Financial advisers in Lafayette, CA

8 registered investment adviser firms in Lafayette managing $2.1B in assets, based on public SEC Form ADV filings.

Gifford Fong Associates

Lafayette, CA · Est. 2007

Local

Fee-only

AUM: $517M
Per adviser: $103M
Advisers: 5

No reported disclosures

Lewis Asset Management

Lafayette, CA · Est. 2020

Local

Fee-based

AUM: $387M
Per adviser: $77M
Advisers: 5

No reported disclosures

Gebhardt Group, INC

Lafayette, CA · Est. 2014

LocalInternational

Fee-based

AUM: $346M
Per adviser: $115M
Advisers: 3

No reported disclosures

The Foundation Investment Group

Lafayette, CA · Est. 2022

Local

Fee-based

AUM: $286M
Per adviser: $72M
Advisers: 4

No reported disclosures

Wallace Advisory Group, LLC

Lafayette, CA · Est. 2015

Local

Fee-based

AUM: $269M
Per adviser: $269M
Advisers: 1

No reported disclosures

Garner Financial Management

Lafayette, CA · Est. 2014

Local

Fee-based

AUM: $153M
Per adviser: $153M
Advisers: 1

No reported disclosures

Hyphen Wealth Management

Lafayette, CA · Est. 2025

Local

Fee-based

AUM: $126M
Per adviser: $42M
Advisers: 3

No reported disclosures

Lloyd Tevis Investments, LLC

Lafayette, CA · Est. 2022

Local

Fee-based

AUM: $435,000
Per adviser: $435,000
Advisers: 1

No reported disclosures