Financial advisors in Fresno, CA

414 match · page 1 of 14

Alexander Jaramishian
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda Phimmachack
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Flores
Financial advisor at Portfolio Advisors, Inc.
Portfolio Advisors, Inc. · $261.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew McFadden
Financial advisor at Panoramic Financial
Panoramic Financial · $93.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Soria
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Dixon-James
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Regier
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Ullmann
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Conner
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Murray
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher White
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Brueckner
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Sullivan
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Lyon
Financial advisor at Lyon Restaurant Advisory
Lyon Restaurant Advisory
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Derek Elrod
Financial advisor at Bridgewealth Advisory Group, LLC
Bridgewealth Advisory Group, LLC · $868.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Vincenti
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dustin Smith
Financial advisor at Pathways Advisory Group, Inc.
Pathways Advisory Group, Inc. · $388.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Simonians
Financial advisor at Perennial Financial Services
Perennial Financial Services · $2.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jaisy Prem
Financial advisor at Northstar Investment Advisory LLC
Northstar Investment Advisory LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jane Teel
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jarrett Suddarth
Financial advisor at Panoramic Financial
Panoramic Financial · $93.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Link
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Rankin
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Garza
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jimmy Wong
Financial advisor at Jsw Global Capital Group
Jsw Global Capital Group · $1.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Banuelos
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Nilmeier
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Werft
Financial advisor at Plan Financial
Plan Financial · $195.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Burkett
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Hook
Financial advisor at Bridgewealth Advisory Group, LLC
Bridgewealth Advisory Group, LLC · $868.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Fresno, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Fresno, CA.

How this list works

Before you hire an advisor in Fresno, CA