Written by investor.com
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in New Mexico.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in New Mexico, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in New Mexico are as followed:
- Must be Trusted by investor.com.
- Must have an office location in New Mexico.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Advantage Wealth Advisors |
|
$108.6 million | 198 | 4 | $548,484 |
| Bankers Life Advisory Services |
|
$1.2 billion | 9,792 | 346 | $120,567 |
| BCO Wealth Management |
|
$222.4 million | 607 | 2 | $366,341 |
| Beacon Pointe Advisors |
|
$23.7 billion | 10,657 | 200 | $2.2 million |
| Better Money Decisions |
|
$199.5 million | 191 | 6 | $1.0 million |
| Capital Investment Advisors |
|
$4.2 billion | 3,546 | 28 | $1.2 million |
| City Different Holdings |
|
$197.3 million | 37 | 8 | $5.3 million |
| Connolly Financial |
|
$52.1 million | 127 | 3 | $410,058 |
| Continuum Advisory |
|
$820.1 million | 2,619 | 34 | $313,132 |
| Crow Financial Advisors |
|
$133.4 million | 269 | 2 | $495,878 |
| Cuna Brokerage Services |
|
$5.8 billion | 16,282 | 716 | $355,629 |
| CWM |
|
$18.8 billion | 34,436 | 410 | $547,367 |
| FBL Wealth Management |
|
$12.7 million | 3,322 | 152 | $3,817 |
| Fenimore Asset Management |
|
$4.3 billion | 599 | 11 | $7.3 million |
| Financial Partners |
|
$110.0 million | 169 | 2 | $650,887 |
| First American Financial Advisors |
|
$150.0 million | 12 | 1 | $12.5 million |
| Forthright Financial Planning |
|
$26.5 million | 28 | 1 | $945,503 |
| Founders Financial Alliance |
|
$642.8 million | 2,565 | 19 | $250,618 |
| G. Allen Financial |
|
$79.4 million | 45 | 1 | $1.8 million |
 Hanseatic Management Services
|
|
$140.0 million | 148 | 2 | $945,945 |
| HBW Advisory Services |
|
$1.0 billion | 8,618 | 60 | $118,304 |
| Hegarty Investment Logic |
|
$20.3 million | 78 | 1 | $259,955 |
| Highrocks Wealth |
|
$10.5 million | 12 | 1 | $875,000 |
| Hightower Advisors |
|
$103.6 billion | 101,749 | 764 | $1.0 million |
| Horizons Sustainable Financial Services |
|
$115.5 million | 360 | 5 | $320,918 |
| Householder Group Estate & Retirement Specialists |
|
$2.1 billion | 6,533 | 57 | $325,772 |
| Intelligent Investing Incorporated |
|
$0.0 | 17 | 1 | $0.0 |
| Intentional Finance |
|
$48.8 million | 129 | 2 | $377,932 |
| John Moore & Associates |
|
$784.7 million | 634 | 7 | $1.2 million |
| LFN Advisors |
|
$1.3 million | 5 | 2 | $261,436 |
| Longview Asset Management |
|
$238.8 million | 231 | 3 | $1.0 million |
| Marshall Investment Management |
|
$237.5 million | 382 | 6 | $621,843 |
| McGehee Wealth Advisory Group |
|
$69.7 million | 51 | 2 | $1.4 million |
 Meridian Wealth Advisors
|
|
$85.8 million | 71 | 1 | $1.2 million |
| Oakmont Advisory Group |
|
$43.4 million | 198 | 1 | $219,304 |
| PFG Advisors |
|
$2.0 billion | 4,364 | 89 | $467,359 |
| Portfolio Wealth Advisors |
|
$285.0 million | 240 | 1 | $1.2 million |
| Redw Wealth |
|
$955.1 million | 392 | 12 | $2.4 million |
| Remington Advisors |
|
$30.4 million | 8 | 1 | $3.8 million |
| RFG Advisory |
|
$2.7 billion | 8,110 | 80 | $336,481 |
| Sandia Wealth Management |
|
$151.2 million | 232 | 2 | $651,674 |
| Santa Fe Advisors |
|
$182.5 million | 96 | 3 | $1.9 million |
| Savant Wealth Management |
|
$12.0 billion | 9,508 | 117 | $1.3 million |
| Signature Resources Capital Management |
|
$230.4 million | 544 | 15 | $423,580 |
| Sklar Capital Advisors |
|
$111.4 million | 266 | 2 | $418,935 |
| Spence Asset Management |
|
$593.1 million | 864 | 5 | $686,495 |
| Steve Lynch Wealth Management |
|
$91.0 million | 304 | 2 | $299,342 |
| Strategy Financial Group |
|
$127.8 million | 476 | 5 | $268,530 |
| Sun Mountain Capital Advisors |
|
$738.7 million | 9 | 3 | $82.1 million |
| The Ameriflex Group |
|
$3.0 billion | 4,839 | 78 | $610,773 |
| The Wealth Consulting Group |
|
$2.9 billion | 7,706 | 101 | $372,718 |
| Thornburg Investment Management |
|
$47.1 billion | 719 | 35 | $65.5 million |
| Townsquare Capital |
|
$6.0 billion | 4,769 | 84 | $1.3 million |
| Trek Financial |
|
$1.7 billion | 3,249 | 47 | $533,392 |
| Truepath Financial Planning |
|
$17.4 million | 83 | 2 | $209,930 |
| Ulrich Investment Consultants |
|
$2.0 billion | 212 | 6 | $9.4 million |
| Waterway Wealth Management |
|
$498.7 million | 270 | 5 | $1.8 million |
| Womack Wealth Management |
|
$318.0 million | 177 | 5 | $1.8 million |
More Top Firms by State
About the Editorial Team
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.