City
Wealth management firms in Fresno, California
As of October 2, 2026, 21 wealth management firms, including broker-dealer firms, with their main office in Fresno, California reported $3.2 billion in regulatory assets under management; the largest by assets was Bridgewealth Advisory Group, LLC, with $868.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 21
- Regulatory assets under management
- $3.2 billion
- Average per firm
- $154.1 million
- SEC-registered, of those listed
- 6 of 21 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bridgewealth Advisory Group, LLC | SEC | $868.9 million | 2,338 |
| 2 | Whelan Financial | SEC | $781.8 million | 1,718 |
| 3 | Private Wealth Advisors | SEC | $451.2 million | 1,102 |
| 4 | Pathways Advisory Group, Inc. | SEC | $388.5 million | 1,013 |
| 5 | Portfolio Advisors, Inc. | SEC | $261.2 million | 754 |
| 6 | Plan Financial | SEC | $195.4 million | 817 |
| 7 | Diversified Wealth Management Solutions, LLC | State | $93.9 million | 264 |
| 8 | Panoramic Financial | State | $93.3 million | 1,049 |
| 9 | Endurance Investment Strategies, Inc. | State | $25.0 million | 100 |
| 10 | Cyclus Wealth Management | State | $24.0 million | 40 |
| 11 | Tri-Quest Investment Advisors | State | $22.1 million | 133 |
| 12 | The Foundation Wealth Management, LLC | State | $13.2 million | 136 |
| 13 | Coffeehouse Capital | State | $10.7 million | 46 |
| 14 | Peterson Garrett, LLC | State | $3.0 million | 9 |
| 15 | JSW Global Capital Group | State | $1.9 million | 2 |
| 16 | RR Financial Management LLC | State | $1.5 million | 62 |
| 17 | Artizan Wealth | State | $152,041 | 4 |
| 18 | Earnings Investment Co. | State | $0 | 0 |
| 19 | Kam Awrabi Capital Investment Company | State | $0 | 0 |
| 20 | Lyon Restaurant Advisory | State | $0 | 0 |
| 21 | Platinum Wealth Management, LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.