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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 New Mexico 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 & Planners in New Mexico

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in New Mexico that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in New Mexico. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in New Mexico

advisor-photo

Kirk Hudson

Allworth Financial

7601 Jefferson Street NE Suite 360

Albuquerque, NM 87109

888-242-6766

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Javier Lucero

Edelman Financial Engines, LLC

6565 Americas Parkway NE Suite 850

Albuquerque, NM 87110

505-396-2973

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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
REDW WEALTH LLC
7425 Jefferson Ne, Albuquerque, NM 87109
109446 $955,100,555 1088 A percentage of AUM
Hourly charges
Fixed fees
Other (NEGOTIATED FEES FOR BUNDLED SERVICES)
SPENCE ASSET MANAGEMENT
3529 Foothills Road, Las Cruces, NM 88011
106802 $593,131,793 1465 A percentage of AUM
PORTFOLIO WEALTH ADVISORS
6100 Uptown Blvd Ne, Suite 540 Albuquerque, NM 87110
145687 $284,994,743 621 A percentage of AUM
Hourly charges
LONGVIEW ASSET MANAGEMENT, LLC
136 Grant Avenue, Santa Fe, NM 87501
122997 $238,768,447 423 A percentage of AUM
Hourly charges
Fixed fees
BETTER MONEY DECISIONS
460 St. Michael'S Drive, Suite 902 Santa Fe, NM 87505
172980 $199,457,431 512 A percentage of AUM
Fixed fees
SANTA FE ADVISORS LLC
208 Delgado Street, Ste. 1 Santa Fe, NM 87501
170872 $182,517,000 219 A percentage of AUM
Fixed fees
MGM LLC
5600 Eubank Blvd Ne, Suite 260 Albuquerque, NM 87111
136725 $157,016,785 242 A percentage of AUM
Hourly charges
Fixed fees
SANDIA WEALTH MANAGEMENT, LLC
9201 Montgomery Ne Suite 401, Albuquerque, NM 87111
159402 $151,188,400 566 A percentage of AUM
Hourly charges
HANSEATIC MANAGEMENT SERVICES INC
5600 Wyoming Ne, Suite 220 Albuquerque, NM 87109
107110 $140,000,000 151 A percentage of AUM
Fixed fees
ZANETTI FINANCIAL, LLC
5120 San Francisco Rd Ne, Suite A Albuquerque, NM 87109
282089 $135,000,000 725 A percentage of AUM
CROW FINANCIAL ADVISORS
8210 Louisiana Blvd Ne, Suite B Albuquerque, NM 87113
114077 $133,391,420 566 A percentage of AUM
Hourly charges
TEMBION CAPITAL MANAGEMENT, LLC
404 Kiva Court, Suite A, Santa Fe, NM 87505-5994
160788 $128,780,475 147 A percentage of AUM
Hourly charges
Fixed fees
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
535 Cerrillos Road, Suite A2 Santa Fe, NM 87501
164970 $115,530,573 670 A percentage of AUM
Hourly charges
Fixed fees
CROSS STATE FINANCIAL GROUP LLC
8421 Osuna Road Ne, Suite C Albuquerque, NM 87111
282011 $113,123,167 637 A percentage of AUM
Hourly charges
Fixed fees
BCO WEALTH MANAGEMENT, LLC
412 N Canal St, Carlsbad, NM 88220
322276 $0 0 A percentage of AUM
Fixed fees

Additional Financial Advisors in New Mexico

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alpine Financial Partners
Inquire with Alpine
2610 Trinity Drive, Suite 10 Los Alamos, NM 87544 505-500-8420
Brian Conaway
Inquire with Brian
3050 Roadrunner Pkwy, Ste B Las Cruces, NM 88011 575-521-2344
Altus Wealth Management
Inquire with Altus
6100 Uptown Boulevard Northeast, Suite 610 A Albuquerque, NM 87110 505-977-2000
Brian Spinnato
Inquire with Brian
8204 Louisiana Blvd NE, Ste B Albuquerque, NM 87113 505-886-2688
Brian Bower
Inquire with Brian
6565 Americas Pkwy NE, Ste 400 Albuquerque, NM 87110 505-889-2809
Brent Lambert
Inquire with Brent
3050 Roadrunner Pkwy, Ste B Las Cruces, NM 88011 575-521-2355
Brian S. Turner
Inquire with Brian
4801 N Butler, Ste 14101 Farmington, NM 87401 505-326-9331
Ascendant Financial Advisors
Inquire with Ascendant
732 East Michigan Drive, Suite 520 Hobbs, NM 88240 575-964-1583
Ben Alaimo-Monson - Morgan Stanley
Inquire with Ben
150 Washington Ave, Suite 301 Santa Fe, NM 87501 505-988-7702
Jeremy Campbell
Inquire with Jeremy
300 Galisteo St, Ste 101 Santa Fe, NM 87501 505-995-0714

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

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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