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
David Finci
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Eric Maynard Aanes
Registered Affiliation(s):TITUS WEALTH MANAGEMENT
Gerard Jan Zell JR
Registered Affiliation(s):MORGAN STANLEY
Louis Isaac Dagen
Registered Affiliation(s):AUSPICIOUS FINANCIAL PLANNING, LLC
Jean Chai
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Hallie Brier Hart
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Andrew James Andrikopoulos
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Andrew Trung Le
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Elisabeth Mae Andreason
Registered Affiliation(s):MORGAN STANLEY
John Paul Greiten
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Daniel Ira Deitrick
Registered Affiliation(s):MORGAN STANLEY
David Brent Yeske
Registered Affiliation(s):YESKE BUIE INC.
Michael Robert Mcgee
Registered Affiliation(s):MORGAN STANLEY
Lillian Marie Meyers
Registered Affiliation(s):MEYERS FINANCIAL SERVICES
Randolph James Peterson
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Marcus Christian Fagersten
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
James Brian Greenfield
Registered Affiliation(s):MORGAN STANLEY
Suzy Fisk
Registered Affiliation(s):EDWARD JONES
Heidi Ann Richardson
Registered Affiliation(s):MORGAN STANLEY
Lee Ann Coburn
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Diane K Kohler
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Joshua Marc Fiedler
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Bast
Registered Affiliation(s):EDWARD JONES
Daniel Dana I Jackson
Registered Affiliation(s):MORGAN STANLEY
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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