Investment advisers in Modesto, CA
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Mraz and Associates | $917.5 million | 6 | 0 |
| Oliveira Wealth | $332.4 million | 4 | 0 |
| Graceada Partners | $273.5 million | 25 | 0 |
| Crawford Financial Planning & Consulting | $171.6 million | 2 | 0 |
| Blom & Howell Financial Planning, Inc. | $161.5 million | 3 | 0 |