Top Financial Advisors in Lafayette, California
Finding the right financial advisor in Lafayette is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Lafayette, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Lafayette, CA.
Find the Best Financial Advisor Firms in Lafayette:
DIXON FINANCIAL SERVICES
CRD#: 107166
Address: Lafayette, CA
Clients: 180
Average Clients per Advisor: 45
AUM: $ 914M
MERIDIAN INVESTMENT COUNSEL, INC.
CRD#: 131655
Address: Lafayette, CA
Clients: 66
Average Clients per Advisor: 16
AUM: $ 539M
GEBHARDT GROUP, INC
CRD#: 142903
Address: 3390 Mt. Diablo Boulevard Suite 250, Lafayette, CA 94549
Clients: 128
Average Clients per Advisor: 42
AUM: $ 295M
WALLACE ADVISORY GROUP, LLC
CRD#: 281049
Address: 3658 Mount Diablo Boulevard Suite 225, Lafayette, CA 94549
Clients: 30
Average Clients per Advisor: 30
AUM: $ 250M
LEWIS ASSET MANAGEMENT
CRD#: 143409
Address: 985 Moraga Rd. Suite 207, Lafayette, CA 94549
Clients: 160
Average Clients per Advisor: 32
AUM: $ 214M
GARNER FINANCIAL MANAGEMENT
CRD#: 131628
Address: 3620 Happy Valley Road Suite 103, Lafayette, CA 94549
Clients: 71
Average Clients per Advisor: 71
AUM: $ 148M
How We Chose the Top Financial Advisors in Lafayette, California
To create this list of top financial advisor firms in Lafayette, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Lafayette has to offer.
Search Financial Advisors in Lafayette, California
John Israel
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Aleea Madelyn Mcguire
Registered Affiliation(s):FSC SECURITIES CORPORATION
Michael Kirk Sui
Registered Affiliation(s):MORGAN STANLEY
Benjamin William Wong
Registered Affiliation(s):MARINER WEALTH
Michael Paul Rennels
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Richard Daniels Russell
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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