Peter B. Diaz, CPA
“He also took the time to explain how and why things were done so that I could make better decisions about my taxes for next year.”
Best Financial Advisors in Redwood City, CA
15 firms listed · 14 in Redwood City · 7 rated 4.5+ · 2 show a license
Data verified October 31, 2026
McKinley Financial Group
Team Hewins
Pettinelli Financial Partners
“Super professional team that has my family's interest first.”
Navigation Group
“We feel so much more secure knowing that Erik is looking out for us and helping to guide us to "financial independence" as he puts it :-) Even though I am sure we are not one of his wealthiest clients, he treats us as if we are and is always prompt at returning calls and emails.”
Nepc
The 15 firms listed for Redwood City, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Redwood City, CA
Of the 15 firms we list here, 14 are in Redwood City itself and 1 comes from Redwood Shores (2 mi). 9 of the firms on this page have a rating, from 4.0 to 5.0 across 19 reviews; 7 are rated 4.5 or higher. 2 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1995. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 8 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Redwood City listed here?
14 of the 15 firms are located in Redwood City. The others come from other towns within 5 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
403b For Charters
Schneider Wealth Management
Avalon Capital Management
Book onlineBook
McCarthy Asset Management
Dorsal Capital Management
Griffin Black Wealth Management
Oceaniq Capital
Curran and Lewis Investment Management
Nancy K Weeks Associates
Why these companies made our list
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