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Find The Best Financial Advisors in Redwood City, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Redwood City is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Redwood City & pick the one as per your needs

How To Find The Best Financial Advisors in Redwood City, California

Last Updated - 24-Jan-2023

If you’re looking for qualified financial advisors in Redwood City, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and 19 non-vetted financial advisors in Redwood City, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Redwood City, California have an average of 19 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Redwood City, California

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Personal Capital

Personal Capital

3 Lagoon Drive
Suite 200

Redwood City, CA 94065

650-556-1310

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Mark Pietrofesa

Summit Financial Advisors, LLC

109 Baldwin Ave

San Mateo, CA 94401

650-357-9410

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Andrew Kessler

Allworth Financial

1550 The Alameda, Suite 125

San Jose, CA 95126

888-242-6766

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Janet Wan

Sierra Pacific Financial Advisors

7077 Koll Center Parkway
Suite 120

Pleasanton, CA 94566

925-223-8868

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Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

855-855-8005

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Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

650-556-1310

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Allegra Swan

Allworth Financial

644 North Santa Cruz Ave Suite 4

Los Gatos, CA 95030

888-242-6766

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David Roggenkamp

Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415-785-4540

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
PERSONAL CAPITAL ADVISORS CORPORATION
3 Lagoon Drive, Suite 200 Redwood City, CA 94065
155172 $22,855,329,134 86801 A percentage of AUM
DORSAL CAPITAL MANAGEMENT, LLC
203 Redwood Shores Parkway, Redwood City, CA 94065
160224 $4,844,250,099 7 A percentage of AUM
Performance Based
TEAM HEWINS, LLC
203 Redwood Shores Parkway, Suite 550 Redwood City, CA 94065
291194 $2,448,933,046 1373 A percentage of AUM
Hourly charges
Fixed fees
SQN INVESTORS LP
203 Redwood Shores Parkway, Suite 260 Redwood City, CA 94065
171505 $1,740,569,029 4 A percentage of AUM
Other (PERFORMANCED BASED PROFIT ALLOCATION)
NAVIGATION GROUP LLC
3 Lagoon Drive, Suite 110 Redwood City, CA 94065
130982 $643,924,235 682 A percentage of AUM
Hourly charges
Fixed fees
NEXT PLAY CAPITAL, LLC
885 Winslow St., Redwood City, CA 94063
173787 $478,266,908 29 A percentage of AUM
Performance Based
SER CAPITAL PARTNERS MANAGEMENT, LP
3 Twin Dolphin Drive, Suite 260 Redwood City, CA 94065
307713 $281,927,199 5 A percentage of AUM
Performance Based
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
555 Twin Dolphin Drive, Suite 320, Redwood City, CA 94065
120267 $256,359,525 439 A percentage of AUM
Hourly charges
Fixed fees
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
3 Lagoon Drive, Suite 155 Redwood City, CA 94065
110263 $222,083,927 694 A percentage of AUM
Fixed fees
GRIFFIN BLACK, INC.
702 Marshall Street, Suite 411 Redwood City, CA 94063
134684 $188,953,738 526 A percentage of AUM
Hourly charges
Fixed fees
OCEANIQ CAPITAL, LLC
275 Shoreline Drive, Unit 120 Redwood City, CA 94065
168062 $125,201,605 279 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
CERTUS WEALTH MANAGEMENT LLC
303 Twin Dolphin Drive, Suite 600 # 59 Redwood City, CA 94065
318830 $93,179,879 307 A percentage of AUM
Fixed fees

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Andrew Gotianse
Inquire with Andrew
255 Shoreline Dr, Ste 400 Redwood City, CA 94065 650-654-4235
Andrew Andrikopoulos
Inquire with Andrew
255 Shoreline Dr, Ste 400 Redwood City, CA 94065 650-654-4235
Tom Simanek
Inquire with Tom
255 Shoreline Dr, Ste 400 Redwood City, CA 94065 650-654-4235
Tali Alon
Inquire with Tali
255 Shoreline Dr, Ste 400 Redwood City, CA 94065 650-654-4235
The C & G Group
Inquire with C
255 Shoreline Dr, Ste 400 Redwood City, CA 94065 650-226-2106
Qiumei Sun
Inquire with Qiumei
255 Shoreline Dr, Ste 400 Redwood City, CA 94065 650-226-2113
Robert Leland
Inquire with Robert
255 Shoreline Dr, Ste 400 Redwood City, CA 94065 650-226-2091
Thomas Fezler
Inquire with Thomas
255 Shoreline Dr, Ste 400 Redwood City, CA 94065 650-226-2098
Katherine Chappell
Inquire with Katherine
255 Shoreline Dr, Ste 400 Redwood City, CA 94065 650-226-2076
Darien Tung
Inquire with Darien
255 Shoreline Dr, Ste 400 Redwood City, CA 94065 650-226-2063

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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