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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Plan Financial financial advisors in Fresno, CA

Every SEC-registered investment adviser representative at a Plan Financial office in Fresno, A to Z.

The short answer

4 registered advisors work at Plan Financial in Fresno, out of 4 at the firm nationwide; it ranks number 25 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Plan Financial advisors in Fresno, A to Z

Every Plan Financial advisor →

Plan Financial advisors in every city and state →Plan Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Fresno

All Fresno advisors →

LPL Financial LLC 79Wells Fargo Clearing Services, LLC 55Morgan Stanley 31Ameriprise Financial Services, LLC 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Wells Fargo Advisors Financial Network, LLC 14Commonwealth Financial Network 12Principal Securities, Inc. 11Eagle Strategies LLC 10Osaic Wealth, Inc. 10Perennial Financial Services 10RBC Capital Markets, LLC 10

Questions

How many financial advisors does Plan Financial have in Fresno?

4 investment adviser representatives are registered at Plan Financial offices in Fresno, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Plan Financial one of the largest advisor employers in Fresno?

Plan Financial ranks number 25 in Fresno by registered advisors; LPL Financial LLC has the most, with 79.

How do I check a Plan Financial advisor in Fresno?

Each advisor below links to a profile with their registrations, exams, designations 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 Plan Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.