Registered investment advisers in New Mexico
26 firms in New Mexico representing $65.9B in assets under management, sourced from public SEC Form ADV filings.
Cities
Thornburg Investment Management INC
Santa Fe, NM · Est. 1982
- AUM
- $54.5B
- Per adviser
- $1.4B
- Advisers
- 40
Ulrich Investment Consultants
Albuquerque, NM · Est. 2011
- AUM
- $3.6B
- Per adviser
- $362M
- Advisers
- 10
No reported disclosures
John Moore & Associates INC
Albuquerque, NM · Est. 1998
- AUM
- $1.0B
- Per adviser
- $114M
- Advisers
- 9
No reported disclosures
Redw Wealth LLC
Albuquerque, NM · Est. 2000
- AUM
- $869M
- Per adviser
- $97M
- Advisers
- 9
No reported disclosures
Zanetti Financial, LLC
Albuquerque, NM · Est. 2021
- AUM
- $809M
- Per adviser
- $405M
- Advisers
- 2
No reported disclosures
Westwind Capital
Las Cruces, NM · Est. 1993
- AUM
- $796M
- Per adviser
- $99M
- Advisers
- 8
No reported disclosures
Portfolio Wealth Advisors
Albuquerque, NM · Est. 2008
- AUM
- $395M
- Per adviser
- $395M
- Advisers
- 1
No reported disclosures
Sun Mountain Capital Advisors, LLC
Santa Fe, NM · Est. 2011
- AUM
- $379M
- Per adviser
- $76M
- Advisers
- 5
No reported disclosures
Bco Wealth Management, LLC
Carlsbad, NM · Est. 2022
- AUM
- $360M
- Per adviser
- $120M
- Advisers
- 3
No reported disclosures
Dxd Capital
Albuquerque, NM · Est. 2024
- AUM
- $353M
- Per adviser
- $24M
- Advisers
- 15
No reported disclosures
Perini Capital
Carlsbad, NM · Est. 2021
- AUM
- $287M
- Per adviser
- $144M
- Advisers
- 2
No reported disclosures
Titan Fund Management, LLC
Albuquerque, NM · Est. 2017
- AUM
- $251M
- Per adviser
- $31M
- Advisers
- 8
No reported disclosures
City Different Investments
Santa Fe, NM · Est. 2021
- AUM
- $244M
- Per adviser
- $27M
- Advisers
- 9
No reported disclosures
Madrid Wealth Management
Albuquerque, NM · Est. 2025
- AUM
- $212M
- Per adviser
- $53M
- Advisers
- 4
No reported disclosures
Sandia Wealth Management, LLC
Albuquerque, NM · Est. 2021
- AUM
- $193M
- Per adviser
- $193M
- Advisers
- 1
No reported disclosures
Cross State Financial Group LLC
Albuquerque, NM · Est. 2020
- AUM
- $188M
- Per adviser
- $19M
- Advisers
- 10
No reported disclosures
Financial Partners, LLC
Santa Fe, NM · Est. 2017
- AUM
- $182M
- Per adviser
- $61M
- Advisers
- 3
No reported disclosures
Hanseatic Management Services INC
Albuquerque, NM · Est. 1995
- AUM
- $174M
- Per adviser
- $44M
- Advisers
- 4
No reported disclosures
Meridian Wealth Advisors, LLC
Albuquerque, NM · Est. 2023
- AUM
- $156M
- Per adviser
- $156M
- Advisers
- 1
No reported disclosures
Waterrock Wealth Management
Albuquerque, NM · Est. 2023
- AUM
- $154M
- Per adviser
- $31M
- Advisers
- 5
No reported disclosures
Steve Lynch Wealth Management
Albuquerque, NM · Est. 2024
- AUM
- $153M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
Horizons Sustainable Financial Services, INC.
Santa Fe, NM · Est. 2021
- AUM
- $151M
- Per adviser
- $25M
- Advisers
- 6
No reported disclosures
Oakmont Advisory Group, LLC
Albuquerque, NM · Est. 2023
- AUM
- $150M
- Per adviser
- $50M
- Advisers
- 3
No reported disclosures
Altamira Financial Group, LLC
Santa Fe, NM · Est. 2025
- AUM
- $130M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Skg Capital Advisors, LLC
Albuquerque, NM · Est. 2022
- AUM
- $129M
- Per adviser
- $65M
- Advisers
- 2
No reported disclosures
Santa Fe Advisors LLC
Santa Fe, NM · Est. 2018
- AUM
- $116M
- Per adviser
- $29M
- Advisers
- 4
No reported disclosures