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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fresno, CA

Every SEC-registered investment adviser representative at a firm office in Fresno, with the firms that employ the most of them.

446 registered advisors work in Fresno; the most are at LPL Financial LLC (84). 0 list the CFP designation and 382 are also registered broker representatives.

Firms with the most advisors in Fresno

FirmAdvisors in Fresno
LPL Financial LLC news84
Wells Fargo Clearing Services, LLC news57
Morgan Stanley news32
Ameriprise Financial Services, LLC news19
Merrill Lynch, Pierce, Fenner & Smith Incorporated news19
Wells Fargo Advisors Financial Network, LLC news16
Commonwealth Financial Network news13
Principal Securities, Inc.12
RBC Capital Markets, LLC news12
Eagle Strategies LLC11
Osaic Wealth, Inc. news11
Perennial Financial Services10
Cetera Investment Advisers LLC news8
Citigroup Global Markets Inc. news8
Charles Schwab & Co., Inc. news7
Whelan Financial7
UBS Financial Services Inc. news6
Bridgewealth Advisory Group, LLC5
Integrated Wealth Concepts LLC5
Pathways Advisory Group, Inc.5
Plan Financial5
Stifel, Nicolaus & Company, Incorporated news5
Transamerica Financial Advisors, LLC5
Cambridge Investment Research Advisors, Inc. news4
D.A. Davidson & Co.4

Advisors in Fresno, A to Z (first 300 of 446)

Search all of California →

Other cities in California

All of California →

San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Irvine 1,751Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Long Beach 359Folsom 325

Questions

How many financial advisors are in Fresno, CA?

446 investment adviser representatives are registered at firm offices in Fresno, California, according to the SEC's Investment Adviser Public Disclosure records. 382 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Fresno?

LPL Financial LLC, with 84 registered advisors in Fresno, followed by Wells Fargo Clearing Services, LLC with 57.

How do I check a financial advisor in Fresno?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.