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Best financial advisors in Costilla, NM

Registered advisers within 50 miles of Costilla, NM.

Offices
9
Firms
5
Combined AUM
$1.98T
Firm-wide filings, not assets booked only here
Clients
307K
307,166 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ANNAPURNA CAPITAL GP, LLC

Investors

Patrick David Nicholson
Paul M Sands
WANDA REBECCA LUCERO
DAVIN TODD SCHULER
JENNY L LANCASTER
Scott Alan McAdams
Rebecca Ann Roh
Michael Wright
Loren Monroe Wright
Codie L Van Treese
Samantha Brookes
TORBEN KIEMELE WALTERS

Within 50 miles of Costilla, NM, Best Investors lists 5 registered investment advisory firms with 9 offices nearby, managing about $1.98T in combined regulatory AUM across 307,166 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 Costilla

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM