Investment advisers in Lafayette, CA
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Gifford Fong Associates | $517.0 million | 10 | 0 |
| Lewis Asset Management | $387.1 million | 5 | 0 |
| Gebhardt Group, Inc | $346.4 million | 7 | 0 |
| The Foundation Investment Group | $286.5 million | 6 | 0 |
| Wallace Advisory Group, LLC | $269.5 million | 4 | 0 |
| Garner Financial Management | $152.6 million | 2 | 0 |
| Hyphen Wealth Management | $125.6 million | 3 | 0 |
| Lloyd Tevis Investments, LLC | $435,000 | 4 | 0 |