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Best financial advisors in Espanola, NM

Registered advisers within 25 miles of Espanola, NM.

Offices
47
Firms
39
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
1.33M
1,325,349 clients when Item 5C has a number
Avg / client
$7.83M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
THORNBURG INVESTMENT MANAGEMENT INC
LPL FINANCIAL LLC
FLYWHEEL VENTURES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
G. ALLEN FINANCIAL INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EP WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
EDDIE HAGGAR CAPITAL MGT, INC.

Investors

Christopher Lee Stewart
SCOTT DOUGLAS COVEY
Nancy Kathleen Quartey
Shelly Anne Wiemann
BEN MICHAEL BOUMAN
Douglas Mowrer
JASON LEE MILLER
ANDREW WELDON RICE
KEVIN YOSAKU ENDO
LUCINDA BARBARA CANDAL
Keegan James Parker
JULIE Erin VANN
JULIE ANN GERACI
LUCAS SKIDMORE RAMEAKA
Brian Carlyle Perkes
RONALD OLEXSAK
ALEX SAMUEL KATZ
JESSE RYAN BROWNELL
ELIJAH ALAN KING
Steven Seid
Allison Patricia Dawe
Matias Palacio Cleland
Sheldon Dean Freeze
CADEN KENNETH HOLLOWAY
TROY EDWARD MOSCONI
Jonathan Ronald Orman
COLE ANTHONY KOPACEK
ADAM WALTON SPARKMAN
TYLER LYNN JENKINS
TIMOTHY ORTIZ
Joaquin Alonso Garcia
ANTHONY DAVID JONES
PHILLIP B GRONNIGER
DANIEL THOMAS GAMACHE
JULIO MANUEL RIVERA
KATARZYNA ALICJA JABLONSKI
JOHN Maxwell PAULY
James Gerard Coletti
KELLY VASEL
Karen Schotter
George Lawrence Panagos
Rowdy Louis Spears
Alfredo Ochoa Luna
Jeffrey Dean Weeast
JAMES EDWARD ARMIJO
LAWRENCE ELLIOT SCHWARTZ
ANTONIO CARLOS LOPEZ
ROBERT CALDER STACK
BRUCE HOWARD GALPERT
JESSICA LEIGH MARLOWE
QUENTIN JOHN HEFFRON
JOHN BARRY GERST
JILL MARIE ENLOE
STEPHEN ALLEN DUCK
NANCY LEE FAIRCHILD
DAVID AARON CANTOR
HARLAN MYLES FLINT
Jasmine Nicole Bair
LARRY GENE STOERNER
Katrina Suzette Johnson
Terese Brianna Zimmerman
MEGGAN S GENTILE
MICHAEL KENT KNUTSTROM
Juliana Joern
VASILIOS NINOPOULOS
ROXANE LILLIAN ROSE
Jason Earl Harsh
Kaitlyn J Kimzey
Kelly Mae Barrows
KEITH MARTIN FALLIS
DANIEL ROBERT MERIANS
MANUEL JESUS MONASTERIO
Nicole Victoria Orlowski
Mariana Zanin Ferreira Zuanetti
David A Marquez
JOHN JULIAN VAZQUEZ
Lisa A Villarreal
MORGAN PAUL HEES
ROBERT BELTON JONES
CHARLES ALLEN FIGG
Aric Dean Vickrey
EDMOND R HAGGAR

Within 25 miles of Espanola, NM, Best Investors lists 39 registered investment advisory firms with 47 offices nearby, managing about $10.4T in combined regulatory AUM across 1,325,349 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 Espanola

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