Company lists · Data refreshed September 2026

Top 20 Investment management firms based in Pasadena, United States

RevenueBase identified 26 investment management firms headquartered in Pasadena, United States as of September 2026 and tracks 200 professional contacts across them, including 74 with verified work emails. New York is the largest hub.

This list covers investment management 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 20, 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 20, 2026 86% judged on-target in blind review
26Companies
200Contacts tracked
74Verified emails
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The 20 largest investment management firms based in Pasadena, United States

Ranked by team size
Top 20 of 26 investment management firms based in Pasadena, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment management 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
1Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-5042 contacts →

Partial 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 20, 2026
2Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 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 20, 2026
3Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-5021 contacts →

Partial 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 20, 2026
4Strong evidencePasadena, CA, United StatesHQ checked Sep 20, 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 20, 2026
5Strong evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-1010 contacts →

Strong 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 20, 2026
6Strong evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-5010 contacts →

Strong evidence

“Formed in September 2007, Poplar Forest Capital provides active investment management to select individual and institutional investors.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-506 contacts →

Indirect evidence

“Since 1987, Floe Financial Partners, Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-505 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial 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 20, 2026
10Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 20, 2026
13Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 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 20, 2026
14Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 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 20, 2026
15Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“At Favor Wealth, we do things differently.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial 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 20, 2026
17Indirect evidencePasadena, TX, United StatesHQ checked Sep 20, 20261-101 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 20, 2026
18Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect 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 20, 2026
19Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 20, 2026
20Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“WealthArch Investment Services is an independent, actively managed investment firm that has been providing financial services in Pasadena, CA since 2014.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 20 of 26 investment management firms based in Pasadena, United States

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Investment management firms based in Pasadena, United States at a glance

As of Sep 20, 2026
37.0%Verified-email coverage
7.7Average contacts per company
1-10Median size (employees)
1338.5%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
8
51-200
1
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 26 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 management 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 “investment management 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 investment management 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 investment management 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, 74 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 20, 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 management 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 investment management 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 investment management firms are there based in Pasadena, United States?

RevenueBase identified 26 investment management 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 management firms?

New York leads with 348 headquartered companies, followed by Chicago (141) and Atlanta (122).

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 74 verified decision-maker contacts tracked across these 26 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 20, 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.