Top 6 financial advisor firms in Fresno

6 SEC-registered financial advisor firms are headquartered in Fresno, CA, with $2.95B in combined regulatory assets under management. The largest by assets are Bridgewealth Advisory Group ($869M), Whelan Financial ($782M) and Private Wealth Advisors ($451M).

6
Financial advisor firms: $2.95B
Their combined AUM: $420M
Median firm AUM: 3,444
Clients of the top 6

The 6 largest by assets

1
Bridgewealth Advisory Group
RIA
$869M
Up to 1.75% a year
2
Whelan Financial
RIA
$782M
1.00% to 1.50% a year
3
Private Wealth Advisors
RIA
$451M
0.50% to 1.50% a year
4
Pathways Advisory Group
RIA
$388M
Regulatory AUM
5
Portfolio Advisors
RIA
$261M
0.25% to 1.00% a year
6
Plan Life & Wealth Management
RIA
$195M
Regulatory AUM

Profiles of the top 6

No. 1 · RIA

Bridgewealth Advisory Group

Bridgewealth Advisory Group is an investment adviser based in Fresno, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $869 million, as filed on 30 March 2026.

Bridgewealth Advisory Group charges up to 1.75% a year for its Comprehensive Portfolio Management Wrap Program.

Regulatory AUM: $869M
Clients: 793
Advisory staff: 5
Fee schedule: Up to 1.75% a year
Custodians: Pershing
Headquarters: 986 West Alluvial Ave., Suite 101, Fresno, CA 93711
Phone: 559-432-6100
Website: bridgewealth.com

No. 2 · RIA

Whelan Financial

Whelan Financial is an investment adviser based in Fresno, CA, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $782 million, as filed on 27 January 2026.

Whelan Financial charges 1.00%–1.50% a year for its Wealth Management.

Regulatory AUM: $782M
Clients: 512
Advisory staff: 7
Founded: 1988
Fee schedule: 1.00% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 7700 North Palm Ave. #201, Fresno, CA 93711-5780
Phone: 559-228-8002
Website: whelanfinancial.com

No. 3 · RIA

Private Wealth Advisors

Private Wealth Advisors is an investment adviser based in Fresno, CA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $451 million, as filed on 20 March 2026.

Private Wealth Advisors charges 0.50%–1.50% a year for its Portfolio Management Services.

Regulatory AUM: $451M
Clients: 898
Advisory staff: 2
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1111 E Herndon Ave, Suite 109, Fresno, CA 93720
Phone: 559-451-3463
Website: pwa.net

No. 4 · RIA

Pathways Advisory Group

Pathways Advisory Group is an investment adviser based in Fresno, CA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $388 million, as filed on 24 September 2026.

Regulatory AUM: $388M
Clients: 186
Advisory staff: 5
Founded: 2007
Custodians: Charles Schwab
Headquarters: 684 West Cromwell Avenue, Suite 103, Fresno, CA 93711
Phone: 559-431-4700
Website: pathwaysadvisorygroup.com

No. 5 · RIA

Portfolio Advisors

Portfolio Advisors is an investment adviser based in Fresno, CA, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $261 million, as filed on 10 March 2026.

Portfolio Advisors charges 0.25%–1.00% a year for its Investment advisory services.

Regulatory AUM: $261M
Clients: 238
Advisory staff: 4
Founded: 1990
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 7571 N. Remington Ave., Ste. 105, Fresno, CA 93711-5799
Phone: 559-432-8400
Website: portadvisors.com

No. 6 · RIA

Plan Life & Wealth Management

Plan Life & Wealth Management is an investment adviser based in Fresno, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $195 million, as filed on 20 March 2026.

Regulatory AUM: $195M
Clients: 817
Advisory staff: 6
Headquarters: 9 E River Park PL E, Suite 440, Fresno, CA 93720-1530
Phone: 559-433-1110
Website: planfinancial.com

Questions about financial advisors in Fresno

How many financial advisor firms are headquartered in Fresno?

6 SEC-registered financial advisor firms report their principal office in Fresno, CA, managing $2.95B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Fresno?

Bridgewealth Advisory Group, with $869M in regulatory assets under management on its latest Form ADV. The next largest are Whelan Financial ($782M) and Private Wealth Advisors ($451M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Fresno?

The median firm manages $420M in regulatory assets. That is the midpoint of the 6 firms headquartered in Fresno.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Fresno charge?

Of the 6 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Fresno?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Fresno has 6 financial advisor firms; see every adviser in the city →