Rialytix insights

Top RIA Firms in Redwood City, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Redwood City, California. This hub covers 8 matching firms with $10.9B in total reported AUM and median AUM of $411.0M.

Firms

Matching current profiles

Total AUM

$10.9B

Reported regulatory AUM

Median AUM

$411.0M

Across firms with AUM

Largest firm

$6.2B

Dorsal Capital Management, LP

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Dorsal Capital Management, LP CRD 160224 · Limited Partnership	REDWOOD CITY, CA	$6.2B Mar 2026	+$174.8M+2.9%	+$1.5B+32.7%	+$2.4B+62.5%	+$6.0B+2806.5%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
2. Sr One Capital Management, LP CRD 306361 · Limited Partnership	REDWOOD CITY, CA	$2.4B Mar 2026	+$345.8M+16.5%	+$1.0B+70.0%	+$1.9B+334.2%	+$1.9B+392.3%	+4 employees+16.7% over 3Y	+4 accounts+26.7% over 3Y
3. Ser Capital Partners Management, LP CRD 307713 · Limited Partnership	REDWOOD CITY, CA	$685.8M Mar 2026	+$9.0M+1.3%	+$214.4M+45.5%	—	+$403.9M+143.3%	+4 employees+57.1% over 3Y	+5 accounts+62.5% over 3Y
4. Wealthvalues, LLC CRD 140004 · Limited Liability Company	REDWOOD CITY, CA	$466.5M Mar 2026	+$56.0M+13.6%	+$129.1M+38.2%	+$75.1M+19.2%	+$329.7M+240.9%	-1 employees-16.7% over 3Y	+1 accounts+0.7% over 3Y
5. Griffin Black, LLC CRD 134684 · Limited Liability Company	REDWOOD CITY, CA	$355.5M Mar 2026	+$84.7M+31.3%	+$169.0M+90.6%	+$208.0M+141.0%	+$241.0M+210.4%	+2 employees+28.6% over 3Y	+116 accounts+19.9% over 3Y
6. Oceaniq Capital, LLC CRD 168062 · Limited Liability Company	REDWOOD CITY, CA	$334.2M Apr 2026	+$152.9M+84.3%	+$219.3M+191.0%	+$233.7M+232.7%	—	+3 employees+75.0% over 3Y	+193 accounts+74.5% over 3Y
7. Evart, Young & Hobbs Investment Management CRD 110263 · Corporation	REDWOOD CITY, CA	$269.9M Mar 2026	+$53.4M+24.7%	+$47.8M+21.5%	+$42.8M+18.8%	+$145.6M+117.0%	+1 employees+50.0% over 3Y	+38 accounts+5.5% over 3Y
8. Redwood Park Advisors CRD 307958 · Limited Liability Company	REDWOOD CITY, CA	$170.3M Mar 2026	+$49.1M+40.5%	+$78.6M+85.7%	+$78.6M+85.7%	—	0 employees+0.0% over 3Y	+97 accounts+48.0% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.