Best Financial Advisors in FRESNO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in FRESNO
PLAN FINANCIAL
FRESNO, CA · Since 2018
AGRIGLOBE LAND ADVISORS, LLC
FRESNO, CA · Since 2025
PORTFOLIO ADVISORS, INC.
FRESNO, CA · Since 1991
WHELAN FINANCIAL
FRESNO, CA · Since 1991
PRIVATE WEALTH ADVISORS
FRESNO, CA · Since 2008
PATHWAYS ADVISORY GROUP, INC.
FRESNO, CA · Since 2007
KERR WEALTH MANAGEMENT
FRESNO, CA · Since 2025
BRIDGEWEALTH ADVISORY GROUP, LLC
FRESNO, CA · Since 2018
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in FRESNO?
The median advisory fee in FRESNO, CA is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.