Best Financial Advisors in REDWOOD CITY, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in REDWOOD CITY
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
REDWOOD CITY, CA · Since 1992
GRIFFIN BLACK, LLC
REDWOOD CITY, CA · Since 2019
WEALTHVALUES, LLC
REDWOOD CITY, CA · Since 2006
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 Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.