Company lists · Data refreshed November 2026

Top 21 Executive financial planners based in Pasadena, United States

Name: Executive financial planners based in Pasadena, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 48 companies tracked

RevenueBase identified 48 company matches for executive financial planners associated with Pasadena, United States as of November 2026 and tracks 372 professional contacts across them, including 187 with verified work emails. Across the United States, New York is the largest hub for this category (383 companies); Pasadena has 48.

This list covers company matches for executive financial planners 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 November 6, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

48Companies

372Contacts tracked

187Verified emails

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The 21 largest executive financial planners based in Pasadena, United States

Ranked by team size

Top 21 of 48 company matches for executive financial planners based in Pasadena, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Clifford Swan Investment Counselors	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	11-50	40 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 · Nov 6, 2026 · View company records in RevenueBase
2	LA Pension Planners	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	11-50	33 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Massmutual Pacific	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	51-200	31 contacts →
	Exact match “At MassMutual Pacific, we first learn what is important to you and your goals for the future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Stonemark Wealth Management	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	First Financial Consulting	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	11-50	15 contacts →
	Exact match “Fee-Only Private Financial Planning and Investment Consulting.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Taylor Insurance And Financial Services	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “Taylor Insurance and Financial Services is a wealth management practice based in Pasadena, California.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	The Sterling Group	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	11-50	5 contacts →
	Exact match “The Sterling Group exists to provide comprehensive wealth management to its clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Beneficent Financial	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Beneficent Financial is a financial services company based out of United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Precision Planning Financial Group, LLC	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Bridge Advisory, LLC	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	11-50	3 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Favor Wealth Advisors	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “At Favor Wealth, we do things differently.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Harvest Financial	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Harvest Financial is an independently owned financial consulting firm whose principals have more than thirty years of combined experience providing dedicated personalized service…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	KWM Wealth Advisory	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	11-50	2 contacts →
	Exact match “KWM Wealth Advisory is dedicated to addressing your financial objectives through a comprehensive process, founded on the notion of exceptional performance and service, and honed…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Brumm & Associates, INC	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Huntington Associates	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	11-50	1 contacts →
	Exact match “Huntington Associates is a premier financial consulting firm providing expert advice to help you achieve your financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Oliria Financial LLC	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Oliria Financial is an independent, fiduciary planning firm dedicated to helping individuals, families, and business owners in LA County make their money work harder.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	SEA To Summit Wealth Management	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	1-10	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 · Nov 6, 2026 · View company records in RevenueBase
18	Vinepoint Advisory Group	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Paragon Capital Partners	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	1-10	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 · Nov 6, 2026 · View company records in RevenueBase
20	Derive Wealth	Exact match	Pasadena, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Derive Wealth was founded as an evolution of Managing Director Ryan Miyamoto's experience and tenure in the financial planning industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Sage Investment Group	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Sage Investment Group is an independent firm specializing in financial planning for both high net worth individuals and businesses, working closely with select CPA’s to help them…” Recorded in the RevenueBase company graph · Nov 6, 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 “executive financial planners”. 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 21 of 48 executive financial planners based in Pasadena, United States

See the full list, filter by size, metro and specialty, and access 187 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Executive financial planners based in Pasadena, United States at a glance

As of Nov 6, 2026

50.3%Verified-email coverage

7.8Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 48 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 “executive financial planners” 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 187 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 November 6, 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.

Executive financial planners by metro in the United States

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 “executive financial planners”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many executive financial planners are there based in Pasadena, United States?

RevenueBase identified 48 company matches for executive financial planners associated with Pasadena, United States as of November 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 executive financial planners?

New York leads the United States with 383 company records, followed by Houston (259) and Atlanta (242). Pasadena has 48.

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 187 professional contacts with verified work emails tracked across these 48 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 November 6, 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 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.