AdvisorCensus / Financial advisors / California / Fresno, CA / Branch offices
Advisory firms with an office in Fresno, CA, headquartered elsewhere
26 investment advisory firms with a principal office outside the Fresno, CA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | Fresno, CA | Newport Beach, CA | SEC-registered investment adviser |
| Concorde Asset Management, LLC | Kingsburg, CA | Ann Arbor, MI | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | Fresno, CA | Tampa, FL | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Fresno, CA | Ontario, CA | SEC-registered investment adviser |
| Founders Financial Securities, LLC | Fresno, CA | Towson, MD | SEC-registered investment adviser |
| G. A. Repple & Company | Fresno, CA | Casselberry, FL | SEC-registered investment adviser |
| Independent Financial Group, LLC | Fresno, CA | San Diego, CA | SEC-registered investment adviser |
| Integrated Wealth Concepts LLC | Fresno, CA | Waltham, MA | SEC-registered investment adviser |
| Integrity Alliance, LLC | Fresno, CA | Urbandale, IA | SEC-registered investment adviser |
| LPL Financial LLC | Fresno, CA | Fort Mill, SC | SEC-registered investment adviser |
| Mariner Advisor Network | Fresno, CA | Overland Park, KS | SEC-registered investment adviser |
| Metlife Investment Management, LLC | Fresno, CA | Whippany, NJ | SEC-registered investment adviser |
| MOTIV8 Investments LLC | Fresno, CA | Port St Lucie, FL | SEC-registered investment adviser |
| NWF Advisory Services Inc | Kingsburg, CA | Los Angeles, CA | SEC-registered investment adviser |
| Perennial Financial Services | Fresno, CA | Los Angeles, CA | SEC-registered investment adviser |
| Pgim, Inc. | Fresno, CA | Newark, NJ | SEC-registered investment adviser |
| Pinion Wealth Management, LLC | Fresno, CA | Wichita, KS | SEC-registered investment adviser |
| Plancorp, LLC | Fresno, CA | Saint Louis, MO | SEC-registered investment adviser |
| Portside Wealth Group, LLC | Fresno, CA | Provo, UT | SEC-registered investment adviser |
| Prime Capital Financial | Fresno, CA | Overland Park, KS | SEC-registered investment adviser |
| RB Capital Management, LLC | Fresno, CA | Reno, NV | SEC-registered investment adviser |
| Rockefeller Capital Management | Clovis, CA | New York, NY | SEC-registered investment adviser |
| The Institute | Clovis, CA | Denver, CO | SEC-registered investment adviser |
| The Planning Center, Inc. | Fresno, CA | Moline, IL | SEC-registered investment adviser |
| Tri-AD Capital Management I, LLC | Fresno, CA | Escondido, CA | SEC-registered investment adviser |
| United Planners' Financial Services of America a Limited Partner | Fresno, CA | Scottsdale, AZ | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 3 firms list an office in Fresno, CA on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| 724 Capital, LLC | Fresno, CA | SEC-registered investment adviser |
| Kerr Wealth Management | Fresno, CA | SEC-registered investment adviser |
| Wellth Advisory Services, LLC | Fresno, CA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Fresno, CA, headquartered elsewhere. https://advisorcensus.com/advisors/ca/fresno/branch-offices https://advisorcensus.com/advisors/ca/fresno/branch-offices