Financial advisers in Modesto, CA
5 registered investment adviser firms in Modesto managing $1.9B in assets, based on public SEC Form ADV filings.
Mraz And Associates
Modesto, CA · Est. 2011
Local
- AUM
- $917M
- Per adviser
- $183M
- Advisers
- 5
No reported disclosures
Oliveira Wealth
Modesto, CA · Est. 2021
LocalInternational
- AUM
- $332M
- Per adviser
- $166M
- Advisers
- 2
No reported disclosures
Graceada Partners
Modesto, CA · Est. 2025
Local
- AUM
- $273M
- Per adviser
- $34M
- Advisers
- 8
No reported disclosures
Crawford Financial Planning & Consulting
Modesto, CA · Est. 2022
Local
- AUM
- $172M
- Per adviser
- $172M
- Advisers
- 1
No reported disclosures
Blom & Howell Financial Planning, INC.
Modesto, CA · Est. 2022
LocalInternational
- AUM
- $161M
- Per adviser
- $81M
- Advisers
- 2
No reported disclosures