GIFFORD FONG ASSOCIATES
Lafayette, CA
AUM
$517.0M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
925-299-7800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
26 advisers found
LEWIS ASSET MANAGEMENT
Lafayette, CA
AUM
$387.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
925-284-4033
GEBHARDT GROUP, INC
Lafayette, CA
AUM
$346.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
925-283-9150
THE FOUNDATION INVESTMENT GROUP
Lafayette, CA
AUM
$286.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
925-298-5840
WALLACE ADVISORY GROUP, LLC
Lafayette, CA
AUM
$269.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
925-284-6880
GARNER FINANCIAL MANAGEMENT
Lafayette, CA
AUM
$152.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
925.282.5500
ARGENT WEALTH ADVISORS, LLC
Lafayette, CA
AUM
$47.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
925-282-1740
ASAGE FINANCIAL LLC
Lafayette, CA
AUM
$28.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(925) 984-9100
JACKSON PEAK CAPITAL LLC
Lafayette, CA
AUM
$2.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-270-7271
EMPOWERING FINANCIAL
Lafayette, CA
AUM
$1.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(510) 962-9575
LLOYD TEVIS INVESTMENTS, LLC
Lafayette, CA
AUM
$435K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-237-1895
MOSHER FINANCIAL ADVISORS LLC
Lafayette, CA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
925-284-9470
HYPHEN WEALTH MANAGEMENT
Lafayette, CA
AUM
$125.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408 314 7895
Full profileNo website
OLYMPIA WEALTH MANAGEMENT
Lafayette, CA
AUM
$20.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(925) 935-1111
Full profileNo website
INVANTAGE CAPITAL LLC
Lafayette, CA
AUM
$4.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
1-510-326-6957
Full profileNo website
Full profileNo website
Full profileNo website
Full profileNo website
Full profileNo website
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