Best Financial Advisor Firms New Mexico 2023

investor.com

Written by investor.com

December 01, 2022

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:

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 $108.6 million 198 4 $548,484
Bankers Life Advisory Services 4.5/5 Stars $1.2 billion 9,792 346 $120,567
BCO Wealth Management 5/5 Stars $222.4 million 607 2 $366,341
Beacon Pointe Advisors 4.5/5 Stars $23.7 billion 10,657 200 $2.2 million
Better Money Decisions 4.5/5 Stars $199.5 million 191 6 $1.0 million
Capital Investment Advisors 4.5/5 Stars $4.2 billion 3,546 28 $1.2 million
City Different Holdings 4.5/5 Stars $197.3 million 37 8 $5.3 million
Connolly Financial 4.5/5 Stars $52.1 million 127 3 $410,058
Continuum Advisory 4.5/5 Stars $820.1 million 2,619 34 $313,132
Crow Financial Advisors 4.5/5 Stars $133.4 million 269 2 $495,878
Cuna Brokerage Services 4.5/5 Stars $5.8 billion 16,282 716 $355,629
CWM 4.5/5 Stars $18.8 billion 34,436 410 $547,367
FBL Wealth Management 4.5/5 Stars $12.7 million 3,322 152 $3,817
Fenimore Asset Management 4.5/5 Stars $4.3 billion 599 11 $7.3 million
Financial Partners 4.5/5 Stars $110.0 million 169 2 $650,887
First American Financial Advisors 4.5/5 Stars $150.0 million 12 1 $12.5 million
Forthright Financial Planning 4.5/5 Stars $26.5 million 28 1 $945,503
Founders Financial Alliance 4.5/5 Stars $642.8 million 2,565 19 $250,618
G. Allen Financial 5/5 Stars $79.4 million 45 1 $1.8 million
Hanseatic Management Services logoHanseatic Management Services 5/5 Stars $140.0 million 148 2 $945,945
HBW Advisory Services 5/5 Stars $1.0 billion 8,618 60 $118,304
Hegarty Investment Logic 4.5/5 Stars $20.3 million 78 1 $259,955
Highrocks Wealth 4.5/5 Stars $10.5 million 12 1 $875,000
Hightower Advisors 4.5/5 Stars $103.6 billion 101,749 764 $1.0 million
Horizons Sustainable Financial Services 4.5/5 Stars $115.5 million 360 5 $320,918
Householder Group Estate & Retirement Specialists 4.5/5 Stars $2.1 billion 6,533 57 $325,772
Intelligent Investing Incorporated 4.5/5 Stars $0.0 17 1 $0.0
Intentional Finance 4.5/5 Stars $48.8 million 129 2 $377,932
John Moore & Associates 5/5 Stars $784.7 million 634 7 $1.2 million
LFN Advisors 4.5/5 Stars $1.3 million 5 2 $261,436
Longview Asset Management 5/5 Stars $238.8 million 231 3 $1.0 million
Marshall Investment Management 4.5/5 Stars $237.5 million 382 6 $621,843
McGehee Wealth Advisory Group 5/5 Stars $69.7 million 51 2 $1.4 million
Meridian Wealth Advisors logoMeridian Wealth Advisors 5/5 Stars $85.8 million 71 1 $1.2 million
Oakmont Advisory Group 4.5/5 Stars $43.4 million 198 1 $219,304
PFG Advisors 5/5 Stars $2.0 billion 4,364 89 $467,359
Portfolio Wealth Advisors 5/5 Stars $285.0 million 240 1 $1.2 million
Redw Wealth 4.5/5 Stars $955.1 million 392 12 $2.4 million
Remington Advisors 4.5/5 Stars $30.4 million 8 1 $3.8 million
RFG Advisory 4.5/5 Stars $2.7 billion 8,110 80 $336,481
Sandia Wealth Management 4.5/5 Stars $151.2 million 232 2 $651,674
Santa Fe Advisors 5/5 Stars $182.5 million 96 3 $1.9 million
Savant Wealth Management 5/5 Stars $12.0 billion 9,508 117 $1.3 million
Signature Resources Capital Management 5/5 Stars $230.4 million 544 15 $423,580
Sklar Capital Advisors 4.5/5 Stars $111.4 million 266 2 $418,935
Spence Asset Management 5/5 Stars $593.1 million 864 5 $686,495
Steve Lynch Wealth Management 4.5/5 Stars $91.0 million 304 2 $299,342
Strategy Financial Group 4.5/5 Stars $127.8 million 476 5 $268,530
Sun Mountain Capital Advisors 5/5 Stars $738.7 million 9 3 $82.1 million
The Ameriflex Group 4.5/5 Stars $3.0 billion 4,839 78 $610,773
The Wealth Consulting Group 5/5 Stars $2.9 billion 7,706 101 $372,718
Thornburg Investment Management 4.5/5 Stars $47.1 billion 719 35 $65.5 million
Townsquare Capital 4.5/5 Stars $6.0 billion 4,769 84 $1.3 million
Trek Financial 5/5 Stars $1.7 billion 3,249 47 $533,392
Truepath Financial Planning 5/5 Stars $17.4 million 83 2 $209,930
Ulrich Investment Consultants 5/5 Stars $2.0 billion 212 6 $9.4 million
Waterway Wealth Management 5/5 Stars $498.7 million 270 5 $1.8 million
Womack Wealth Management 4.5/5 Stars $318.0 million 177 5 $1.8 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

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.


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