New Mexico · 57 advisers
Financial Advisors in New Mexico
Falists is the most comprehensive public directory of financial advisors in New Mexico — 57 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
57
With website
51
Largest AUM
$54.45B
Financial planning
34
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in New Mexico
Ranked by AUM and profile completeness · Data from SEC IAPD
THORNBURG INVESTMENT MANAGEMENT INC
Santa Fe, NM
AUM
$54.45B
Team
40 advisors
Clients
—
Fees
Percentage of AUM
505-467-7283
PATRIA PRIVATE EQUITY (EUROPE) LIMITED
Edinburgh, NM
AUM
$8.01B
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44 07880365824
ULRICH INVESTMENT CONSULTANTS
Albuquerque, NM
AUM
$3.62B
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
505-224-9100
JOHN MOORE & ASSOCIATES INC
Albuquerque, NM
AUM
$1.03B
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
505-881-5100
REDW WEALTH LLC
Albuquerque, NM
AUM
$869.2M
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
505-998-3200
ZANETTI FINANCIAL, LLC
Albuquerque, NM
AUM
$809.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
505-250-3754
WESTWIND CAPITAL
Las Cruces, NM
AUM
$795.9M
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM
575-556-8500
PORTFOLIO WEALTH ADVISORS
Albuquerque, NM
AUM
$395.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505-884-3445
SUN MOUNTAIN CAPITAL ADVISORS, LLC
Santa Fe, NM
AUM
$378.7M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
505-780-4218
BCO WEALTH MANAGEMENT, LLC
Carlsbad, NM
AUM
$359.8M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
575-887-2013
DXD CAPITAL
Albuquerque, NM
AUM
$353.4M
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
505-633-4190
PERINI CAPITAL
Carlsbad, NM
AUM
$287.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
575-725-1978
TITAN FUND MANAGEMENT, LLC
Albuquerque, NM
AUM
$250.7M
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
505-998-0163
CITY DIFFERENT INVESTMENTS
Santa Fe, NM
AUM
$244.4M
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
505-416-4550
MADRID WEALTH MANAGEMENT
Albuquerque, NM
AUM
$212.1M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
505-633-5332
SANDIA WEALTH MANAGEMENT, LLC
Albuquerque, NM
AUM
$193.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
505-296-1100
CROSS STATE FINANCIAL GROUP LLC
Albuquerque, NM
AUM
$188.3M
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-621-6974
FINANCIAL PARTNERS, LLC
Santa Fe, NM
AUM
$181.7M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505-795-7910
HANSEATIC MANAGEMENT SERVICES INC
Albuquerque, NM
AUM
$174.0M
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
505-828-2824
MERIDIAN WEALTH ADVISORS, LLC
Albuquerque, NM
AUM
$156.2M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(505) 828-2220
WATERROCK WEALTH MANAGEMENT
Albuquerque, NM
AUM
$153.7M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
505-831-6342
STEVE LYNCH WEALTH MANAGEMENT
Albuquerque, NM
AUM
$153.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
505-881-7526
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
Santa Fe, NM
AUM
$151.2M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
505-982-9661
OAKMONT ADVISORY GROUP, LLC
Albuquerque, NM
AUM
$149.5M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
505-821-6966
Cities in New Mexico
Browse financial advisors by city across New Mexico
The New Mexico advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.