Financial advisers in Albuquerque , NM

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

Regional

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

Portfolio Wealth Advisors

Albuquerque, NM · Est. 2008

AUM: $395M
Per adviser: $395M
Advisers: 1

No reported disclosures

Dxd Capital

Albuquerque, NM · Est. 2024

AUM: $353M
Per adviser: $24M
Advisers: 15

No reported disclosures

Titan Fund Management, LLC

Albuquerque, NM · Est. 2017

AUM: $251M
Per adviser: $31M
Advisers: 8

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

RegionalInternational

AUM: $188M
Per adviser: $19M
Advisers: 10

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

Regional

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

Oakmont Advisory Group, LLC

Albuquerque, NM · Est. 2023

AUM: $150M
Per adviser: $50M
Advisers: 3

No reported disclosures

Skg Capital Advisors, LLC

Albuquerque, NM · Est. 2022