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Best financial advisors in Bluewater, NM

Registered advisers within 50 miles of Bluewater, NM.

Offices
3
Firms
3
Combined AUM
$1.03T
Firm-wide filings, not assets booked only here
Clients
28.8K
28,751 clients when Item 5C has a number
Avg / client
$35.8M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Mark Wesley Castelin
Eric Dwight James
Jaque' Lee Wallace
Joshua Dean Turney

Within 50 miles of Bluewater, NM, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $1.03T in combined regulatory AUM across 28,751 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 Bluewater

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 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 3 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM