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Financial Advisors in Lafayette, CA: 2026 rankings

418 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lafayette: Priority Tax Relief, RFA Score 72/100; 4.9★ from 677 Google reviews; open evenings.

  2. 10

    Most-reviewed: American Consumer Credit Counseling, Inc, 1,232 Google reviews at 5.0★, the most of 418 ranked; ranked #10.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

418 Lafayette financial advisors are ranked here by RFA Score, from eight published factors. 94 open Saturdays and 18 open Sundays, based on posted hours. The median Google rating is 4.3★ across 418 rated firms.

Top 10 financial advisors in Lafayette at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Lafayette at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Priority Tax Relief724.9★ (677)San Francisco, 19 mi awayEveningsTop score
2Insight Capital Management725.0★ (145)Concord, 7 mi away——
3IPX1031: James Callejas, CES675.0★ (88)San Francisco, 17 mi away——
4Tomren & Sullivan Wealth Management675.0★ (59)San Ramon, 12 mi away——
5Bank of America Financial Center664.5★ (58)Martinez, 5 mi away——
6Bank of America Financial Center664.8★ (94)San Francisco, 17 mi away——
7Turnkey Financial Solutions665.0★ (90)Union City, 21 mi away——
8LampPost Planning665.0★ (34)Oakland, 7 mi awayEvenings—
9Summit Wealth & Retirement Partners665.0★ (44)San Ramon, 11 mi away——
10American Consumer Credit Counseling, Inc655.0★ (1,232)San Francisco, 17 mi awaySat · EveningsMost reviews

All 418 financial advisors in Lafayette, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Lafayette

    #1 Priority Tax Relief

    Based in San Francisco, 19 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 677 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 677 Google reviews
    Hours
    Mon–Fri 5 AM–7 PM · Sat–Sun closed
    Address
    1485 Bayshore Blvd Ste 469, San Francisco, CA 94124
    View profile for Priority Tax Relief(800) 493-8308

  8. #8 LampPost Planning

    Based in Oakland, 7 mi away

    66/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat–Sun closed
    Address
    20 Knoll Ridge Way Suite 2, Oakland, CA 94619
    View profile for LampPost Planning(510) 992-4000

  11. #11 Forge Trust

    Based in San Francisco, 16 mi away

    65/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.2★ from 179 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 179 Google reviews
    Hours
    Mon–Fri 6 AM–5 PM · Sat–Sun closed
    Address
    4 Embarcadero Ctr Fl 15, San Francisco, CA 94111
    View profile for Forge Trust(800) 248-8447

  14. #14 EP Wealth Advisors

    Based in Walnut Creek, 3 mi away

    64/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1333 N California Blvd Ste 100, Walnut Creek, CA 94596
    View profile for EP Wealth Advisors(925) 283-2201

  16. #16 Monroe Wealth Management

    Based in San Francisco, 17 mi away

    64/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1160 Battery St suite 100, San Francisco, CA 94111
    View profile for Monroe Wealth Management(510) 990-1803

  19. #19 Liberty Group

    Based in Oakland, 9 mi away

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    411 30th St Second Floor, Oakland, CA 94609
    View profile for Liberty Group(510) 658-1880

  21. #21 TomoCredit

    Based in San Francisco, 17 mi away

    63/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.4★ from 72 Google reviews, listed on Google as “Financial advisor”.

    • 4.4★ from 72 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    535 Mission St, San Francisco, CA 94105
    View profile for TomoCredit

  22. #22 Beyond Academy

    Based in Pleasanton, 18 mi away

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.7★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 51 Google reviews
    Hours
    Mon–Sun 9 AM–8 PM
    Address
    4695 Chabot Dr STE 200, Pleasanton, CA 94588
    View profile for Beyond Academy(925) 690-2880

  24. #24 Redwood Credit Union

    Based in San Francisco, 18 mi away

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.3★ from 90 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 90 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1390 Market St, San Francisco, CA 94102
    View profile for Redwood Credit Union(800) 479-7928

  25. #25 RHS Financial

    Based in San Francisco, 20 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    4171 24th St #101, San Francisco, CA 94114
    View profile for RHS Financial(415) 495-2900

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 418 ranked financial advisors here; the rest are on their profiles.

financial advisors in Lafayette, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Javier Ly Martinez: Primerica - Financial Services635.0★ (18)7 mi
27Ginsberg Financial Strategies634.3★ (24)4 mi
28Allworth Financial635.0★ (13)3 mi
29Farther Finance - Michael Lee - Principal, Wealth Advisor & Focus Team Lead with the Focus Team at Farther635.0★ (26)13 mi
30IPX1031: Teresa Fluegel635.0★ (13)3 mi
31Insight Wealth Strategies635.0★ (23)12 mi
32Burton Enright Welch635.0★ (12)3 mi
33Mark Palmer - Edelman Financial Engines624.7★ (13)3 mi
34Financial Zen625.0★ (29)17 mi
35Patelco Credit Union Concord623.6★ (71)7 mi
36ForUsAll624.1★ (77)17 mi
37Patelco Credit Union Lafayette623.8★ (16)In Lafayette
38B.O.L. Global, Inc.624.5★ (52)20 mi
39Team Hewins625.0★ (42)24 mi
40Travis Credit Union623.9★ (70)13 mi
41Ken R. Anderson, CPA625.0★ (18)11 mi
42Jason Cooke - Edelman Financial Engines625.0★ (14)8 mi
43Alamo Capital624.5★ (12)4 mi
44Modern Financial Planning624.9★ (16)10 mi
45Frontier Wealth Strategies LP624.6★ (11)3 mi
46Sid Financial Services, LLC615.0★ (39)25 mi
47Alberto J Fuentes Perez: Primerica - Financial Services615.0★ (17)12 mi
48Dogpatch Wealth615.0★ (23)17 mi
49Edelman Financial Engines615.0★ (8)3 mi
50Patelco Credit Union Brentwood614.2★ (71)21 mi

Also serving Lafayette

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Lafayette
BusinessGoogle ratingDistance
Barnes Capital, Inc.In Lafayette
Borman Wealth Management5.0★ (1)In Lafayette
Cerity PartnersIn Lafayette
Concentric Wealth Management5.0★ (1)In Lafayette
Devon Designs Holdings GroupIn Lafayette
dixon financial services5.0★ (1)In Lafayette
Dudum FinancialIn Lafayette
Foundation Investment Group1.0★ (1)In Lafayette
Garner Financial ManagementIn Lafayette
Ideal Financial AdvisorsIn Lafayette
IEQ CapitalIn Lafayette
Jigsaw AdvisorsIn Lafayette
Kathleen Charles1.0★ (1)In Lafayette
Lewis Asset Management LLCIn Lafayette
Lloyd Tevis Investements LLCIn Lafayette
MAI Capital ManagementIn Lafayette
Merrill Investment & Retirement Financial CenterIn Lafayette
New Evolution Ventures1.0★ (2)In Lafayette
Peak Consulting: Taking Companies to Next LevelIn Lafayette
spiegelman wealth management5.0★ (1)In Lafayette

How we ranked Lafayette financial advisors

We scored 418 Lafayette financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Lafayette data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Lafayette: frequently asked questions

Which financial advisor has the highest RFA Score in Lafayette?

By RFA Score, the highest-ranked financial advisor in Lafayette, CA is Priority Tax Relief with an RFA Score of 72/100. It has 4.9★ from 677 Google reviews. It is open evenings. Insight Capital Management (#2) and IPX1031: James Callejas, CES (#3) follow. We ranked 418 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Lafayette?

RankedFinancialAdvisors ranks 418 financial advisors serving Lafayette, CA. 1 of them is based in Lafayette; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Lafayette work on weekends?

94 of 418 ranked financial advisors post Saturday hours and 18 post Sunday hours. The highest-ranked open Saturdays are American Consumer Credit Counseling, Inc (#10), FI TAX CREDIT FINANCIAL SERVICES (#18) and Patelco Credit Union San Ramon (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lafayette financial advisors have?

The median Google rating among 418 rated financial advisors in Lafayette is 4.3★, with a median of 13 reviews. American Consumer Credit Counseling, Inc has the most, 1,232 reviews, and ranks #10. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Lafayette count in this ranking?

Yes, if they are within 25 mi of the Lafayette city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Lafayette ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Lafayette a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Lafayette

  1. November 2026: RFA Scores recalculated for 418 financial advisors serving Lafayette.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Lafayette pages