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Best financial advisors in Fresno, CA

Registered advisers within 25 miles of Fresno, CA.

Offices
218
Firms
92
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,665,417 clients when Item 5C has a number
Avg / client
$4.22M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CETERA INVESTMENT ADVISERS LLC
PORTFOLIO ADVISORS, INC.
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PATHWAYS ADVISORY GROUP, INC.
CITIGROUP GLOBAL MARKETS INC.
TAYLOR ADVISORY GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PERENNIAL FINANCIAL SERVICES
WHELAN FINANCIAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

BRANDON LEE DIXON-JAMES
JOHN PETER NILMEIER
RICHARD DALE NILMEIER
RUSSEL JAMES DRITSAS
CRAIG NICHOLAS VITALE
BENJAMIN HENRY MONREAL
RICHARD JAMES MARTIN
TINA MISTRY
ANDREW JAMES MOJICA FLORES
Logan Wesley Sumter
Kory Lamar Yoder
CLAYTON HARDY BLANTON
DERRICK RICHARD LINMAN
Jeremy William Johansen
ROBERTO HO CHIU
ANTHONY RAYMOND SORIA
MARK HIGBEE
ASHLEY MARIE STONE
ANABEL RODRIGUEZ
NESTOR DANIEL LEYVA
LUIS MANUEL BRAVO-MEDINA
Edgar E Tejeda Gonzalez
RODRIGO LEON
TYLER WATSON GARRETT
ROBERT NAYLOR BARBOUR
PHILIP EDWIN ROGERS
CRYSTAL LYNN DEAVER
MICHAEL J. MULLER
ROBERT ROSS ROCCO
STEPHEN MICHAEL BROWN
MICHAEL CHARLES GRANNIS
RENE ALEXANDER MENDOZA
YESSENIA YAQUELIN LOZA
HENRY ACUNA MENCHACA
KATIE LARAY ALTOMARE
Jane Teel
JOSE JESUS ROCHA
COSIMO F. FAVALORO
MEAGAN SHONAY DANIELS
CUAUHTEMOC AMBRIZ MARTINEZ
RICK STALLEN AVELAR
Daniel A Onsurez
AUDORO MELLIN
OTTO MANUEL CRUZ
ROBERT RYAN LOPEZ
MICHAEL BONO
VINCENT ANTHONY BONO
PAUL DOUGLAS RAMER
SHAWN MARIE URENA
ROBERT DURAN
JOSEPH LAWRENCE RODRIGUEZ
ZACHARY SCOTT DUNCAN
ROSE MARIE SILVA
AMAN PREET KAUR
Juan Anguiano Aguilar
MARCUS Dutra MOURO
DREW JOSHUA WILLIAMS
DANIEL L BONO
MICHAEL EDWARD GISH
RICHARD ALLAN EDWARDS
DEBRA LYNN HENBEST
NATHAN JAMES SCHIFFER
ZAIRA QUACH
SCOTT RICHARD BELL
SALLY ANN GALLAGHER
RAUL FIGUEROA
Anthony A. Linares
CHRISTOPHER EARL DODSON
IVAN SOMMADOSI WILTON
STEVAN PAUL HORVATH
CATHERINE T HORAN WALKER
JOSE ANTONIO LIMONES
TRACI KAY CERDA
MICHAEL ARSON JACK LAKOVICH
MARK DAVID MANCHESTER
ROGER EUGENE NORD
MICHAEL ALLEYN HARRIS
JULIE GAYKIAN HAMORY
CHRISTIAN RICHARD HUNT
TERESA GUADALUPE LUJAN
HARRY GAYKIAN
TROY ANTHONY LITLE
ANGELA VILLANUEVA
DUSTIN JOSEPH SMITH
MICHELLE LYN CARTER
JEFFREY SCOTT KARST
Whitney Suzanne Kelley
Michael Mazman
Larry W Zimmerman
Nnamaka Victoria Nwanegbo
SCARLETT CAROLINA LEIVA
PATRICIA RENE MERLO
Kyle A. Burgoyne
Jericho R Talusan
GUILLERMO SAUCEDA
ROBERT DANIEL BISHOP
HYUN SOO LEE
JENNIFER ANNE MCDOUGAL
PAUL JASON FORBES
DOREDDA MARIE GROSSMAN
THOMAS BERNARD DIAS
LANCE EDWARD BACKOWSKI
DEVIN GARY SHAEFFER
JASON RONALD HORG
ROBERT JAMES RALSTON
PORTIA LISSI WHITE
VINCENT JOSEPH WHELAN
MICHAEL DAVID MANJARREZ
STEPHEN CHRISTOPHER DETWEILER
TAYLOR JOHN WHELAN
LORI NICOLE ONG
MICHAEL JAMES RYAN
ERNEST Samuel GONZALEZ
Omar Khalil

Within 25 miles of Fresno, CA, Best Investors lists 92 registered investment advisory firms with 218 offices nearby, managing about $11.3T in combined regulatory AUM across 2,665,417 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Fresno

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM