RIAs in LAFAYETTE, CA
14 RIAs based in LAFAYETTE, California managing a combined $2.2B.
GIFFORD FONG ASSOCIATES
RIALAFAYETTE, CA
AUM $517MTEAM 10REPS 4
LEWIS ASSET MANAGEMENT
RIALAFAYETTE, CA
AUM $387MTEAM 5REPS 5
GEBHARDT GROUP, INC
RIALAFAYETTE, CA
AUM $346MTEAM 7REPS 3
THE FOUNDATION INVESTMENT GROUP
RIALAFAYETTE, CA
AUM $286MTEAM 6REPS 3
WALLACE ADVISORY GROUP, LLC
RIALAFAYETTE, CA
AUM $269MTEAM 4REPS 1
GARNER FINANCIAL MANAGEMENT
RIALAFAYETTE, CA
AUM $153MTEAM 2REPS 1
HYPHEN WEALTH MANAGEMENT
RIALAFAYETTE, CA
AUM $126MTEAM 3REPS 3
ARGENT WEALTH ADVISORS, LLC
RIALAFAYETTE, CA
AUM $47MTEAM 1REPS 1
ASAGE FINANCIAL LLC
RIALAFAYETTE, CA
AUM $28.3MTEAM 1REPS 1
OLYMPIA WEALTH MANAGEMENT
RIALAFAYETTE, CA
AUM $20.5MTEAM 1REPS 1
INVANTAGE CAPITAL LLC
RIALAFAYETTE, CA
AUM $4.2MTEAM 1REPS 1
JACKSON PEAK CAPITAL LLC
RIALAFAYETTE, CA
AUM $2.9MTEAM 1REPS 1
LLOYD TEVIS INVESTMENTS, LLC
RIALAFAYETTE, CA
AUM $435KTEAM 4REPS 2
MOSHER FINANCIAL ADVISORS LLC
RIALAFAYETTE, CA
AUM —TEAM 9REPS 3
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