California · 26 advisers
Financial Advisors in Lafayette, California
Looking for a financial advisor in Lafayette, California? Falists indexes 26 SEC-registered and state-registered investment advisers in Lafayette — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 17 firms list a website you can visit directly. Firms in this directory manage up to $517.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
26
With website
17
Largest AUM
$517.0M
Financial planning
11
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lafayette
Ranked by AUM · Fees, team & specialties at a glance
GIFFORD FONG ASSOCIATES
Lafayette, CA
AUM
$517.0M
Team
5 advisors
Clients
0
Fees
Percentage of AUM
925-299-7800
LEWIS ASSET MANAGEMENT
Lafayette, CA
AUM
$387.1M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
925-284-4033
GEBHARDT GROUP, INC
Lafayette, CA
AUM
$346.4M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
925-283-9150
THE FOUNDATION INVESTMENT GROUP
Lafayette, CA
AUM
$286.5M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
925-298-5840
WALLACE ADVISORY GROUP, LLC
Lafayette, CA
AUM
$269.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
925-284-6880
GARNER FINANCIAL MANAGEMENT
Lafayette, CA
AUM
$152.6M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
925.282.5500
ARGENT WEALTH ADVISORS, LLC
Lafayette, CA
AUM
$47.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
925-282-1740
ASAGE FINANCIAL LLC
Lafayette, CA
AUM
$28.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(925) 984-9100
JACKSON PEAK CAPITAL LLC
Lafayette, CA
AUM
$2.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-270-7271
EMPOWERING FINANCIAL
Lafayette, CA
AUM
$1.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(510) 962-9575
LLOYD TEVIS INVESTMENTS, LLC
Lafayette, CA
AUM
$435K
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-237-1895
MOSHER FINANCIAL ADVISORS LLC
Lafayette, CA
AUM
—
Team
3 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
925-284-9470
HYPHEN WEALTH MANAGEMENT
Lafayette, CA
AUM
$125.6M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408 314 7895
OLYMPIA WEALTH MANAGEMENT
Lafayette, CA
AUM
$20.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(925) 935-1111
INVANTAGE CAPITAL LLC
Lafayette, CA
AUM
$4.2M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
1-510-326-6957
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Common questions
- How many financial advisors are in Lafayette, California?
- 26 registered investment advisers are listed in our Lafayette directory, sourced from public SEC filings.
- What types of advisors are in Lafayette?
- 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 Lafayette?
- 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.