Best Financial Advisors near Madera, CA

We have one firm in Madera on file, and it is on this list, along with 9 from Fresno (20 mi).

1 open weekends · 8 rated 4.5+ · 1 shows a license

Data verified October 15, 2026

Gen Next Wealth

Gen Next Wealth

Since 2013
2351 W Cleveland Ave A
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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
Fresno, CA · 20 mi from Madera
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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
Fresno, CA · 20 mi from Madera
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Fresno Financial Advisors

Fresno Financial Advisors

Since 2017
Fresno, CA · 20 mi from Madera
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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
Fresno, CA · 20 mi from Madera
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The Trippel Group of Wells Fargo Advisors

The Trippel Group of Wells Fargo Advisors

5.0 1 review
Fresno, CA · 20 mi from Madera
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The 10 firms listed for Madera, 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: Madera, CA

9 of the 10 firms on this page have a rating, from 4.2 to 5.0 across 17 reviews; 8 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (2), insurance planning (2) and investment management (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 8 of the firms on this page; 6 publish a contact page; 6 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

World Financial Group - Sunny Chadha

World Financial Group - Sunny Chadha

5.0 1 review
Fresno, CA · 20 mi from Madera
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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+
Fresno, CA · 20 mi from Madera
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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
Fresno, CA · 20 mi from Madera
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Dedekian George Small & Markarian

Dedekian George Small & Markarian

5 attorneysServes San Joaquin ValleySince 1996Family-owned
Fresno, CA · 20 mi from Madera
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HomeWealth Management AdvisorsCaliforniaMadera, CA

Why these companies made our list

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