Best Financial Advisor Firms New Mexico 2023

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Written by investor.com

September 06, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in New Mexico.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.

Our analysis contains data as of September 05, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in New Mexico are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • 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 4.5/5 Stars $106.9 million 203 4 $526,600
Allworth Financial 4.5/5 Stars $17.0 billion 22,109 220 $767,539
BCO Wealth Management 4.5/5 Stars $240.7 million 500 2 $481,434
Beacon Pointe Advisors 5/5 Stars $23.2 billion 13,332 230 $1.7 million
Better Money Decisions 4.5/5 Stars $197.9 million 284 5 $696,788
Blacktower Financial Management (US) 4.5/5 Stars $113.1 million 217 17 $521,129
City Different Investments 4.5/5 Stars $157.0 million 28 8 $5.6 million
Cloak Advisors 4.5/5 Stars $21.9 million 75 1 $291,912
Concurrent Investment Advisors 4.5/5 Stars $139.9 million 443 101 $315,767
Connolly Financial 4.5/5 Stars $48.6 million 117 3 $415,650
Continuum Advisory 4.5/5 Stars $1.0 billion 2,045 34 $498,344
Crow Financial Advisors 4.5/5 Stars $119.1 million 275 2 $433,038
CWM 4.5/5 Stars $19.9 billion 35,511 475 $561,616
DAI Wealth 4.5/5 Stars $108.0 million 626 9 $172,448
Financial Partners 4.5/5 Stars $99.5 million 166 3 $599,629
First American Financial Advisors 5/5 Stars $56.0 million 12 1 $4.7 million
Founders Financial Alliance 4.5/5 Stars $617.1 million 2,661 27 $231,914
G. Allen Financial 5/5 Stars $68.6 million 42 1 $1.6 million
Golden State Equity Partners 4.5/5 Stars $479.5 million 1,111 10 $431,613
Hanseatic Management Services 5/5 Stars $106.0 million 111 2 $954,954
Hegarty Investment Logic 4.5/5 Stars $19.2 million 107 1 $179,251
Highrocks Wealth 4.5/5 Stars $6.5 million 13 1 $500,000
Horizons Sustainable Financial Services 4.5/5 Stars $111.2 million 339 4 $327,909
Householder Group Estate & Retirement Specialists 4.5/5 Stars $1.1 billion 6,426 44 $168,253
Intelligent Investing Incorporated 4.5/5 Stars $0.0 12 1 $0.0
Intentional Finance 4.5/5 Stars $40.8 million 128 2 $318,919
Jackson & Associates 4.5/5 Stars $78.0 million 75 1 $1.0 million
John Moore & Associates 5/5 Stars $722.6 million 662 7 $1.1 million
LFN Advisors 4.5/5 Stars $945,405 9 2 $105,045
Longview Asset Management 5/5 Stars $239.7 million 258 4 $928,897
Marshall Investment Management 4.5/5 Stars $203.7 million 411 6 $495,664
McGehee Wealth Advisory Group 5/5 Stars $63.0 million 52 2 $1.2 million
Meridian Wealth Advisors 5/5 Stars $108.3 million 77 1 $1.4 million
MGM 4.5/5 Stars $144.7 million 257 3 $563,027
Oakmont Advisory Group 4.5/5 Stars $107.8 million 459 3 $234,868
PFG Advisors 5/5 Stars $1.8 billion 5,125 86 $358,164
Portfolio Wealth Advisors 5/5 Stars $258.2 million 251 1 $1.0 million
Portside Wealth Group 4.5/5 Stars $848.5 million 3,613 12 $234,832
Redw Wealth 5/5 Stars $896.4 million 433 13 $2.1 million
Retirement Wealth Guidance 4.5/5 Stars $5.6 million 8 1 $697,709
Sandia Wealth Management 4.5/5 Stars $140.9 million 243 2 $579,811
Santa Fe Advisors 5/5 Stars $158.3 million 90 3 $1.8 million
Savant Wealth Management 5/5 Stars $18.7 billion 12,951 143 $1.4 million
Signature Resources Capital Management 5/5 Stars $207.5 million 549 13 $377,994
Sklar Capital Advisors 4.5/5 Stars $97.9 million 278 2 $352,245
Spence Asset Management 5/5 Stars $482.9 million 880 5 $548,769
Steve Lynch Wealth Management 4.5/5 Stars $82.0 million 405 2 $202,469
Strategy Financial Group 4.5/5 Stars $135.8 million 575 6 $236,156
Sun Mountain Capital Advisors 5/5 Stars $721.0 million 10 7 $72.1 million
TCG Advisors A HUB International Company 4.5/5 Stars $5.8 billion 1,864 38 $3.1 million
The Ameriflex Group 4.5/5 Stars $3.4 billion 7,462 85 $458,725
The H Group 5/5 Stars $828.6 million 1,167 13 $710,039
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
The Wealth Consulting Group 4.5/5 Stars $2.8 billion 7,407 156 $377,454
Thornburg Investment Management 4.5/5 Stars $38.7 billion 658 28 $58.9 million
Trek Financial 5/5 Stars $1.9 billion 4,230 52 $443,648
Truepath Financial Planning 5/5 Stars $16.4 million 109 2 $150,451
Ulrich Investment Consultants 5/5 Stars $2.7 billion 231 11 $11.9 million
Waterway Wealth Management 5/5 Stars $500.7 million 297 5 $1.7 million
Womack Wealth Management 4.5/5 Stars $305.9 million 187 5 $1.6 million
Zanetti Financial 4.5/5 Stars $215.9 million 763 2 $282,958

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The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

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