Company lists · Data refreshed September 2026

Top 22 Investment firms based in Pasadena, United States

Name: Investment firms based in Pasadena, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 42 companies tracked

RevenueBase identified 42 investment firms headquartered in Pasadena, United States as of September 2026 and tracks 781 professional contacts across them, including 405 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

42Companies

781Contacts tracked

405Verified emails

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The 22 largest investment firms based in Pasadena, United States

Ranked by team size

Top 22 of 42 investment firms based in Pasadena, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Clifford Swan Investment CounselorsStrong evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	11-50	42
	“Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth.” Source: company website · checked Sep 4, 2026
2	Grandway GroupIndirect evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	11-50	21
	“Grandway is a premier global asset management and advisory firm that strives to create value and protect wealth for our international clients.” Source: company website · checked Sep 4, 2026
3	The Spartan GroupIndirect evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	18
	“Spartan Group founders John O.” Source: company website · checked Sep 4, 2026
4	Stonemark Wealth ManagementStrong evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	11-50	14
	“Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting.” Source: company website · checked Sep 4, 2026
5	Arroyo Investment GroupStrong evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	10
	“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: company website · checked Sep 4, 2026
6	Floe Financial PartnersIndirect evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	11-50	6
	“Since 1987, Floe Financial Partners, Inc.” Source: company website · checked Sep 4, 2026
7	The Sterling GroupIndirect evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	11-50	5
	“The Sterling Group exists to provide comprehensive wealth management to its clients.” Source: company website · checked Sep 4, 2026
8	Tālō Management GroupStrong evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	5
	“Our firm brings together a full complement of resources, tailored to help you grow and manage your real estate portfolio/investment without worry.” Source: company website · checked Sep 4, 2026
9	Fuller Investment Management CompanyStrong evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	11-50	4
	“Fuller Investment Management Company is an independent investment advisory firm serving non-profit organizations, families and individuals throughout the United States.” Source: company website · checked Sep 4, 2026
10	Sterling Financial Group, INCIndirect evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	4
	Source: company website · checked Sep 4, 2026
11	Precision Planning Financial Group, LLCIndirect evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	4
	“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: company website · checked Sep 4, 2026
12	First Wilshire Securities Management, INCIndirect evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	11-50	4
	“Since 1977, First Wilshire has been serving high net-worth individuals and institutional investors guided by a value philosophy: recognizing companies with great prospects at an…” Source: company website · checked Sep 4, 2026
13	Mariposa Capital Management, LLCIndirect evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	3
	“Thoughtful, evidence-based investing.” Source: company website · checked Sep 4, 2026
14	Favor Wealth AdvisorsIndirect evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	3
	“At Favor Wealth, we do things differently.” Source: company website · checked Sep 4, 2026
15	Harvest FinancialIndirect evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	2
	“Harvest Financial is an independently owned financial consulting firm whose principals have more than thirty years of combined experience providing dedicated personalized service…” Source: company website · checked Sep 4, 2026
16	Quintus Investment CounselStrong evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	2
	“Professionals at Quintus Investment Counsel are committed first and foremost to our client's unique financial needs.” Source: company website · checked Sep 4, 2026
17	Lamplighter Capital ManagementStrong evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	2
	“Lamplighter Capital Management LLC is a Registered Investment Adviser managing long-term investment portfolios for individual investors, institutions and private investment…” Source: company website · checked Sep 4, 2026
18	Corrigit Capital GroupStrong evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	2
	“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: company website · checked Sep 4, 2026
19	Wealtharch Investment ServicesStrong evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	1
	“WealthArch Investment Services is an independent, actively managed investment firm that has been providing financial services in Pasadena, CA since 2014.” Source: company website · checked Sep 4, 2026
20	Derive WealthIndirect evidence	Pasadena, United StatesHQ checked Sep 4, 2026	1-10	1
	“Derive Wealth was founded as an evolution of Managing Director Ryan Miyamoto's experience and tenure in the financial planning industry.” Source: company website · checked Sep 4, 2026
21	Oliria Financial LLCIndirect evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	1
	“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: company website · checked Sep 4, 2026
22	SEA To Summit Wealth ManagementIndirect evidence	Pasadena, CA, United StatesHQ checked Sep 4, 2026	1-10	1
	“At Sea to Summit Wealth Management, we offer full wealth management solutions and act as the primary point of contact for your financial needs.” Source: company website · checked Sep 4, 2026

Showing 22 of 42 investment firms based in Pasadena, United States

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Investment firms based in Pasadena, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

201-500

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Pasadena, over 42 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment 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 an evidence 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, 405 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Pasadena, United States?

RevenueBase identified 42 investment 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?

Clifford Swan Investment Counselors, headquartered in Pasadena, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 405 verified decision-maker contacts tracked across these 42 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 4, 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.