Top Financial Advisors in Lafayette, California
Finding the right financial advisor in Lafayette is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Lafayette, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Lafayette, CA.
Find the Best Financial Advisor Firms in Lafayette:
CAPITAL ADVANTAGE, INC.
CRD#: 108985
Address: 3470 Mt Diablo Blvd. Ste A215, Lafayette, CA 94549-7114
Clients: 362
Average Clients per Advisor: 51
AUM: $ 905M
DIXON FINANCIAL SERVICES
CRD#: 107166
Address: Lafayette, CA
Clients: 181
Average Clients per Advisor: 45
AUM: $ 702M
HC FINANCIAL ADVISORS INC
CRD#: 110436
Address: 3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549
Clients: 128
Average Clients per Advisor: 25
AUM: $ 535M
CONCENTRIC WEALTH MANAGEMENT LLC
CRD#: 144773
Address: 251 Lafayette Circle Suite 200, Lafayette, CA 94549
Clients: 100
Average Clients per Advisor: 33
AUM: $ 495M
MERIDIAN INVESTMENT COUNSEL, INC.
CRD#: 131655
Address: Lafayette, CA
Clients: 63
Average Clients per Advisor: 12
AUM: $ 425M
JURIKA, MILLS & KEIFER, LLC
CRD#: 126825
Address: 3595 Mount Diablo Blvd Suite 300, Lafayette, CA 94549
Clients: 39
Average Clients per Advisor: 19
AUM: $ 282M
How We Chose the Top Financial Advisors in Lafayette, California
To create this list of top financial advisor firms in Lafayette, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Lafayette has to offer.
Search Financial Advisors in Lafayette, California
Rupa Narasimhan Jack
Registered Affiliation(s):MORGAN STANLEY
Gary Vernon Berg
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Geoffrey Steven Dettlinger Jr.
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Howard Tripp Taylor
Registered Affiliation(s):NEUBERGER BERMAN BD LLC
John Joseph Gallagher
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Linda Wise Campbell
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Kelly Douglas Kane
Registered Affiliation(s):BROADWING CAPITAL ADVISORS, INC.
Erik Shannon Davis
Registered Affiliation(s):NAVIGATION GROUP LLC
Kathleen M. Mary Snodgrass
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Christian Norbert Pfeiffer
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Scott J Kockos
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
William James Hjerpe
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Terrence Chris Kotsatos
Registered Affiliation(s):EDWARD JONES
Thomas Michael Strohl JR
Registered Affiliation(s):OSAIC WEALTH, INC.
Catherine K Depuy
Registered Affiliation(s):MORGAN STANLEY
Jeffrey Ting
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Bak Ying Chan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kristor John Lawson
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Gary Raczkowski
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Nathan Tadao Sakuma
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Greg Richard Werner
Registered Affiliation(s):MORGAN STANLEY
Anne Pulliam Johnston
Registered Affiliation(s):CERITY PARTNERS LLC
David Albert Castleberry
Registered Affiliation(s):MORGAN STANLEY
Maritza Nevarez
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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