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Top Financial Advisors in Redwood City, CA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Redwood City, California

If you’re searching for a financial advisor in Redwood City, California, we can help. We conducted extensive research on all registered investment advisor (RIA) firms in the area in order to bring you the top ones. All these firms offer financial planning and investment management services and individuals make up at least half their clientele. You can also use our free advisor-matching tool. It connects you with up to three local advisors. 

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Team Hewins, LLC Team Hewins, LLC logo Find an Advisor

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$2,279,944,306 $1,000,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Educational seminars/workshops

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Educational seminars/workshops
2 Navigation Group Navigation Group logo Find an Advisor

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$480,810,611 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
3 Curran & Lewis Investment Management, Inc. Curran & Lewis Investment Management, Inc. logo Find an Advisor

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$247,628,744 $1,000,000
  • Financial planning
  • Portfolio management

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management

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4 Griffin Black, Inc. Griffin Black, Inc. logo Find an Advisor

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$147,531,179 $500,000
  • Financial planning
  • Portfolio management
  • Pension consulting services

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting services

What We Use in Our Methodology

To find the top financial advisors in Redwood City, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Team Hewins

Team Hewins' team includes advisory certifications such as certified financial planner certified financial planner (CFP), certified public accountant (CPA) and certified divorce financial analyst (CDFA). The account minimum for standard investment advisory services is $1 million. Of its individual clients, more than half have high net worths. 

This is a fee-only firm, so advisors are only paid asset-based fees or hourly rates. No advisors earn commissions for selling securities or other financial products

Team Hewins Background

Founded in 2017, Team Hewins is owned by Roger Hewins and several other employees. He heads a team with more than 60 years of combined experience in the investment advisory space. These professionals provide financial planning and investment advisory services. At times, they may recommend moving a portion of your assets to independent money managers or invest in private funds. 

Team Hewins Investment Strategy

Team Hewins develops investment strategies based on modern portfolio theory, which states that diversifying portfolios with asset classes that are not broadly correlated can protect against market volatility and help clients meet specific objectives. The investment management team conducts its own research and market trends before making investment decisions.   

Depending on account size, your portfolio may invest in mutual funds, separately managed accounts with independent managers and other vehicles including private investment funds.

Navigation Group

The Navigation Group is a wealth management firm whose team includes several certified financial planners (CFPs). You don’t need to have a minimum account size to work with Navigation Group. Its client base is comprised mostly of non-high-net-worth individuals. 

Advisors with the Navigation Group may also be affiliated with third-party financial services firms. These companies may pay them sales commissions, which can potentially pose conflicts of interest. That said, the firm and its representatives must uphold their legal fiduciary duty to provide advice solely in the best interests of their clients. 

Navigation Group Background

Navigation Group formed in 1998 and is owned by Carlo A. Panaccione and Erik S. Davis. Together, they lead a team that can provide advice on the following topics: 

  • Investment planning
  • Portfolio management
  • Retirement savings
  • Risk analysis
  • Education funding
  • Income tax planning
  • Estate planning 

Navigation Group Investment Strategy

The investment team at Navigation Group designs asset allocations for portfolios based on the long-term goals and risk tolerance of its clients. They typically review investments at least on an annual basis and make adjustments if necessary. At times, they may engage in active management strategies to capitalize on market trends and mitigate risk.

Curran & Lewis Investment Management

The team at Curran & Lewis Investment Management works with a relatively small numer of individual clients. James P. Curran is an accredited investment fiduciary (AIF) and Deborah A. Peri is a certified financial planner (CFP). This is a fee-only firm.

To work with the firm, you generally need a minimum account size of $1 million. The firm may waive this requirement at its discretion.

Curran & Lewis Investment Management Background

Curran & Lewis Investment Management has been operating since 1996. Curran is the firm’s owner and president. He and Peri design goals-based financial plans. Depending on clients' needs, these plans may cover such topics as:

  • Retirement income needs
  • Healthcare costs
  • Education funding
  • Investment goals 

The team can also create diversified portfolios to help clients achieve their long-term investment objectives. 

Curran & Lewis Investment Management Portfolio Strategy

Curran & Lewis Investment Management invests with the central belief that markets are efficient and that asset allocation, rather than market timing or stock picking, drives returns. It primarily utilizes a passive strategy and recommends institutional mutual funds and exchange traded funds. That said, a portfolio managed by Curran & Lewis may hold: 

  • Cash
  • Bonds
  • Domestic equities
  • International equities
  • Real estate equity 
  • Gold and other commodities

Griffin Black

Griffin Black is a fee-only firm that primarily works with business owners from various industries, though its expertise is working with Silicon Valley tech and biotech professionals. Its current client base consists of a relatively small number of individuals, a handful of whom have high net worths. Institutional clients include pension and profit-sharing plans and charitable organizations.

To receive investment management services, you need a minimum account size of $500,000. The firm, though, may waive this requirement at its discretion. As a fee-only firm, Griffin Black earns compensation only from its clients. It does not collect sales commissions from any third-party companies.

Griffin Black Background

Griffin Black has been providing investment advisory services since 2005. Its owner and president is Jane Beule. The firm specializes in holistic wealth management and investment management services. Its financial plans may cover:

  • Long-term cash flow planning
  • Risk management
  • Basic college savings strategies
  • Taxation strategies
  • Estate planning process

Griffin Black Investment Strategy

Griffin Black’s investment management team builds diversified portfolios with such investments as:

  • Mutual funds
  • Closed-end funds
  • Exchange-traded funds and exchange-traded notes 
  • Traded limited partnerships
  • Individual stocks and bonds 

The firm utilizes proprietary and third-party research when evaluating securities. It also reviews macroeconomic scenarios before making investment decisions. The firm may rebalance portfolios if it deems it necessary based on the client’s changing circumstances or market conditions. It may also rebalance portfolios when actual asset class allocations differ too much from their targets.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research