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:
SCF INVESTMENT ADVISORS, INC.
CRD#: 123608
Address: 155 E. Shaw Avenue #102, Fresno, CA 93710
Clients: 7,262
Average Clients per Advisor: 43
AUM: $ 1.8B
REGENCY INVESTMENT ADVISORS INC
CRD#: 106990
Address: 1312 W Herndon, Suite 101, Fresno, CA 93711
Clients: 510
Average Clients per Advisor: 72
AUM: $ 679M
FORD FINANCIAL GROUP
CRD#: 284977
Address: 5260 N. Palm Avenue Suite 221, Fresno, CA 93704
Clients: 720
Average Clients per Advisor: 80
AUM: $ 537M
WHELAN FINANCIAL
CRD#: 107227
Address: 7700 North Palm Ave. #201, Fresno, CA 93711-5780
Clients: 189
Average Clients per Advisor: 27
AUM: $ 453M
BRIDGEWEALTH ADVISORY GROUP, LLC
CRD#: 293514
Address: 986 West Alluvial Ave. Suite 101, Fresno, CA 93711
Clients: 451
Average Clients per Advisor: 150
AUM: $ 411M
PRIVATE WEALTH ADVISORS
CRD#: 141971
Address: 7447 N. First Street Suite 202, Fresno, CA 93720
Clients: 485
Average Clients per Advisor: 242
AUM: $ 349M
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
Brian R Lee
Registered Affiliation(s):MORGAN STANLEY
Julie Gaykian Hamory
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Patricia Rene Merlo
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Charles Brodie Johanson
Registered Affiliation(s):MORGAN STANLEY
Wilton Wai Owyang
Registered Affiliation(s):MORGAN STANLEY
Jason Richard Ahronian
Registered Affiliation(s):MORGAN STANLEY
Geoff Louis Grabe
Registered Affiliation(s):LPL FINANCIAL LLC
Nicholas Alton Ostdiek
Registered Affiliation(s):LPL FINANCIAL LLC
Wei Ping Xian
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Ryan C Estes
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kevin Christopher Hook
Registered Affiliation(s):BRIDGEWEALTH ADVISORY GROUP, LLC
Joseph W. Lemon
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Angela Marie Villanueva
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Clifford James Hall
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
James Albert Gagnon JR
Registered Affiliation(s):HARVEST FINANCIAL CORPORATION
Jebber Jake Cozzi
Registered Affiliation(s):MORGAN STANLEY
David Neal Baker
Registered Affiliation(s):MORGAN STANLEY
Scott Henry Weber
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Thomas Bernard Dias
Registered Affiliation(s):LPL FINANCIAL LLC
Brandon Lee Dixon-james
Registered Affiliation(s):OSAIC WEALTH, INC.
John Jin Otto
Registered Affiliation(s):LPL FINANCIAL LLC
Scott Wayne Smith
Registered Affiliation(s):INDEPENDENT FINANCIAL GROUP, LLC
Scott Kendall Taylor
Registered Affiliation(s):OSAIC WEALTH, INC.
Sandrine Nadege Logan
Registered Affiliation(s):LPL FINANCIAL LLC
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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