RIAs in Lafayette, CA
15 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
Empowering Financial
RIALafayette, CA
AUM $1.3MTEAM 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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