Wealth Cairn - An Investor Coaching Company
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Best Financial Advisors in Campbell, CA
15 firms listed · 12 in Campbell · 10 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Wade Financial Advisory
Clearbridge Financial
“Meetings are always informatives and I always leave Larysa's office feeling good and confident that I am with the right financial advisor.”
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Context Wealth Advisors
“I find he and his staff to be responsive with thoughtful answers and also thorough in my investment interests.”
Lamberty, Pyle & Associates
“Steve's knowledgeable, courteous and gets our taxes done fast and it's easy too!!!”
Mine & Arao
“He filed my tax extension with out me even contacting him.”
The 15 firms listed for Campbell, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Campbell, CA
Of the 15 firms we list here, 12 are in Campbell itself and 3 come from San Jose (2, 6 mi) and Los Gatos (1, 3 mi). 10 of the firms on this page have a rating, and all of them are rated 5.0, across 79 reviews. 2 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 12 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Campbell listed here?
12 of the 15 firms are located in Campbell. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Coeus Financial
Pruneyard Financial Group
Centaurus Financial - Jane Prugsanapan
Kaizen Financial Strategies
Onesta Wealth Management
Seek First
Patrosso & Associates
“In my work with him, he would let you know what you were doing well, but also what needed to improve in a way that helped you to improve.”
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Taxulo
“Norbie saved me over $120k in taxes.”
Castelli Financial
“She is honest and transparent and I feel so well taken care of with my retirement and financial future.”
Why these companies made our list
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