Top 10 financial advisors in Redwood City, CA
We’ve curated a list of the best financial advisors in Redwood City, take a look at it below
Find an advisor in Redwood City| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,184,188,471 | 23 advisors | ||
| 2 | $494,599,241 | 7 advisors | ||
| 3 | $471,449,198 | 7 advisors | ||
| 4 | $337,451,486 | 6 advisors | ||
| 5 | $279,460,422 | 6 advisors | ||
| 6 | $186,548,590 | 7 advisors | ||
| 7 | $185,936,430 | 2 advisors | ||
| 8 | $109,917,347 | 3 advisors | ||
| 9 | $102,768,856 | 4 advisors | ||
| 10 | $96,448,162 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Redwood City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Redwood City. 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.
Team Hewins, LLC
Team Hewins, LLC is a financial advisory firm based in Redwood City, California. It currently has approximately $1,184,188,471 of assets under management and employs about 23 people. Team Hewins, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,184,188,471
Headcount
23 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-112939
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
Educational Seminars/workshops
See full profileMeet the advisor
203 Redwood Shores Parkway,
Suite 550,
Redwood City,
California,
94065Sqn Investors Lp
Sqn Investors Lp is a financial advisory firm based in Redwood City, California. It currently has approximately $494,599,241 of assets under management and employs about 7 people. Sqn Investors Lp uses a fee structure of a percentage of assets under your management and performanced based profit allocation.
Assets under management
$494,599,241
Headcount
7 advisors
Fee structure
A percentage of assets under your management
PERFORMANCED BASED PROFIT ALLOCATION
SEC number
801-107977
Services offered
Portfolio Management For Pooled Investment Vehicles
Ser Capital Partners Management, Lp
Ser Capital Partners Management, Lp is a financial advisory firm based in Redwood City, California. It currently has approximately $471,449,198 of assets under management and employs about 7 people. Ser Capital Partners Management, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$471,449,198
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-126264
Services offered
Portfolio Management For Pooled Investment Vehicles
Wealthvalues, LLC
Wealthvalues, LLC is a financial advisory firm based in Redwood City, California. It currently has approximately $337,451,486 of assets under management and employs about 6 people. Wealthvalues, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$337,451,486
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-66449
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Acuta Capital Partners, LLC
Acuta Capital Partners, LLC is a financial advisory firm based in Redwood City, California. It currently has approximately $279,460,422 of assets under management and employs about 6 people. Acuta Capital Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$279,460,422
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-88219
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Griffin Black, Inc.
Griffin Black, Inc. is a financial advisory firm based in Redwood City, California. It currently has approximately $186,548,590 of assets under management and employs about 7 people. Griffin Black, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$186,548,590
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-117753
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
Evart, Young & Hobbs Investment Management
Evart, Young & Hobbs Investment Management is a financial advisory firm based in Redwood City, California. It currently has approximately $185,936,430 of assets under management and employs about 2 people. Evart, Young & Hobbs Investment Management uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$185,936,430
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-42861
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Redwood Park Advisors
Redwood Park Advisors is a financial advisory firm based in Redwood City, California. It currently has approximately $109,917,347 of assets under management and employs about 3 people. Redwood Park Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$109,917,347
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-128196
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Oceaniq Capital, LLC
Oceaniq Capital, LLC is a financial advisory firm based in Redwood City, California. It currently has approximately $102,768,856 of assets under management and employs about 4 people. Oceaniq Capital, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Assets under management
$102,768,856
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
SEC number
801-113911
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
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
Certus Wealth Management LLC
Certus Wealth Management LLC is a financial advisory firm based in Redwood City, California. It currently has approximately $96,448,162 of assets under management and employs about 1 people. Certus Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$96,448,162
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-128021
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
See full profileMeet the advisor
303 Twin Dolphin Drive,
Suite 600 # 59,
Redwood City,
California,
94065
Your first meeting is free.