California · 4 advisers
Financial Advisors in Redwood Shores, California
Looking for a financial advisor in Redwood Shores, California? Falists indexes 4 SEC-registered and state-registered investment advisers in Redwood Shores — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $1.01B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
2
Largest AUM
$1.01B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Redwood Shores
Ranked by AUM · Fees, team & specialties at a glance
NAVIGATION GROUP LLC
Redwood Shores, CA
AUM
$1.01B
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-595-1700
MCCARTHY ASSET MANAGEMENT, INC.
Redwood Shores, CA
AUM
$422.4M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(650) 610-9540
TWIN LAKES CAPITAL
Redwood Shores, CA
AUM
$314.7M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(650) 610-9363
More cities in California
Common questions
- How many financial advisors are in Redwood Shores, California?
- 4 registered investment advisers are listed in our Redwood Shores directory, sourced from public SEC filings.
- What types of advisors are in Redwood Shores?
- 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 Shores?
- 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.