City
Wealth management firms in Redwood City, California
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Redwood City, California reported $1.5 billion in regulatory assets under management; the largest by assets was Wealthvalues, LLC, with $466.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $133.5 million
- SEC-registered, of those listed
- 4 of 11 (36.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wealthvalues, LLC | SEC | $466.5 million | 151 |
| 2 | Griffin Black, LLC | SEC | $355.5 million | 698 |
| 3 | Evart, Young & Hobbs Investment Management | SEC | $269.9 million | 732 |
| 4 | Redwood Park Advisors | SEC | $170.3 million | 299 |
| 5 | Focusyou | State | $61.9 million | 212 |
| 6 | Steinmetz Financial Planning | State | $60.7 million | 124 |
| 7 | Brightview Financial Solutions | State | $42.3 million | 73 |
| 8 | Windy Hill Ventures, Inc. | State | $34.8 million | 37 |
| 9 | Harvey Wealth Management LLC | State | $6.5 million | 3 |
| 10 | Carico Private Wealth Management | State | $0 | 0 |
| 11 | Nancy K Weeks Associates, LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.