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Best financial advisors in Cowles, NM

Registered advisers within 25 miles of Cowles, NM.

Offices
47
Firms
38
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
1.30M
1,301,324 clients when Item 5C has a number
Avg / client
$7.78M
Combined AUM ÷ clients

Nearby offices

Firms

COTTONWOOD CAPITAL PARTNERS
EDWARD JONES
TK MANAGEMENT, LLC
SANTA FE ADVISORS LLC
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
FLYWHEEL VENTURES, LLC
GATEWAY WEALTH PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALTAMIRA FINANCIAL GROUP, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
SAVANT WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
FIELD CAPITAL MANAGEMENT, LLC
RIKOON CAPITAL PARTNERS, LLC
GENEOS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

Alfredo Ochoa Luna
Jeffrey Dean Weeast
KRISTINA ELISABETH ALLEY
DAVID BRUCE KANTOR
Valeria Genese Cera Primero
JOHANN ALBERT KLAASSEN
Megan Elizabeth Buchanan
FREDERIC PAUL PERRET
Jacob Ifshin
Julee LaMure
Amy Greenberg Nelson
JAMES EDWARD ARMIJO
Loren Gilmartin Testa
Emily Pauline Estes
DAVID GEORGE RISSER
GONZALO RUFATT
KERRY DOUGLAS LEE
Stephen Bryan Daney
Austin Neil Webb
DONALD DUANE DUNCAN
DEBORAH JULIE TROUW
JOLONDA REED FIELD
ROBERT ALLEN RIKOON
LOIS REBECCA STOUFFER
RAMONA LISA MALEC
DAVID IAN WHARRAM
CARLA MARIE BUXA
REYNALDO VILLANUEVA
WILLIAM JOSEPH MOLFETTO

Within 25 miles of Cowles, NM, Best Investors lists 38 registered investment advisory firms with 47 offices nearby, managing about $10.1T in combined regulatory AUM across 1,301,324 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 Cowles

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM