Rialytix insights

Top RIA Firms in Lafayette, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Lafayette, California. This hub covers 8 matching firms with $2.1B in total reported AUM and median AUM of $278.0M.

Firms

Matching current profiles

Total AUM

$2.1B

Reported regulatory AUM

Median AUM

$278.0M

Across firms with AUM

Largest firm

$517.0M

Gifford Fong Associates

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Gifford Fong Associates CRD 142917 · Corporation	LAFAYETTE, CA	$517.0M Mar 2026	+$45.1M+9.6%	+$78.9M+18.0%	+$84.5M+19.5%	+$405.9M+365.4%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
2. Lewis Asset Management CRD 143409 · Limited Liability Company	LAFAYETTE, CA	$387.1M May 2026	+$172.7M+80.6%	+$233.4M+151.9%	+$268.9M+227.5%	+$347.9M+887.9%	+2 employees+66.7% over 3Y	+406 accounts+180.4% over 3Y
3. Gebhardt Group, INC CRD 142903 · Corporation	LAFAYETTE, CA	$346.4M Mar 2026	+$77.5M+28.8%	+$129.6M+59.8%	+$194.9M+128.7%	+$275.6M+389.1%	+2 employees+40.0% over 3Y	-69 accounts-7.9% over 3Y
4. The Foundation Investment Group CRD 318369 · Limited Liability Company	LAFAYETTE, CA	$286.5M Mar 2026	+$30.8M+12.0%	+$45.5M+18.9%	—	—	-1 employees-14.3% over 3Y	-92 accounts-15.0% over 3Y
5. Wallace Advisory Group, LLC CRD 281049 · Limited Liability Company	LAFAYETTE, CA	$269.5M Jan 2026	+$44.5M+19.8%	+$48.9M+22.2%	+$103.3M+62.2%	—	0 employees+0.0% over 3Y	+90 accounts+30.0% over 3Y
6. Garner Financial Management CRD 131628 · Corporation	LAFAYETTE, CA	$152.6M Feb 2026	+$16.2M+11.9%	+$27.9M+22.4%	+$24.7M+19.3%	+$82.6M+118.1%	0 employees+0.0% over 3Y	-55 accounts-15.5% over 3Y
7. Hyphen Wealth Management CRD 338134 · Limited Liability Company	LAFAYETTE, CA	$125.6M Mar 2026	—	—	—	—	+1 employees+50.0% over Total	—
8. Lloyd Tevis Investments, LLC CRD 323061 · Limited Liability Company	LAFAYETTE, CA	$435.0K Mar 2026	+$138.0K+46.5%	—	—	—	-1 employees-20.0% over 3Y	+9 accounts+300.0% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.