Top financial advisors in Fresno, CA
We've curated a list of the best financial advisors in Fresno, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $525,424,073 Number of advisors 16 advisors | |||
| 2 | Assets under management $410,863,694 Number of advisors 8 advisors | |||
| 3 | Assets under management $349,032,473 Number of advisors 6 advisors | |||
| 4 | Assets under management $60,010,905 Number of advisors 6 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
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.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Ford Financial Group
Ford Financial Group, LLC is a registered investment adviser based in Fresno, California, established in January 2017. The firm offers discretionary portfolio management services tailored to clients' needs and investment objectives. Clients grant discretionary authority for the firm to manage their accounts, allowing for customized or model portfolio investments. Financial planning services are also available, with fees ranging from $300 to $400 per hour. The firm may recommend third-party money managers or wrap fee programs, charging an annual fee of 0.25% to 2.00% for portfolio management services. The firm primarily advises on equities, mutual funds, and bonds, with a focus on long-term and short-term investment strategies. Clients are not required to have a minimum account size, but the firm reserves the right to terminate accounts deemed too small. Ford Financial Group, LLC does not accept performance-based fees, engage in side-by-side management, or have any disciplinary disclosures. The firm receives economic benefits from LPL Financial, LLC, and may receive non-cash compensation from advisory product sponsors. Clients' privacy is a priority, with policies in place to protect personal information. In case of trade errors, corrective actions are taken to restore accounts. The firm does not handle class action lawsuits for clients.
$525,424,073 under management
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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 registered investment adviser based in Fresno, CA, managed by Kevin Hook, Joshua Carpenter, and Derek Elrod. Established in 2025, the firm specializes in managing assets for various clients to help achieve their financial goals while considering risk tolerance and time horizons. As a fiduciary, Bridgewealth always acts in the client's best interest, offering a service-oriented advisory practice with open communication lines. The firm sponsors a wrap fee program, allowing clients to pay a single fee for investment advisory services and associated custodial transaction costs. Bridgewealth manages over $740 million in client assets on a discretionary basis as of December 31, 2024. The firm provides comprehensive portfolio management services through its Wrap Fee Program, tailored to meet clients' needs and investment objectives. Additionally, clients participating in the program receive financial planning services. The annual fee for the Wrap Fee Program does not exceed 1.75% and is billed quarterly based on the account balance. Bridgewealth uses various investment strategies, including fundamental analysis, asset allocation, fixed income securities, and more, to manage client accounts. Clients have the option to set reasonable restrictions on their investments, and the firm provides regular account reviews and reports to ensure alignment with client objectives. Bridgewealth does not compensate for client referrals and does not have custody of client funds, except for fee withdrawals and third-party standing letters of authorization for wire transfers.
$410,863,694 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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 registered investment adviser based in Fresno, CA, established in 2007. The firm offers personalized portfolio management and financial consulting services. For portfolio management, they provide discretionary services tailored to clients' needs and objectives, with continuous monitoring and rebalancing. Clients can impose reasonable restrictions on investments. Financial consulting services cover various areas such as investment planning, retirement planning, and estate planning. The firm primarily advises on ETFs and mutual funds, with fees based on a percentage of assets under management. The minimum account size to open an advisory account is $1,000,000, but this may be waived based on the client's potential for asset growth. Private Wealth Advisors acts as a fiduciary and does not accept performance-based fees. They use fundamental analysis and long-term purchase strategies, and may use options for hedging and strategic purposes. The firm does not vote client securities but provides advice on corporate actions. They do not have custody of client funds and maintain strict privacy policies to protect client information. Trade errors are promptly addressed, and the firm does not participate in class action lawsuits on behalf of clients.
$349,032,473 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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.
$60,010,905 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
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.
Top advisors in California
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