AdvisorOS Directory
Claim Profile
City Directory

63 Financial Advisors in LAFAYETTE, CA

Registered investment advisors · SEC/FINRA data
Use our Fee Calculator to see what advisors in LAFAYETTE typically charge →
Adam Daniel Gallegos
FIG WEALTH, LLC·LAFAYETTE, CA
Investment Management · Wealth Management
Andre Tyler Iguodala
LENGTH LLC·LAFAYETTE, CA
Andrew Cameron Byron
HC FINANCIAL ADVISORS INC·LAFAYETTE, CA
Financial Planning · Investment Management · Fee-Only Advisory
Blair Jason Garner
GARNER FINANCIAL MANAGEMENT, INC.·LAFAYETTE, CA
Financial Planning · Investment Management
Brett James Wilson
SWIFT VENTURES MANAGEMENT, LLC·LAFAYETTE, CA
Brian Joseph Pawlowicz
ORINDA ASSET MANAGEMENT LLC·LAFAYETTE, CA
Investment Management
Byron K Jr Adams
ROSEWOOD ADVISORS, L.L.C.·LAFAYETTE, CA
Catherine H Johnson
JURIKA, MILLS & KEIFER, LLC·LAFAYETTE, CA
Financial Planning · Investment Management · Fee-Only Advisory
Craig Martin Kirkpatrick
ORINDA ASSET MANAGEMENT LLC·LAFAYETTE, CA
Investment Management
Craig Stephen Wallace
WALLACE ADVISORY GROUP, LLC·LAFAYETTE, CA
Financial Planning · Investment Management · Wealth Management
Cynthia Mui Yee
ORINDA ASSET MANAGEMENT LLC·LAFAYETTE, CA
Investment Management
David Laurance Herman
CYPRESS POINT FINANCIAL ADVISORS, LLC·LAFAYETTE, CA
Financial Planning · Investment Management
David William Lewis
LEWIS ASSET MANAGEMENT, LLC·LAFAYETTE, CA
Financial Planning · Investment Management · Wealth Management
Deborah Noroian Mitchell
STEVEN A. NOROIAN & ASSOCIATES, INC.·LAFAYETTE, CA
Investment Management · Wealth Management · Fee-Only Advisory
Donald Steward Kennedy
PINEAPPLE CAPITAL MANAGEMENT, LLC·LAFAYETTE, CA
Retirement Planning
Elizabeth Anne Gebhardt
GEBHARDT GROUP, INC·LAFAYETTE, CA
Financial Planning · Investment Management · Wealth Management
Eric Michael Flett
CONCENTRIC WEALTH MANAGEMENT LLC·LAFAYETTE, CA
Financial Planning · Investment Management · Wealth Management
Frances Blythe Jack
ROSEWOOD ADVISORS, L.L.C.·LAFAYETTE, CA
Gary Russell Sitzmann
SML FINANCIAL SERVICES, LLC·LAFAYETTE, CA
Financial Planning · Investment Management
George Frederick Schroeder
SCHROEDER CAPITAL MANAGEMENT, LLC·LAFAYETTE, CA
Investment Management · Wealth Management
📖 Read our guide: How to Choose a Financial Advisor in LAFAYETTE →

Are you a financial advisor in LAFAYETTE?

Claim your free profile to control your listing and connect with potential clients.

Browse All StatesAll Cities in California
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education