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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

CETERA INVESTMENT ADVISERS LLC
LAKERIDGE WEALTH MANAGEMENT LLC
RBC CAPITAL MARKETS, LLC
UBS FINANCIAL SERVICES INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST COMMAND ADVISORY SERVICES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
RETIREMENT WEALTH GUIDANCE LLC
STRATEGIC ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
DAI WEALTH, LLC
WATERROCK WEALTH MANAGEMENT
GRINSTEAD WEALTH MANAGEMENT
EAGLE STRATEGIES LLC

Investors

NATHAN PAUL ROYBAL
Kristen Marie Bolton Kennedy
PHILIP JOSEPH MESSURI
TRAVIS H FLANDERMEYER
JOSHUA JOSEPH HOVDA
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
TROY ATHEARN TUNELL
Lisa A Villarreal
JUSTIN EDWARD FRENCH
Jason Allen Penn
MICHAEL DAVID KELLY
WILLIAM GORDON SCHIFANI
CLARENCE MICHAEL HUGHES
DAVID PUTNAM BRUNER
KARL WILLIAM SCHLIERF
Melissa K Tafoya
JOSEPH RYAN FERGUSON
Elliott Treinen
SPENCER ORR
APRILYN Chavez GEISSLER
Eric Pena
TODD A. IRVING
GERALD PHILLIP CHAVEZ
JUNAID AHMAD
JEANNETTE H SMITH
AUSTIN N WETSCH
LEIGH DEAN
JONATHAN STCYR
KATHRYN THOMPSON
Smyrno Vermeille
Carson Lane Roland
John Cordova
Scott PARKER Reynolds
CARYN SUE DONALD
Kim MARIE Helm
JOHN CALVIN HEMPHILL
JEFFREY S BARD
NATHAN RYAN ARMSTRONG
ANGELIKA HELGA ORTIZ
ANGELLA DEE COLE-SHAW
DAVID M PORTER
KEITH HINDS
RUTH R SHRADER
ELAINE K DARNELL
JESSICA L STCYR
REBEKAH E PRESTON
WILLIAM L GUPTON
Stephen C Anyanonu
William A Lawrence
Megan C Smith
DANIEL JUDD MCROBERTS
Lane Bird Bear
Danielle C Hinds
Valerie Sue Anderson
Kevin P Miller
Alexandra C Stevens
Frank Borja
Brooks David Chavez
Pierce Canaan Hemphill
Alfredo Bocanegra
John M Tanner
ANNA O'CONNELL
MICHAEL ALLAN STEVENS
SUZANNE DENISE STRONG
MICHAEL A KOZEMCHAK
RYAN KARL DEUTSCH
Mason T Steffensen
Kevin F Brewster
Dominique A Dupont
EDWIN MERRILL CASE
Ann STONE Hattis
Rosanna Lucero-Torrez
Meredith Adele Chavez
Santiago Huggins Aller
Nicholas Ramirez
Ian A Eshelman
Devin Alderman
QUENTIN JOHN HEFFRON
ROBERT JOSEPH DEXEL
MELINDA LOUISE KNOLL
JOSEPH THOMAS OLSON
CHRISTOPHER MATTHEW ENRIGHT
JESSICA LEIGH MARLOWE
RYAN ALEXANDER SALMON
MICHAEL ALEX HAUGER
CHRISTOPHER MCARTHUR CONTRERAS
MIRANDA MICHELLE PERALTA
SRIDHAR YARLAGADDA
ROBERT N STULL
JOSEPH ANGELO COCA
SCOTT DESMARAIS
RALPH EDWARD GRIFFIN
MELISSA NUNEZ
DERRICK J. MIERA
PATRICK ARCHULETA
ERIC K SANDERS
SPENCER OKADA
TRAVIS HAGUEWOOD
DAVID ANAYA
JULIO CESAR MARQUEZ
ROBERT WHITE
LONNIE AARON BRINK
ROBERTO SALAS
OUMAR NIANG
VANESSA Y. BORUNDA
HANS EGENES
RICHARD PELLEGRINO
RICHARD GETTY
JOHN M. HUMPHREY
MATTHEW MICHAEL JONES
PETE TALAMANTE
KRISTEN KAUFFMAN
CHARLES PHELPS
ROSEMARY SUKOYAKA HERRERA
CHRISTIAN A SALAZAR
VICTOR LAUREN BATALLA
OSCAR D. ARECHIGA
BRANDON T. WHITMORE
CAMERON PLESE
BRAD MICHAEL GRAVELLE
Devona Lee Benavidez
LARISA HOLIDAY
ANGELO M BURNS
Jason Anthony Mullins
PATRICK SMITH NEVINS
Gifford C Davis
CHRISTOPHER PAUL PRIEN
JUSTIN ANDREW GRINSTEAD
JAY FOSTER LIVINGSTON
ANGELO ANTHONY VALDEZ
Scott Christopher Wilson
ANTHONY JOHN CALIGARIS

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