Best Investors Account Sign in

Best financial advisors in Rencona, NM

Registered advisers within 25 miles of Rencona, NM.

Offices
45
Firms
36
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
1.30M
1,301,324 clients when Item 5C has a number
Avg / client
$7.73M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
RIKOON CAPITAL PARTNERS, LLC
SAVANT WEALTH MANAGEMENT
GENEOS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
FIELD CAPITAL MANAGEMENT, LLC
HIGHROCKS WEALTH, LLC
KESTRA ADVISORY SERVICES, LLC
FINANCIAL PARTNERS, LLC
CITY DIFFERENT INVESTMENTS
ALTAMIRA FINANCIAL GROUP, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
SUN MOUNTAIN CAPITAL ADVISORS, LLC
COTTONWOOD CAPITAL PARTNERS III, LLC

Investors

Randal Max Egan
KATHLEEN ALEXANDREA KERR
ROBERT ALLEN RIKOON
Austin Neil Webb
DONALD DUANE DUNCAN
Loren Gilmartin Testa
Emily Pauline Estes
LOIS REBECCA STOUFFER
RAMONA LISA MALEC
DAVID IAN WHARRAM
Michael J Cupp
REYNALDO VILLANUEVA
WILLIAM JOSEPH MOLFETTO
CARLA MARIE BUXA
JOLONDA REED FIELD
Mariah Lee Sacoman
PATRICK ANTHONY FLANAGAN
DEBORAH JULIE TROUW
Gregory A Myers
Silas Michael Peterson
CHRISTOPHER MICHAEL RYON
QUINN PATRICK RAFTERY
CONNOR RYAN BROWNE
WAYNE VINSON WALDEN
MICHELLE ANN NOWFEL
ROBERT MICHAEL MACDONALD
Sweta Singh
Jong Hsien Lim
Joel Benjamin Van Essen
COREY ALLEN DRY
DAVID GEORGE RISSER
GONZALO RUFATT
KERRY DOUGLAS LEE
Stephen Bryan Daney
SALLY ANN CORNING
BRIAN PETER BIRK
LEE MICHAEL RAND

Within 25 miles of Rencona, NM, Best Investors lists 36 registered investment advisory firms with 45 offices nearby, managing about $10.1T in combined regulatory AUM across 1,301,324 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 Rencona

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM