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Best financial advisors in Santa Fe, TX

Registered advisers within 25 miles of Santa Fe, TX.

Offices
208
Firms
62
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,817,543 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
SALINAS ASSET MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
TREMONT STREET ADVISORS, LLC
LIFESTYLE ASSET MANAGEMENT, INC.

Investors

James A. Matthews
GREGORY ALAN GARDNER
Jase Tyler Evans
Anthony M Benzaia
Steven Little
Travis Michael Magliolo
GABRIEL N. GULOTTA
Joshua W Nuss
John Francis Mee
Randall Henry Klibert
MARY ROSE BOUL
RODNEY D. NELSON
COREY MARCUS YARBOROUGH
TAMARA JOYCE BATTEN
Carmen Michelle Warren
Andrew Thomas Harrity
Michael Warren
Henry Walter Harrity
PAUL GREGORY GROVER
JON REECE THOMPSON
Steven Travis Callaway
ROBERT MILES CHALLENGER
WILLIAM CRANE ANSELL
THOMAS MARK RUSH
Bri'Ana Ariel Savage
KYLE EDWARD JOHNSTON
STEVEN DAVID STOCK
Sabrinea Renee Nix
LANE MICHAEL BEASLEY
CHRISTOPHER J PETERS
John Welsh Eyster
JOHNNY RAY WHITE
Keith Raney

Within 25 miles of Santa Fe, TX, Best Investors lists 62 registered investment advisory firms with 208 offices nearby, managing about $11.6T in combined regulatory AUM across 2,817,543 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 Santa Fe

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