Company lists · Data refreshed September 2026

Top 25 Portfolio management consultants based in Pasadena, United States

Name: Portfolio management consultants based in Pasadena, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 48 companies tracked

RevenueBase identified 48 portfolio management consultants headquartered in Pasadena, United States as of September 2026 and tracks 236 professional contacts across them, including 89 with verified work emails. Across the United States, New York is the largest hub for this category (604 companies); Pasadena has 48.

This list covers portfolio management consultants 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 29, 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 29, 2026 86% judged on-target in blind review

48Companies

236Contacts tracked

89Verified emails

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The 25 largest portfolio management consultants based in Pasadena, United States

Ranked by team size

Top 25 of 48 portfolio management consultants based in Pasadena, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management consultants: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Clifford Swan Investment Counselors	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	11-50	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 29, 2026
2	Grandway Group	Partial evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	11-50	21 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 29, 2026
3	The Spartan Group	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	18 contacts →
	Indirect evidence “Spartan Group founders John O.” Source: RevenueBase Database · checked Sep 29, 2026
4	Stonemark Wealth Management	Partial evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Partial evidence “Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting.” Source: RevenueBase Database · checked Sep 29, 2026
5	Arroyo Investment Group	Partial evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	10 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 29, 2026
6	Taylor Insurance And Financial Services	Partial evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	10 contacts →
	Partial evidence “Taylor Insurance and Financial Services is a wealth management practice based in Pasadena, California.” Source: RevenueBase Database · checked Sep 29, 2026
7	The Holdsworth Group, LLC	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	8 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 29, 2026
8	Floe Financial Partners	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	11-50	6 contacts →
	Indirect evidence “Since 1987, Floe Financial Partners, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
9	The Sterling Group	Partial evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	11-50	5 contacts →
	Partial evidence “The Sterling Group exists to provide comprehensive wealth management to its clients.” Source: RevenueBase Database · checked Sep 29, 2026
10	Kondo Wealth Advisors	Partial evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Partial evidence “Kondo Wealth Advisors is a wealth management and financial planning firm.” Source: RevenueBase Database · checked Sep 29, 2026
11	Fuller Investment Management Company	Partial evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	11-50	4 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 29, 2026
12	Sterling Financial Group, INC	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
13	Precision Planning Financial Group, LLC	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
14	First Wilshire Securities Management, INC	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	11-50	4 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 29, 2026
15	Bridgeway Group	Partial evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	4 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 29, 2026
16	Lamplighter Capital Management	Strong evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Strong evidence “Lamplighter Capital Management LLC is a Registered Investment Adviser managing long-term investment portfolios for individual investors, institutions and private investment…” Source: RevenueBase Database · checked Sep 29, 2026
17	Favor Wealth Advisors	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “At Favor Wealth, we do things differently.” Source: RevenueBase Database · checked Sep 29, 2026
18	Mariposa Capital Management, LLC	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “Thoughtful, evidence-based investing.” Source: RevenueBase Database · checked Sep 29, 2026
19	Corrigit Capital Group	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	2 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 29, 2026
20	Quintus Investment Counsel	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	2 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 29, 2026
21	Huntington Associates	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	11-50	1 contacts →
	Indirect evidence “Huntington Associates is a premier financial consulting firm providing expert advice to help you achieve your financial goals.” Source: RevenueBase Database · checked Sep 29, 2026
22	Perkins Financial	Indirect evidence	Pasadena, TX, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
23	Oliria Financial LLC	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	1 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 29, 2026
24	Derive Wealth	Indirect evidence	Pasadena, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
25	Firmo Investment Consulting Services	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Indirect evidence “News and updates from Firmo for professionals.” Source: RevenueBase Database · checked Sep 29, 2026

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: portfolio management consultants. 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 portfolio management consultants.
Partial evidence: Its own public description names part of portfolio management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management consultants. 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 25 of 48 portfolio management consultants based in Pasadena, United States

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Portfolio management consultants based in Pasadena, United States at a glance

As of Sep 29, 2026

37.7%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

Sep 29, 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among portfolio management consultants, 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 “portfolio management consultants”. 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 portfolio management consultants), 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 portfolio management consultants, 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, 89 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 29, 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.

Portfolio management consultants 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 portfolio management consultants, 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 portfolio management consultants are there based in Pasadena, United States?

RevenueBase identified 48 portfolio management consultants 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 in the United States has the most portfolio management consultants?

New York leads the United States with 604 headquartered companies, followed by Chicago (238) and Atlanta (222). Pasadena has 48.

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 89 verified decision-maker contacts tracked across these 48 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 29, 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.