Rialytix insights

Top RIA Firms in Fresno, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Fresno, California. This hub covers 9 matching firms with $4.8B in total reported AUM and median AUM of $451.2M.

Firms

Matching current profiles

Total AUM

$4.8B

Reported regulatory AUM

Median AUM

$451.2M

Across firms with AUM

Largest firm

$1.1B

Regency Investment Advisors INC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Regency Investment Advisors INC CRD 106990 · Corporation	FRESNO, CA	$1.1B Mar 2026	+$265.8M+30.3%	+$464.2M+68.4%	+$492.9M+75.8%	+$956.8M+513.4%	+1 employees+7.1% over 3Y	+274 accounts+16.8% over 3Y
2. Bridgewealth Advisory Group, LLC CRD 293514 · Limited Liability Company	FRESNO, CA	$868.9M Mar 2026	+$128.8M+17.4%	+$458.1M+111.5%	+$508.4M+141.0%	—	+2 employees+25.0% over 3Y	+1,073 accounts+84.8% over 3Y
3. Whelan Financial CRD 107227 · Corporation	FRESNO, CA	$781.8M Jan 2026	+$213.0M+37.4%	+$297.6M+61.5%	+$423.2M+118.0%	+$652.7M+505.7%	+1 employees+12.5% over 3Y	+739 accounts+75.5% over 3Y
4. Agriglobe Land Advisors, LLC CRD 337868 · Limited Liability Company	FRESNO, CA	$602.2M Mar 2026	—	—	—	$0+0.0%	-2 employees-33.3% over Total	0 accounts+0.0% over Total
5. Private Wealth Advisors CRD 141971 · Limited Liability Company	FRESNO, CA	$451.2M Mar 2026	+$82.4M+22.3%	+$102.1M+29.3%	+$122.0M+37.1%	+$334.8M+287.8%	0 employees+0.0% over 3Y	+120 accounts+12.2% over 3Y
6. Pathways Advisory Group, INC. CRD 143817 · Corporation	FRESNO, CA	$388.5M Apr 2026	+$112.8M+40.9%	+$163.9M+73.0%	+$185.3M+91.2%	+$295.4M+317.5%	-1 employees-9.1% over 3Y	+34 accounts+3.5% over 3Y
7. Portfolio Advisors, INC. CRD 106111 · Corporation	FRESNO, CA	$261.2M Mar 2026	+$36.9M+16.5%	+$64.4M+32.7%	+$56.1M+27.4%	+$140.1M+115.7%	+2 employees+40.0% over 3Y	-85 accounts-10.1% over 3Y
8. Plan Financial CRD 44960 · Corporation	FRESNO, CA	$195.4M Mar 2026	+$25.1M+14.7%	+$27.0M+16.0%	+$16.5M+9.2%	+$113.8M+139.4%	0 employees+0.0% over 3Y	+26 accounts+3.3% over 3Y
9. Kerr Wealth Management CRD 277142 · Corporation	FRESNO, CA	$131.0M May 2026	—	—	—	+$20.9M+19.0%	+1 employees+25.0% over Total	+86 accounts+10.5% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.