Investment advisers in Fresno, CA
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Bridgewealth Advisory Group, LLC | $868.9 million | 10 | 0 |
| Whelan Financial | $781.8 million | 9 | 0 |
| Private Wealth Advisors | $451.2 million | 6 | 0 |
| Pathways Advisory Group, Inc. | $388.5 million | 10 | 0 |
| Portfolio Advisors, Inc. | $261.2 million | 7 | 0 |
| Plan Financial | $195.4 million | 6 | 0 |