AdvisorGrade

Financial advisers in Redwood City, CA

7 registered investment adviser firms in Redwood City managing $10.6B in assets, based on public SEC Form ADV filings.

Dorsal Capital Management, LP

Redwood City, CA · Est. 2012

RegionalInternational
Fee-only
AUM
$6.2B
Per adviser
$516M
Advisers
12

No reported disclosures

Sr One Capital Management, LP

Redwood City, CA · Est. 2020

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$162M
Advisers
15

No reported disclosures

Ser Capital Partners Management, LP

Redwood City, CA · Est. 2022

LocalInternational
Fee-only
AUM
$686M
Per adviser
$98M
Advisers
7

No reported disclosures

Wealthvalues, LLC

Redwood City, CA · Est. 2006

Local
Fee-based
AUM
$467M
Per adviser
$233M
Advisers
2

No reported disclosures

Griffin Black, LLC

Redwood City, CA · Est. 2019

LocalInternational
Fee-based
AUM
$356M
Per adviser
$71M
Advisers
5

No reported disclosures

Evart, Young & Hobbs Investment Management

Redwood City, CA · Est. 1992

Local
Fee-based
AUM
$270M
Per adviser
$135M
Advisers
2

No reported disclosures

Redwood Park Advisors

Redwood City, CA · Est. 2023

Local
Fee-based
AUM
$170M
Per adviser
$85M
Advisers
2

No reported disclosures