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Best financial advisors in Fresno, TX

Registered advisers within 25 miles of Fresno, TX.

Offices
1,410
Firms
654
Combined AUM
$19.8T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,225,148 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
TRISPERITY ADVISORS, LLC
STRATEGIC ADVISERS LLC
EDWARD JONES
BLUE AI CAPITAL MANAGEMENT LLC
GWN SECURITIES INC.

Investors

THOMAS MURRAY WILSON
KELLY J WILSON
VARKEY K ABRAHAM
GARY FRANCIS BROUGHTON
JOHN THOMAS PENDERGRAFT
ANDREW JAMES BENJAMIN
David Don Weaver
RYAN MICHAEL GREER
CHARLES MANUEL MENDEZ
CELESTE GUHL
CHRISTINE MARIE MALIK
JUSTIN ELLIOT MCCULLOUGH
EDMUND EDWARD HOLLUB
MARK GRUNDEN
Zachary Greer
DAVID COOPER JOHNSTUN
CHRISTOPHER LE
WILLIAM ROBERT WOUGHTER
DIAMANTINA ARAUJO
JAIME SMITH
BRADLEY D COONFIELD
KELLY FULLER
Josh Barajas
HUGO ALFREDO SUAREZ
Li Ping Cytrynowicz
Kevin Michael Fruge
Portrait Coutrelle Plair
Eric Shay Gibson
Kara Dawn Theriot
THOMAS JAMES O'NEILL-CHAMBERS
TRACY RENEE MC CORMACK
C Travis Saacke
THOMAS LEE DOGGETT
JEFFREY MICHAEL MCCULLOCH
CRAIG SCOTT NARUM
ADEBUKOLA OYEJOBI
BRANDY SUCHECKI
PRESTON TIEMAN
LUIS MARIO AGUILAR
IFEANYICHUKWU IWUJI
JASMINE GARRETT
NATHAN GINGRICH
AMBER DANIELLE SMITH
MATIIAS DENMON
MICHAEL INHO WHANG
CRISTIAN MARTINEZ
NARINE VIDESH BHOLA
REDRICK BERTON FOGLE
HALEY HILL CLAVENNA
CHRIS PINTO
JESSE OCANA
ZACHARY AARON HARRIS
CHRISTOPHER ELKHOURY
JUSTIN L. GREENE
JARRED MOEHLMANN
SOFIA MICHELLE SERMENO
MARCO RAMIREZ GARCIA
JONATHAN C BUI
Jason Frank Munoz
Glenn Franklin Schmidt
Camber Mae Jones
PATRICE DANIELS
MARK TODD WALKER
RICHARD ALEX BECKER

Within 25 miles of Fresno, TX, Best Investors lists 654 registered investment advisory firms with 1,410 offices nearby, managing about $19.8T in combined regulatory AUM across 3,225,148 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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM