Best Financial Advisors in Fresno, CA
24 firms listed · all 24 in Fresno · 18 rated 4.5+ · 4 show a license
Data verified October 18, 2026
Whelan Financial
Diversified Wealth Management Solutions
Linker Financial Group
Michael & Company, CPA
Douglas M Smith & Company Cpa's
The 24 firms listed for Fresno, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Fresno, CA
All 24 firms we list here are in Fresno itself. We have 37 firms in Fresno on file; this page shows the highest-rated 24. 21 of the firms on this page have a rating, from 4.2 to 5.0 across 86 reviews; 18 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (3), retirement planning (3), wealth management (3), insurance planning (2) and investment management (2). 4 show a license on their websites and 6 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 41 years. 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 13 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Fresno offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.