Top 10 advisors in Redwood City
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.
1. Team Hewins, LLC
Assets under management
$1,184,188,471
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)
Selection Of Other Advisers
Educational Seminars/workshops
2. Sqn Investors Lp
Assets under management
$494,599,241
Fee structure
A percentage of assets under your management
PERFORMANCED BASED PROFIT ALLOCATION
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Ser Capital Partners Management, Lp
Assets under management
$471,449,198
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Wealthvalues, LLC
Assets under management
$337,451,486
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
5. Acuta Capital Partners, LLC
Assets under management
$279,460,422
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
6. Griffin Black, Inc.
Assets under management
$186,548,590
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
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Evart, Young & Hobbs Investment Management
Assets under management
$185,936,430
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
8. Redwood Park Advisors
Assets under management
$109,917,347
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
Pension Consulting Services
Selection Of Other Advisers
9. Oceaniq Capital, LLC
Assets under management
$102,768,856
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based 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)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Certus Wealth Management LLC
Assets under management
$96,448,162
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.