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

The Garabedian Group

The Garabedian Group

4.9 8 reviews
“The Garabedian Group has taken care of my accounting since day 1 of my business.”
Serves Fresno, Central Valley +5Since 2009BBB accredited
7110 N Fresno St #200
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Whelan Financial

Whelan Financial

4.2 4 reviews
“It is clear that Portia is always focused on what is best for my total financial health and has never offered me products or services that would merely benefit her bottom line.”
3 attorneysSince 1988BBB A+
7700 N Palm Ave Ste. 201
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Diversified Wealth Management Solutions

Diversified Wealth Management Solutions

5.0 3 reviews
“I have worked with Mark Alcorn and he has taken the time to develop a customized financial strategy, and I could not be happier with how my portfolio is being managed.”
Serves all of CaliforniaSince 2014BBB A+
7948 N Maple Ave UNIT 107
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Linker Financial Group

Linker Financial Group

4.4 3 reviews
“They know Medi-Cal inside and out and have been very helpful for my family.”
Free phone consultationCalifornia license #0707270Since 1997
2440 W Shaw Ave STE 101
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Michael & Company, CPA

Michael & Company, CPA

4.8 13 reviews
“Asked them a general question regarding my taxes and they were more than happy to help me over the phone.”
Free phone consultationAICPA memberSince 2008
155 E Shaw Ave #317
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Douglas M Smith & Company Cpa's

Douglas M Smith & Company Cpa's

4.2 3 reviews
“Jasman Khosa and Carlos have the best communication, get all of my questions answered swiftly and get all of the work done in a timely manner.”
BBB A+Since 2000
2767 E Shaw Ave #102
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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.

Kerr Payroll Solutions

Kerr Payroll Solutions

5.0 5 reviews
“They handle everything you can possibly think of for your business so you can actually run your day to day operations.”
Serves Fresno regionSince 2019Locally ownedPrices online
7255 N First St Suite 104
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Soutas Financial & Insurance Solutions

Soutas Financial & Insurance Solutions

4.5 9 reviews
“Very knowlegable and gives you all the facts whether good or bad.”
LicensedSince 2000
333 W Shaw Ave Suite 106
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Valley Valuations

Valley Valuations

5.0 1 review
“Ray provided great insight to questions about our service oriented business.”
Responds within 24 hoursFree consultationSince 2014
9 River Park Pl E Suite 450
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Book onlineBook
Regency Investment Advisors

Regency Investment Advisors

5.0 2 reviews
“I feel better now that they are managing my accounts.”
Free consultationVirtual consultationsServes nationwideSince 2002
1312 W Herndon Ave
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Veater Financial Group

Veater Financial Group

5.0 2 reviews
Since 2009
7108 N Fresno St #410
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Agape Planning Partners

Agape Planning Partners

5.0 1 review
“AGAPE Planning Partners has been extremely helpful with helping my wife and I meet our financial goals!”
Since 2010
6780 N West Ave Suite 101A
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Fresno Financial Advisors

Fresno Financial Advisors

Since 2017
5260 N Palm Ave Suite 320
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Dedekian George Small & Markarian

Dedekian George Small & Markarian

5 attorneysServes San Joaquin ValleySince 1996Family-owned
8050 N Palm Ave #106
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Armey Bushey & Associates - Wealth Management

Armey Bushey & Associates - Wealth Management

BBB A+Since 2010
7170 N Financial Dr #102
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Brian J. Ullmann, J.D., Cfp, AIF

Brian J. Ullmann, J.D., Cfp, AIF

Since 2011
5260 N Palm Ave # 221
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Roush Investments

Roush Investments

Since 2010
2014 Tulare St #608
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Roeser Accountancy Corporation

Roeser Accountancy Corporation

5.0 7 reviews
“Not only did my husband and I have our personal taxes done there but they also handled all of our business accounting.”
Since 1985
9 River Park Pl E Suite 450
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Quality Life Solutions

Quality Life Solutions

5.0 2 reviews
“Very knowledgeable and they make it easy when family issues are difficult!”
Free consultationSince 2009
4082 N Cedar Ave Ste 101
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Falcon Financial & Insurance Solutions

Falcon Financial & Insurance Solutions

5.0 1 review
“He listens well, has in depth knowledge, and relatable and understanding to our financial goals and situations.”
LicensedSince 2016
6795 N Palm Ave UNIT 110
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Freedom Equity Group

Freedom Equity Group

5.0 2 reviews
“Professional, knowledgeable, and friendly people with big dreams and ambitions!”
Since 2013
4969 E McKinley Ave
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Retirement Plan Consultants

Retirement Plan Consultants

5.0 1 review
“Excellent firm, very easy to work with, very accurate and reliable.”
Since 2001
7647 N Fresno St # 102
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McCann Asset Management

McCann Asset Management

5.0 1 review
LicensedSince 2013
5380 N Fresno St #103
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Brighton Investment Solutions

Brighton Investment Solutions

5.0 1 review
“He explains everything very well and took the time to answer all my questions.”
Since 2022
2600 Ventura St Suite 201
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HomeWealth Management AdvisorsCaliforniaFresno, CA

Why these companies made our list

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