Falists

California · 14 advisers

Financial Advisors in Campbell, California

Looking for a financial advisor in Campbell, California? Falists indexes 14 SEC-registered and state-registered investment advisers in Campbell — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $1.67B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

14

With website

12

Largest AUM

$1.67B

Financial planning

7

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth8Planning7Trusts5Retirement1Institutional3

Top advisors in Campbell

Ranked by AUM · Fees, team & specialties at a glance

View all 14 →

HICKOK ADVISORY, LLC

Campbell, CA

AUM

$0

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

408-265-8400

Full profileNo website

PETERSEN AND HICKS

Campbell, CA

AUM

—

Financial PlanningWealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

51-100

Fees

Hourly charges; Fixed fees

408-369-7390

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Campbell, California?
14 registered investment advisers are listed in our Campbell directory, sourced from public SEC filings.
What types of advisors are in Campbell?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Campbell?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.