Best Financial Advisors in Fresno

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Fresno Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 128 84 19

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Armey, Bushey & Associates Wealth Management

Armey, Bushey & Associates Wealth Management is a locally owned and operated financial advising business that specializes in retirement, investment, and estate planning. The firm uses a proactive approach that puts the needs of clients first. Clients receive login details after their first appointments that let them view their account details online. Residents of California and 17 other states can use the associates for advice, including Ohio, Texas, Pennsylvania and Washington.

Fresno, CA 93704


Associated Financial Advisors Ltd

Associated Financial Advisors Ltd. has more than 41 years of experience helping Fresno residents with their financial planning needs. Associates working for the firm customize Associated Financial Advisors Ltd.'s six-step process to fit the individual client's goals and needs. Each member of the firm's three-person team is a Certified Financial Planner. Both Stanley D. Dorrance and Ronald P. Brannan also have a Master of Business Administration (MBA).

Fresno, CA 93711


Bridgewealth Advisory Group, LLC

The certified financial planners working for Bridgewealth Advisory Group, LLC offer help with retirement and income planning. They offer a financial planning questionnaire that prospective clients can use before their first appointments to explain the steps they took to plan for their futures and why they still need help. All the associates working for the firm passed the necessary background checks and will help clients with all aspects of planning for the future.

Fresno, CA 93711


Cornerstone Advisory Group

The Cornerstone Difference is a promise that Cornerstone Advisory Group awards to each client. It reinforces the commitment that the firm has to its clients and explains the clarity that clients leave with after their appointments. The firm offers assistance to those planning for their retirement years and helps them decide which investments are best for their portfolios based on their overall needs.

Fresno, CA 93720


Diversified Wealth Management Solutions

All financial planners working for Diversified Wealth Management Solutions believe that clients deserve advice and opinions based on their unique situations. That hard-working team at this firm include founder Mark Alcorn. Alcorn established the firm in 2014 after earning a degree from the University of California, Santa Barbara and spending several years working in the financial sector.

Falcon Financial & Insurance Solutions, Inc.

The analysts and advisors working for Falcon Financial & Insurance Solutions, Inc. believe that proper planning is the key to helping anyone achieve financial security. They work with businesses and individuals to develop retirement plans and wealth management strategies. Clay Blanton became a financial planner in 2001 and spent more than five years working for other companies before branching out on his own. He established a new company in 2008 that he operated with three helpers for nine years before opening Falcon Financial in 2016.

Ford Financial Group, Inc.

Ford Financial Group, Inc. offers a personalized map for those who need help navigating through the world of financial planning. This firm believes that each client is unique as are his or her needs and will customize plans to support those clients in the future. Their services include education, estate, and tax planning, preparing for retirement, and investment strategizing. Carole Ford opened Ford Financial in 1992 to make sure that everyone has access to financial planning services.

Fort Washington Financial & Insurance Services, Inc.

Based in Fresno, Fort Washington Financial & Insurance Services, Inc. offers financial planning and insurance advising services. The small company works with business and executives to create customized retirement plans and benefit packages for employees. Additionally, they offer wealth management, investment consultations, estate planning, tax strategies, and other financial planning services to individuals and families. The firm believes that individuals should identify the exact needs they will have in the future and make investments that will give them the money they need.

Little Business Wealth Advisors, Inc.

Founded in 2005 by David J. Little, Little Business Wealth Advisors, Inc. specializes in providing investment and wealth management to Fresno individuals and small businesses. The team customizes each portfolio to the client's desires and needs based on individual risk tolerance, investment history, and timeline goals. Little Businesss Wealth Advisors, Inc. also offers retirement planning and insurance advisory services.

Fresno, CA 93704


Panoramic Financial Advice

Panoramic Financial Advice focuses on providing financial advisory and portfolio management services to young physicians. Based in Fresno, the firm aims to help practicing physicians, as well as current residents and fellows, develop personalized investment strategies to meet long-term goals. In addition to portfolio development and investment management, Panoramic Financial Advice helps clients with retirement, insurance, and education planning, tax strategizing, and debt management.

Pathways Advisory Group, Inc.

Pathways Advisory Group, Inc. is an independent financial planning firm that offers guidance to residents of Fresno and the California Central Valley. The fee-based financial advisory works with clients of various backgrounds, including families, pre-retirees and those already in retirement, small business owners, and employees and employers. Their services include retirement, estate, tax, and college planning, investment and insurance advisory, and budget planning. Led by co-founder David Williamson, the team at Pathways Advisory Group, Inc. includes four certified financial planners as well as two paraplanners.

Fresno, CA 93711


Plan Life & Wealth

Plan Life & Wealth is a unique Fresno-based advisory group that helps clients plan for and meet both financial and personal life goals. In addition to financial planning services and business consultations, Plan Life & Wealth can help clients develop personalized health and fitness plans. Their financial services include investment advisory, wealth planning, and estate and philanthropy management for both individuals and businesses. Plan Life & Wealth also works with institutions to develop retirement plans and benefit packages for employees.

Private Wealth Advisors, LLC

Private Wealth Advisors is a Fresno-based financial advisory group that was first established in 2007. The boutique firm specializes in portfolio management for high net worth families and individuals, providing investment services so that their clients can live their life without the stress that can come from trying to research and fine-tune the ideal portfolio. Private Wealth Advisors is run by co-founders Martin Mazorra, certified financial planner (CFP) and chartered financial consultant (ChFC), and Christopher Murray (CFP), and Nicholas Mazorra (CFP).

Fresno, CA 93720


Regency Investment Advisors, Inc.

Regency Investment Advisors has been providing financial advisory services to the Fresno area since 1993. The fee-only firm's primary services include investment recommendations and portfolio management, and financial planning. Their financial planning services aim to incorporate every aspect of a client's financial life by understanding current needs and future goals to develop budget, retirement, education, and tax plans. Regency Investment Advisors also helps companies build retirement plans and benefit packages for their employees.

Fresno, CA 93711


SCF Investment Advisors, Inc.

SCF Investment Advisors, Inc. is a registered investment advisor (RIA) and broker-dealer specializing in helping financial advisors run their practice to the best of their ability. With over twenty years of experience, they pride themselves on offering the resources and benefits of a full-service broker-dealer without compromising their clients' independence. Clients can pick and choose the right products and services to enhance their practice without paying for services they don't need. SCF Investment Advisors, Inc. is experienced working with various types of financial practices, including brokerages, RIAs, hybrid and dual-registration models, and insurance and other direct business model practices.

Soutas Financial & Insurance Solutions, Inc.

Soutas Financial & Insurance Solutions, Inc. opened in 1989 by founder and president, Dale Soutas. An investment adviser representative and life insurance agent, Dale Soutas aims to help clients work towards and realize their retirement goals. The Fresno-based firm works with clients to develop the right retirement income, wealth management, investment, and asset protection strategies based on their individual needs and wants. Additionally, Soutas Financial & Insurance Solutions, Inc. can help clients with annuities, life insurance options, IRAs, and long-term care strategies.

Veater Financial Group

Veater Financial Group is a Fresno-based financial advisory firm specializing in providing financial, tax, and estate planning services to individuals and families. Their primary services include investment portfolio development and management, planning for retirement and maximizing income during retirement, tax planning analysis and strategies, and insurance analysis. Veater Financial Group is committed to working with clients to personalize their investment and retirement strategies, and strives to give morally, ethically, and economically sound financial advice.

Whelan Financial

Whelan Financial has been providing advisory services to individuals and businesses in the Fresno area since 1988. The fee-based firm offers investment management, financial and social security planning, and tax strategizing services to clients, and coordinates with their clients' personal CPAs and estate planning attorneys to make the clients' financial life as seamless as possible. Whelan Financial also helps businesses company retirement plans and investment portfolios and can provide financial education seminars to employees.

Fresno, CA 93711


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