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Best financial advisors in Aztec, NM

Registered advisers within 25 miles of Aztec, NM.

Offices
17
Firms
11
Combined AUM
$6.96T
Firm-wide filings, not assets booked only here
Clients
740K
739,700 clients when Item 5C has a number
Avg / client
$9.41M
Combined AUM ÷ clients

Nearby offices

Firms

HEGARTY INVESTMENT LOGIC, LLC
OSAIC WEALTH, INC.
PFG ADVISORS
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
WORLD INVESTMENT ADVISORS, LLC

Investors

BRYAN VINCENT HEGARTY
RONALD REX DALLEY
COLE JAMES STONEMAN
Shannon Lea Fowler
HUSSIEN GARRETT ASPAAS-MONTOYA
CHERYL BURGMAIER
RICHARD DEAN PECOTTE
Colby Lane King
RHONDA LEA LEDFORD
JESSICA BONITA SHARER
Courtney Annabelle Hancock
James B Brown
Dennis Michael Gross
Heather Holmes
BRADFORD NARO HULL
JEANINE BINGHAM KELLY
BRIAN SCOTT TURNER
Megan K Halvorson
Angela Marie Brandt
RICHARD ROBERT CROSS
Amber Dawn Heckler
Billy Clyde Hays
John Mark Gaines
MATTHEW GILES SYMONDS
Trice Smith
RHONDA GAIL MURPHY
TRUDY LYNN GOLDSMITH
Tamera Christina Cole

Within 25 miles of Aztec, NM, Best Investors lists 11 registered investment advisory firms with 17 offices nearby, managing about $6.96T in combined regulatory AUM across 739,700 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 Aztec

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 WORLD INVESTMENT ADVISORS, LLC 7 clients · 376 advisers $71.6B AUM