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Best financial advisors in Jemez, NM

Registered advisers within 50 miles of Jemez, NM.

Offices
261
Firms
119
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,822,301 clients when Item 5C has a number
Avg / client
$4.78M
Combined AUM ÷ clients

Nearby offices

Firms

CLOAK ADVISORS
LPL FINANCIAL LLC
EDWARD JONES
TRUEPATH FINANCIAL PLANNING
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST COMMAND ADVISORY SERVICES
OAKMONT ADVISORY GROUP, LLC
PORTFOLIO WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
LAKERIDGE WEALTH MANAGEMENT LLC
CHARLES SCHWAB & CO., INC.
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RETIREMENT WEALTH GUIDANCE LLC
PRINCIPAL SECURITIES, INC.
STEVE LYNCH WEALTH MANAGEMENT
FIRST HEARTLAND CONSULTANTS, INC.

Investors

JOHN ROBERT CLOAK
Victor Paul Raigoza
Sonya Lynn Boldt
DONALD ROBERT LUTZ
Andrew Perry Furste
JOEL EDWARD NANCE
Troy D Williamson
RANDALL D LOEMKER
JOSEPH RYAN FERGUSON
Elliott Treinen
SPENCER ORR
APRILYN Chavez GEISSLER
RALPH WILLIAM HICKS
DAVID BRADFORD HICKS
BRANDON CONNOR KINSNER
LEE EUGENE MUNSON
NATHAN PAUL ROYBAL
Kristen Marie Bolton Kennedy
PHILIP JOSEPH MESSURI
TRAVIS H FLANDERMEYER
JOSHUA JOSEPH HOVDA
GEOFFREY F HATHHORN
Robert S Garber
SHANE ROBERT LUCERO
Jenna Marie Farah
MATTHEW B LAMB
Matthew Martin Bauer
Ford Victor Timms
Christopher Anthony Chavez
JOSHUA KYLE CARRILLO
David Contreras
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
BRYAN RICHARD SARRACINO
Cynthia Rene Nagel
CAROL ANN SARRACINO
TED ALAN DUVALL
STEPHEN ALAN ESSINGTON
Alexander John Zuniga
LOGAN M BABER
STEPHEN CHARLES LYNCH
MARK THOMAS ZAPATKA

Within 50 miles of Jemez, NM, Best Investors lists 119 registered investment advisory firms with 261 offices nearby, managing about $13.5T in combined regulatory AUM across 2,822,301 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 Jemez

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