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 advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Team Hewins, LLC Find an Advisor||$2,448,933,046||$1,000,000|| || |
|2||Navigation Group, LLC Find an Advisor||$643,924,235||No set account minimum|| || |
Minimum AssetsNo set account minimum
|3||Griffin Black, Inc. Find an Advisor||$188,953,738||No set account minimum|| || |
Minimum AssetsNo set account minimum
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|4||Evart, Young & Hobbs Investment Management Find an Advisor||$222,083,927||$500,000|| || |
|5||Curran & Lewis Investment Management, Inc. Find an Advisor||$256,359,525||$1,000,000|| || |
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.
Topping our list of financial advisors in Redwood City is Team Hewins. The fee-only firm serves a wide variety of clients, including individuals, charitable organizations, businesses, retirement plans and government entities. The minimum for opening an investment account is $1 million.
Team Hewins employs a number of certified advisors, such as nine certified financial planners (CFPs), one certified public accountant (CPA) and two certified divorce financial analysts (CDFA). 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 principals. 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 investing 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.
Fee-based Navigation Group comes next on our list, working primarily with non-high-net-worth individuals. It has no minimum account size.
The Navigation Group team includes several certified financial planners (CFPs), but some advisors 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 allocates assets 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.
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 primarily of individuals, roughly half of whom have high net worths. Institutional clients include pension and profit-sharing plans, businesses and charitable organizations. There is no account minimum.
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.
Evart, Young & Hobbs Investment Management
New to the list this year and rankng fourth is fee-only Evart, Young & Hobbs Investment Management. With a minimum account size of $500,000 its client base consists mainly of non-high-net-worth individuals. Other clients include high-net-worth individuals, businesses and pension and profit-sharing plans.
As a fee-only firm, advisors at EYH do not receive commissions.
Evart, Young & Hobbs Background
EYH was founded in 1992 and is solely owned by president Derek Hobbs.
The firm offers financial planning services, investment asset management and pension consulting services.
Evart, Young & Hobbs Investment Strategy
EYH believes that strategic asset allocation is the main driver of long-term positive portfolio growth. As such, the firm bases much of its investment recommendations on asset allocation combined with modern portfolio theory. Security analysis is based on charting, fundamental, technical and cyclical analysis, and the firm principally uses low-cost and tax-efficient passively managed stock mutual funds that are generally available only to institutional investors.
Curran & Lewis Investment Management
The team at Curran & Lewis Investment Management, a fee-only firm, works with a relatively small number of individual clients, split evenly between high-net-worth and non-high-net-worth individuals. To work with the firm, you generally need a minimum account size of $1 million, although this requirement may be waived at the firm's discretion.
The firm's co-founder, James P. Curran, is an accredited investment fiduciary (AIF).
Curran & Lewis Investment Management Background
Curran & Lewis Investment Management has been operating since 1996. Curran is the firm’s owner and president.
Depending on clients' needs, the firm designs goal-based plans covering 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