Investment adviser firms in LAFAYETTE, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
8 firms · Source months shown: August 2026
- FIG WEALTH, LLCCRD 318369 · LAFAYETTE, CA$286,458,930.00Regulatory AUM · August 2026
- GARNER FINANCIAL MANAGEMENT, INC.CRD 131628 · LAFAYETTE, CA$152,638,702.00Regulatory AUM · August 2026
- GEBHARDT GROUP, INCCRD 142903 · LAFAYETTE, CA$346,411,082.00Regulatory AUM · August 2026
- GIFFORD FONG ASSOCIATESCRD 142917 · LAFAYETTE, CA$516,963,144.00Regulatory AUM · August 2026
- HYPHEN WEALTH MANAGEMENT LLCCRD 338134 · LAFAYETTE, CA$125,551,189.00Regulatory AUM · August 2026
- LEWIS ASSET MANAGEMENT, LLCCRD 143409 · LAFAYETTE, CA$387,050,385.00Regulatory AUM · August 2026
- LLOYD TEVIS INVESTMENTS, LLCCRD 323061 · LAFAYETTE, CA$435,000.00Regulatory AUM · August 2026
- WALLACE ADVISORY GROUP, LLCCRD 281049 · LAFAYETTE, CA$269,452,314.00Regulatory AUM · August 2026