Centaurus Financial
37yrs
Top 5% by experience in California
Financial advisors in Aptos, CA
Looking for a financial advisor in Aptos, CA? We list 21 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
21Advisors with offices here
22Median years of experience
95%Fiduciary advisors?
17Firms represented
Largest firms here: Impact Investors (2), Osaic Wealth, Inc. (2), Wells Fargo Advisors (2).
Nearby: Soquel, Capitola, Freedom, Santa Cruz, Scotts Valley, Watsonville, Felton, Ben Lomond.
Financial Planning Associates
37yrs
Top 5% by experience in California
Jane C. Kelley
34yrs
Top 10% by experience in California
Emerson Equity
30yrs
Top 15% by experience nationwide
Disciplined Growth Capital
30yrs
Top 17% by experience nationwide
Valic Financial Advisors
29yrs
Top 10% by experience at Valic Financial Advisors
Raymond James Financial Services Advisors
28yrs
Top 22% by experience nationwide
Osaic Wealth
25yrs
More experience than 72% of advisors nationwide
Raymond James Financial Services Advisors
24yrs
More experience than 71% of advisors nationwide
Thrivent Investment Management
23yrs
Top 17% by experience at Thrivent Investment Management
Impact Investors
22yrs
More experience than 66% of advisors nationwide
LPL Financial
21yrs
More experience than 63% of advisors nationwide
Edward Jones
16yrs
More experience than 69% of advisors at Edward Jones
Wells Fargo Advisors
12yrs
12 years in the industry
Osaic Wealth
12yrs
12 years in the industry
Strategic Advisers
11yrs
More experience than 62% of advisors at Strategic Advisers
U.s. Bancorp Advisors
7yrs
7 years in the industry
Wells Fargo Advisors
5yrs
5 years in the industry
Impact Investors
2yrs
2 years in the industry
Global Retirement Partners
2yrs
2 years in the industry
Koda Capital Management
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.