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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Campbell, CA

Every SEC-registered investment adviser representative at a firm office in Campbell, with the firms that employ the most of them.

The short answer

179 registered advisors work in Campbell; the most are at Strategic Advisers LLC (39). 34 list the CFP designation and 146 are also registered broker representatives.

Firms with the most advisors in Campbell

FirmAdvisors in Campbell
Strategic Advisers LLC39
LPL Financial LLC news19
Charles Schwab & Co., Inc. news17
Cetera Investment Advisers LLC news12
Osaic Wealth, Inc. news10
Ameriprise Financial Services, LLC news9
Beacon Pointe Advisors, LLC news6
Park Avenue Securities LLC6
Allworth Financial, L.P. news5
Northwestern Mutual Investment Services, LLC5
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
State Farm Investment Management Corp.4
Commonwealth Financial Network news2
Edward Jones news2
Entrust Investment Services, Inc.2
Equitable Advisors, LLC news2
Hickok Advisory, LLC2
Hightower Advisors, LLC news2
Kingswood Wealth Advisors, LLC news2
Mine & Arao Wealth Creation And Management, LLC2
Modern Wealth Management, LLC2
Mutual Advisors, LLC2
Nwf Advisory Services Inc.2
Petersen And Hicks2
Private Advisor Group, LLC2

Advisors in Campbell, A to Z

CFP advisors in Campbell →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in Campbell, CA?

179 investment adviser representatives are registered at firm offices in Campbell, California, according to the SEC's Investment Adviser Public Disclosure records. 146 of them are also registered as broker representatives, and 34 list the CFP designation.

Which firm has the most financial advisors in Campbell?

Strategic Advisers LLC, with 39 registered advisors in Campbell, followed by LPL Financial LLC with 19.

How do I check a financial advisor in Campbell?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.