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Best Financial Advisor Firms New Mexico 2022




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2022 Top 56 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 56 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 June 25, 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!



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Firm Rating Year Registered Minimum Office Locations
Advantage Wealth Advisors 2015 View Locations
Beacon Pointe Advisors 2002 View Locations
Better Money Decisions 2019 View Locations
CWM 2011 View Locations
City Different Holdings 1969 View Locations
Connolly Financial 2014 View Locations
Continuum Advisory 2016 View Locations
Crow Financial Advisors 2017 View Locations
Cuna Brokerage Services 2001 View Locations
FBL Wealth Management 2018 View Locations
Fenimore Asset Management 1974 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
Horizons Sustainable Financial Services 2021 View Locations
Intelligent Investing Incorporated 2018 View Locations
Intentional Finance 2017 View Locations
Jackson & Associates 1969 View Locations
John Moore & Associates 1998 View Locations
Longview Asset Management 2014 View Locations
Marshall Investment Management 2019 View Locations
McGehee Wealth Advisory Group 2010 View Locations
Mercer Global Advisors 2008 View Locations
Meridian Wealth Advisors 2006 View Locations
Oakmont Advisory Group 2011 View Locations
PFG Advisors 2014 View Locations
Portfolio Wealth Advisors 2008 View Locations
RFG Advisory 2014 View Locations
Redw Wealth 2000 View Locations
Reilly Financial Advisors 1999 View Locations
Remington Advisors 2003 View Locations
Retirement Wealth Guidance 1969 View Locations
Sandia Wealth Management 2021 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
Sun Mountain Capital Advisors 2011 View Locations
The Ameriflex Group 2019 View Locations
The Wealth Consulting Group 2014 View Locations
Thornburg Investment Management 1982 View Locations
Townsquare Capital 2017 View Locations
Trek Financial 2000 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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