Best Financial Advisors in FRESNO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in FRESNO
PLAN FINANCIAL
FRESNO, CA · Since 2018
AGRIGLOBE LAND ADVISORS, LLC
FRESNO, CA · Since 2025
WHELAN FINANCIAL
FRESNO, CA · Since 1991
PORTFOLIO ADVISORS, INC.
FRESNO, CA · Since 1991
PATHWAYS ADVISORY GROUP, INC.
FRESNO, CA · Since 2007
BRIDGEWEALTH ADVISORY GROUP, LLC
FRESNO, CA · Since 2018
PRIVATE WEALTH ADVISORS
FRESNO, CA · Since 2008
KERR WEALTH MANAGEMENT
FRESNO, CA · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.