Company lists · Data refreshed November 2026

Top 19 Financial advisors for high net worth based in Fresno, United States

Name: Financial advisors for high net worth based in Fresno, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 30 companies tracked

RevenueBase identified 30 company matches for financial advisors for high net worth associated with Fresno, United States as of November 2026 and tracks 230 professional contacts across them, including 100 with verified work emails. Across the United States, New York is the largest hub for this category (682 companies); Fresno has 30.

This list covers company matches for financial advisors for high net worth associated with Fresno, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

30Companies

230Contacts tracked

100Verified emails

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The 19 largest financial advisors for high net worth based in Fresno, United States

Ranked by team size

Top 19 of 30 company matches for financial advisors for high net worth based in Fresno, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Ascent Financial Solutions, LLC	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	11-50	47 contacts →
	Exact match “Helping Individuals, Families, and Businesses maximize their wealth and secure their assets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	The Garabedian Group, INC	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	11-50	15 contacts →
	Exact match “WE'VE SEEN IT ALL We work collaboratively with you to formulate an action plan for financial success defined by you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Thiesen Dueker Modern Wealth Management	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	11-50	14 contacts →
	Exact match “Thiesen Dueker is an independent financial consulting firm headquartered in Fresno, California with locations serving clients throughout the State.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Portfolio Advisors, INC	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	1-10	12 contacts →
	Exact match “At Portfolio Advisors Inc, we believe financial planning should be personal, transparent, and built around long-term relationships.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Linker Financial Group	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “At Linker Financial Group Inc, we have over 35 years of industry experience, and we use our heritage of excellence to provide world-class service and cutting-edge strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Pathways Advisory Group, INC	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “Pathways is an independent, fee-only financial planning firm located in Fresno, the heart of California’s Central Valley.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Paul C Chen Accountancy Corporation	Exact match	Fresno, United StatesHQ recorded Nov 6, 2026	11-50	10 contacts →
	Exact match “We believe our firm’s steady growth is largely due to the wide range of services we offer.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Whelan Financial	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	11-50	10 contacts →
	Exact match “At Whelan Financial, our clients come first.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Falcon Financial & Insurance Solutions	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “Falcon Financial & Insurance Solutions is a company based out of Fresno, California, United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	BRS Financial Group, LLC	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “At BRS Financial Group, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Central Valley Strategic Wealth Management & Insurance Services	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Central Valley Strategic Wealth Management & Insurance Services is a financial services practice that is dedicated to helping businesses, business owners, families and employees…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Kerr Wealth Management	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Kerr Wealth Management is a Registered Investment Advisor (RIA) in the state of CA.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Panoramic Financial	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Panoramic Financial Advice is a financial advisory firm specializing in investment management and financial planning for doctors/physicians.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Fort Washington Financial And Insurance Services, INC	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Plan Financial	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	11-50	4 contacts →
	Exact match “Plan Financial's mission is to help people align their wealth in a way that complements their life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Fresno Financial Advisors	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Fresno Financial Advisors is a company based out of FRESNO, CA, United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Diversified Wealth Management Solutions	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Diversified Wealth Management Solutions, LLC is a truly unbiased full service wealth management firm focused on delivering customized solutions designed to address the individual…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Private Wealth Advisors	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Private Wealth Advisors, established in 2007 (after more than 20 years operating within the Principal Financial Group) is a boutique financial firm specializing in portfolio…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Coffeehouse Capital LLC Financial Planning And Wealth Management	Exact match	Fresno, CA, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Coffeehouse Capital LLC is an independent fee-only registered investment advisory (RIA) firm providing financial planning and investment management services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial advisors for high net worth”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 19 of 30 financial advisors for high net worth based in Fresno, United States

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Financial advisors for high net worth based in Fresno, United States at a glance

As of Nov 6, 2026

43.5%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

Email recency for this list is measured across the whole United States list rather than for Fresno, so it is reported there. Company counts and contact totals on this page are exact for Fresno, over 30 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Fresno, United States whose business descriptions match “financial advisors for high net worth” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 100 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial advisors for high net worth by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial advisors for high net worth”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisors for high net worth are there based in Fresno, United States?

RevenueBase identified 30 company matches for financial advisors for high net worth associated with Fresno, United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Ascent Financial Solutions, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial advisors for high net worth?

New York leads the United States with 682 company records, followed by Atlanta (341) and Houston (333). Fresno has 30.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 100 professional contacts with verified work emails tracked across these 30 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.