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Financial Advisors in South Pasadena, CA: 2026 rankings

795 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in South Pasadena: Herbert Financial Group, RFA Score 73/100; 5.0★ from 370 Google reviews; open Saturdays until 5 PM.

  2. 3

    Most-reviewed: LendingUSA, 3,789 Google reviews at 4.7★, the most of 795 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

795 South Pasadena financial advisors are ranked here by RFA Score, from eight published factors. 249 open Saturdays and 54 open Sundays, based on posted hours. The median Google rating is 4.6★ across 795 rated firms.

Most of this list also appears on the Financial advisors in Los Angeles ranking. See Financial advisors in Los Angeles

Top 10 financial advisors in South Pasadena at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in South Pasadena at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Herbert Financial Group735.0★ (370)Monrovia, 8 mi awaySatTop score
2Black Inc Tax Services734.8★ (514)East Los Angeles, 7 mi away——
3LendingUSA734.7★ (3,789)Sherman Oaks, 18 mi awaySatMost reviews
4Infinite Financial Firm Credit Doc725.0★ (777)Los Angeles, 17 mi awaySat · Sun · Evenings—
5Consolidated Financial Services725.0★ (176)Arcadia, 5 mi awaySat—
6Los Angeles Federal Credit Union714.7★ (359)Glendale, 6 mi awaySat—
7Legacy Partners Insurance & Financial Services, Inc.715.0★ (156)Glendale, 7 mi away——
8Lear Capital704.7★ (709)Los Angeles, 18 mi away——
9Aragon Lending Team - Trusted Mortgage Pros694.9★ (116)Los Angeles, 7 mi away——
10InveServe Corp694.3★ (248)Alhambra, 2 mi away——

All 795 financial advisors in South Pasadena, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in South Pasadena

    #1 Herbert Financial Group

    Based in Monrovia, 8 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 370 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 370 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat 8:30 AM–5 PM · Sun closed
    Address
    635 W Foothill Blvd, Monrovia, CA 91016
    View profile for Herbert Financial Group(818) 213-1388

  2. #2 Black Inc Tax Services

    Based in East Los Angeles, 7 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 514 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 514 Google reviews
    Hours
    Mon–Thu 10 AM–6 PM · Fri–Sun closed
    Address
    742 S Atlantic Blvd, East Los Angeles, CA 90022
    View profile for Black Inc Tax Services(323) 263-3399

  3. #3 LendingUSA

    Based in Sherman Oaks, 18 mi away

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.7★ from 3,789 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 3,789 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat 7 AM–4 PM · Sun closed
    Address
    15303 Ventura Blvd #850, Sherman Oaks, CA 91403
    View profile for LendingUSA(800) 994-6177

  8. #8 Lear Capital

    Based in Los Angeles, 18 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.7★ from 709 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 709 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    1990 S Bundy Dr Ste 650, Los Angeles, CA 90025
    View profile for Lear Capital(800) 576-9355

  10. #10 InveServe Corp

    Based in Alhambra, 2 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.3★ from 248 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 248 Google reviews
    Address
    231 E Bay State St, Alhambra, CA 91801
    View profile for InveServe Corp(626) 458-3435

  11. #11 Karine Aslanian

    Based in La Cañada Flintridge, 8 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 95 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 95 Google reviews
    Address
    2222 Foothill Blvd Ste E 290, La Cañada Flintridge, CA 91011
    View profile for Karine Aslanian(818) 355-4906

  13. #13 AVED Consulting Firm

    Based in Glendale, 7 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 81 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 81 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    401 N Brand Blvd Ste L102B, Glendale, CA 91203
    View profile for AVED Consulting Firm(747) 210-7777

  14. #14 1st Quality Tax Service

    Based in Inglewood, 15 mi away

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 152 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 152 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    1401 N La Brea Ave, Inglewood, CA 90302
    View profile for 1st Quality Tax Service(310) 677-1047

  16. #16 Empress Investment Group

    Based in Los Angeles, 10 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 92 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    321 N Larchmont Blvd Ste 800, Los Angeles, CA 90004
    View profile for Empress Investment Group(310) 450-2904

  17. #17 Lake Avenue Financial

    Based in Pasadena, 3 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    301 N Lake Ave #830, Pasadena, CA 91101
    View profile for Lake Avenue Financial(626) 689-2012

  19. #19 Class XVI

    Based in Los Angeles, 14 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 99 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 99 Google reviews
    Hours
    Mon–Fri 12 AM–12 AM · Sat closed · Sun 12 AM–12 AM
    Address
    160 E 108th St, Los Angeles, CA 90061
    View profile for Class XVI(657) 216-4388

  21. #21 Edwin Does Taxes

    Based in Downey, 14 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 92 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat 10 AM–5 PM · Sun closed
    Address
    12950 Paramount Blvd #203, Downey, CA 90242
    View profile for Edwin Does Taxes(562) 334-5163

  22. #22 Financial Counseling Center

    Based in Los Angeles, 10 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 67 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 67 Google reviews
    Hours
    Mon–Fri 8:30 AM–6 PM · Sat 8:30 AM–1 PM · Sun closed
    Address
    4221 Wilshire Blvd Ste 255, Los Angeles, CA 90010
    View profile for Financial Counseling Center(323) 709-0152

  23. #23 RVW Wealth, LLC

    Based in Los Angeles, 16 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 82 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 82 Google reviews
    Hours
    Mon–Fri 8 AM–5:30 PM · Sat–Sun closed
    Address
    1880 Century Pk E #200, Los Angeles, CA 90067
    View profile for RVW Wealth, LLC(310) 945-4000

How we ranked South Pasadena financial advisors

We scored 795 South Pasadena financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn South Pasadena data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in South Pasadena: frequently asked questions

Which financial advisor has the highest RFA Score in South Pasadena?

By RFA Score, the highest-ranked financial advisor in South Pasadena, CA is Herbert Financial Group with an RFA Score of 73/100. It has 5.0★ from 370 Google reviews. It is open Saturdays until 5 PM. Black Inc Tax Services (#2) and LendingUSA (#3) follow. We ranked 795 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in South Pasadena?

RankedFinancialAdvisors ranks 795 financial advisors serving South Pasadena, CA. Counts are as of November 2026.

Which financial advisors in South Pasadena work on weekends?

249 of 795 ranked financial advisors post Saturday hours and 54 post Sunday hours. The highest-ranked open Saturdays are Herbert Financial Group (#1), LendingUSA (#3) and Infinite Financial Firm Credit Doc (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do South Pasadena financial advisors have?

The median Google rating among 795 rated financial advisors in South Pasadena is 4.6★, with a median of 18 reviews. LendingUSA has the most, 3,789 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside South Pasadena count in this ranking?

Yes, if they are within 25 mi of the South Pasadena city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in South Pasadena ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in South Pasadena a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for South Pasadena

  1. November 2026: RFA Scores recalculated for 795 financial advisors serving South Pasadena.
  2. November 2026: 22 duplicate listings merged.

More financial advisors and South Pasadena pages