Best Financial Advisors in REDWOOD CITY, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in REDWOOD CITY
WEALTHVALUES, LLC
REDWOOD CITY, CA · Since 2006
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
REDWOOD CITY, CA · Since 1992
GRIFFIN BLACK, LLC
REDWOOD CITY, CA · Since 2019
SER CAPITAL PARTNERS MANAGEMENT, LP
REDWOOD CITY, CA · Since 2022
DORSAL CAPITAL MANAGEMENT, LP
REDWOOD CITY, CA · Since 2012
SR ONE CAPITAL MANAGEMENT, LP
REDWOOD CITY, CA · Since 2020
REDWOOD PARK ADVISORS
REDWOOD CITY, CA · Since 2023
OCEANIQ CAPITAL, LLC
REDWOOD CITY, CA · Since 2018
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in REDWOOD CITY?
The median advisory fee in REDWOOD CITY, CA is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.