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Best financial advisors in Golden, NM

Registered advisers within 25 miles of Golden, NM.

Offices
209
Firms
96
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,815,674 clients when Item 5C has a number
Avg / client
$4.66M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
WOMACK WEALTH MANAGEMENT, INC.
EDELMAN FINANCIAL ENGINES
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
HUB INVESTMENT PARTNERS, LLC
THE WEALTH CONSULTING GROUP
RBC CAPITAL MARKETS, LLC
PORTFOLIO WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
LAKERIDGE WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DAI WEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST COMMAND ADVISORY SERVICES
RETIREMENT WEALTH GUIDANCE LLC
EDWARD JONES

Investors

VINOD MEHTA
TERRY WARREN EDWARDS
JAVIER ENRIQUE LUCERO
DOMINIC DANIEL CHAVEZ
ROOSEVELT HERNTON
MICHAEL DAVID CAMP
Christopher D Guzman
EDWARD WALKER STONE
ERIC MICHAEL ALTENBURG
CARL MATTHEW ECKELMAN
KATHERINE AUDREY COPPS
CORY MICHAEL ROBBINS
JENIFER KIM WOOLCOTT
TYLEN LEE KATTENHORN
MONICA VILLA
CHRISTOPHER NISBET CATES
JOSEPH SAM BERGAMO
CURTISS ARTHUR LACROSS
JUSTIN BOYD WELCH
BRAD YABLONSKY
Jack Nelson Lamm
PHILIP MICHAEL MAYO
DAVID BRADLEY CATES
MICHAEL DAVID ANDERSON
JOSEPH ANTHONY ROMERO
SCOTT DAVID SCHROEDER
Nathan James Anderson
Desiree M Stewart
ANDREA FISHER
David Diller
Isaiah Zachary Moya
Nathaniel Paul Spratley
WILLIAM EDWIN CATES
LAURIE RUTH DONOVAN
DONALD ROBERT LUTZ
LEE EUGENE MUNSON
NATHAN PAUL ROYBAL
Kristen Marie Bolton Kennedy
PHILIP JOSEPH MESSURI
TRAVIS H FLANDERMEYER
JOSHUA JOSEPH HOVDA
BRAD MICHAEL GRAVELLE
Devona Lee Benavidez
LARISA HOLIDAY
ANGELO M BURNS
Jason Anthony Mullins
JOSEPH RYAN FERGUSON
Elliott Treinen
SPENCER ORR
APRILYN Chavez GEISSLER
Evan Jaramillo
Johnny Nuanes

Within 25 miles of Golden, NM, Best Investors lists 96 registered investment advisory firms with 209 offices nearby, managing about $13.1T in combined regulatory AUM across 2,815,674 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 Golden

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM