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:
PERSONAL CAPITAL ADVISORS CORPORATION
CRD#: 155172
Address: 3 Lagoon Drive Suite 200, Redwood City, CA 94065
Clients: 28,059
Average Clients per Advisor: 76
AUM: $ 23.1B
TEAM HEWINS, LLC
CRD#: 291194
Address: 203 Redwood Shores Parkway Suite 550, Redwood City, CA 94065
Clients: 170
Average Clients per Advisor: 12
AUM: $ 2.2B
NAVIGATION GROUP LLC
CRD#: 130982
Address: 3 Lagoon Drive Suite 110, Redwood City, CA 94065
Clients: 210
Average Clients per Advisor: 42
AUM: $ 587M
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
CRD#: 120267
Address: 555 Twin Dolphin Drive, Suite 320, Redwood City, CA 94065
Clients: 76
Average Clients per Advisor: 76
AUM: $ 238M
GRIFFIN BLACK, INC.
CRD#: 134684
Address: 702 Marshall Street Suite 411, Redwood City, CA 94063
Clients: 91
Average Clients per Advisor: 22
AUM: $ 187M
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
CRD#: 110263
Address: 3 Lagoon Drive Suite 155, Redwood City, CA 94065
Clients: 220
Average Clients per Advisor: 110
AUM: $ 186M
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
Ryan Kenneth Lee
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jennifer Hilary Cray
Registered Affiliation(s):FORUM FINANCIAL MANAGEMENT, LP
Madalina Loredana Andrei
Registered Affiliation(s):EDWARD JONES
Sheela Sukhdeo
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Habib Ngom
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Laura W. Chiu
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Elizabeth Beaumont Dawson
Registered Affiliation(s):CERITY PARTNERS LLC
William H Lyon
Registered Affiliation(s):MORGAN STANLEY
Carla M Chen
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Emil John Peinert
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Alena Marie Meeker
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mark I Miller
Registered Affiliation(s):CAPTRUST
Mason Mckown
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Peter Taekun Jung
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Davin James Lundgren
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Eric Susantio
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michael Morris Rothschild
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Scott M Danilson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David D. Woodworth JR.
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Nicholas Salvatore Billeci
Registered Affiliation(s):STRATEGIC ADVISERS LLC
James William Agrusa
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven Robert Bell
Registered Affiliation(s):THE WEALTH CONSERVATORY
Umberto Leone
Registered Affiliation(s):EDWARD JONES
Margarita Roces Finones
Registered Affiliation(s):EDWARD JONES
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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