Find a Financial Advisor in Redwood City, CA

 

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We did the hard work of finding trustworthy partners in Redwood City, CA.

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We Only Work With The Best Redwood City Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Redwood City, CA


  • Financial Advisor Close to Redwood City, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Redwood City, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Redwood City, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Redwood City financial advisors.
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How Retirement-Friendly is Redwood City, CA?

  • Population: 85,784
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $1309,700
  • Average Monthly Housing Cost: $2,556
  • Average Household Income: $163,498
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Redwood City, CA

 

NAVIGATION GROUP LLC

Website

(650) 595-1700

3 Lagoon Drive
Suite 110
Redwood City, CA 94065

SEC#: 801-110408
Years in Business: 4 years

OCEANIQ CAPITAL, LLC

Website

(415) 432-7580

275 Shoreline Drive
Unit 120
Redwood City, CA 94065

SEC#: 801-113911
Years in Business: 3 years

REDWOOD PARK ADVISORS

Website

(650) 779-5822

3 Twin Dolphin Drive
Suite 210
Redwood City, CA 94065

SEC#: 801-118972
Years in Business: 1 years

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

Website

(650) 802-0342

3 Lagoon Drive
Suite 155
Redwood City, CA 94065

SEC#: 801-42861
Years in Business: 28 years

CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.

Website

(650) 463-0200

555 Twin Dolphin Drive, Suite 320

Redwood City, CA 94065

SEC#: 801-61096
Years in Business: 19 years

GRIFFIN BLACK, INC.

Website

(650) 368-5785

702 Marshall Street
Suite 411
Redwood City, CA 94063

SEC#: 801-117753
Years in Business: 1 years

TEAM HEWINS, LLC

Website

(650) 620-3040

203 Redwood Shores Parkway
Suite 550
Redwood City, CA 94065

SEC#: 801-112939
Years in Business: 3 years

DORSAL CAPITAL MANAGEMENT, LLC

Website

(650) 610-1400

203 Redwood Shores Parkway

Redwood City, CA 94065

SEC#: 801-73078
Years in Business: 9 years

SQN INVESTORS LP

Website

(650) 489-9100

201 Redwood Shores Parkway
Suite 242
Redwood City, CA 94065

SEC#: 801-107977
Years in Business: 5 years

 


Redwood City, CA Financial Advisor FAQs

Financial advisors help individuals cope with uncertainty about their personal finances by helping them make better financial decisions.
It depends on the type of financial advisory practice you choose and the size of your practice. Financial advisors are independent contractors who provide financial services to clients. Their fees are typically based on a percentage of the assets a client owns or controls, with a cap depending on the practitioner's expertise and the type of service they provide.
To narrow down your search for a financial advisor in Redwood City, you can interview your potential advisors to get a feel of their processes and the services they offer. Questions that you hope to be answered after the interview are: Is the advisor reputable? Is the advisor knowledgeable about your goals and financial needs? Is the advisor experienced in your industry? Is the advisor easy to deal with? Are there ethical issues or liabilities that could affect my advisor's performance?
Knowing why you are getting a financial advisor will help you come up with questions to ask. It is a good idea to prepare questions that focus on what is important to you like compensation, services, and communication process.