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Best financial advisors in Taos, NM

Registered advisers within 25 miles of Taos, NM.

Offices
8
Firms
7
Combined AUM
$1.99T
Firm-wide filings, not assets booked only here
Clients
307K
307,166 clients when Item 5C has a number
Avg / client
$6.47M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ANNAPURNA CAPITAL GP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
U.S. BANCORP ADVISORS, LLC

Investors

WANDA REBECCA LUCERO
DAVIN TODD SCHULER
JENNY L LANCASTER
Patrick David Nicholson
Paul M Sands
Rebecca Ann Roh
Scott Alan McAdams
RONALD RAYMOND STONER
Christopher Lee Stewart

Within 25 miles of Taos, NM, Best Investors lists 7 registered investment advisory firms with 8 offices nearby, managing about $1.99T 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 Taos

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 5 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 6 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 7 advisers $266M AUM