/investment without worry.”

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“Kondo Wealth Advisors is a wealth management and financial planning firm.”

Source: RevenueBase Database · checked Sep 14, 2026
14Partial evidencePasadena, CA, United StatesHQ checked Sep 14, 202611-504 contacts →

Partial evidence

“Fuller Investment Management Company is an independent investment advisory firm serving non-profit organizations, families and individuals throughout the United States.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Beneficent Financial is a financial services company based out of United States.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Welcome to Precision Planning Financial Group:**Who We Are:** We are a team of experienced financial professionals with a strong commitment to trust and a focus on securing your…”

Source: RevenueBase Database · checked Sep 14, 2026
18Partial evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“The Bridgeway Group is a wealth management firm committed to helping our clients make smart decisions about their money.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 202611-503 contacts →

Indirect evidence

“Bridge Advisory is a financial planning firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country.”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“At Favor Wealth, we do things differently.”

Source: RevenueBase Database · checked Sep 14, 2026
21Partial evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“Harvest Financial is an independently owned financial consulting firm whose principals have more than thirty years of combined experience providing dedicated personalized service…”

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidencePasadena, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Professionals at Quintus Investment Counsel are committed first and foremost to our client's unique financial needs.”

Source: RevenueBase Database · checked Sep 14, 2026
25Partial evidencePasadena, CA, United StatesHQ checked Sep 14, 202611-501 contacts →

Partial evidence

“Huntington Associates is a premier financial consulting firm providing expert advice to help you achieve your financial goals.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 56 asset management consulting firms based in Pasadena, United States

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Asset management consulting firms based in Pasadena, United States at a glance

As of Sep 14, 2026
40.2%Verified-email coverage
5.9Average contacts per company
1-10Median size (employees)
950.0%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
39
11-50
13
51-200
3
201-500
1

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 56 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Pasadena, United States whose own description of what they do matches “asset management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management consulting firms, and records with no verified work email. Companies headquartered outside Pasadena are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 132 across the full list. 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 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset management consulting firms are there based in Pasadena, United States?

RevenueBase identified 56 asset management consulting firms headquartered in Pasadena, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Tier 1 Integrity, headquartered in Pasadena, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 132 verified decision-maker contacts tracked across these 56 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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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 Smart Search, 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.