Best Financial Advisors in REDWOOD SHORES, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$422M
Median AUM
3
Firms Listed
in our database
Top-Ranked Advisors in REDWOOD SHORES
#1
100
MCCARTHY ASSET MANAGEMENT, INC.
REDWOOD SHORES, CA · Since 2002
$422M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
NAVIGATION GROUP LLC
REDWOOD SHORES, CA · Since 2017
$1.0B AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
95
TWIN LAKES CAPITAL
REDWOOD SHORES, CA · Since 2018
$315M AUM2 clientsFee: 0%
FiduciaryFee-Only
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 SHORES?
The median advisory fee in REDWOOD SHORES, CA is 0.95% of assets under management per year, based on Form ADV filings from 3 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.