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Best financial advisors in Atoka, NM

Registered advisers within 25 miles of Atoka, NM.

Offices
8
Firms
5
Combined AUM
$1.87T
Firm-wide filings, not assets booked only here
Clients
245K
245,013 clients when Item 5C has a number
Avg / client
$7.61M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
PERINI CAPITAL
BCO WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC

Investors

NATHAN SEBESTA
Samuel Timothy Hagelstein
MICHAEL EISSEY CIKLIN
MICHAEL DESMOND PERINI
Janis Rene Trone
Brandi Nicole Herring
Nickolas Ray Walker
Paul Howison Trone
Christopher Michael Jones
Benjamin James Cole
JOHN MILO OVERSTREET
Bradley Nolan Cole
LYLE HARLEY COLE
Justin Lawrence McGeath
WILLIAM AARON IRVING

Within 25 miles of Atoka, NM, Best Investors lists 5 registered investment advisory firms with 8 offices nearby, managing about $1.87T in combined regulatory AUM across 245,013 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 Atoka

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 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 4 BCO WEALTH MANAGEMENT, LLC 4 advisers $360M AUM 5 PERINI CAPITAL 3 advisers $287M AUM