Best Investors Account Sign in

Best financial advisors in Los Lunas, NM

Registered advisers within 25 miles of Los Lunas, NM.

Offices
7
Firms
6
Combined AUM
$3.03T
Firm-wide filings, not assets booked only here
Clients
75.8K
75,830 clients when Item 5C has a number
Avg / client
$40.0M
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
STRATEGIC ADVISERS LLC

Investors

PAVLOS PETER PANAGOPOULOS
Miguel Ivan Macias
Shawn Brooks Kiehne
Andrew Leon Spears
Grady Henson
YVONNE MARIE SANCHEZ
MARISSA J. ORTEGA

Within 25 miles of Los Lunas, NM, Best Investors lists 6 registered investment advisory firms with 7 offices nearby, managing about $3.03T in combined regulatory AUM across 75,830 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 Los Lunas

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 6 KIEHNE WEALTH & RETIREMENT, LLC 1 advisers $5.00M AUM