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.

Pathways Advisory Group, Inc., headquartered in Fresno, CA, is a highly reputable local investment advisory firm serving a diverse clientele. With over 100 individual clients, they currently manage an impressive portfolio of assets worth more than $224,591,000. While 401K and individual accounts account for less than 30% of their assets under management, Pathways Advisory Group, Inc. possesses the expertise to effectively handle employer funds. Catering predominantly to high net worth individuals, Pathways Advisory Group, Inc. has established itself as a trusted partner in wealth management. Their compensation structure offers various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for their clients. Comprising a team of 11 skilled professionals, with five dedicated to providing investment advisory services, the firm possesses a wealth of knowledge and experience. Their average assets under management per investment advisor stand at approximately $44,920,000, aligning with the industry average. Pathways Advisory Group, Inc. takes pride in its long-standing advisors, who have played pivotal roles in the company's success. Notable names include Dustin Smith, Jeffrey Karst, and Michelle Carter, who have consistently provided expert guidance to their clients. As a local investment advisory firm, Pathways Advisory Group, Inc. remains committed to delivering tailored solutions, building lasting relationships, and navigating the complexities of the financial landscape to ensure the financial success and peace of mind of their valued clients.

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.

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.