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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

WELLS FARGO CLEARING SERVICES, LLC
KNIGHT AND COMPANY WEALTH ADVISORS, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROLO VENTURES MANAGEMENT LLC
GRADIENT CAPITAL MANAGEMENT LLC
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
J.P. MORGAN SECURITIES LLC
EDWARD JONES
POMERIUM CAPITAL MANAGEMENT, LLC
HICKOK ADVISORY, LLC
KAIZEN FINANCIAL STRATEGIES, LLC
MODERN WEALTH MANAGEMENT, LLC

Investors

NILOUFAR SATTARY
HERBERT WU
GAEL DOUGLAS KNIGHT
IOANNIS KONSTANTINOS MERAS
AARON ROBERT SESSIONS
NEBEYUH Solomon TESFAYE
ANDREW WILLIAM MINKER
William Hansen
GARY MICHAEL CRUFF
Quyen Nguyen
John J Wheeler
PHILIP NORMAN MILLS
Jared Zhu
KEVIN PETER TANNER
SHOICHI ADAM SATO
MARC COOK CROSBY
MATTHEW DANIEL CASAS
Tierney Leigh-McClenahan Bosset
Matthew Tyler Keating
Andrew Joseph Early
JAMES HAROLD TANNER
PHILIP ALBERT SPENCER
MATHEW EDWARD SPENCER
TRACEY ALDEN DEVINE
JOSEPH HOWARD POLLARD
MARK LEE MCCLENAHAN
ROBERT LEE MENG
ERICA WENJUN WU
TingTing Zhao
Lucy McGuire
Jennifer C Cardoza
ERIC S HICKOK
ROBERT TRIEU
JOHN ANTONE STACHNICK
SAUL RICHARD GREENE
SAADIA SHAKUR AHMED
IFTIKHAR MAHMUD AHMED
NEELESH RAMANLAL CHAMPANERI
ANNROSE NMN ISAAC

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