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Top 3 financial advisor firms in Campbell

3 SEC-registered financial advisor firms are headquartered in Campbell, CA, with $730M in combined regulatory assets under management. The largest by assets are Mine & Arao Wealth Creation and Management ($338M), Seek First ($251M) and Entrust Investment Services ($141M).

3
Financial advisor firms
$730M
Their combined AUM
$251M
Median firm AUM
478
Clients of the top 3

The 3 largest by assets

  1. 1
    Mine & Arao Wealth Creation and Management

    RIA

    $338M

  2. 2
    Seek First

    RIA

    $251M

  3. 3
    Entrust Investment Services

    RIA

    $141M

Profiles of the top 3

No. 1 · RIA

Mine & Arao Wealth Creation and Management

Mine & Arao Wealth Creation and Management is an investment adviser based in Campbell, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $338 million, as filed on 15 April 2026.

Mine & Arao Wealth Creation and Management charges 0.40%–0.60% a year for its Investment Management Services.

Regulatory AUM
$338M
Clients
222
Advisory staff
2
Fee schedule
0.40% to 0.60% a year
Custodians
Charles Schwab
Headquarters
901 Campisi Way, Suite 140, Campbell, CA 95008
Phone
408-377-7414
Website
minearao.com

No. 2 · RIA

Seek First

Seek First is an investment adviser based in Campbell, CA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $251 million, as filed on 26 May 2026.

Seek First charges 0.25%–1.50% a year for its Asset-Based Fees for Investment Management.

Regulatory AUM
$251M
Clients
86
Advisory staff
3
Fee schedule
0.25% to 1.50% a year
Custodians
Charles Schwab
Headquarters
1999 South Bascom Ave, Suite 700, Campbell, CA 95008
Phone
866-398-4044
Website
seekfirstinc.com

No. 3 · RIA

Entrust Investment Services

Entrust Investment Services is an investment adviser based in Campbell, CA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $141 million, as filed on 6 March 2026.

Regulatory AUM
$141M
Clients
170
Advisory staff
2
Custodians
Charles Schwab, Assetmark Brokerage, Capital Research and Management
Headquarters
1901 S Bascom Avenue, Suite 1150, Campbell, CA 95008
Phone
408-429-8444
Website
entrustinv.com

Questions about financial advisors in Campbell

How many financial advisor firms are headquartered in Campbell?

3 SEC-registered financial advisor firms report their principal office in Campbell, CA, managing $730M in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Campbell?

Mine & Arao Wealth Creation and Management, with $338M in regulatory assets under management on its latest Form ADV. The next largest are Seek First ($251M) and Entrust Investment Services ($141M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Campbell?

The median firm manages $251M in regulatory assets. That is the midpoint of the 3 firms headquartered in Campbell.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Campbell?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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