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Investment Advisors in Pasadena, MD: 2026 rankings

79 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Pasadena: Banyan Hill Publishing, RFA Score 73/100; 4.6★ from 481 Google reviews; open evenings.

  2. 2

    Most-reviewed: Porter & Co., 100 Google reviews at 4.9★, the most of 79 ranked after Banyan Hill Publishing; ranked #2.

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

79 Pasadena investment advisors are ranked here by RFA Score, from eight published factors. 11 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 5.0★ across 79 rated firms.

Top 10 investment advisors in 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 investment advisors in Pasadena at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Banyan Hill Publishing734.6★ (481)Baltimore, 13 mi awayEveningsTop score
2Porter & Co.714.9★ (100)Baltimore, 14 mi away—Most reviews
3Winco Investment LLC664.5★ (21)Baltimore, 13 mi away——
4Investment U655.0★ (10)Baltimore, 13 mi awaySat · Sun · Evenings—
5Fidelity Investments643.4★ (19)Annapolis, 9 mi away——
6Private Wealth Partners635.0★ (3)Annapolis, 8 mi away——
7Sera Capital Management635.0★ (3)Annapolis, 9 mi away——
892 Investment Group635.0★ (4)Baltimore, 13 mi awaySat · Evenings—
9Merrill Lynch Wealth Management623.3★ (3)Annapolis, 10 mi away——
10Nathaniel Smith - Prudential Financial625.0★ (3)Baltimore, 13 mi away——

All 79 investment advisors in 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.

  2. #2 Porter & Co.

    Based in Baltimore, 14 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 100 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 100 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1001 Cathedral St, Baltimore, MD 21201
    View profile for Porter & Co.(888) 610-8895

  3. #3 Winco Investment LLC

    Based in Baltimore, 13 mi away

    66/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.5★ from 21 Google reviews, listed on Google as “Investment company”.

    • 4.5★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    16 E Lombard St, Baltimore, MD 21202
    View profile for Winco Investment LLC

  4. #4 Investment U

    Based in Baltimore, 13 mi away

    65/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    105 W Monument St, Baltimore, MD 21201
    View profile for Investment U(855) 402-3939

  5. #5 Fidelity Investments

    Based in Annapolis, 9 mi away

    64/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.4★ from 19 Google reviews, listed on Google as “Investment service”.

    • 3.4★ from 19 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1901 Towne Centre Blvd, Annapolis, MD 21401
    View profile for Fidelity Investments(800) 544-1441

  7. #7 Sera Capital Management

    Based in Annapolis, 9 mi away

    63/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1910 Towne Centre Blvd #250, Annapolis, MD 21401
    View profile for Sera Capital Management(443) 332-1031

  8. #8 92 Investment Group

    Based in Baltimore, 13 mi away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–8 PM · Sat 8 AM–6 PM · Sun closed
    Address
    400 E Pratt St 8th floor, Baltimore, MD 21202
    View profile for 92 Investment Group(410) 530-0095

  11. #11 Brown Advisory

    Based in Baltimore, 12 mi away

    62/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Investment company”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    901 S Bond St Unit 400, Baltimore, MD 21230
    View profile for Brown Advisory(410) 537-5400

  12. #12 Western & Southern Life

    Based in College Park, 20 mi away

    61/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9658 Baltimore Ave #200, College Park, MD 20740
    View profile for Western & Southern Life(240) 695-0070

  14. #14 Blue Ocean

    Based in Baltimore, 19 mi away

    61/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.1★ from 33 Google reviews, listed on Google as “Investment company”.

    • 3.1★ from 33 Google reviews
    Hours
    Mon–Sun 9 AM–5 PM
    Address
    7225 Windsor Blvd Ste 200, Baltimore, MD 21244
    View profile for Blue Ocean(410) 358-2232

  16. #16 Ibello Wealth Management

    Based in Columbia, 17 mi away

    59/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 64 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    10440 Little Patuxent Pkwy Ste 300, Columbia, MD 21044
    View profile for Ibello Wealth Management(410) 415-3403

  21. #21 We Buy MD Homes

    Based in Baltimore, 12 mi away

    58/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 34 Google reviews, listed on Google as “Real estate consultant”.

    • 4.9★ from 34 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    2809 Boston St #107, Baltimore, MD 21224
    View profile for We Buy MD Homes(410) 807-8767

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 79 ranked investment advisors here; the rest are on their profiles.

investment advisors in Pasadena, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Baltimore-Washington Financial Advisors564.7★ (35)17 mi
27Edward Jones - Financial Advisor: John Comberiate, CFP®|ChFC®|AAMS®565.0★ (25)17 mi
28Crest Wealth Advisors564.9★ (12)9 mi
29Wealth Enhancement Group565.0★ (24)18 mi
30Seth Gusman - Edelman Financial Engines565.0★ (15)14 mi
31Klauenberg Retirement Solutions554.9★ (16)16 mi
32Charles Schwab553.9★ (15)9 mi
33Stuart Financial Group554.8★ (22)19 mi
34Edward Jones - Financial Advisor: Alexis P Lecouras, CFP®|AAMS®555.0★ (3)3 mi
35Chesapeake Financial Advisors554.8★ (24)20 mi
36369 Financial555.0★ (14)17 mi
37Panda Pro Home Buyers544.5★ (16)17 mi
38Ashley Zephir - Edelman Financial Engines545.0★ (17)21 mi
39Good News Financial & Investment Advisors LLC545.0★ (3)20 mi
40Patrick Durbin - Edelman Financial Engines545.0★ (8)14 mi
41Moriarty Financial Services545.0★ (10)16 mi
42WesBanco Bank543.0★ (6)5 mi
43Edward Jones - Financial Advisor: Robert Chapman, CEPA®545.0★ (3)7 mi
44CGK Business Sales | Business Brokers Baltimore535.0★ (6)13 mi
45DocShah Financial535.0★ (15)22 mi
46WesBanco Bank533.9★ (12)13 mi
47Curio Wealth535.0★ (3)9 mi
48RBC Wealth Management Branch - Annapolis535.0★ (3)9 mi
49Severn Financial Solutions535.0★ (3)9 mi
50RCS Financial Planning535.0★ (3)9 mi

Also serving Pasadena

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Pasadena
BusinessGoogle ratingDistance
America's Tax Company, LLC5.0★ (4)In Pasadena
Edelman Financial Engines5.0★ (2)8 mi
Edward J. Gill & Associates, P.A.4.4★ (5)In Pasadena
Edward JonesIn Pasadena
Edward Jones - Financial Advisor: Bob Reedy, CFP®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Brian M Conrad, CFP®|CEPA®5.0★ (2)2 mi
Edward Jones - Financial Advisor: Dan Higgins5.0★ (1)In Pasadena
Edward Jones - Financial Advisor: Greg Miller, CFP®|CEPA®|AAMS®5.0★ (2)3 mi
Edward Jones - Financial Advisor: Jeff ShapiroIn Pasadena
Edward Jones - Financial Advisor: John Jilek, CFP®3.5★ (2)10 mi
Edward Jones - Financial Advisor: Robert J Digsby5.0★ (2)7 mi
Edward Jones - Financial Advisor: Walt Stundick5.0★ (2)9 mi
HF Advisory Group5.0★ (2)8 mi
Jenny Logsdon, CFP®, RICP® - Wilmington Advisors @ M&TIn Pasadena
Merrill Lynch Wealth Management5.0★ (2)12 mi
Modera Wealth Management5.0★ (2)8 mi
Naive Cactus Business Ventures5.0★ (2)11 mi
Trident Wealth5.0★ (2)8 mi
Wells Fargo AdvisorsIn Pasadena
Wells Fargo Advisors5.0★ (2)9 mi

How we ranked Pasadena investment advisors

We scored 79 Pasadena investment 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 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Pasadena: frequently asked questions

Which investment advisor has the highest RFA Score in Pasadena?

By RFA Score, the highest-ranked investment advisor in Pasadena, MD is Banyan Hill Publishing with an RFA Score of 73/100. It has 4.6★ from 481 Google reviews. It is open evenings. Porter & Co. (#2) and Winco Investment LLC (#3) follow. We ranked 79 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Pasadena?

RankedFinancialAdvisors ranks 79 investment advisors serving Pasadena, MD. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Pasadena work on weekends?

11 of 79 ranked investment advisors post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Investment U (#4), 92 Investment Group (#8) and Blue Ocean (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Pasadena investment advisors have?

The median Google rating among 79 rated investment advisors in Pasadena is 5.0★, with a median of 8 reviews. Banyan Hill Publishing has the most, 481 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Pasadena count in this ranking?

Yes, if they are within 25 mi of the Pasadena city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Pasadena ranked?

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

How do I check an investment 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 investment advisor in 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 investment 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 Pasadena

  1. November 2026: RFA Scores recalculated for 79 investment advisors serving Pasadena.

More investment advisors and Pasadena pages