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Best financial advisors in Aptos, CA

Registered advisers within 25 miles of Aptos, CA.

Offices
489
Firms
194
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,752,964 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EMERSON EQUITY LLC
VALIC FINANCIAL ADVISORS, INC.
EDWARD JONES
CENTAURUS FINANCIAL, INC.
WELLS FARGO CLEARING SERVICES, LLC
FINANCIAL PLANNING ASSOCIATES
U.S. BANCORP ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
DISCIPLINED GROWTH CAPITAL, LLC
ASILOMAR ADVISORS LLC
NEWHOUSE INTEGRATED FINANCIAL ADVISORS LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CHARLES SCHWAB & CO., INC.

Investors

ERIC JAMES COSTELLO
TONI LYNN SUTHERLAND
JERRY LOPEZ
JOHN DAVID CREECH
Ryan Janusz Ozog
SCOTT ANTHONY BLOOM
Salvador Cervantes Esquivel
MANUEL ALFONSO BACA
HORACI VILLAR
JULIE KAY TAURIAINEN
Daniel Irvin McCourt
Forrest Paul Macierez
Ryan K Yasukawa
MARY ELIZABETH BELLIZZI
EDWARD MICHAEL RODDEN
Todd Scalisi
Robert Gaukel
Michael Holmlund
CHRISTINE RENEE MCBROOM
Lisa Tara Constant
JACOB TRENT YOUNG
Mark Alan Gerber
Ryan Davison Bennett
LAUREN ANN STITELER
DANIEL EDUARDO HERNANDEZ
Eli C Pao
EDUARDO VALERO
Amanda Cradeur
Michael Zachary Taylor
JASON EUGENE BRALEY
SABIN BERG ALIBRANDI

Within 25 miles of Aptos, CA, Best Investors lists 194 registered investment advisory firms with 489 offices nearby, managing about $14.2T in combined regulatory AUM across 2,752,964 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Aptos

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM