Firms by city
Registered investment advisers in Lafayette, CA
7 SEC-registered advisers headquartered in Lafayette, listed by regulatory assets under management as reported on Form ADV.
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7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Gifford Fong Associates | Lafayette, CA | $517M |
| Lewis Asset Management | Lafayette, CA | $387M |
| Gebhardt Group | Lafayette, CA | $346M |
| Fig Wealth | Lafayette, CA | $286M |
| Wallace Advisory Group | Lafayette, CA | $269M |
| Garner Financial Management | Lafayette, CA | $153M |
| Hyphen Wealth Management | Lafayette, CA | $126M |
- Headquarters
- Lafayette, CA
- Regulatory AUM
- $517M
- Headquarters
- Lafayette, CA
- Regulatory AUM
- $387M
- Headquarters
- Lafayette, CA
- Regulatory AUM
- $346M
- Headquarters
- Lafayette, CA
- Regulatory AUM
- $286M
- Headquarters
- Lafayette, CA
- Regulatory AUM
- $269M
- Headquarters
- Lafayette, CA
- Regulatory AUM
- $153M
- Headquarters
- Lafayette, CA
- Regulatory AUM
- $126M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Lafayette on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.