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Best financial advisors in Dona Ana, NM

Registered advisers within 25 miles of Dona Ana, NM.

Offices
34
Firms
18
Combined AUM
$6.19T
Firm-wide filings, not assets booked only here
Clients
1.85M
1,846,143 clients when Item 5C has a number
Avg / client
$3.35M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MORGAN STANLEY
EDWARD JONES
MARSHALL INVESTMENT MANAGEMENT, LLC
CRATTY & SWANSON ADVISORS L.L.C.
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
COALSON FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
U.S. BANCORP ADVISORS, LLC
CHARLES SCHWAB & CO., INC.

Investors

Brant Alan Dietz
BRENT ALAN LAMBERT
BRIAN MICHAEL CONAWAY
AMY R WILDMAN
TOBY S RUE
Molly Gwin Bekken
FREDRIK HANS ANDERSSON
JAMES RANDOLPH GERWELS
Ernest Bernhard Carlson
Matthew Smith
Robin Renee Runyon
Zachory T Eunice
Samantha Chavarria
RONALD W CAVILL
MICHAEL BRYANT CRATTY
NEAL BITSIE
Larae Lynn Hedges
Nolan T Nunley
CLAUD EARL GOBBLE
PAUL RICHARD BRIDGERS
MARTHA ROJAS BELTRAN
TINA M AVELAR
TAYLOR GOBBLE
Patti Daniels
Amy Louise Daniels
DAVID TRAVIS HILL
ROBERT OWEN JOHNSON
DANEN WALLIS COALSON
JAZMYN Pearl CAMPOS
Timothy James Gilliam
Douglas Wesley Heward
Tanya Michelle Schlingman
JOSEPH WILLIAM DELAMATER
REBECCA MARIE PINCH
JACOB R DELAMATER
Margaret O'Kelley
JACQUELYN MITCHELL EDWARDS
Danielle M Evans
Bruce Alan Ball

Within 25 miles of Dona Ana, NM, Best Investors lists 18 registered investment advisory firms with 34 offices nearby, managing about $6.19T in combined regulatory AUM across 1,846,143 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 Dona Ana

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM