Best Financial Advisors in CAMPBELL, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$338M
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in CAMPBELL
#1
91
FOUNDERS CIRCLE CAPITAL, LLC
CAMPBELL, CA · Since 2014
$1.7B AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
84
SEEK FIRST INC.
CAMPBELL, CA · Since 2023
$251M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
84
ENTRUST INVESTMENT SERVICES, INC
CAMPBELL, CA · Since 2024
$141M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
77
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
CAMPBELL, CA · Since 2018
$338M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in CAMPBELL?
The median advisory fee in CAMPBELL, CA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.