Top Financial Advisors in Fresno, California
Finding the right financial advisor in Fresno is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Fresno, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Fresno, CA.
Find the Best Financial Advisor Firms in Fresno:
REGENCY INVESTMENT ADVISORS INC
CRD#: 106990
Address: 1312 W Herndon, Suite 101, Fresno, CA 93711
Clients: 506
Average Clients per Advisor: 63
AUM: $ 1.0B
BRIDGEWEALTH ADVISORY GROUP, LLC
CRD#: 293514
Address: 986 West Alluvial Ave. Suite 101, Fresno, CA 93711
Clients: 1,694
Average Clients per Advisor: 282
AUM: $ 740M
WHELAN FINANCIAL
CRD#: 107227
Address: 7700 North Palm Ave. #201, Fresno, CA 93711-5780
Clients: 271
Average Clients per Advisor: 38
AUM: $ 675M
PATHWAYS ADVISORY GROUP, INC.
CRD#: 143817
Address: 684 West Cromwell Avenue Suite 103, Fresno, CA 93711
Clients: 94
Average Clients per Advisor: 23
AUM: $ 276M
PORTFOLIO ADVISORS, INC.
CRD#: 106111
Address: 7571 N. Remington Ave., Ste. 105, Fresno, CA 93711-5799
Clients: 171
Average Clients per Advisor: 34
AUM: $ 224M
INSTITUTIONAL ADVISOR SERVICES
CRD#: 44960
Address: 9 E River Park Pl E, Suite 440, Fresno, CA 93720-1530
Clients: 715
In Business for: 32 Years
Average Clients per Advisor: 119
AUM: $ 181M
How We Chose the Top Financial Advisors in Fresno, California
To create this list of top financial advisor firms in Fresno, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Fresno has to offer.
Search Financial Advisors in Fresno, California
Bruce Homer Traub
Monica Ann Hensley
Paul Sahota
Brandon Lee Dixon-james
John Pershing Sayers III
Nicolas John Allen
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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