Best Financial Advisors in LAFAYETTE, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in LAFAYETTE
GARNER FINANCIAL MANAGEMENT
LAFAYETTE, CA · Since 2014
GEBHARDT GROUP, INC
LAFAYETTE, CA · Since 2014
GIFFORD FONG ASSOCIATES
LAFAYETTE, CA · Since 2007
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 Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.