Fresno, California, is home to a diverse range of investment management firms offering tailored financial solutions to individuals, families, and businesses. Whether you’re seeking retirement planning, wealth management, or fiduciary-based advisory services, these firms provide expertise, personalized strategies, and a commitment to long-term financial success. Below is a curated list of top investment management firms in Fresno, along with their key services and contact details.
List of Investment Firms in Fresno
- Brighton Investment Solutions
- Roush Investments LLC
- Fresno Financial Advisors (Mason Street Wealth Management)
- Panoramic Financial
- KERR Wealth Management
- RB Capital Management
- Fig Garden Wealth Management
- Regency Investment Advisors
- Private Wealth Advisors
- Resilient Wealth Management Inc.
1. Brighton Investment Solutions
Brighton Investment Solutions is a financial advisory firm based in Fresno, California, committed to providing straightforward, education-first financial guidance. Established in 2012, the firm has been a part of Dave Ramsey’s SmartVestor Pro program since 2013, becoming a National SmartVestor Pro by 2022. Their approach emphasizes empowering clients with knowledge to make informed financial decisions, aligning with Ramsey’s principles of debt elimination and long-term investing. Brighton offers various fee structures for their services, ensuring clients can choose the option that best fits their needs. The firm operates under LPL Financial, a registered investment advisor and member of FINRA/SIPC, providing a range of investment and advisory services.
🔹 Services: Investment Management, Financial Planning, Retirement Strategies
📍 Address: 2600 Cesar Chavez Blvd Suite 201, Fresno, CA 93711
📞 Phone: 559-495-9322
🔗 Website: Brighton Investment Solutions
📧 Contact: [email protected]
2. Roush Investments LLC
The Roush Group is a fiduciary-based financial advisory firm located in Fresno, California, specializing in comprehensive financial life planning for business owners and high-net-worth individuals across the Central Valley and Central Coast regions. Founded by Rick Roush in 2010, the firm emphasizes a client-centered approach, offering services such as asset management, estate and trust planning, retirement planning, business exit strategies, succession planning, and life insurance. As a Registered Investment Advisor (RIA) and Accredited Investment Fiduciary® (AIF®), the Roush Group upholds the industry’s highest standards of fiduciary care, ensuring that clients’ best interests are always prioritized.
🔹 Services: Investment Management, Estate Planning, Business Succession Strategies
📍 Address: 2014 Tulare St #608, Fresno, CA 93721
📞 Phone: 559-579-1490
🔗 Website: Roush Investments
📧 Contact: [email protected]
3. Fresno Financial Advisors (Mason Street Wealth Management)
Mason Street Wealth Management is an independent financial advisory firm based in Fresno, California, dedicated to assisting individuals nearing or in retirement. The firm offers a holistic approach to financial planning, encompassing services such as financial planning, investment management, and insurance planning. They emphasize building a solid financial foundation and providing personalized strategies to help clients achieve their retirement goals. Led by Sean Mason, the firm is committed to delivering comprehensive financial solutions and has earned an A+ rating from the Better Business Bureau.
🔹 Services: Investment Management, Retirement Planning, Insurance Solutions
📍 Address: 5260 N Palm Ave Suite 320, Fresno, CA 93704
📞 Phone: 559-892-0002
🔗 Website: Fresno Financial Advisors
📧 Contact: [email protected]
4. Panoramic Financial
Panoramic Financial is a fiduciary-based financial advisory firm in Fresno, California, specializing in comprehensive financial planning for physicians and medical professionals. Founded by Andrew McFadden, MBA, CFP®, the firm offers personalized services including full-service investment management, strategic tax planning, retirement planning, insurance optimization, student loan planning, and college planning. With over 12 years of experience working with physician families, Panoramic Financial emphasizes a modern, client-centered approach that prioritizes long-term relationships and proactive support.
🔹 Services: Investment Management, Tax Planning, Physician-Focused Financial Strategies
📍 Address: 710 Van Ness Ave #110, Fresno, CA 93721
📞 Phone: 559-906-0723
🔗 Website: Panoramic Financial
📧 Contact: [email protected]
5. KERR Wealth Management
Kerr Wealth Management is a fee-only Registered Investment Advisor (RIA) based in Fresno, California, offering comprehensive financial planning and investment management services. Founded by Andrew Kerr, the firm caters to a diverse clientele, including small business owners, physicians, executives, and retirees, providing personalized strategies to help clients invest for the future, reduce taxes, and achieve financial independence. Their services encompass holistic financial planning, retirement planning, 401(k) and pension plan consulting, tax planning, and portfolio management, all delivered with transparent pricing and a fiduciary commitment to clients’ best interests.
🔹 Services: Investment Management, Tax Optimization, Retirement & Pension Planning
📍 Address: 7255 N First St #101, Fresno, CA 93711
📞 Phone: 559-277-4772
🔗 Website: KERR Wealth Management
📧 Contact: [email protected]
6. RB Capital Management
RB Capital Management, LLC is a fee-based, SEC-registered investment advisory firm founded in 2000 and headquartered in Reno, Nevada, with additional offices in California and Connecticut. The firm specializes in constructing customized, diversified portfolios using hedged strategies and managed fixed-income investments to minimize risk and enhance returns. Led by founder and Chief Investment Officer Rob Ballan, who brings over 30 years of investment experience, RB Capital Management oversees more than $800 million in assets under management as of December 31, 2024.
🔹 Services: Investment Management, Risk-Adjusted Portfolio Strategies, 401(k) Consulting
📍 Address: 6435 N Palm Ave, Fresno, CA 93704
📞 Phone: 559-478-2565
🔗 Website: RB Capital Management
📧 Contact: [email protected]
7. Fig Garden Wealth Management
Fig Garden Wealth Management is a boutique financial advisory firm based in Fresno, California, offering personalized wealth management services to individuals, families, and small businesses. With over 100 years of collective experience, the firm provides a comprehensive range of services, including retirement planning, tax strategy, estate planning, investment management, insurance, and lifestyle financial planning. They emphasize a client-centered approach, tailoring strategies to meet unique financial goals and ensuring long-term success.
🔹 Services: Investment Management, Estate Planning, Tax Optimization
📍 Address: 5200 N Palm Ave Ste. 312, Fresno, CA 93704
📞 Phone: 559-475-9065
🔗 Website: Fig Garden Wealth Management
📧 Contact: [email protected]
8. Regency Investment Advisors
Regency Investment Advisors is a trusted financial advisory firm in Fresno, providing tailored investment management solutions to help clients achieve their financial objectives. Their team of experienced advisors offers personalized strategies, focusing on long-term growth and risk management. With a commitment to transparency and client education, Regency ensures that individuals and businesses make informed financial decisions.
🔹 Services: Investment Management, Financial Planning, Wealth Preservation
📍 Address: 1312 W Herndon Ave, Fresno, CA 93711
📞 Phone: 559-438-2640
🔗 Website: Regency Investment Advisors
📧 Contact: [email protected]
9. Private Wealth Advisors
Private Wealth Advisors is a dedicated financial advisory firm in Fresno, offering customized investment management and financial planning services. Their team works closely with clients to develop strategies that align with personal and business financial goals. With expertise in retirement planning, tax efficiency, and wealth accumulation, they provide comprehensive solutions for high-net-worth individuals and families.
🔹 Services: Investment Management, Retirement Planning, Tax Strategies
📍 Address: 1111 E Herndon Ave Ste 109, Fresno, CA 93720
📞 Phone: 559-451-3463
🔗 Website: Private Wealth Advisors
📧 Contact: [email protected]
10. Resilient Wealth Management Inc.
Resilient Wealth Management Inc. is a fiduciary financial advisory firm in Fresno, committed to helping clients build and protect their wealth. Their services include investment management, retirement planning, and financial education, ensuring clients are well-prepared for future financial challenges. With a focus on long-term relationships, they provide personalized advice tailored to individual needs.
🔹 Services: Investment Management, Retirement Strategies, Financial Education
📍 Address: 590 W Alluvial Ave #103, Fresno, CA 93711
📞 Phone: 559-323-5555
🔗 Website: Resilient Wealth Management
Choosing the right investment management firm is crucial for achieving financial stability and growth. The firms listed above offer a variety of services, from retirement planning to tax-efficient investment strategies, ensuring that clients in Fresno have access to expert financial guidance. Whether you’re an individual investor, a business owner, or a high-net-worth individual, these firms provide the expertise and personalized attention needed to navigate complex financial landscapes.
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