Financial advisers in Fresno, CA

8 registered investment adviser firms in Fresno managing $3.7B in assets, based on public SEC Form ADV filings.

Bridgewealth Advisory Group, LLC

Fresno, CA · Est. 2018

Local

Fee-only

AUM: $869M
Per adviser: $174M
Advisers: 5

No reported disclosures

Whelan Financial

Fresno, CA · Est. 1991

Local

Fee-based

AUM: $782M
Per adviser: $112M
Advisers: 7

No reported disclosures

Agriglobe Land Advisors, LLC

Fresno, CA · Est. 2025

Local

Fee-based

AUM: $602M
Per adviser: $151M
Advisers: 4

No reported disclosures

Private Wealth Advisors

Fresno, CA · Est. 2008

Regional

Fee-based

AUM: $451M
Per adviser: $226M
Advisers: 2

No reported disclosures

Pathways Advisory Group, INC.

Fresno, CA · Est. 2007

Local

Fee-only

AUM: $388M
Per adviser: $78M
Advisers: 5

No reported disclosures

Portfolio Advisors, INC.

Fresno, CA · Est. 1991

Local

Fee-based

AUM: $261M
Per adviser: $65M
Advisers: 4

No reported disclosures

Plan Financial

Fresno, CA · Est. 2018

Local

Fee-based

AUM: $195M
Per adviser: $33M
Advisers: 6

No reported disclosures

Kerr Wealth Management

Fresno, CA · Est. 2025

Local

Fee-based

AUM: $131M
Per adviser: $26M
Advisers: 5

No reported disclosures