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Top 4 financial advisor firms in Redwood City

4 SEC-registered financial advisor firms are headquartered in Redwood City, CA, with $1.26B in combined regulatory assets under management. The largest by assets are Wealthvalues ($467M), Griffin Black ($356M) and Leo H. Evart ($270M).

4
Financial advisor firms
$1.26B
Their combined AUM
$313M
Median firm AUM
558
Clients of the top 4

The 4 largest by assets

  1. 1
    Wealthvalues

    RIA

    $467M

  2. 2
    Griffin Black

    RIA

    $356M

  3. 3
    Leo H. Evart

    RIA

    $270M

  4. 4
    Redwood Park Advisors

    RIA

    $170M

Profiles of the top 4

No. 1 · RIA

Wealthvalues

Wealthvalues is an investment adviser based in Redwood City, CA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $467 million, as filed on 30 March 2026.

Wealthvalues charges 0.25%–1.00% for its Percentage of assets under management. The brochure does not state whether the rate is annual.

Regulatory AUM
$467M
Clients
25
Advisory staff
2
Fee schedule
0.25% to 1.00%
Custodians
SEI Private Trust, Charles Schwab
Headquarters
303 Twin Dolphin DR., Suite 600, Redwood City, CA 94065
Phone
650-941-5530
Website
wealthvalues.com

No. 2 · RIA

Griffin Black

Griffin Black is an investment adviser based in Redwood City, CA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $356 million, as filed on 29 September 2026.

Griffin Black charges 0.40%–1.00% a year for its Holistic Wealth Management.

Regulatory AUM
$356M
Clients
171
Advisory staff
5
Founded
2005
Fee schedule
0.40% to 1.00% a year
Custodians
Pershing, Altruist
Headquarters
702 Marshall Street, Suite 411, Redwood City, CA 94063
Phone
650-368-5785
Website
griffinblack.com

No. 3 · RIA

Leo H. Evart

Leo H. Evart is an investment adviser based in Redwood City, CA, registered with the SEC since 1992. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $270 million, as filed on 19 March 2026.

Leo H. Evart charges 0.25%–1.00% a year for its Asset Management Services.

Regulatory AUM
$270M
Clients
240
Advisory staff
2
Fee schedule
0.25% to 1.00% a year
Custodians
Charles Schwab
Headquarters
3 Lagoon Drive, Suite 155, Redwood City, CA 94065
Phone
650-802-0342
Website
eyhadvisers.com

No. 4 · RIA

Redwood Park Advisors

Redwood Park Advisors is an investment adviser based in Redwood City, CA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $170 million, as filed on 19 March 2026.

Regulatory AUM
$170M
Clients
122
Advisory staff
2
Custodians
Charles Schwab
Headquarters
3 Twin Dolphin Drive, Suite 210, Redwood City, CA 94065
Phone
866-579-8808

Questions about financial advisors in Redwood City

How many financial advisor firms are headquartered in Redwood City?

4 SEC-registered financial advisor firms report their principal office in Redwood City, CA, managing $1.26B in regulatory assets between them. The other 4 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Redwood City?

Wealthvalues, with $467M in regulatory assets under management on its latest Form ADV. The next largest are Griffin Black ($356M) and Leo H. Evart ($270M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Redwood City?

The median firm manages $313M in regulatory assets. That is the midpoint of the 4 firms headquartered in Redwood City.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Redwood City charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Redwood City?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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