Ways to browse advisors serving Pasadena, TX

Pick a specialty or descriptor to browse more advisors serving Pasadena, TX.

By how they work

Type	Advisors
Large-firm	3,607
Flat-fee	2,213
Seasoned	1,639
Independent	1,237
CFP®-certified	642

By who they serve

Type	Advisors
High-net-worth	1,272
Baby Boomer	62
Millennial	5

Browse by specialty

Find advisors serving Pasadena, TX who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,984
Executive	2,005
Wealth management	1,700
Retired	1,337
Tax-loss harvesting	1,293
Retirement income strategy	964
General retirement planning	809
Retirement plans for business owners (SEP, solo 401k)	775
Active portfolio management	714
Approaching retirement	671
Private / alternative investments	664
Mid-Career Professionals	556
General estate planning guidance	543
HENRY (High Earners, Not Rich Yet)	539
ESG / Sustainable investing	502
Options & derivatives strategies	499
College savings (529s, UTMA, etc.)	474
Cash flow / budgeting	412
Income planning	374
Charitable giving & philanthropy	360
Social Security optimization	321
Concentrated stock management	291
Retirement withdrawal strategies	267
Business exit / sale strategy	241
Equity compensation tax strategy	212
Annuities	183
Passive / index investing	174
Multi-generational wealth transfer	142
Real estate investing	130
Business ownership considerations	123
Self-Employed	106
General tax planning	103
Divorce financial planning	101
Established Professionals	99
Attorney	86
Women Professionals	83
Business succession planning	76
Financial Professional	60
Retired	59
Liquidity event planning	53
Factor investing / smart beta	45
Debt management	44
Parents	40
Technology Professional	40
Intergenerational Families	38
Family Business	34
Planning for children with special needs	29
Values-based investing	29
Long-term care insurance	23
Tax strategies for small businesses	22
Doctor or Medical Professional	15
Life insurance needs analysis	15
Oil & Gas	14
Cross-border / expatriate tax planning	13
Educators, Teachers, and Academics	12
Military & Veterans	12
Young Families	11
Business Financial Management	10
LGBTQIA	10
Business sale tax planning	9
Inheritance planning	9
Medicare planning	7
Religious/faith focused	7
Trust structures (GRAT, IDGT, revocable)	7
Professional Athlete	5
Engineering Professional	4
Roth conversion strategy	4
Stock option exercise strategy	4
Scientific Professional	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support