Fiduciary advisors in Redwood City, CA

7 registered advisers

The Redwood City market includes 7 fiduciary advisors registered with the SEC. Of those 7, 7 are compensated solely by client fees.

DORSAL CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Redwood City, CaliforniaCRD #160224
Typical Fee--
AUM$6.6B
Minimum--
Clients7

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redwood City, CaliforniaCRD #110263
Typical Fee--
AUM$239M
Minimum--
Clients705

GRIFFIN BLACK, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redwood City, CaliforniaCRD #134684
Typical Fee--
AUM$271M
Minimum--
Clients644

OCEANIQ CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Redwood City, CaliforniaCRD #168062
Typical Fee--
AUM$212M
Minimum--
Clients274

REDWOOD PARK ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redwood City, CaliforniaCRD #307958
Typical Fee--
AUM$143M
Minimum--
Clients270

SER CAPITAL PARTNERS MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Redwood City, CaliforniaCRD #307713
Typical Fee--
AUM$677M
Minimum--
Clients12

WEALTHVALUES, LLC

Fee-Only, No ConflictsClean Record
Redwood City, CaliforniaCRD #140004
Typical Fee--
AUM$411M
Minimum--
Clients146
Fiduciary Advisors in Redwood City, California | FiduciaryListings