RIAs in Fresno, California
Explore 8 RIAs headquartered in Fresno, with $3.7B in combined reported AUM.
RIAs8Headquartered here
Total AUM$3.7BReported regulatory AUM
Total Employees55Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in Fresno
8 RIAsShowing 1–8 of 8 RIAs
Bridgewealth Advisory Group, LLC
FRESNO, CAReported AUM$868.9M
Employees10
23.6% of city AUMView RIA ↗
Whelan Financial
FRESNO, CAReported AUM$781.8M
Employees9
21.2% of city AUMView RIA ↗
Agriglobe Land Advisors, LLC
FRESNO, CAReported AUM$602.2M
Employees4
16.4% of city AUMView RIA ↗
Private Wealth Advisors
FRESNO, CAReported AUM$451.2M
Employees6
12.3% of city AUMView RIA ↗
Pathways Advisory Group, Inc.
FRESNO, CAReported AUM$388.5M
Employees10
10.6% of city AUMView RIA ↗
Portfolio Advisors, Inc.
FRESNO, CAReported AUM$261.2M
Employees7
7.1% of city AUMView RIA ↗
Plan Financial
FRESNO, CAReported AUM$195.4M
Employees6
5.3% of city AUMView RIA ↗
Kerr Wealth Management
FRESNO, CAReported AUM$131M
Employees3
3.6% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.