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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 2 vetted financial advisors and 29 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
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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 | $41,832,394,631 | 750 | A percentage of AUM, Performance Based |
| ULRICH INVESTMENT CONSULTANTS 1805 Rio Grande Boulevard Nw, Suite 1 Albuquerque, NM, 87104 | 159499 | $3,279,256,426 | 999 | A percentage of AUM, Hourly charges, Fixed fees |
| REDW WEALTH LLC 8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM, 87113 | 109446 | $1,004,648,408 | 1227 | 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 | $758,200,188 | 2212 | A percentage of AUM, Fixed fees |
| WESTWIND CAPITAL 1800 S. Telshor, Las Cruces, NM, 88011 | 106802 | $715,145,223 | 1945 | A percentage of AUM |
| SUN MOUNTAIN CAPITAL ADVISORS, LLC 527 Don Gaspar Avenue, Santa Fe, NM, 87505 | 151477 | $599,019,302 | 11 | A percentage of AUM, Performance Based |
| ZANETTI FINANCIAL, LLC 5130 San Francisco Rd Ne, Suite A Albuquerque, NM, 87109 | 282089 | $404,472,409 | 938 | A percentage of AUM |
| HS WEALTH PARTNERS 316 Osuna Road Ne, Suite 400 Albuquerque, NM, 87107 | 330640 | $397,587,843 | 578 | A percentage of AUM |
| PORTFOLIO WEALTH ADVISORS 6100 Uptown Blvd Ne, Suite 540 Albuquerque, NM, 87110 | 145687 | $373,189,200 | 750 | A percentage of AUM, Hourly charges |
| BETTER MONEY DECISIONS 460 St. Michael'S Drive, Suite 902 Santa Fe, NM, 87505 | 172980 | $326,787,724 | 925 | A percentage of AUM, Fixed fees |
| BCO WEALTH MANAGEMENT, LLC 412 N Canal St, Carlsbad, NM, 88220 | 322276 | $300,482,599 | 1111 | A percentage of AUM, Fixed fees |
| LONGVIEW ASSET MANAGEMENT, LLC 136 Grant Avenue, Santa Fe, NM, 87501 | 122997 | $292,678,145 | 610 | A percentage of AUM, Hourly charges, Fixed fees |
| DXD CAPITAL 6700 Jefferson Street Ne, Building E Albuquerque, NM, 87109 | 329580 | $258,923,901 | 11 | A percentage of AUM, Performance Based |
| TITAN FUND MANAGEMENT, LLC 6300 Riverside Plaza Ln, Nw, Suite 200 Albuquerque, NM, 87120 | 290562 | $229,099,553 | 3 | A percentage of AUM, Performance Based |
| SANDIA WEALTH MANAGEMENT, LLC 9201 Montgomery Ne Suite 401, Albuquerque, NM, 87111 | 159402 | $174,250,000 | 539 | A percentage of AUM, Hourly charges |
Select other cities around New Mexico to broaden your search for a financial advisor
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