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Best financial advisors in El Rancho Loma Linda, NM

Registered advisers within 25 miles of El Rancho Loma Linda, NM.

Offices
6
Firms
5
Combined AUM
$1.98T
Firm-wide filings, not assets booked only here
Clients
307K
307,166 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

ANNAPURNA CAPITAL GP, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Rebecca Ann Roh
Scott Alan McAdams
DAVIN TODD SCHULER
JENNY L LANCASTER
WANDA REBECCA LUCERO
Patrick David Nicholson
Paul M Sands

Within 25 miles of El Rancho Loma Linda, NM, Best Investors lists 5 registered investment advisory firms with 6 offices nearby, managing about $1.98T in combined regulatory AUM across 307,166 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 El Rancho Loma Linda

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM