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Personal CapitalInvestment advisor in Redwood City, CA

Personal Capital is an investment advisor at 3 Lagoon Dr Ste 200, Redwood City, CA 94065, ranked #4 of 148 investment advisors in Redwood City and rated 3.5 from 15 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Redwood City, CAUpdated 0 paid placements in any rankingHow we rank

Call (855) 855-8005Website ↗

Key facts

Key facts about Personal Capital
Address3 Lagoon Dr Ste 200, Redwood City, CA 94065Get directions
Phone(855) 855-8005
Websitepersonalcapital.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating3.5 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Redwood City and 11 towns within 25 miles: Belmont, Redwood Shores, San Carlos, Foster City, San Mateo, North Fair Oaks, Menlo Park, Burlingame, Hillsborough, East Palo Alto and Millbrae.

Based in Redwood City, CAView on map

Opening hours

Opening hours for Personal Capital
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Personal Capital

How is Personal Capital ranked in Redwood City?

Personal Capital is ranked #4 of 148 investment advisors in Redwood City by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Personal Capital’s hours?

Personal Capital is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Personal Capital serve?

Serves Redwood City and 11 towns within 25 miles: Belmont, Redwood Shores, San Carlos, Foster City, San Mateo, North Fair Oaks, Menlo Park, Burlingame, Hillsborough, East Palo Alto and Millbrae. The list is based on the business's location and the usual service radius for investment advice. Confirm your address is covered when you call.

What do Google reviews say about Personal Capital?

Personal Capital has a rating of 3.5 from 15 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Personal Capital?

Call Personal Capital on (855) 855-8005. The business is at 3 Lagoon Dr Ste 200, Redwood City, CA 94065. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby investment advisors

Personal Capital compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Personal Capital (this business)—663.5 (15)NoNo
IPX1031: James Callejas, CES#2705.0 (88)NoNo19.8 mi
iNRI#3684.9 (30)YesYes14.7 mi
Vivo Capital#5654.3 (9)NoNo7.7 mi

See all 148 ranked investment advisors in Redwood City