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Best financial advisors in Dahlia, NM

Registered advisers within 50 miles of Dahlia, NM.

Offices
3
Firms
3
Combined AUM
$1.26T
Firm-wide filings, not assets booked only here
Clients
85.4K
85,411 clients when Item 5C has a number
Avg / client
$14.8M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.

Investors

Tanya Lorena Rodriguez
Randal Max Egan
KATHLEEN ALEXANDREA KERR

Within 50 miles of Dahlia, NM, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $1.26T in combined regulatory AUM across 85,411 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 Dahlia

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM