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
Yvonne R Sanchez
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Eric Ryan Simonians
Registered Affiliation(s):PERENNIAL FINANCIAL SERVICES
Dustin Jon Topoozian
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Scott Patrick Young
Registered Affiliation(s):MORGAN STANLEY
Eric William Daniel
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jennifer Anne Mcdougal
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Paul Jason Forbes
Registered Affiliation(s):LPL FINANCIAL LLC
Andrew Charles Wheeler
Bassim Nabil Michael
Registered Affiliation(s):SCF INVESTMENT ADVISORS, INC.
Dina Rebelo-blake
Registered Affiliation(s):LPL FINANCIAL LLC
Hardev Singh Gill
Registered Affiliation(s):PRUCO SECURITIES, LLC.
Arthur Burton Velasco
Registered Affiliation(s):LPL FINANCIAL LLC
Matthew Parker Webb
Registered Affiliation(s):ALLIANT RETIREMENT CONSULTING
Kyle J Trippel
Registered Affiliation(s):INTEGRATED WEALTH CONCEPTS LLC
Mark Robert Macedo
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Juan Gustavo Garza II
Registered Affiliation(s):PLANMEMBER SECURITIES CORPORATION
Blake Art Nino
Registered Affiliation(s):LPL FINANCIAL LLC
Nikolaus Stephen Redmond
Registered Affiliation(s):PERENNIAL FINANCIAL SERVICES
James Edward Booze
Registered Affiliation(s):SCF SECURITIES, INC.
Bernie Layno Mercader
Registered Affiliation(s):PFS INVESTMENTS INC.
Richard Sam Elia
Registered Affiliation(s):NYLIFE SECURITIES LLC
Stephen Michael Brown
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Marie Christina Loyd
Registered Affiliation(s):LPL FINANCIAL LLC
Darren Courtney Woo
Registered Affiliation(s):NYLIFE SECURITIES 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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