Best Financial Advisors in Modesto, CA

19 firms listed · all 19 in Modesto · 1 open weekends · 5 rated 4.5+ · 2 show a license

Data verified October 21, 2026

Swain Financial Services

Swain Financial Services

5.0 2 reviews
“Mr Joe Swain is caring, knowledgeable, dedicated to his clients.”
Since 2014
611 13th St
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Delta Pacific Investment Management

Delta Pacific Investment Management

5.0 1 review
Serves AZ, CA +6Since 2012
1111 I St Suite 304
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Blom & Howell Financial Planning

Blom & Howell Financial Planning

5.0 1 review
Free consultationServes Modesto, CA, Central ValleySince 2019
3340 Tully Rd # B4
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Granite Wealth Management

Granite Wealth Management

Since 2011
4101 Tully Rd #301
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Lynn Telford-Sahl, Certified Money Coach

Lynn Telford-Sahl, Certified Money Coach

Since 2008
1101 Standiford Ave
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Kenoyer Financial & Insurance Solutions

Kenoyer Financial & Insurance Solutions

5.0 2 reviews
“I appreciate the financial mentoring provided to my wife and I regarding our financial portfolio.”
LicensedSince 2012
1022 14th St
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The 19 firms listed for Modesto, 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: Modesto, CA

All 19 firms we list here are in Modesto itself. We have 20 firms in Modesto on file; this page shows the highest-rated 19. 5 of the firms on this page have a rating, and all of them are rated 5.0, across 29 reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (2), investment management (2) and retirement planning (2). 2 show a license on their websites. 14 have ten or more years of experience, the longest 39 years. We have a website on file for 18 of the firms on this page; 16 publish a contact page; 13 list a public email and 1 takes 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.

Oliveira Wealth

Oliveira Wealth

5.0 11 reviews
“He is a financial expert that can help guide you through any situatuion thats out there!”
810 Standiford Ave
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Defined Plan Advisors

Defined Plan Advisors

Since 2015
1012 11th St #200
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American Asset & Wealth Management

American Asset & Wealth Management

Since 2000
1111 J St STE G-111
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Luminary Financial Planning

Luminary Financial Planning

Since 2014
2712 Marlboro Pl
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Pinedo Financial Services

Pinedo Financial Services

Since 2013
3340 Tully Rd Suite B5
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Michael Maddox - Stifel

Michael Maddox - Stifel

Since 2023
1549 McHenry Ave
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Gregory A. Crosby, CFP

Gregory A. Crosby, CFP

Since 2016
1101 Sylvan Ave
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Osborne and Associates

Osborne and Associates

Since 2012
4216 Kiernan Ave # 201
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Mraz, Amerine & Associates

Mraz, Amerine & Associates

Since 2014
1120 13th St suite c
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Lambertson Financial Services

Lambertson Financial Services

Since 2020
1317 Oakdale Rd #1120B
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Rooted Wealth Management - Raymond James

Rooted Wealth Management - Raymond James

Since 2022
1101 Sylvan Ave C-101
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California Asset Management

California Asset Management

LicensedSince 2007
2937 Veneman Ave # B100
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Crawford Financial Planning

Crawford Financial Planning

Since 1987
3501 Coffee Rd #6
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HomeWealth Management AdvisorsCaliforniaModesto, CA

Why these companies made our list

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