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Best financial advisors in Estancia, NM

Registered advisers within 50 miles of Estancia, NM.

Offices
212
Firms
98
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,815,674 clients when Item 5C has a number
Avg / client
$4.66M
Combined AUM ÷ clients

Nearby offices

Firms

SEASONS WEALTH SERVICES LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
TRUEPATH FINANCIAL PLANNING
EDWARD JONES
VOYA FINANCIAL ADVISORS, INC.
LAKERIDGE WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

BRADLEY BOEHM
JOSE ALBERTO BETANCOURT
EDUARDO PENA MOLINAR
DONALD ROBERT LUTZ
Mario Elias Barrios
JESUS SOCORRO LEAL
Gael Aaron Perez Rivera
JOEL EDWARD NANCE
Troy D Williamson
RANDALL D LOEMKER
Andrew Perry Furste
Sonya Lynn Boldt
ASHLEY PADILLA GOMEZ-HERRERA
Cathan Michael Wilkins
TODD ANTHONY TREVINO
LINDA LOUISE LEE
ALFREDO QUESADA
DONNIE A. BELL
Dalton Cobb Herrin
CHRISTINA MARIE LAUDERDALE
MARK STEPHAN TRIMMER
Lucien Antoine Daigle
THOMAS EDWARD WEINSHENKER
CYNTHIA LOUISE GLAZIER BAHLING
BRYAN RICHARD SARRACINO
Cynthia Rene Nagel
CAROL ANN SARRACINO

Within 50 miles of Estancia, NM, Best Investors lists 98 registered investment advisory firms with 212 offices nearby, managing about $13.1T in combined regulatory AUM across 2,815,674 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 Estancia

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM