Ford Financial Group is a well-established local investment advisory firm headquartered in Fresno, CA, with five offices strategically located across the region. With a team of 16 dedicated professionals, Ford Financial Group offers a comprehensive range of financial services to individuals and businesses alike. Among their experienced staff, nine employees specialize in providing investment advisory services, ensuring clients receive expert guidance tailored to their unique financial goals. Ford Financial Group manages an impressive average of approximately $76,360,000 in assets under management per investment advisor, which aligns with the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management and performance-based fees. With over 720 individual clients, Ford Financial Group oversees a substantial portfolio of assets, totaling over $537,134,000 under management. Notably, the majority of these assets belong to high-net-worth individuals, reflecting the firm's expertise in catering to their specialized needs. While Ford Financial Group primarily manages discretionary assets, accounting for an impressive 98% of the assets they oversee, they also possess the capability to manage employer funds, providing valuable services for organizations seeking effective management of their investment portfolios. Moreover, although 401K and individual accounts represent less than 30% of their assets under management, the firm remains well-equipped to handle these types of accounts. With a reputation built on trust and long-term client relationships, Ford Financial Group boasts a team of highly tenured advisors. Key individuals contributing to the firm's success include Carole Ford, Mary Collins, and Erin Redmond, who have provided invaluable expertise and service over the years. Ford Financial Group's commitment to delivering personalized financial solutions and its strong presence in the Fresno area make it a trusted partner for clients seeking sound financial advice and wealth management.

Bridgewealth Advisory Group, LLC is a respected small investment advisory firm headquartered in Fresno, CA. With a single office location, they have established themselves as a prominent player in the financial industry. Boasting a team of eight dedicated professionals, three of whom specialize in providing expert investment advisory services, Bridgewealth Advisory Group, LLC has earned a solid reputation for their exceptional wealth management solutions. With an impressive average of approximately $136,950,000 in assets under management per investment advisor, Bridgewealth Advisory Group, LLC surpasses the industry average, demonstrating their expertise and ability to handle substantial portfolios. Their comprehensive compensation structure encompasses various types, including a percentage of assets under management and hourly charges, ensuring transparency and alignment with their clients' needs. Although 401K and individual accounts make up less than 30% of their assets under management, Bridgewealth Advisory Group, LLC possesses the necessary expertise and capacity to effectively manage employer funds. It is worth noting that all the assets they manage are discretionary, highlighting their clients' trust in their decision-making capabilities. Bridgewealth Advisory Group, LLC proudly serves a diverse clientele, consisting of over 450 individual clients with a remarkable $410,864,000 in assets under management. The firm's success can be attributed, in part, to the long-standing commitment of their experienced advisors, including Kevin Hook, Derek Elrod, and Joshua Carpenter, who have consistently delivered outstanding financial guidance and support. Through their expertise, tailored compensation structure, and dedication to client satisfaction, Bridgewealth Advisory Group, LLC continues to thrive as a trusted partner in helping individuals and businesses achieve their financial goals.

Regency Investment Advisors Inc is a reputable local investment advisory firm based out of Fresno, CA, providing professional financial guidance and services to a diverse clientele. With one office serving the community, Regency Investment Advisors Inc boasts a team of 14 dedicated professionals, seven of whom specialize in investment advisory services. Having established a strong presence in the industry, Regency Investment Advisors Inc manages an average of approximately $96,990,000 in assets under management per investment advisor, a figure in line with the industry average. Their compensation structure is designed to accommodate various client needs and preferences, including a percentage of assets under management, hourly charges, and fixed fees. While 401(k) and individual accounts account for less than 30% of the assets under their management, Regency Investment Advisors Inc possesses the expertise and capability to handle employer funds, catering to a wide range of investment needs. An impressive 98% of the assets they manage are discretionary, ensuring flexibility and adaptability in achieving clients' financial goals. With a substantial client base of over 510 individuals, Regency Investment Advisors Inc oversees more than $678,918,000 in assets under management. The firm takes pride in its seasoned professionals, including Russell Maltes, Christopher Comstock, and Philip Ray, who have demonstrated long-term commitment and expertise in providing exceptional financial guidance to their clients. Regency Investment Advisors Inc strives to maintain its reputation as a trusted partner in wealth management, offering personalized investment strategies and a client-centric approach. With their solid track record and commitment to excellence, they continue to be a reliable choice for individuals seeking expert financial advice and sound investment solutions.

Sierra Asset Management, headquartered in Oakhurst, CA, is a reputable investment advisory firm with a strong track record. With over 620 individual clients and a remarkable $273,165,000 in assets under management, they provide comprehensive financial solutions to a diverse range of investors. As a small firm, Sierra Asset Management operates from a single office, enabling them to provide personalized attention and tailored investment strategies to each client. Notably, Sierra Asset Management possesses extensive expertise in managing employer 401Ks and individual portfolios, with approximately half of their assets under management coming from these sources. They boast a noteworthy 98% of their managed assets being discretionary, demonstrating their ability to make independent investment decisions in the best interest of their clients. Sierra Asset Management offers a flexible compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment of interests with their clients. With a team of three dedicated employees, including one investment advisor, they maintain a high average of $273,160,000 in assets under management per investment advisor, exceeding the industry average. Leading the team is Donald Debernardi, one of the firm's longest-tenured registered advisors, who has been with Sierra Asset Management since 2005. His expertise and experience contribute to the firm's reputation for providing sound investment advice and delivering exceptional results. Sierra Asset Management's commitment to personalized service, extensive knowledge in 401K and individual investments, and impressive asset management figures make them a trusted partner for individuals and businesses seeking reliable financial guidance and wealth management strategies.