Top Financial Advisors in Redwood City, California
Finding the right financial advisor in Redwood City is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Redwood City, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Redwood City, CA.
Find the Best Financial Advisor Firms in Redwood City:
WEALTHVALUES, LLC
CRD#: 140004
Address: 303 Twin Dolphin Dr. Suite 600, Redwood City, CA 94065
AUM: $ 411M
GRIFFIN BLACK, LLC
CRD#: 134684
Address: 702 Marshall Street Suite 411, Redwood City, CA 94063
Clients: 79
Average Clients per Advisor: 19
AUM: $ 271M
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
CRD#: 110263
Address: 3 Lagoon Drive Suite 155, Redwood City, CA 94065
Clients: 188
Average Clients per Advisor: 94
AUM: $ 239M
OCEANIQ CAPITAL, LLC
CRD#: 168062
Address: 275 Shoreline Drive Unit 120, Redwood City, CA 94065
AUM: $ 212M
REDWOOD PARK ADVISORS
CRD#: 307958
Address: 3 Twin Dolphin Drive Suite 210, Redwood City, CA 94065
Clients: 61
Average Clients per Advisor: 30
AUM: $ 170M
THINK DIFFERENT FINANCIAL PLANNING
CRD#: 312539
Address: Redwood City, CA
Clients: 4
Average Clients per Advisor: 4
AUM: $ 142M
How We Chose the Top Financial Advisors in Redwood City, California
To create this list of top financial advisor firms in Redwood City, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Redwood City has to offer.
Search Financial Advisors in Redwood City, California
Jason Michael Cooke
Registered Affiliation(s):EDELMAN FINANCIAL ENGINES
Ashkahn Moayedi
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Adam Christopher Green
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Jason Guo Quan Fang
Registered Affiliation(s):TERRAFIRMA WEALTH PARTNERS
David Leland Johanson
Registered Affiliation(s):ALLWORTH FINANCIAL, L.P.
Michael Paul Rennels
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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