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Data / Investment advisers / California / Lafayette

Investment advisers in Lafayette, CA: 11 firms, $2.1 billion in AUM

11 investment advisers have their main office in Lafayette, California: 8 SEC registered and 3 exempt reporting. The registered advisers report $2.1 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Gifford Fong Associates with $517 million.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

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  • 11Advisers
  • 8SEC registered
  • 3Exempt reporting
  • $2.1 billionTotal AUM
  • 7Advisers over $100 million
  • 3Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Gifford Fong AssociatesLafayette$517 million110Not listed(925) 299-7800gfong.comadviserinfo.sec.gov
Lewis Asset ManagementLafayette$387.1 million6315Not listed(925) 284-4033adviserinfo.sec.gov
Gebhardt Group, IncLafayette$346.4 million8077Not listed(925) 283-9150gebhardtgroupinc.comadviserinfo.sec.gov
The Foundation Investment GroupLafayette$286.5 million5226Not listed(925) 298-5840adviserinfo.sec.gov
Wallace Advisory Group, LLCLafayette$269.5 million3904Not listed(925) 284-6880adviserinfo.sec.gov
Garner Financial ManagementLafayette$152.6 million2992Not listed(925) 282-5500garnerfinancialmanagement.comadviserinfo.sec.gov
Hyphen Wealth ManagementLafayette$125.6 million1933Not listed(408) 314-7895adviserinfo.sec.gov
Lloyd Tevis Investments, LLCLafayette$435,000124Not listed(415) 237-1895lloydtevis.comadviserinfo.sec.gov
Length LLCLafayetteNot listedNot listedNot listed8(914) 486-6417adviserinfo.sec.gov
Swift VenturesLafayetteNot listedNot listedNot listed8(925) 236-0644adviserinfo.sec.gov
Bee Partners Management Company, LLCLafayetteNot listedNot listedNot listed6(415) 519-4707adviserinfo.sec.gov

Advisers in Lafayette that manage private funds

3 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Length LLCLafayetteCA8Not listedNot listed8Not listed$4.6 millionNot listedadviserinfo.sec.gov
Swift VenturesLafayetteCA8Not listedNot listed8Not listed$113 millionNot listedadviserinfo.sec.gov
Bee Partners Management Company, LLCLafayetteCA6Not listedNot listed6Not listed$197.6 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.