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Best financial advisors in Sandia Park, NM

Registered advisers within 25 miles of Sandia Park, NM.

Offices
213
Firms
98
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,815,679 clients when Item 5C has a number
Avg / client
$4.67M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PFG ADVISORS
KINGSVIEW WEALTH MANAGEMENT, LLC
MADRID WEALTH MANAGEMENT
LPL FINANCIAL LLC
SAVANT WEALTH MANAGEMENT
FOUNDERS FINANCIAL ALLIANCE, LLC
LAKERIDGE WEALTH MANAGEMENT LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
VOYA FINANCIAL ADVISORS, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
TRUEPATH FINANCIAL PLANNING
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

CYNTHIA LOUISE GLAZIER BAHLING
MATTHEW PHILLIP CANO
MICHAEL JOHN ENRIQUEZ
Bernadine Marie Sanchez
PAUL LUIS MADRID
EDWIN STEPHEN FERNANDEZ
CRIS S GIRON
ANTAVIUS TORRELL GREATHOUSE
SCOTT DOUGLAS FLOERSHEIM
WENDY SUSAN CAIN
Dalton Cobb Herrin
Tina Marie Garcia
Mark Alan Moran
Cathan Michael Wilkins
Mario Elias Barrios
ASHLEY PADILLA GOMEZ-HERRERA
MARGUERITE ELLEN GALLAGHER
DAVID MARK GALLAGHER
Mikki Ellen Burdine
David Luther Hogans
Michael Ray Albillar
SANDY ALFREDO BEAUCHAMP
Sonya Lynn Boldt
DONALD ROBERT LUTZ
Robert Corey Finch
Andrew Perry Furste
JOEL EDWARD NANCE
Troy D Williamson
RANDALL D LOEMKER
CHRISTINA MARIE LAUDERDALE

Within 25 miles of Sandia Park, NM, Best Investors lists 98 registered investment advisory firms with 213 offices nearby, managing about $13.1T in combined regulatory AUM across 2,815,679 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 Sandia Park

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