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Best financial advisors in Placitas, NM

Registered advisers within 25 miles of Placitas, NM.

Offices
212
Firms
98
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,815,761 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MADRID WEALTH MANAGEMENT
LPL FINANCIAL LLC
SAVANT WEALTH MANAGEMENT
FOUNDERS FINANCIAL ALLIANCE, LLC
JACKSON & ASSOCIATES, INC.
OSAIC ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PFG ADVISORS
KINGSVIEW WEALTH MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
JOHN MOORE & ASSOCIATES INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Tina Marie Garcia
Mark Alan Moran
CYNTHIA LOUISE GLAZIER BAHLING
Bernadine Marie Sanchez
PAUL LUIS MADRID
EDWIN STEPHEN FERNANDEZ
CRIS S GIRON
ANTAVIUS TORRELL GREATHOUSE
SCOTT DOUGLAS FLOERSHEIM
WENDY SUSAN CAIN
MICHELE L HAGUEWOOD
RICHARD CARL JACKSON
CHRISTOPHER S BOREN
DAVID C MICHALK
MICHAEL THOMAS PARROTT
Michael Todd White
Alexandra Marie Chase
Howard A Pope
Nathan M White
JULIANNA ALICIA CHANCE
JAMES DAVID ARMER
Anthony Lee Allbright
JUSTY ABRAN ARMIJO
JOSHUA ADAM ARANDA
VINCENT HOWARD RICHERSON
Eric Pena
MATTHEW PHILLIP CANO
MICHAEL JOHN ENRIQUEZ
THOMAS ANDREW CROW
ANGELICA Maria LOPEZ
YVETTE Y BACA
SUSAN RENA BOEKELOO
Arlene Joan Burson
PHILLIP EDWARD PREVENDER
SETH MICHAEL INGERSOLL
BRIAN JOSEPH SPINNATO
Echo Ranell McNeill
BRIAN JAMES COCHRAN
John William Onesti
GREG ALAN HARTENBOWER
BRADLEY ELLIOTT JUSTICE
BRIAN ANDREW BROADDUS
Maria Isabel Ozechowski
Darcianne Hutchins

Within 25 miles of Placitas, NM, Best Investors lists 98 registered investment advisory firms with 212 offices nearby, managing about $13.2T in combined regulatory AUM across 2,815,761 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 Placitas

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