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Best financial advisors in Los Alamos, CA

Registered advisers within 25 miles of Los Alamos, CA.

Offices
42
Firms
21
Combined AUM
$7.85T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,220,582 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
FINANCIAL TELESIS COMPANY
ONEDIGITAL
INDEPENDENT FINANCIAL PARTNERS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CENTRAL COAST TAX & FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC

Investors

Loren James Grabau
Christen Andrew Nielsen
KELSEY CHRISTOPHER BENGOA
JEFFREY WILLIAM LITTLE
JAVIER TRUJILLO
Kelly R. Hunziker
GARY SCOTT MORROW
James Matthew Watts
JORGE ARMANDO MORALES
Leslie Ann Swartwood
Mark Joseph Kavaloski
BRADLEY DARREN SICOFF
Bruce Porter
David R Harridge
Thomas Woodard
WARREN VICTOR EINOLANDER
JOHN EDWARD PUSCHECK
Yasser Itani
JULIA GRACE TIPOLT
GARRETT LOREN SABIN
Joshua Zebley
JEFF RICHARD KOESTER

Within 25 miles of Los Alamos, CA, Best Investors lists 21 registered investment advisory firms with 42 offices nearby, managing about $7.85T in combined regulatory AUM across 1,220,582 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 Los Alamos

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM