Best Investors Account Sign in

Best financial advisors in Alto, NM

Registered advisers within 25 miles of Alto, NM.

Offices
8
Firms
6
Combined AUM
$3.04T
Firm-wide filings, not assets booked only here
Clients
271K
271,257 clients when Item 5C has a number
Avg / client
$11.2M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LINCOLN INVESTMENT
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Amanda Rae Barleen
JOHN BRADY BARHAM
JoAnna Lindsey
Karen M Rounds
RICHARD THOMAS LUCKER
Eric Eggleston
MICHAEL PETER ANDERSON
JAY STANLEY MATHIS
BRIAN DEWEY STOKES

Within 25 miles of Alto, NM, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $3.04T in combined regulatory AUM across 271,257 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 Alto

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM