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Best Financial Advisor Firms New Mexico 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 37 Financial Advisor Firms in New Mexico.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 37 best firms, with at least one office in New Mexico, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of September 24, 2021, 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!



View other state winners

Firm Rating Year Registered Minimum Office Locations
Advantage Wealth Advisors 2015 View Locations
Atlas Wealth Advisors 2017 View Locations
Better Money Decisions 2019 View Locations
Carter Bain Wealth Management 2007 View Locations
Crow Financial Advisors 2017 View Locations
Cuna Brokerage Services 2001 View Locations
Financial Partners 2017 View Locations
First American Financial Advisors 2014 View Locations
Forthright Financial Planning 2007 View Locations
Founders Financial Alliance 2016 View Locations
G. Allen Financial 2002 View Locations
HBW Advisory Services 2012 View Locations
Hanseatic Management Services 1995 View Locations
Hegarty Investment Logic 2010 View Locations
Highrocks Wealth 2018 View Locations
Hightower Advisors 2008 View Locations
Intelligent Investing Incorporated 2018 View Locations
Intentional Finance 2017 View Locations
John Moore & Associates 1998 View Locations
Longview Asset Management 2014 View Locations
Marshall Investment Management 2019 View Locations
Meridian Wealth Advisors 2006 View Locations
Portfolio Wealth Advisors 2008 View Locations
Redw Wealth 2000 View Locations
Remington Advisors 2003 View Locations
Sandia Wealth Management 2012 View Locations
Santa Fe Advisors 2014 View Locations
Signature Resources Capital Management 2007 View Locations
Sklar Capital Advisors 2017 View Locations
Spence Asset Management 1993 View Locations
Steve Lynch Wealth Management 2010 View Locations
Thornburg Investment Management 1982 View Locations
Truepath Financial Planning 2007 View Locations
Ulrich Investment Consultants 2011 View Locations
Waterway Wealth Management 2013 View Locations
Womack Wealth Management 2016 View Locations
Wpwealth 2008 View Locations


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