Company lists · Data refreshed September 2026
Top 18 Fiduciary services companies based in Pasadena, United States
RevenueBase identified 31 fiduciary services companies headquartered in Pasadena, United States as of September 2026 and tracks 153 professional contacts across them, including 75 with verified work emails. New York is the largest hub.
This list covers fiduciary services companies 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 19, 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.
The 18 largest fiduciary services companies based in Pasadena, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42 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 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 14 contacts → | ||||
Indirect evidence “Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 10 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 10 contacts → | ||||
Indirect evidence “Taylor Insurance and Financial Services is a wealth management practice based in Pasadena, California.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Indirect evidence “People are at the heart of every estate plan.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 contacts → | ||||
Strong evidence “Our team of California-licensed professional fiduciaries offers a broad and diverse range of professional experience which enables us to provide a level of specialized, responsive…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Strong evidence “Impact Fiduciary’s mission is to help you take control of your financial life while investing in a better world.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “Kondo Wealth Advisors is a wealth management and financial planning firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 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 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 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 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “At Favor Wealth, we do things differently.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “Estate Planning Services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “Perkins Financial is a full-service financial planning firm that’s committed to do what’s best for you, the client.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “JLB Financial LLC exists to help professionals with their financial future.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Strong evidence “Oliria Financial is an independent, fiduciary planning firm dedicated to helping individuals, families, and business owners in LA County make their money work harder.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Derive Wealth was founded as an evolution of Managing Director Ryan Miyamoto's experience and tenure in the financial planning industry.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fiduciary services companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names fiduciary services companies.
- Partial evidence
- Its own public description names part of fiduciary services companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fiduciary services companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 18 of 31 fiduciary services companies based in Pasadena, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 75 reachable decision-makers.
Free signup · no credit card
Fiduciary services companies based in Pasadena, United States at a glance
As of Sep 19, 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 31 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 fiduciary services companies, 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 “fiduciary services companies”. 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 fiduciary services companies), 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 fiduciary services companies, 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, 75 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 19, 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.
Fiduciary services companies by metro in the United States
- Fiduciary services companies in New York147
- Fiduciary services companies in Houston114
- Fiduciary services companies in San Diego99
- Fiduciary services companies in Atlanta95
- Fiduciary services companies in Dallas80
- Fiduciary services companies in Chicago76
- Fiduciary services companies in Scottsdale75
- Fiduciary services companies in Austin71
- Fiduciary services companies in Denver59
- Fiduciary services companies in Charlotte58
- Fiduciary services companies in Phoenix53
- Fiduciary services companies in Los Angeles52
- Fiduciary services companies in Newport Beach51
- Fiduciary services companies in Portland51
- Fiduciary services companies in Miami49
- Fiduciary services companies in Boston47
- Fiduciary services companies in San Francisco47
- Fiduciary services companies in Cincinnati45
- Fiduciary services companies in Seattle45
- Fiduciary services companies in Overland Park43
- Fiduciary services companies in Las Vegas42
- Fiduciary services companies in Tampa41
- Fiduciary services companies in Indianapolis38
- Fiduciary services companies in Boca Raton37
- Fiduciary services companies in Colorado Springs36
- Fiduciary services companies in Columbia36
- Fiduciary services companies in Columbus34
- Fiduciary services companies in Irvine34
- Fiduciary services companies in Jacksonville33
- Fiduciary services companies in Pittsburgh33
- Fiduciary services companies in Raleigh33
- Fiduciary services companies in San Antonio33
- Fiduciary services companies in Madison32
- Fiduciary services companies in Richmond32
- Fiduciary services companies in Wilmington32
- Fiduciary services companies in Greenwood Village31
- Fiduciary services companies in Pasadena31
- Fiduciary services companies in Rochester31
- Fiduciary services companies in Minneapolis29
- Fiduciary services companies in Lexington28
- Fiduciary services companies in Omaha28
- Fiduciary services companies in Sarasota28
- Fiduciary services companies in Washington28
- Fiduciary services companies in Louisville27
- Fiduciary services companies in Nashville27
- Fiduciary services companies in Troy27
- Fiduciary services companies in Tucson27
- Fiduciary services companies in Greenville26
- Fiduciary services companies in Grand Rapids25
- Fiduciary services companies in Salt Lake City25
- Fiduciary services companies in Springfield25
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 fiduciary services companies, 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 fiduciary services companies are there based in Pasadena, United States?
RevenueBase identified 31 fiduciary services companies 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?
Clifford Swan Investment Counselors, headquartered in Pasadena, tops this list with the largest team on record.
Which city has the most fiduciary services companies?
New York leads with 147 headquartered companies, followed by Houston (114) and San Diego (99).
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 75 verified decision-maker contacts tracked across these 31 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 31 fiduciary services companies based in Pasadena, United States. Start with a free account, no credit card.
Download this list →Related lists
Fiduciary services companies by geography
- Fiduciary services companies based in Basel, Switzerland
- Fiduciary services companies based in Geneva, Switzerland
- Fiduciary services companies based in Lausanne, Switzerland
- Fiduciary services companies based in Lugano, Switzerland
- Fiduciary services companies based in Zurich, Switzerland
- Fiduciary services companies based in Atlanta, United States
- Fiduciary services companies based in Austin, United States
- Fiduciary services companies based in Boca Raton, United States
- Fiduciary services companies based in Boston, United States
- Fiduciary services companies based in Charlotte, United States
- Fiduciary services companies based in Chicago, United States
- Fiduciary services companies based in Cincinnati, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fiduciary services companies based in Basel, Switzerland
- Fiduciary services companies based in Geneva, Switzerland
- Fiduciary services companies based in Lausanne, Switzerland
- Fiduciary services companies based in Lugano, Switzerland
- Fiduciary services companies based in Zurich, Switzerland
- Fiduciary services companies based in Atlanta, United States