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Best financial advisors in Cochiti Pueblo, NM

Registered advisers within 25 miles of Cochiti Pueblo, NM.

Offices
11
Firms
9
Combined AUM
$3.02T
Firm-wide filings, not assets booked only here
Clients
527K
527,317 clients when Item 5C has a number
Avg / client
$5.72M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
J.P. MORGAN SECURITIES LLC
HIGHROCKS WEALTH, LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.

Investors

Nancy Kathleen Quartey
Shelly Anne Wiemann
Douglas Mowrer
BEN MICHAEL BOUMAN
SCOTT DOUGLAS COVEY
Tina Marie Garcia
Mark Alan Moran
Michael J Cupp
Mary Duncan
Mariah Lee Sacoman
PATRICK ANTHONY FLANAGAN
REYNALDO VILLANUEVA
WILLIAM JOSEPH MOLFETTO
CARLA MARIE BUXA

Within 25 miles of Cochiti Pueblo, NM, Best Investors lists 9 registered investment advisory firms with 11 offices nearby, managing about $3.02T in combined regulatory AUM across 527,317 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 Cochiti Pueblo

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM