National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in New Mexico

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 1 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 0 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

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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

Select other cities around New Mexico to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors