New Mexico · 19 firms
Retirement Advisors in New Mexico
Firms serving pension plans, 401(k)s, and retirement accounts. Browse 19 advisers in New Mexico matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Retirement Planning firms in New Mexico
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
WESTWIND CAPITAL
Las Cruces, NM
AUM
$795.9M
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM
575-556-8500
BCO WEALTH MANAGEMENT, LLC
Carlsbad, NM
AUM
$359.8M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
575-887-2013
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
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
SKG CAPITAL ADVISORS, LLC
Albuquerque, NM
AUM
$129.4M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(505) 856-5444
JACKSON & ASSOCIATES, INC.
Albuquerque, NM
AUM
$101.4M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
505-944-8404
HURST CAPITAL MANAGEMENT
Albuquerque, NM
AUM
$89.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
505-243-7696
INTENTIONAL FINANCE, LLC
Albuquerque, NM
AUM
$42.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
505-563-4500
HEGARTY INVESTMENT LOGIC, LLC
Aztec, NM
AUM
$26.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
505-334-2011
RETIREMENT WEALTH GUIDANCE LLC
Albuquerque, NM
AUM
$10.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
505-500-4032
HIGHROCKS WEALTH, LLC
Santa Fe, NM
AUM
$6.3M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(505) 920-0162
ALTAMIRA FINANCIAL GROUP, LLC
Santa Fe, NM
AUM
$130.3M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505-477-3334
57 total advisers in New Mexico. Browse all New Mexico advisors