Firms by city
Registered investment advisers in Modesto, CA
5 SEC-registered advisers headquartered in Modesto, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Mraz, Amerine & Associates | Modesto, CA | $917M |
| Oliveira Wealth | Modesto, CA | $332M |
| Sentinel Rock Realty Trust | Modesto, CA | $273M |
| Crawford, Gregory Jason | Modesto, CA | $172M |
| Blom & Howell Financial Planning | Modesto, CA | $161M |
- Headquarters
- Modesto, CA
- Regulatory AUM
- $917M
- Headquarters
- Modesto, CA
- Regulatory AUM
- $332M
- Headquarters
- Modesto, CA
- Regulatory AUM
- $273M
- Headquarters
- Modesto, CA
- Regulatory AUM
- $172M
- Headquarters
- Modesto, CA
- Regulatory AUM
- $161M
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 Modesto 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.