California · 2 advisers
Financial Advisors in Clovis, California
Looking for a financial advisor in Clovis, California? Falists indexes 2 SEC-registered and state-registered investment advisers in Clovis — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $107.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$107.0M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Clovis
Ranked by AUM · Fees, team & specialties at a glance
INTEGRATED PLANNING & INVESTMENTS
Clovis, CA
AUM
$107.0M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
559-472-3656
SIMPLIFIEDFP
Clovis, CA
AUM
$51.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
559-938-0305
More cities in California
Common questions
- How many financial advisors are in Clovis, California?
- 2 registered investment advisers are listed in our Clovis directory, sourced from public SEC filings.
- What types of advisors are in Clovis?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Clovis?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.