Falists

California · 28 advisers

Financial Advisors in Redwood City, California

Looking for a financial advisor in Redwood City, California? Falists indexes 28 SEC-registered and state-registered investment advisers in Redwood City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 22 firms list a website you can visit directly. Firms in this directory manage up to $6.19B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

28

With website

22

Largest AUM

$6.19B

Financial planning

8

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth10Planning8Trusts7Retirement4Institutional

Top advisors in Redwood City

Ranked by AUM · Fees, team & specialties at a glance

View all 28 →

FOCUSYOU

Redwood City, CA

AUM

$61.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

650-684-1199

Full profileVisit site →
View all 28 advisors in Redwood City

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Redwood City, California?
28 registered investment advisers are listed in our Redwood City directory, sourced from public SEC filings.
What types of advisors are in Redwood City?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Redwood City?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.