Best Financial Advisors in LAFAYETTE, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Loading map...
Top-Ranked Advisors in LAFAYETTE
GIFFORD FONG ASSOCIATES
LAFAYETTE, CA · Since 2007
GARNER FINANCIAL MANAGEMENT
LAFAYETTE, CA · Since 2014
GEBHARDT GROUP, INC
LAFAYETTE, CA · Since 2014
LLOYD TEVIS INVESTMENTS, LLC
LAFAYETTE, CA · Since 2022
HYPHEN WEALTH MANAGEMENT
LAFAYETTE, CA · Since 2025
LEWIS ASSET MANAGEMENT
LAFAYETTE, CA · Since 2020
WALLACE ADVISORY GROUP, LLC
LAFAYETTE, CA · Since 2015
THE FOUNDATION INVESTMENT GROUP
LAFAYETTE, CA · Since 2022
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in LAFAYETTE?
The median advisory fee in LAFAYETTE, CA is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.