Top 7 advisors in Campbell
We’ve curated a list of the best financial advisors in Campbell, take a look at it below
Find an advisor in Campbell| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,121,203,460 | 15 advisors | ||
| 2 | $485,800,976 | 9 advisors | ||
| 3 | $183,749,762 | 3 advisors | ||
| 4 | $139,798,612 | 7 advisors | ||
| 5 | $122,991,773 | 3 advisors | ||
| 6 | $114,273,895 | 3 advisors | ||
| 7 | $111,000,000 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Campbell, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Campbell. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Founders Circle Capital, LLC
Assets under management
$1,121,203,460
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Wade Financial Advisory, Inc.
Assets under management
$485,800,976
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
3. Mine & Arao Wealth Creation And Management, LLC
Assets under management
$183,749,762
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
4. Kaizen Financial Strategies, LLC
Assets under management
$139,798,612
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
5. Pruneyard Financial Group, Inc.
Assets under management
$122,991,773
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
6. Entrust Investment Services, Inc
Assets under management
$114,273,895
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Qualified Retirement Plans Including 401k Plans, 403b Plans, And Profit-sharing Plans
- Not sure which one to choose?Use our smart matching tool
7. Seek First Inc.
Assets under management
$111,000,000
Fee structure
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.