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Best financial advisors in Bernardo, NM

Registered advisers within 25 miles of Bernardo, NM.

Offices
5
Firms
5
Combined AUM
$1.66T
Firm-wide filings, not assets booked only here
Clients
58.3K
58,312 clients when Item 5C has a number
Avg / client
$28.5M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
KIEHNE WEALTH & RETIREMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES

Investors

PAVLOS PETER PANAGOPOULOS
Miguel Ivan Macias
Shawn Brooks Kiehne
Andrew Leon Spears
Grady Henson

Within 25 miles of Bernardo, NM, Best Investors lists 5 registered investment advisory firms with 5 offices nearby, managing about $1.66T in combined regulatory AUM across 58,312 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 Bernardo

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 5 KIEHNE WEALTH & RETIREMENT, LLC 1 advisers $5.00M AUM