City
Wealth management firms in Campbell, California
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Campbell, California reported $768.8 million in regulatory assets under management; the largest by assets was Mine & Arao Wealth Creation and Management, LLC, with $338.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $768.8 million
- Average per firm
- $69.9 million
- SEC-registered, of those listed
- 3 of 11 (27.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mine & Arao Wealth Creation and Management, LLC | SEC | $338.1 million | 222 |
| 2 | Seek First Inc. | SEC | $251.0 million | 511 |
| 3 | Entrust Investment Services, Inc | SEC | $141.1 million | 431 |
| 4 | Towne Investments LLC | State | $17.9 million | 71 |
| 5 | Behage Financial | State | $13.7 million | 36 |
| 6 | Alta Financial Group | State | $6.0 million | 10 |
| 7 | Desai Wealth LLC | State | $1.0 million | 2 |
| 8 | Hickok Advisory, LLC | State | $130,000 | 1 |
| 9 | Clearbridge Financial | State | $0 | 0 |
| 10 | Pacific Wealth Advisors | State | $0 | 0 |
| 11 | Petersen and Hicks | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.