How many financial advisors are in Modesto, California?

Falists lists 7 registered investment advisers with a principal office or filing address in Modesto, California, based on public SEC IAPD data.

How do financial advisors in Modesto charge fees?

Fee structures vary by firm. In Modesto, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Modesto?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 7 advisers

Financial Advisors in Modesto, California

Looking for a financial advisor in Modesto, California? Falists indexes 7 SEC-registered and state-registered investment advisers in Modesto — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $917.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$917.5M

Financial planning

Filter by specialty

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

All Wealth7 Planning5 Trusts5 Retirement3 Institutional5

Top advisors in Modesto

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

View all 7 →

Modesto, CA

AUM

$332.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

Fees

Percentage of AUM; Hourly charges

209-579-2332

Full profileNo website

ARROWHEAD WEALTH MANAGEMENT CORP.

Modesto, CA

AUM

$30.8M

Wealth MgmtInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

415-850-3022

Full profileNo website

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Common questions

How many financial advisors are in Modesto, California?: 7 registered investment advisers are listed in our Modesto directory, sourced from public SEC filings.
What types of advisors are in Modesto?: 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 Modesto?: 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.