Firms by city
Registered investment advisers in Fresno, CA
7 SEC-registered advisers headquartered in Fresno, listed by regulatory assets under management as reported on Form ADV.
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7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Bridgewealth Advisory Group | Fresno, CA | $869M |
| Whelan Financial | Fresno, CA | $782M |
| Agriglobe Land Advisors | Fresno, CA | $602M |
| Private Wealth Advisors | Fresno, CA | $451M |
| Pathways Advisory Group | Fresno, CA | $388M |
| Portfolio Advisors | Fresno, CA | $261M |
| Plan Life & Wealth Management | Fresno, CA | $195M |
- Headquarters
- Fresno, CA
- Regulatory AUM
- $869M
- Headquarters
- Fresno, CA
- Regulatory AUM
- $782M
- Headquarters
- Fresno, CA
- Regulatory AUM
- $602M
- Headquarters
- Fresno, CA
- Regulatory AUM
- $451M
- Headquarters
- Fresno, CA
- Regulatory AUM
- $388M
- Headquarters
- Fresno, CA
- Regulatory AUM
- $261M
- Headquarters
- Fresno, CA
- Regulatory AUM
- $195M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Fresno on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.