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Best financial advisors in Mountainair, NM

Registered advisers within 50 miles of Mountainair, NM.

Offices
15
Firms
13
Combined AUM
$5.00T
Firm-wide filings, not assets booked only here
Clients
698K
697,768 clients when Item 5C has a number
Avg / client
$7.16M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KIEHNE WEALTH & RETIREMENT, LLC
SOCORRO VENTURES
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
SEASONS WEALTH SERVICES LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Investors

Miguel Ivan Macias
PAVLOS PETER PANAGOPOULOS
Grady Henson
Andrew Leon Spears
Shawn Brooks Kiehne
DAMIEN ISAAC OCAMPO
JESSE J. KISTLER
LUKE JOSEPH BODEWES
CRAIG J. SALMON
DONNIE A. BELL
DONALD ROBERT LUTZ
JOSE ALBERTO BETANCOURT
BRADLEY BOEHM
EDUARDO PENA MOLINAR
TODD ANTHONY TREVINO
LINDA LOUISE LEE
ALFREDO QUESADA
JESUS SOCORRO LEAL
Gael Aaron Perez Rivera

Within 50 miles of Mountainair, NM, Best Investors lists 13 registered investment advisory firms with 15 offices nearby, managing about $5.00T in combined regulatory AUM across 697,768 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 Mountainair

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM