Investment adviser firms in FRESNO, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
8 firms · Source months shown: August 2026
- AGRIGLOBE LAND ADVISORS, LLCCRD 337868 · FRESNO, CA$602,222,114.00Regulatory AUM · August 2026
- BRIDGEWEALTH ADVISORY GROUP, LLCCRD 293514 · FRESNO, CA$868,922,370.00Regulatory AUM · August 2026
- KERR FINANCIAL PLANNING CORPORATIONCRD 277142 · FRESNO, CA$131,030,044.00Regulatory AUM · August 2026
- PATHWAYS ADVISORY GROUP, INC.CRD 143817 · FRESNO, CA$388,476,260.00Regulatory AUM · August 2026
- PLAN LIFE & WEALTH MANAGEMENT, INC.CRD 44960 · FRESNO, CA$195,434,083.00Regulatory AUM · August 2026
- PORTFOLIO ADVISORS, INC.CRD 106111 · FRESNO, CA$261,154,540.00Regulatory AUM · August 2026
- PRIVATE WEALTH ADVISORS, LLCCRD 141971 · FRESNO, CA$451,158,900.00Regulatory AUM · August 2026
- WHELAN FINANCIALCRD 107227 · FRESNO, CA$781,750,987.00Regulatory AUM · August 2026