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 Find an Advisor||$2,279,944,306||$1,000,000|| || |
|2||Navigation Group Find an Advisor||$480,810,611||No set account minimum|| || |
Minimum AssetsNo set account minimum
|3||Curran & Lewis Investment Management, Inc. Find an Advisor||$247,628,744||$1,000,000|| || |
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|4||Griffin Black, Inc. Find an Advisor||$147,531,179||$500,000|| || |
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:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer 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 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.
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:
- Domestic equities
- International equities
- Real estate equity
- Gold and other commodities
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.