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Market Standing · 2026
Modesto

This market is not yet large enough to award a market rank — Fidelon names a leader once a market has at least 20 scored firms, enough of a field for the ranking to mean something. Every firm scored here is listed below on the same standard; recognition opens as coverage grows.

Current standings · top 15 of 15
1IA-only91A
2IA-only$26.8M90.1A
3
Afs Investments
CRD 163928
IA-only$56.5M89.5A
4IA-only$674M89A
5IA-only$25.8M88A
6IA-only$172M87.8B+
7IA-only$104M87.1B+
8
Oliveira Wealth
CRD 315326
IA-only$332M85.5B+
9IA-only$917M85.1B+
10IA-only$82.9M83B+
11IA-only$30.8M80.8B+
12IA-only$3M80.5B+
13IA-only$273M79.5B
14IA-only$2M72.9B
15IA-only$161M72.1B

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.