Financial advisors in Lafayette, CA
36 financial advisors listed in Lafayette, California. 32 with a phone number and 31 with a website.
Lafayette accounts for 0% of the financial advisors listed in California and ranks #144 among California cities for financial advisors.
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Quick answer
Lafayette, CA has 36 financial advisors listed on USA Business Search. 32 list a phone number and 31 list a website. The most listings are in ZIP codes 94549.
Updated October 2026Concentric Wealth Management
Garner Financial Management
Wallace Advisory Group
Spiegelman Wealth Management
The Foundation Investment Group
Argent Wealth Advisors, Llc
Davenport Associates
Deans & Homer
Diablo Valley Tax & Business Services
Dixon Financial Services
Econoday
Edward Jones - Financial Advisor: Fred Steingraf
Ep Wealth Advisors
Gebhardt Group Inc
Gebhardt Group, Inc.
Gifford Fong Associates
Gold Mining Stock Report
Griessel Tiffany Financial Group
Hc Financial Advisors
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I.d.e.a.l. Financial Services
Lafayette Exchange
Mortgage Spectrum
Morton Management, Llc.
Mosher & Ellis Financial Planning
Orinda Asset Management, Llc
Rbi Capital Management Llc
Schroeder Capital Management, Llc
Soloway Fiduciaries, Inc
Stark Miller Financial Benefits Group
Step Up For Kids
Stewart & Patten Co Llc
Teros Advisors
Viking Real Estate Group
Welty Capital Management
Western Union
How to choose a financial advisor in Lafayette
- Ask how they are paid: fees, commissions or both.
- Check licenses and any disciplinary history before you hand over money.
- Get every quote or recommendation in writing.
Check the license: FINRA BrokerCheck.
Common questions
How many financial advisors are listed in Lafayette, California?
USA Business Search shows 36 financial advisors in Lafayette. 32 list a phone number and 31 list a website.
Which ZIP codes do these listings cover?
They include ZIP codes 94549.
How do I choose a financial advisor in Lafayette?
Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.
How do financial advisors in Lafayette compare with the rest of California?
Lafayette has 0% of the 24,546 financial advisors listed in California, which ranks #144 among California cities for this category.
How do I add or fix a listing?
Listings are free. Use Add your business, or the Claim or fix link on any listing.
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