Top financial advisors in South Pasadena, CA
We've curated a list of the best financial advisors in South Pasadena, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $131,094,647 Number of advisors 5 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in South Pasadena, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Newbury Capital Management, LLC
Newbury Capital Management, LLC is a registered investment adviser based in South Pasadena, CA, established in 2009. The firm, owned by Jon Lam, Stuart Sneddon, Edward Barnet II, and Anton Pereiaslavtsev, specializes in providing asset management services tailored to individual client needs. As a fiduciary, the firm is committed to acting in the best interest of clients, offering services such as continuous account supervision, portfolio creation with various securities, and regular portfolio reviews. Clients can place reasonable restrictions on investments, and the firm does not manage assets through other services. For asset management, fees are charged based on a percentage of assets under management, with different fee schedules for common stock, fixed income, and mutual funds. The firm bills fees quarterly in advance and does not offer performance-based fees. Newbury Capital Management manages over $138 million in regulatory assets, with most managed on a discretionary basis. The firm utilizes fundamental, technical, and quantitative analysis in investment decision-making and offers strategies such as cash & cash equivalents, fixed income, and individual stocks. Clients have the option to grant investment discretion to the firm, which allows for securities transactions without prior client approval. Newbury Capital Management also handles proxy voting for client securities, striving to vote in the best interest of all clients.
$131,094,647 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in South Pasadena, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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