# Financial advisors in Lafayette, CA

> AdvisorCensus lists 29 investment advisory firms with a principal office in Lafayette, California (part of the San Francisco metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full San Francisco metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/lafayette

## At a glance

- Investment advisory firms: 29
- Registration: SEC-registered investment adviser: 10, State-registered investment adviser: 8, Exempt reporting adviser: 11
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 8 (44%); Percentage of assets 16 (89%); Hourly charges 8 (44%); Fixed fees 12 (67%); Commissions 1 (6%); Performance-based fees 1 (6%); No compensation arrangements reported 11
- Regulatory assets under management (Item 5.F): Under $25 million 6 (21%); $25 million to $100 million 2 (7%); $100 million to $500 million 6 (21%); $500 million to $1 billion 2 (7%); Not reported 13 (45%)
- Years registered: Under 5 years 15 (52%); 5 to 9 years 6 (21%); 10 to 19 years 6 (21%); 20 years or more 2 (7%)

## Firms (page 1 of 1, 1 to 29 of 29, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Argent Wealth Advisors, LLC](https://advisorcensus.com/firm/argent-wealth-advisors-llc-lafayette-ca-172856) ([md](https://advisorcensus.com/firm/argent-wealth-advisors-llc-lafayette-ca-172856.md)) | 172856 | Lafayette, CA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets |
| [Asage Financial LLC](https://advisorcensus.com/firm/asage-financial-llc-lafayette-ca-140805) ([md](https://advisorcensus.com/firm/asage-financial-llc-lafayette-ca-140805.md)) | 140805 | Lafayette, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Bee Partners Management Company, LLC](https://advisorcensus.com/firm/bee-partners-management-company-llc-lafayette-ca-161796) ([md](https://advisorcensus.com/firm/bee-partners-management-company-llc-lafayette-ca-161796.md)) | 161796 | Lafayette, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Big 7 Ventures Management, LLC](https://advisorcensus.com/firm/big-7-ventures-management-llc-lafayette-ca-329475) ([md](https://advisorcensus.com/firm/big-7-ventures-management-llc-lafayette-ca-329475.md)) | 329475 | Lafayette, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Castle Analytics LLC](https://advisorcensus.com/firm/castle-analytics-llc-lafayette-ca-289495) ([md](https://advisorcensus.com/firm/castle-analytics-llc-lafayette-ca-289495.md)) | 289495 | Lafayette, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Chou Capital Management, LLC](https://advisorcensus.com/firm/chou-capital-management-llc-lafayette-ca-335110) ([md](https://advisorcensus.com/firm/chou-capital-management-llc-lafayette-ca-335110.md)) | 335110 | Lafayette, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Empowering Financial](https://advisorcensus.com/firm/empowering-financial-lafayette-ca-289866) ([md](https://advisorcensus.com/firm/empowering-financial-lafayette-ca-289866.md)) | 289866 | Lafayette, CA | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Garner Financial Management](https://advisorcensus.com/firm/garner-financial-management-lafayette-ca-131628) ([md](https://advisorcensus.com/firm/garner-financial-management-lafayette-ca-131628.md)) | 131628 | Lafayette, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Gebhardt Group, Inc](https://advisorcensus.com/firm/gebhardt-group-inc-lafayette-ca-142903) ([md](https://advisorcensus.com/firm/gebhardt-group-inc-lafayette-ca-142903.md)) | 142903 | Lafayette, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee, Commissions |
| [Gifford Fong Associates](https://advisorcensus.com/firm/gifford-fong-associates-lafayette-ca-142917) ([md](https://advisorcensus.com/firm/gifford-fong-associates-lafayette-ca-142917.md)) | 142917 | Lafayette, CA | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets |
| [Hyphen Wealth Management](https://advisorcensus.com/firm/hyphen-wealth-management-lafayette-ca-338134) ([md](https://advisorcensus.com/firm/hyphen-wealth-management-lafayette-ca-338134.md)) | 338134 | Lafayette, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Invantage Capital LLC](https://advisorcensus.com/firm/invantage-capital-llc-lafayette-ca-337627) ([md](https://advisorcensus.com/firm/invantage-capital-llc-lafayette-ca-337627.md)) | 337627 | Lafayette, CA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Jackson Peak Capital LLC](https://advisorcensus.com/firm/jackson-peak-capital-llc-lafayette-ca-324352) ([md](https://advisorcensus.com/firm/jackson-peak-capital-llc-lafayette-ca-324352.md)) | 324352 | Lafayette, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Performance fee |
| [Length LLC](https://advisorcensus.com/firm/length-llc-lafayette-ca-333109) ([md](https://advisorcensus.com/firm/length-llc-lafayette-ca-333109.md)) | 333109 | Lafayette, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Lewis Asset Management](https://advisorcensus.com/firm/lewis-asset-management-lafayette-ca-143409) ([md](https://advisorcensus.com/firm/lewis-asset-management-lafayette-ca-143409.md)) | 143409 | Lafayette, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Lloyd Tevis Investments, LLC](https://advisorcensus.com/firm/lloyd-tevis-investments-llc-lafayette-ca-323061) ([md](https://advisorcensus.com/firm/lloyd-tevis-investments-llc-lafayette-ca-323061.md)) | 323061 | Lafayette, CA | SEC-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Meridian Investment Counsel, Inc.](https://advisorcensus.com/firm/meridian-investment-counsel-inc-lafayette-ca-131655) ([md](https://advisorcensus.com/firm/meridian-investment-counsel-inc-lafayette-ca-131655.md)) | 131655 | Lafayette, CA | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [Mosher Financial Advisors LLC](https://advisorcensus.com/firm/mosher-financial-advisors-llc-lafayette-ca-291088) ([md](https://advisorcensus.com/firm/mosher-financial-advisors-llc-lafayette-ca-291088.md)) | 291088 | Lafayette, CA | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee |
| [Nauta Capital LLC](https://advisorcensus.com/firm/nauta-capital-llc-lafayette-ca-329207) ([md](https://advisorcensus.com/firm/nauta-capital-llc-lafayette-ca-329207.md)) | 329207 | Lafayette, CA | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Octave Management I, LLC](https://advisorcensus.com/firm/octave-management-i-llc-lafayette-ca-330636) ([md](https://advisorcensus.com/firm/octave-management-i-llc-lafayette-ca-330636.md)) | 330636 | Lafayette, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Olympia Wealth Management](https://advisorcensus.com/firm/olympia-wealth-management-lafayette-ca-300261) ([md](https://advisorcensus.com/firm/olympia-wealth-management-lafayette-ca-300261.md)) | 300261 | Lafayette, CA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly |
| [Pilot Growth Management](https://advisorcensus.com/firm/pilot-growth-management-lafayette-ca-226696) ([md](https://advisorcensus.com/firm/pilot-growth-management-lafayette-ca-226696.md)) | 226696 | Lafayette, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Piltingsrud Capital Management, LLC](https://advisorcensus.com/firm/piltingsrud-capital-management-llc-lafayette-ca-314025) ([md](https://advisorcensus.com/firm/piltingsrud-capital-management-llc-lafayette-ca-314025.md)) | 314025 | Lafayette, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Swift Ventures](https://advisorcensus.com/firm/swift-ventures-lafayette-ca-312847) ([md](https://advisorcensus.com/firm/swift-ventures-lafayette-ca-312847.md)) | 312847 | Lafayette, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [The Foundation Investment Group](https://advisorcensus.com/firm/the-foundation-investment-group-lafayette-ca-318369) ([md](https://advisorcensus.com/firm/the-foundation-investment-group-lafayette-ca-318369.md)) | 318369 | Lafayette, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [TPE Manager LLC](https://advisorcensus.com/firm/tpe-manager-llc-lafayette-ca-330414) ([md](https://advisorcensus.com/firm/tpe-manager-llc-lafayette-ca-330414.md)) | 330414 | Lafayette, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Trabd LLC](https://advisorcensus.com/firm/trabd-llc-lafayette-ca-314656) ([md](https://advisorcensus.com/firm/trabd-llc-lafayette-ca-314656.md)) | 314656 | Lafayette, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [VG Financial Consulting, LLC](https://advisorcensus.com/firm/vg-financial-consulting-llc-lafayette-ca-287580) ([md](https://advisorcensus.com/firm/vg-financial-consulting-llc-lafayette-ca-287580.md)) | 287580 | Lafayette, CA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Wallace Advisory Group, LLC](https://advisorcensus.com/firm/wallace-advisory-group-llc-lafayette-ca-281049) ([md](https://advisorcensus.com/firm/wallace-advisory-group-llc-lafayette-ca-281049.md)) | 281049 | Lafayette, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Lafayette, CA?**
AdvisorCensus lists 29 investment advisory firms with a principal office in Lafayette, California (part of the San Francisco metro area), from Form ADV filings as of October 2026: 10 SEC-registered, 8 state-registered, and 11 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Lafayette, CA?**
8 of the 29 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Lafayette, CA offer financial planning?**
13 of the 18 firms in Lafayette, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Lafayette, CA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 8 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Lafayette, CA: 29 firms from Form ADV filings as of October 2026.