Find Top Financial Advisors in Fresno, California

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Fresno, California
Last Updated - 17-Mar-2023

Fresno has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 65 non-vetted advisors in your local area. These financial advisors in Fresno, California have an average of 11 years of experience.

NOTE: The list of financial advisors in Fresno, California mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Fresno, California.

Qualified Financial Advisors in Fresno, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
James Anadon
42012 Rd 52,
Reedley, CA 93654
11 $3,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Fresno

Qualifications CRD# 6332486
Firm CRD# 154494
Series 66

Compensation/Fee Fee-Based, Hourly, Based on Assets

Office Location 42012 Rd 52,
Phone Number 209-346-2535

Born in the Bay Area, I was forced to seek stability and dance with uncertainty from an early age in the foster care system. My ability to listen, comprehend, and tailor creative financial strategies to protect and grow the wealth of my clients have been a direct result of my life experiences. After sharpening my skills at a major Wall Street firm in the Bay Area, I realized that my personal and professional standards were better aligned with an independent, comprehensive, and holistic firm to better serve my clients best interests. As your trusted advisor, listening to you and your familys dreams and values gives me the depth of understanding to guide our investment decisions. I currently reside in California with my wife, Letty, and our daughter, Olivia, plus one on the way. Collectively, we thrive to live intentionally. My intent is to inspire, equip, and teach our kids to have a heart to serve others. In our leisure time you can find us on the hunt for the best sushi spot, visiting our favorite hiking trails, or soaking up the sun at the beach.

About Caitlin John DBA: Olivia Wealth Management

We are a family centered Investment Management and holistic Financial Planning firm that believes there is no cookie cutter plan or investment approach for everybody. It is our mission to be intentional about learning your story so we can carefully tailor a financial blueprint and investment plan that fits your unique goals and needs. In other words, we grow together. Olivia Wealth Management specializes in quality and holistic Financial planning, Tax planning, Retirement planning, Equity based compensation strategies, and customized investment strategies for individuals, families, and businesses. We do this by leveraging the best technologies available to make your experience personable and convenient.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Top Financial Advisor Firms in Fresno, California (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
155 E. Shaw Avenue , #102,
Fresno, CA 93710
$1,907,294,882 7004 A percentage of AUM
Hourly charges
Fixed fees
1312 W Herndon, Suite 101,
Fresno, CA 93711
$777,355,294 1575 A percentage of AUM
Hourly charges
Fixed fees
5260 N. Palm Avenue , Suite 221,
Fresno, CA 93704
$626,731,257 2007 A percentage of AUM
Hourly charges
7700 North Palm Ave. #201,
Fresno, CA 93711-5780
$484,147,491 979 A percentage of AUM
Fixed fees
986 West Alluvial Ave. , Suite 101,
Fresno, CA 93711
$387,390,703 1178 A percentage of AUM
Hourly charges
7447 N. First Street , Suite 202,
Fresno, CA 93720
$353,480,056 415 A percentage of AUM
Hourly charges
Fixed fees
684 West Cromwell Avenue , Suite 103,
Fresno, CA 93711
$246,273,482 878 A percentage of AUM
Hourly charges
Fixed fees
7571 N. Remington Ave., Ste. 105,
Fresno, CA 93711-5799
$236,251,628 823 A percentage of AUM
Fixed fees
9 E River Park Pl E, Suite 440,
Fresno, CA 93720-1530
$185,938,462 754 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Fresno, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brandon D. Uttich
    Inquire with Brandon
    1350 E. Spruce Avenue, Fresno, CA  93720 559-650-2678
    Abel Araujo
    Inquire with Abel
    5250 N Palm Ave, Suite 321, Fresno, CA  93704 559-438-2530
    Brian A Oakes
    Inquire with Brian
    5250 N Palm Ave, Suite 321, Fresno, CA  93704 559-438-2548
    Braden McKeighan
    Inquire with Braden
    5250 N Palm Ave, Suite 321, Fresno, CA  93704 559-438-2520
    Brighton Investment Advisors
    Inquire with Brighton
    7050 North Fresno Street, Suite 105, Fresno, CA  93720 559-320-0285
    Donavan Brouwer
    Inquire with Donavan
    7433 N 1st St, Ste 102, Fresno, CA  93720 559-490-7030
    Nicolas Allen
    Inquire with Nicolas
    7433 N 1st St, Ste 102, Fresno, CA  93720 559-490-7030
    Justin Vartanian
    Inquire with Justin
    7433 N 1st St, Ste 102, Fresno, CA  93720 559-490-7030
    Ronald Samuel
    Inquire with Ronald
    7111 N Fresno St, Ste 240, Fresno, CA  93720 559-435-2990
    Terry Stone
    Inquire with Terry
    555 W Shaw Ave, Ste B5, Fresno, CA  93704 559-222-7646
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?