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Best financial advisors in Rio Rancho, NM

Registered advisers within 25 miles of Rio Rancho, NM.

Offices
229
Firms
105
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,854,526 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
SJHL FINANCIAL GROUP
BUCK WEALTH STRATEGIES, LLC
PFG ADVISORS
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TIERRA ADENTRO GROWTH CAPITAL
TITAN FUND MANAGEMENT, LLC

Investors

JOE ANTHONY GARCIA
Jason Gordon Chandler
Charles Edward Stelting
Phillip Alexander Perkins
Roger Legendre
Roger Clifton Nagel
Matthew Robert Kindley
Nathan Allen Wilkes
BRIAN MICHAEL ANASTASIO
Jeremy Alexander Dudar
Monessa N Duran
Jacqueline Martinez
Allison Betts
Kyrie Elizabeth Greathouse
Brandon Alexander Thurgood
Todd Sargent Strasser
JOHN CRAIGE MAREK
JED M WEBB
Robert L Conaway
ali Mirjahangiri
Angela Deneen Ipock
Ronald Lawrence Baker
Angelica Renee Lovato
THERESA ANGELA SAIZ-WILMERT
BRANDON T. WHITMORE
Bernard Layug Ela
Amin Allahverdi

Within 25 miles of Rio Rancho, NM, Best Investors lists 105 registered investment advisory firms with 229 offices nearby, managing about $13.3T in combined regulatory AUM across 2,854,526 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 Rio Rancho

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