Top 10 advisors in Lafayette
We’ve curated a list of the best financial advisors in Lafayette, take a look at it below
Find an advisor in Lafayette| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $494,582,623 | 6 advisors | ||
| 2 | $471,866,324 | 10 advisors | ||
| 3 | $282,060,000 | 4 advisors | ||
| 4 | $236,232,790 | 7 advisors | ||
| 5 | $225,000,000 | 2 advisors | ||
| 6 | $169,874,025 | 5 advisors | ||
| 7 | $138,063,674 | 3 advisors | ||
| 8 | $132,589,818 | 2 advisors | ||
| 9 | $98,702,566 | 1 advisors | ||
| 10 | $77,717,893 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Lafayette, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lafayette. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Concentric Wealth Management LLC
Assets under management
$494,582,623
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Gifford Fong Associates
Assets under management
$471,866,324
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Jurika, Mills & Keifer, LLC
Assets under management
$282,060,000
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
4. The Foundation Investment Group
Assets under management
$236,232,790
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
5. Wallace Advisory Group, LLC
Assets under management
$225,000,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
6. Gebhardt Group, Inc
Assets under management
$169,874,025
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Lewis Asset Management
Assets under management
$138,063,674
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Garner Financial Management
Assets under management
$132,589,818
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
9. Welty Capital Management LLC
Assets under management
$98,702,566
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
10. R.j. Healy & Company
Assets under management
$77,717,893
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.