Top 10 financial advisors in Lafayette, CA
We’ve curated a list of the best financial advisors in Lafayette, take a look at it below
Find an advisor in Lafayette| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $494,582,623 | 6 advisors | ||
| 2 | $471,866,324 | 10 advisors | ||
| 3 | $282,060,000 | 4 advisors | ||
| 4 | $236,232,790 | 7 advisors | ||
| 5 | $225,000,000 | 2 advisors | ||
| 6 | $169,874,025 | 5 advisors | ||
| 7 | $138,063,674 | 3 advisors | ||
| 8 | $132,589,818 | 2 advisors | ||
| 9 | $98,702,566 | 1 advisors | ||
| 10 | $77,717,893 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Lafayette, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lafayette. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Concentric Wealth Management LLC
Concentric Wealth Management LLC is a financial advisory firm based in Lafayette, California. It currently has approximately $494,582,623 of assets under management and employs about 6 people. Concentric Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$494,582,623
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-68940
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Gifford Fong Associates
Gifford Fong Associates is a financial advisory firm based in Lafayette, California. It currently has approximately $471,866,324 of assets under management and employs about 10 people. Gifford Fong Associates uses a fee structure of and a percentage of assets under your management.
Assets under management
$471,866,324
Headcount
10 advisors
Fee structure
A percentage of assets under your management
SEC number
801-67534
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Jurika, Mills & Keifer, LLC
Jurika, Mills & Keifer, LLC is a financial advisory firm based in Lafayette, California. It currently has approximately $282,060,000 of assets under management and employs about 4 people. Jurika, Mills & Keifer, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$282,060,000
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-112830
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
The Foundation Investment Group
The Foundation Investment Group is a financial advisory firm based in Lafayette, California. It currently has approximately $236,232,790 of assets under management and employs about 7 people. The Foundation Investment Group uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$236,232,790
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-123159
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Wallace Advisory Group, LLC
Wallace Advisory Group, LLC is a financial advisory firm based in Lafayette, California. It currently has approximately $225,000,000 of assets under management and employs about 2 people. Wallace Advisory Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$225,000,000
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-106666
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Gebhardt Group, Inc
Gebhardt Group, Inc is a financial advisory firm based in Lafayette, California. It currently has approximately $169,874,025 of assets under management and employs about 5 people. Gebhardt Group, Inc uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$169,874,025
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-80379
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Lewis Asset Management
Lewis Asset Management is a financial advisory firm based in Lafayette, California. It currently has approximately $138,063,674 of assets under management and employs about 3 people. Lewis Asset Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$138,063,674
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-119399
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Garner Financial Management
Garner Financial Management is a financial advisory firm based in Lafayette, California. It currently has approximately $132,589,818 of assets under management and employs about 2 people. Garner Financial Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$132,589,818
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-79008
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Welty Capital Management LLC
Welty Capital Management LLC is a financial advisory firm based in Lafayette, California. It currently has approximately $98,702,566 of assets under management and employs about 1 people. Welty Capital Management LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$98,702,566
Headcount
1 advisor
Fee structure
A percentage of assets under your management
SEC number
801-40722
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
R.j. Healy & Company
R.j. Healy & Company is a financial advisory firm based in Lafayette, California. It currently has approximately $77,717,893 of assets under management and employs about 1 people. R.j. Healy & Company uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$77,717,893
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-68033
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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