Top financial advisors in Fresno, CA
We’ve curated a list of the best financial advisors in Fresno, take a look at it below
Find an advisor in Fresno| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $525,424,073 | 16 advisors | ||
| 2 | $410,863,694 | 8 advisors | ||
| 3 | $349,032,473 | 6 advisors | ||
| 4 | $60,010,905 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Fresno, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fresno. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Ford Financial Group
Ford Financial Group is a financial advisory firm based in Fresno, California. It currently has approximately $525,424,073 of assets under management and employs about 16 people. Ford Financial Group uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$525,424,073
Headcount
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-108765
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Bridgewealth Advisory Group, LLC
Bridgewealth Advisory Group, LLC is a financial advisory firm based in Fresno, California. It currently has approximately $410,863,694 of assets under management and employs about 8 people. Bridgewealth Advisory Group, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$410,863,694
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-112758
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Private Wealth Advisors
Private Wealth Advisors is a financial advisory firm based in Fresno, California. It currently has approximately $349,032,473 of assets under management and employs about 6 people. Private Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$349,032,473
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-68605
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Roush Investment Group
Roush Investment Group is a financial advisory firm based in Fresno, California. It currently has approximately $60,010,905 of assets under management and employs about 6 people. Roush Investment Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$60,010,905
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-71381
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
Your first meeting is free.