City
Wealth management firms in Lafayette, California
As of October 2, 2026, 18 wealth management firms, including broker-dealer firms, with their main office in Lafayette, California reported $3.6 billion in regulatory assets under management; the largest by assets was Dixon Financial Services, with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 18
- Regulatory assets under management
- $3.6 billion
- Average per firm
- $197.8 million
- SEC-registered, of those listed
- 9 of 18 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Dixon Financial Services | SEC | $1.1 billion | 335 |
| 2 | Meridian Investment Counsel, Inc. | SEC | $723.4 million | 619 |
| 3 | Lewis Asset Management | SEC | $387.1 million | 631 |
| 4 | Gebhardt Group, Inc | SEC | $346.4 million | 807 |
| 5 | The Foundation Investment Group | SEC | $286.5 million | 522 |
| 6 | Wallace Advisory Group, LLC | SEC | $269.5 million | 390 |
| 7 | Garner Financial Management | SEC | $152.6 million | 299 |
| 8 | Hyphen Wealth Management | SEC | $125.6 million | 193 |
| 9 | Evergreen Wealth Advisors, Inc. | State | $96.8 million | 102 |
| 10 | Argent Wealth Advisors, LLC | State | $47.0 million | 104 |
| 11 | Asage Financial LLC | State | $28.3 million | 80 |
| 12 | Invantage Capital LLC | State | $4.2 million | 1 |
| 13 | Jackson Peak Capital LLC | State | $2.9 million | 10 |
| 14 | Empowering Financial | State | $1.3 million | 5 |
| 15 | Truetide Wealth | State | $1.3 million | 3 |
| 16 | Lloyd Tevis Investments, LLC | SEC | $435,000 | 12 |
| 17 | Mosher Financial Advisors LLC | State | $0 | 0 |
| 18 | VG Financial Consulting, LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.