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Find The Best Financial Advisors in New Mexico

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in New Mexico
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in New Mexico, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in New Mexico, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in New Mexico have an average of 35 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in New Mexico

Allworth Financial

888-242-6766

Address

7601 Jefferson Street NE Suite 360,
Albuquerque, NM 87109 See Details

Savant Wealth Management

505-800-7797

Address

2000 Old Pecos Trail,
Santa Fe, NM 87505 See Details

Top Financial Advisor Firms in New Mexico (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
THORNBURG INVESTMENT MANAGEMENT INC 2300 North Ridgetop Road, Santa Fe, NM, 87506	106357	$38,735,282,461	658	A Percentage of AUM, Performance Based
ULRICH INVESTMENT CONSULTANTS 1805 Rio Grande Boulevard Nw, Suite 1 Albuquerque, NM, 87104	159499	$2,748,530,621	871	A Percentage of AUM, Hourly charges, Fixed Fees
REDW WEALTH LLC 7425 Jefferson Ne, Albuquerque, NM, 87109	109446	$896,400,602	1189	A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEGOTIATED FEES FOR BUNDLED SERVICES)
JOHN MOORE & ASSOCIATES INC 8220 San Pedro Dr Ne, Suite 310 Albuquerque, NM, 87113	109791	$722,571,918	662	A Percentage of AUM, Fixed Fees
SUN MOUNTAIN CAPITAL ADVISORS, LLC 527 Don Gaspar Avenue, Santa Fe, NM, 87505	151477	$720,963,790	10	A Percentage of AUM, Performance Based
SPENCE ASSET MANAGEMENT 3529 Foothills Road, Las Cruces, NM, 88011	106802	$482,917,004	1590	A Percentage of AUM
PORTFOLIO WEALTH ADVISORS 6100 Uptown Blvd Ne, Suite 540 Albuquerque, NM, 87110	145687	$258,187,630	685	A Percentage of AUM, Hourly charges
TITAN FUND MANAGEMENT, LLC 6300 Riverside Plaza Ln, Nw, Suite 200 Albuquerque, NM, 87120	290562	$257,742,757	3	A Percentage of AUM, Performance Based
BCO WEALTH MANAGEMENT, LLC 412 N Canal St, Carlsbad, NM, 88220	322276	$240,717,249	1062	A Percentage of AUM, Fixed Fees
LONGVIEW ASSET MANAGEMENT, LLC 136 Grant Avenue, Santa Fe, NM, 87501	122997	$239,655,567	552	A Percentage of AUM, Hourly charges, Fixed Fees
ZANETTI FINANCIAL, LLC 5130 San Francisco Rd Ne, Suite A Albuquerque, NM, 87109	282089	$215,897,023	1181	A Percentage of AUM
BETTER MONEY DECISIONS 460 St. Michael'S Drive, Suite 902 Santa Fe, NM, 87505	172980	$197,887,888	231	A Percentage of AUM, Fixed Fees
SANTA FE ADVISORS LLC 330 Garfield Street, Ste. 301 Santa Fe, NM, 87501	170872	$158,333,000	223	A Percentage of AUM, Fixed Fees
CITY DIFFERENT INVESTMENTS 925 Paseo De Peralta, Santa Fe, NM, 87501	310982	$156,966,651	69	A Percentage of AUM, Performance Based
MGM LLC 5600 Eubank Blvd Ne, Suite 260 Albuquerque, NM, 87111	136725	$144,698,132	261	A Percentage of AUM, Hourly charges, Fixed Fees

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in New Mexico

How To Find The Best Financial Advisors in New MexicoLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in New Mexico

Allworth Financial

Address

Savant Wealth Management

Address

Top Financial Advisor Firms in New Mexico (Ranked by AUM)

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in New Mexico
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy