Industry Analysis Report

Financial Planner • Fresno California

Generated on May 06, 2026

Total Businesses

23 analyzed in detail

Categories

19 different business types

Services

395 unique service offerings

Top Service

30.4% Investment Strategie...

Avg Rating

4.6 ★ average

Total Reviews

419 across all businesses
Top 10 Most Common Services
#1
Investment Strategies
7 businesses (30.4%)
#2
Tax Advice
6 businesses (26.1%)
#3
Financial planning
6 businesses (26.1%)
#4
Investment advising
6 businesses (26.1%)
#5
Retirement savings consulting
6 businesses (26.1%)
#6
Wealth management
6 businesses (26.1%)
#7
Estate Planning
6 businesses (26.1%)
#8
Investment Advice
6 businesses (26.1%)
#9
Investment Advisory Services
6 businesses (26.1%)
#10
Legacy Planning
6 businesses (26.1%)
Industry Insights & Competitive Analysis
Quick Snap Report
Get Quick Snap $27

For just $27, get a quick analysis comparing your Google Business Profile services with your website to see if they're aligned correctly. Perfect for testing before investing in larger reports. Usually delivered within a few hours, but always less than 24 hours in your email.

Website Guru Report
Get Website Guru Report

If you want to know what your competitors are doing with their website only, this will give you all of what your competitors are doing with their websites and provide a solution that you can add to your website to build up the things you are missing very quickly without rebuilding your website or paying a monthly cost for SEO.

LPRAudit.com Report
Get LPR Audit Report

Get 60 local competitors and 50 national ones, compiling all the best of the best and giving you a blueprint and tools to fix your listing and website.

Highlight: This is to fix both your Google Profile and your Website, the most robust solution.

Why This Data is Important for Your Business

This comprehensive analysis of 23 businesses reveals critical competitive intelligence for the financial planner industry in Fresno California. With 395 unique services identified across the market, businesses are likely missing significant service opportunities. Google's AI algorithms and customers actively scan business profiles comparing service descriptions, categories, and completeness. Businesses that strategically expand their service descriptions and fill market gaps will dominate local search results and customer acquisition.

We're showing you the top 10 most common services your competitors are using. With 395 total unique services discovered across all competitors, how many is your company missing? Did you know that each time your Google profile loads, Google and AI systems can see your categories, services, and descriptions? This is why making sure you put in the most important services with properly written descriptions is crucial to make your Google profile better than your competition.

This is the basics—not anything special—but as you can see, almost all of the companies on this list are in need of help fixing this problem. We have three options that can help:

It's your choice—we know that this quick industry report has opened your eyes to the problem. Get one of the reports and fix the problem.

How to Read This Report

The Business Comparison Table below shows your competitors and their Google Business Profile optimization levels. Use the service checkmarks to see which competitors offer similar services to you, and pay attention to the "% Descriptions" column—businesses with higher percentages are more likely to rank better in Google searches.

Key Competitive Analysis Points:

  • Compare your total number of services vs the highest competitor - the gap shows missed opportunities
  • Identify which services your top competitors are targeting that you might be missing
  • Look for patterns in service offerings across successful competitors
  • Focus on services with checkmarks across multiple high-performing businesses
Business Comparison Table
Company Name Website Open GBP Reviews Rating # Categories # Services % Descriptions 1 2 3 4 5 6 7 8 9 10 3mi Competitors 5mi Competitors
Gill & McAvoy, LLP – CPA Accounting Services Fresno, CA Open Website Open GBP 5 5 ★ 1 44 0.0% 17 20
KERR WEALTH MANAGEMENT Open Website Open GBP 16 5 ★ 5 4 100.0% 17 20
Soutas Financial & Insurance Solutions Inc. Open Website Open GBP 12 4.5 ★ 2 79 12.7% 17 20
Consolidated Financial Services Open Website Open GBP 166 5 ★ 5 23 0.0% 9 19
Mason Street Wealth Management Open Website Open GBP 11 3.9 ★ 1 34 0.0% 16 21
Portfolio Advisors Inc. Open Website Open GBP 12 4.7 ★ 5 14 0.0% 17 20
Whelan Financial Open Website Open GBP 7 4.4 ★ 1 48 0.0% 16 20
Morgan Stanley Financial Advisors Open Website Open GBP 3 3.7 ★ 2 14 0.0% 16 21
LPL Financial No Website Open GBP 2 5 ★ 2 6 0.0% 17 20
Veater Financial Group Open Website Open GBP 3 5 ★ 1 37 0.0% 17 20
Edelman Financial Engines Open Website Open GBP 3 4 ★ 3 45 0.0% 13 20
Bridgewealth Advisory Group, LLC Open Website Open GBP 4 4 ★ 1 47 0.0% 15 20
Brighton Investment Solutions Open Website Open GBP 127 4.9 ★ 1 2 0.0% 1 1
Plan Financial Inc Open Website Open GBP 1 8 0.0% 12 19
A+ Financial Solutions LLC No Website Open GBP 8 5 ★ 6 0 0% 1 6
Valley Wealth Management, Inc. Open Website Open GBP 1 5 ★ 5 30 0.0% 17 20
Legacy Financial Services No Website Open GBP 19 4.9 ★ 1 10 0.0% 7 17
LPL Financial & Warner Wealth Strategies Open Website Open GBP 1 5 ★ 1 30 0.0% 17 20
Capital Financial Services No Website Open GBP 1 5 ★ 1 0 0% 9 20
Ford Financial Group Open Website Open GBP 2 4 ★ 2 7 0.0% 16 21
Linker Financial Group Open Website Open GBP 6 4.3 ★ 1 43 0.0% 7 19
Edward Jones - Financial Advisor: Eric L Wall, AAMS® Open Website Open GBP 8 5 ★ 4 4 0.0% 10 17
Fort Washington Financial Services Open Website Open GBP 2 4.5 ★ 3 21 0.0% 10 17

🔓 Learn More at LPRAudit.com

Get the data for your company with the Full LPRAudit.com Report and tools, the Website Guru Report, or the basic Comparing your services on your Google Business with your Website only in our Quick Snapshot report.

Learn More →