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Best financial advisors in Lafayette, CA

Registered advisers within 25 miles of Lafayette, CA.

Offices
2,372
Firms
1,419
Combined AUM
$32.9T
Firm-wide filings, not assets booked only here
Clients
3.74M
3,743,794 clients when Item 5C has a number
Avg / client
$8.80M
Combined AUM ÷ clients

Nearby offices

Firms

THE FOUNDATION INVESTMENT GROUP
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
GEBHARDT GROUP, INC
LEWIS ASSET MANAGEMENT
ARGENT WEALTH ADVISORS, LLC
JACKSON PEAK CAPITAL LLC
CETERA INVESTMENT ADVISERS LLC
CHOU CAPITAL MANAGEMENT, LLC
EP WEALTH ADVISORS
TRABD LLC
TPE MANAGER LLC
MAI CAPITAL MANAGEMENT, LLC
SWIFT VENTURES
GARNER FINANCIAL MANAGEMENT
PILTINGSRUD CAPITAL MANAGEMENT, LLC
OCTAVE MANAGEMENT I, LLC
ASAGE FINANCIAL LLC

Investors

ADAM DANIEL GALLEGOS
GREGORY FRANK PARTALIS
Micheal Preston Taylor
JOSEPH EARL LONG
Janine Keeperman
MATTHEW DAVID GRISHMAN
JAMES C GEBHARDT
DAVID WISSINGER
DAVID WILLIAM LEWIS
JOSEPH FREDERICK MCDONOUGH
JEFFREY MICHAEL STARK
Patrick Robert O'Brien
Andrew Clifford Squire Parrott
BRONWYN SHONE
MONICA VAN ECK
AMANDA WALKER
NICOLE RUSSO HANSON
STEWART ALAN MCGUIRE
ERIC MICHAEL FLETT
Tristan Michael Bolton
JOHN GERARD CALLAGY

Within 25 miles of Lafayette, CA, Best Investors lists 1,419 registered investment advisory firms with 2,372 offices nearby, managing about $32.9T in combined regulatory AUM across 3,743,794 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Lafayette

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 BLACKROCK FUND ADVISORS 1 clients · 9 advisers $4.28T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM