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