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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

J.P. MORGAN SECURITIES LLC
O'CONNOR CAPITAL ADVISORY, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
YEAR ZERO VENTURES GROUP LLC
EDWARD JONES
CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC
RESTIVE INVESTMENT MANAGEMENT, LLC
LPL FINANCIAL LLC
J WARD FINANCIAL
FOCUS PARTNERS WEALTH, LLC
PRIVATE ADVISOR GROUP, LLC

Investors

LAURA JANE FERGUSON
Paige Rexrode
Sean Patrick O'Connor
Abraham Garcia Rivera
FERNANDO LOPEZ
JOSE ANTONIO LIMONES
Aaron E Brandt
Anthony Caruso
Tianyi Hao
THOA NGOC TRAN ALGAN
PHILIP DREWS
MATHEW MILLER
Hai Thanh Tran
BRADLEY BRIAN LEDWITH
James A Ward
JESSICA LAILOR LEVAN
Victor Acevedo
Jesus Maciel
IBUN ANDO
GABRIELA RUVALCABA
DANIEL THOMAS NEWQUIST
DANIEL JEFFREY MAY
MARK THOMAS GRISEDALE
MICHAEL B. NAPOLI

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