Financial advisors in Aptos, CA
13 financial advisors listed in Aptos, California. 9 with a phone number and 13 with a website.
Aptos accounts for 0% of the financial advisors listed in California and ranks #293 among California cities for financial advisors.
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Quick answer
Aptos, CA has 13 financial advisors listed on USA Business Search. 9 list a phone number and 13 list a website. The most listings are in ZIP codes 95003.
Updated October 2026Connection Magazine
Sierra Pacific Mortgage
Coast Business Brokerage Inc
Serendipity Securities
Edward Jones - Financial Advisor: Mike Herlevi
Alta Investment Group
Clientfirst Financial
Magnolia Road Capital
Ryan J Ozog
Santa Cruz Commercial Capital
Sun Pacific Mortgage
Thrivent Financial
How to choose a financial advisor in Aptos
- Ask how they are paid: fees, commissions or both.
- Check licenses and any disciplinary history before you hand over money.
- Get every quote or recommendation in writing.
Check the license: FINRA BrokerCheck.
Common questions
How many financial advisors are listed in Aptos, California?
USA Business Search shows 13 financial advisors in Aptos. 9 list a phone number and 13 list a website.
Which ZIP codes do these listings cover?
They include ZIP codes 95003.
How do I choose a financial advisor in Aptos?
Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.
How do financial advisors in Aptos compare with the rest of California?
Aptos has 0% of the 24,546 financial advisors listed in California, which ranks #293 among California cities for this category.
How do I add or fix a listing?
Listings are free. Use Add your business, or the Claim or fix link on any listing.
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