Falists

California · 18 advisers

Financial Advisors in Fresno, California

Looking for a financial advisor in Fresno, California? Falists indexes 18 SEC-registered and state-registered investment advisers in Fresno — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 14 firms list a website you can visit directly. Firms in this directory manage up to $868.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

18

With website

14

Largest AUM

$868.9M

Financial planning

13

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth16Planning13Trusts14Retirement9Institutional7

Top advisors in Fresno

Ranked by AUM · Fees, team & specialties at a glance

View all 18 →

PLAN FINANCIAL

Fresno, CA

AUM

$195.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

559-433-1110

Full profileVisit site →

JSW GLOBAL CAPITAL GROUP

Fresno, CA

AUM

$1.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

559-225-1306

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Fresno, California?
18 registered investment advisers are listed in our Fresno directory, sourced from public SEC filings.
What types of advisors are in Fresno?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Fresno?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.