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Fidelon
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Market Standing · 2026
The most transparent firms in Fresno.
39 scored firmsTop 3 recognizedfidelon.com/markets/fresno-ca
1IA-only—91Arank within Top 3; below the 80 standard
2
Gen Next Wealth
CRD 289756
IA-only$19.4M90.6ARecognized · Top 3
3IA-only$388M90.4ARecognized · Top 3
4
Simplifiedfp
CRD 338336
IA-only$51.3M90.2A—
5IA-only$3M90A—
6IA-only$10.7M89.5A—
7IA-only$93.9M89.5A—
8IA-only$24M89.4A—
9IA-only—89.1A—
10
Yosemite Wealth
CRD 322900
IA-only$16.3M89.1A—
11IA-only$13.2M88.7A—
12IA-only$93.3M88.7A—
13IA-only—88.6A—
14IA-only$25M88.5A—
15IA-only$1.5M87.8B+—
16IA-only$602M87.7B+—
17IA-only$107M87.5B+—
18IA-only—87B+—
19IA-only$7.9M86.9B+—
20IA-only$261M86.8B+—
21IA-only$69.3M86.4B+—
22IA-only$869M86.1B+—
23IA-only$782M85B+—
24IA-only$462M84.5B+—
25
Fallbrook Fi
CRD 334369
IA-only$786K84.1B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.