California · 4 advisers
Financial Advisors in Visalia, California
Looking for a financial advisor in Visalia, California? Falists indexes 4 SEC-registered and state-registered investment advisers in Visalia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $37.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$37.6M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Visalia
Ranked by AUM · Fees, team & specialties at a glance
AUM
$37.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
559-627-2725
QUINLEY STEWARDSHIP LLC
Visalia, CA
AUM
$28.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
(559) 334-0101
SEQUOIA FINANCIAL, LLC
Visalia, CA
AUM
$20.9M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
559-740-0548
MOLANO WEALTH MANAGEMENT
Visalia, CA
AUM
$960K
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
559-348-7038
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Common questions
- How many financial advisors are in Visalia, California?
- 4 registered investment advisers are listed in our Visalia directory, sourced from public SEC filings.
- What types of advisors are in Visalia?
- 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 Visalia?
- 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.