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Investment Advisors in Fresno, TX: 2026 rankings

126 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fresno: Dhanani Private Equity Group, RFA Score 74/100; 4.9★ from 197 Google reviews.

  2. 5

    Most-reviewed: Wilson Wealth Advisors - Ameriprise Financial Services, LLC, 309 Google reviews at 5.0★, the most of 126 ranked; ranked #5.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

126 Fresno investment advisors are ranked here by RFA Score, from eight published factors. 16 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.8★ across 126 rated firms.

Top 10 investment advisors in Fresno at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Fresno at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Dhanani Private Equity Group744.9★ (197)Stafford, 11 mi away—Top score
2Texas Notes705.0★ (80)Houston, 17 mi awaySat · Sun · Evenings—
3GL&L Holdings, LLC665.0★ (33)Houston, 19 mi away——
4Fidelity Investments654.2★ (44)Houston, 17 mi away——
5Wilson Wealth Advisors - Ameriprise Financial Services, LLC645.0★ (309)Webster, 19 mi away—Most reviews
6KK Corporation643.8★ (19)Houston, 12 mi awaySat—
7Verity Advisors644.7★ (12)Houston, 15 mi away——
8CAZ Investments634.3★ (13)Houston, 15 mi away——
9Fidelity Investments612.9★ (58)Houston, 14 mi away——
10Platform Partners614.0★ (4)Houston, 15 mi away——

All 126 investment advisors in Fresno, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Texas Notes

    Based in Houston, 17 mi away

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 80 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 80 Google reviews
    Hours
    Mon–Sun 8 AM–8 PM
    Address
    615 Heights Blvd Ste 200, Houston, TX 77007
    View profile for Texas Notes(281) 221-7383

  3. #3 GL&L Holdings, LLC

    Based in Houston, 19 mi away

    66/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    14780 Memorial Dr #220, Houston, TX 77079
    View profile for GL&L Holdings, LLC(832) 770-9415

  4. #4 Fidelity Investments

    Based in Houston, 17 mi away

    65/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.2★ from 44 Google reviews, listed on Google as “Investment service”.

    • 4.2★ from 44 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    12532 Memorial Dr, Houston, TX 77024
    View profile for Fidelity Investments(800) 572-7011

  6. #6 KK Corporation

    Based in Houston, 12 mi away

    64/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.8★ from 19 Google reviews, listed on Google as “Investment company”.

    • 3.8★ from 19 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 9 AM–2 PM · Sun closed
    Address
    10516 Kipp Way St Suite A, Houston, TX 77099
    View profile for KK Corporation(281) 933-9696

  7. #7 Verity Advisors

    Based in Houston, 15 mi away

    64/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    800 Bering Dr Ste 225, Houston, TX 77057
    View profile for Verity Advisors(832) 831-9353

  8. #8 CAZ Investments

    Based in Houston, 15 mi away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.3★ from 13 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1360 Post Oak Blvd Unit 2200, Houston, TX 77056
    View profile for CAZ Investments(713) 403-8250

  9. #9 Fidelity Investments

    Based in Houston, 14 mi away

    61/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 2.9★ from 58 Google reviews, listed on Google as “Investment service”.

    • 2.9★ from 58 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4410 Westheimer Rd Ste B-100, Houston, TX 77027
    View profile for Fidelity Investments(800) 367-7516

  10. #10 Platform Partners

    Based in Houston, 15 mi away

    61/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 4 Google reviews
    Address
    1717 W Lp S Fwy Suite1900, Houston, TX 77027
    View profile for Platform Partners(713) 335-2300

  12. #12 TDECU Missouri City

    Based in Missouri City, 5 mi away

    61/100RFA Score

    Ranked #12 because of its Google rating and review volume: 4.2★ from 136 Google reviews.

    • 4.2★ from 136 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    9109 Sienna Crossing Dr, Missouri City, TX 77459
    View profile for TDECU Missouri City(800) 839-1154

  14. #14 Old Harbor Financial

    Based in Houston, 19 mi away

    60/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11767 Katy Fwy #813, Houston, TX 77079
    View profile for Old Harbor Financial(281) 232-4300

  15. #15 Summit Capital

    Based in Houston, 11 mi away

    60/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 1.0★ from 3 Google reviews, listed on Google as “Investment company”.

    • 1.0★ from 3 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    10101 Southwest Fwy #650, Houston, TX 77074
    View profile for Summit Capital(713) 750-9977

  19. #19 KKR & Co

    Based in Houston, 16 mi away

    60/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Investment company”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    600 Travis St #7200, Houston, TX 77002
    View profile for KKR & Co(713) 343-5142

  21. #21 New Capital Management

    Based in Houston, 14 mi away

    59/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3355 W Alabama St Ste 275, Houston, TX 77098
    View profile for New Capital Management(713) 874-1444

  23. #23 JJB CPA GROUP PLLC - TAX, WEALTH & INSURANCE

    Based in Stafford, 9 mi away

    58/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.8★ from 32 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 32 Google reviews
    Hours
    Mon–Tue 9 AM–6:30 PM · Wed 9 AM–4 PM · Thu–Fri 9 AM–6:30 PM · Sat 9 AM–5 PM · Sun closed
    Address
    JJB CPA GROUP, 810 Murphy Rd Ste G, Stafford, TX 77477
    View profile for JJB CPA GROUP PLLC - TAX, WEALTH & INSURANCE(832) 520-9500

  24. #24 Park Place Financial

    Based in Bellaire, 12 mi away

    58/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6750 W Loop S Suite 825, Bellaire, TX 77401
    View profile for Park Place Financial(713) 667-4884

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 126 ranked investment advisors here; the rest are on their profiles.

investment advisors in Fresno, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wells Fargo Advisors581.0★ (5)19 mi
27Post Oak Private Wealth Advisors575.0★ (31)16 mi
28Grayson Financial LLC575.0★ (13)5 mi
29WJ Interests Financial Advisors - Wealth Management575.0★ (21)11 mi
30Edward Jones - Financial Advisor: Danyel T Ramelow, CFP®574.8★ (46)19 mi
31TDECU Pearland573.5★ (169)5 mi
32Hawkins Laakso Wealth Management565.0★ (21)13 mi
33Republic Finance564.9★ (15)9 mi
34Mike Garofalo - Private Wealth Advisor, Ameriprise Financial Services, LLC565.0★ (24)15 mi
35Allworth Financial565.0★ (22)15 mi
36CORDA Investment Management, LLC565.0★ (7)17 mi
37TDECU Sugar Land563.8★ (89)11 mi
38Matthew D Landry - Financial Advisor, Ameriprise Financial Services, LLC565.0★ (20)15 mi
39Trajan Wealth564.9★ (15)11 mi
40McKinney Capital Management554.8★ (4)13 mi
41Concenture Wealth Management555.0★ (26)20 mi
42TDECU Angleton554.1★ (151)24 mi
43McGuff Financial - Pearland Financial Planner555.0★ (10)9 mi
44Bert Boutte - Edelman Financial Engines555.0★ (12)12 mi
45TDECU Houston Greenway553.6★ (129)13 mi
46WealthCreate554.6★ (21)16 mi
47Fidelity Investments543.7★ (37)11 mi
48Duhon Wealth Management544.7★ (3)In Fresno
49TDECU Katy Cinco Ranch544.0★ (140)24 mi
50Future Financial Solutions544.8★ (31)24 mi

Also serving Fresno

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Fresno
BusinessGoogle ratingDistance
Campbell Wealth PartnersIn Fresno
Crawford Mickey McGill - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)14 mi
Edward Jones - Financial Advisor: Benjamin Coffman, CFP®5.0★ (2)12 mi
Edward Jones - Financial Advisor: Charlie Rizzo, AAMS®3.0★ (2)11 mi
Edward Jones - Financial Advisor: Deborah L Stelly, CFP®|CEPA®5.0★ (2)13 mi
Edward Jones - Financial Advisor: Jonathan Hoegemeyer5.0★ (2)13 mi
Edward Jones - Financial Advisor: Mark T Bailey, CFP®|AAMS®|CRPC™5.0★ (2)9 mi
Edward Jones - Financial Advisor: Nathan A Smith, CEPA®|AAMS®5.0★ (2)14 mi
Edward Jones - Financial Advisor: Nico E Ditges, CFA®5.0★ (2)14 mi
Edward Jones - Financial Advisor: Richard D Lambert5.0★ (2)4 mi
Edward Jones - Financial Advisor: Sebastian A Rodriguez, AAMS®|CRPC™5.0★ (2)13 mi
Edward Jones - Financial Advisor: Shawn Nicol, CFP®|CEPA®5.0★ (2)12 mi
Momentum Financial Group3.0★ (2)11 mi
Morgan Stanley Financial Advisors5.0★ (2)14 mi
NorthStar Legacy Group - Morgan Stanley1.0★ (2)14 mi
Rethink Wealth5.0★ (2)14 mi
Scott Tiras - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)13 mi
Stegent Equity Advisors, Inc.5.0★ (2)13 mi
Toni Sanders, CFEI RSSA5.0★ (12)In Fresno
Wells Fargo Advisors3.0★ (2)11 mi

How we ranked Fresno investment advisors

We scored 126 Fresno investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Fresno data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Fresno: frequently asked questions

Which investment advisor has the highest RFA Score in Fresno?

By RFA Score, the highest-ranked investment advisor in Fresno, TX is Dhanani Private Equity Group with an RFA Score of 74/100. It has 4.9★ from 197 Google reviews. Texas Notes (#2) and GL&L Holdings, LLC (#3) follow. We ranked 126 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Fresno?

RankedFinancialAdvisors ranks 126 investment advisors serving Fresno, TX. 1 of them is based in Fresno; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Fresno work on weekends?

16 of 126 ranked investment advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Texas Notes (#2), KK Corporation (#6) and TDECU Missouri City (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fresno investment advisors have?

The median Google rating among 126 rated investment advisors in Fresno is 4.8★, with a median of 8 reviews. Wilson Wealth Advisors - Ameriprise Financial Services, LLC has the most, 309 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Fresno count in this ranking?

Yes, if they are within 25 mi of the Fresno city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Fresno ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Fresno a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Fresno

  1. November 2026: RFA Scores recalculated for 126 investment advisors serving Fresno.

More investment advisors and Fresno pages