Financial advisors in Capitola, CA

16 financial advisors listed in Capitola, California. 14 with a phone number and 14 with a website.

Capitola accounts for 0% of the financial advisors listed in California and ranks #263 among California cities for financial advisors.

Quick answer

Capitola, CA has 16 financial advisors listed on USA Business Search. 14 list a phone number and 14 list a website. The most listings are in ZIP codes 95010.

Updated October 2026

Beach House Wealth Management

521 Capitola Ave, Capitola, CA 95010 · Claim or fix

Call (831) 426-3100 Website Map

Lanai Financial Solutions

1066 41st Ave Ste A101, Capitola, CA 95010 · Claim or fix

Call (831) 476-7300 Website Map

All Cal Financial, Inc.

605 Capitola Ave, Capitola, CA 95010 · Claim or fix

Call (831) 331-6633 Website Map

Rovai Wealth Management

1715 42nd Ave, Capitola, CA 95010 · Claim or fix

Call (831) 475-3442 Website Map

Predictwallstreet

1840 41st Ave Ste 102, Capitola, CA 95010 · Claim or fix

Call (831) 464-0308 Website Map

Liberty Tax

4208 Capitola Rd, Capitola, CA 95010 · Claim or fix

Call (831) 465-1040 Website Map

Aaron Brandt - Edward Jones

819 Bay Ave Ste B, Capitola, CA 95010 · Claim or fix

Call (831) 476-1606 Website Map

Advance America

1955-B8 41st Avenue, Capitola, CA 95010 · Claim or fix

Call (831) 476-0757 Website Map

Brian Cooke - Lpl Financial

1500 41st Ave Ste 244, Capitola, CA 95010 · Claim or fix

Call (831) 476-7283 Map

C J Investment Services Inc

331 Capitola Ave Ste G, Capitola, CA 95010 · Claim or fix

Call (831) 462-9385 Website Map

Constant Wealth Partners

820 Bay Ave #136, Capitola, CA 95010 · Claim or fix

Call (831) 318-1988 Website Map

Harbourton Enterprises, Llc.

512 Capitola Ave, Capitola, CA 95010 · Claim or fix

Call (831) 531-2551 Map

Lanai Wealth Partners

820 Bay Ave Ste 101, Capitola, CA 95010 · Claim or fix

Call (831) 476-7300 Website Map

Marina Watts Home Equity Conversion Mortgage Specialist

1500 41st Ave, Capitola, CA 95010 · Claim or fix

Website Map

Raymond James Financial Services

2121 41st Ave Ste 206, Capitola, CA 95010 · Claim or fix

Call (831) 464-6416 Website Map

Score Mentors Central Coast

716 Capitola Ave Ste G, Capitola, CA 95010 · Claim or fix

Website Map

How to choose a financial advisor in Capitola

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 Capitola, California?

USA Business Search shows 16 financial advisors in Capitola. 14 list a phone number and 14 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 95010.

How do I choose a financial advisor in Capitola?

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 Capitola compare with the rest of California?

Capitola has 0% of the 24,546 financial advisors listed in California, which ranks #263 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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