Company lists · Data refreshed September 2026

Top 18 Portfolio management firms based in Pasadena, United States

Name: Portfolio management 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 20, 2026 25 companies tracked

RevenueBase identified 25 company matches for portfolio management firms associated with Pasadena, United States as of September 2026 and tracks 180 professional contacts across them, including 65 with verified work emails. Across the United States, New York is the largest hub for this category (328 companies); Pasadena has 25.

This list covers company matches for portfolio management firms 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 September 20, 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 Sep 20, 2026 How this list was built

25Companies

180Contacts tracked

65Verified emails

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The 18 largest portfolio management firms based in Pasadena, United States

Ranked by team size

Top 18 of 25 company matches for portfolio management firms based in Pasadena, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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 Sep 20, 2026	11-50	42 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 · Sep 20, 2026 · View company records in RevenueBase
2	Massmutual Pacific	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 2026	51-200	26 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 · Sep 20, 2026 · View company records in RevenueBase
3	Grandway Group	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Grandway is a premier global asset management and advisory firm that strives to create value and protect wealth for our international clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Stonemark Wealth Management	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Arroyo Investment Group	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Floe Financial Partners	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Since 1987, Floe Financial Partners, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Kondo Wealth Advisors	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Kondo Wealth Advisors is a wealth management and financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Sterling Financial Group, INC	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Bridgeway Group	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “The Bridgeway Group is a wealth management firm committed to helping our clients make smart decisions about their money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Bridge Advisory, LLC	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
11	Favor Wealth Advisors	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “At Favor Wealth, we do things differently.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Corrigit Capital Group	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Perkins Financial	Exact match	Pasadena, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Perkins Financial is a full-service financial planning firm that’s committed to do what’s best for you, the client.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Oliria Financial LLC	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
15	Derive Wealth	Exact match	Pasadena, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
16	Sage Investment Group	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
17	SEA To Summit Wealth Management	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
18	Wealtharch Investment Services	Exact match	Pasadena, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “WealthArch Investment Services is an independent, actively managed investment firm that has been providing financial services in Pasadena, CA since 2014.” Recorded in the RevenueBase company graph · Sep 20, 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 “portfolio management firms”. 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 18 of 25 portfolio management firms based in Pasadena, United States

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

As of Sep 20, 2026

36.1%Verified-email coverage

7.2Average contacts per company

1-10Median size (employees)

Sep 20, 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 25 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 “portfolio management firms” 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 65 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 September 20, 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.

Portfolio management firms 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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 25 company matches for portfolio management firms associated with Pasadena, United States as of September 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 portfolio management firms?

New York leads the United States with 328 company records, followed by Chicago (146) and Atlanta (119). Pasadena has 25.

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 65 professional contacts with verified work emails tracked across these 25 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 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 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.