Best Financial Advisor Firms New Mexico 2024

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Written by investor.com

August 08, 2024

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in New Mexico in 2024.

Best Firms in New Mexico

Click any column header to sort the table, or click any firm to see a detailed review.

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
ABG Consultants
5/5 Stars $511.9 million 1,984 3 $257,991
Academy Capital Management
5/5 Stars $896.1 million 951 4 $942,300
Adell Harriman & Carpenter
5/5 Stars $1.3 billion 723 5 $1.8 million
Advance Capital Management
5/5 Stars $4.0 billion 7,015 28 $573,554
ALL Season Financial Advisors
5/5 Stars $164.3 million 182 1 $902,583
Assembly Wealth
5/5 Stars $369.0 million 255 6 $1.4 million
Astor Investment Management
5/5 Stars $261.4 million 519 5 $503,753
Beaird Harris
5/5 Stars $1.7 billion 704 17 $2.4 million
Blbb Advisors
5/5 Stars $2.3 billion 1,337 13 $1.7 million
Bruni J V & CO
5/5 Stars $865.3 million 388 2 $2.2 million
BSW Wealth Partners
5/5 Stars $1.8 billion 416 21 $4.4 million
Cambridge Financial Group
5/5 Stars $258.1 million 221 3 $1.2 million
Capital Advisors
5/5 Stars $1.1 billion 993 9 $1.1 million
Carret Asset Management
5/5 Stars $3.1 billion 2,525 11 $1.2 million
Chandler Asset Management
5/5 Stars $35.8 billion 818 16 $43.8 million
Ciccarelli Advisory Services
5/5 Stars $1.1 billion 2,738 11 $419,448
Cincinnati Asset Management
5/5 Stars $2.4 billion 6,312 8 $378,975
Clark Capital Management Group
5/5 Stars $25.9 billion 30,934 24 $838,262
Clearstead; Hartland & Co.; Clearstead Advisory Solutions
5/5 Stars $22.4 billion 4,264 28 $5.2 million
Condor Capital Wealth Management
5/5 Stars $1.7 billion 800 14 $2.1 million
Cook Wealth
5/5 Stars $475.0 million 403 7 $1.2 million
Cookson Peirce Wealth Management
5/5 Stars $1.9 billion 920 17 $2.1 million
DEL-sette Capital Management
5/5 Stars $151.8 million 221 5 $687,011
EP Wealth Advisors
5/5 Stars $22.3 billion 13,185 195 $1.7 million
Estabrook Capital Management
5/5 Stars $863.7 million 794 5 $1.1 million
Evanson Asset Management
5/5 Stars $4.8 billion 1,019 5 $4.8 million
Familywealth Asset Management
5/5 Stars $175.1 million 412 4 $424,887
FBB Capital Partners
5/5 Stars $1.9 billion 1,063 12 $1.8 million
Feldman, Ingardona & CO
5/5 Stars $2.6 billion 160 4 $16.5 million
Financial Directions
5/5 Stars $560.6 million 3,753 3 $149,365
Financial Services Advisory
5/5 Stars $693.7 million 719 9 $964,816
Firestone Capital Management
5/5 Stars $648.3 million 323 5 $2.0 million
Flexible Plan Investments
5/5 Stars $1.4 billion 11,773 6 $120,660
Freedom Investment Management
5/5 Stars $2.0 billion 9,859 17 $204,068
Frontier Asset Management
5/5 Stars $5.7 billion 3,671 14 $1.6 million
Future Capital
5/5 Stars $962.5 million 12,768 2 $75,386
Galvin, Gaustad & Stein
5/5 Stars $1.2 billion 902 7 $1.3 million
Geowealth Management
5/5 Stars $12.3 billion 49,816 20 $247,576
Grimes & Company
5/5 Stars $4.9 billion 3,599 30 $1.3 million
Halbert Hargrove
5/5 Stars $3.2 billion 1,376 37 $2.3 million
Hanseatic Management Services
5/5 Stars $105.9 million 259 2 $408,880
Ironwood Investment Counsel
5/5 Stars $1.4 billion 510 8 $2.7 million
ITS Asset Management
5/5 Stars $269.4 million 844 2 $319,241
JMG Financial Group
5/5 Stars $5.4 billion 1,552 37 $3.5 million
Jnba Financial Advisors
5/5 Stars $1.5 billion 1,027 29 $1.5 million
John G. Ullman & Associates
5/5 Stars $1.3 billion 1,009 19 $1.3 million
John Moore & Associates
5/5 Stars $758.2 million 678 2 $1.1 million
Klaas Financial Asset Advisors
5/5 Stars $568.6 million 965 12 $589,253
Lauterbach Financial Advisors
5/5 Stars $549.9 million 402 5 $1.4 million
Mainstay Capital Management
5/5 Stars $4.0 billion 3,476 14 $1.2 million
Matson Money
5/5 Stars $19.6 billion 30,605 9 $641,967
Mcgowan Group Asset Management
5/5 Stars $837.5 million 718 8 $1.2 million
Merit Financial Advisors
5/5 Stars $7.3 billion 11,475 139 $631,994
Miller Tabak Asset Management
5/5 Stars $1.3 billion 1,104 1 $1.2 million
Minneapolis Portfolio Management Group
5/5 Stars $889.0 million 1,879 3 $473,102
Modera Wealth Management
5/5 Stars $12.5 billion 5,684 106 $2.2 million
Morgan Dempsey Capital Management
5/5 Stars $345.8 million 705 4 $490,431
Moss Adams Wealth Advisors
5/5 Stars $3.9 billion 1,226 22 $3.2 million
Noesis Capital Management Corp
5/5 Stars $539.9 million 311 6 $1.7 million
NPF Investment Advisors
5/5 Stars $2.4 billion 858 9 $2.7 million
Orgel Wealth Management
5/5 Stars $7.1 billion 3,813 31 $1.9 million
Parallel Advisors
5/5 Stars $7.1 billion 3,658 63 $1.9 million
Parsons Capital Management
5/5 Stars $1.9 billion 737 13 $2.6 million
Patten and Patten
5/5 Stars $1.9 billion 709 4 $2.7 million
Peregrine Asset Advisers
5/5 Stars $519.7 million 502 4 $1.0 million
Perigon Wealth Management
5/5 Stars $6.9 billion 3,744 77 $1.9 million
Pinney & Scofield
5/5 Stars $666.2 million 285 3 $2.3 million
Planned Solutions
5/5 Stars $468.2 million 754 6 $621,008
Rebalance
5/5 Stars $1.3 billion 673 8 $2.0 million
RED Door Wealth Management
5/5 Stars $1.8 billion 693 8 $2.6 million
Richard P. Slaughter Associates
5/5 Stars $796.8 million 515 14 $1.5 million
RS Asset Management
5/5 Stars $129.4 million 247 2 $524,042
Sage Advisory Services CO
5/5 Stars $22.7 billion 8,128 38 $2.8 million
Saratoga Research & Investment Management
5/5 Stars $2.7 billion 3,207 16 $854,436
Shaker Financial Services
5/5 Stars $228.4 million 360 2 $634,409
Sharkey Howes & Javer
5/5 Stars $824.7 million 935 8 $881,987
Shufro, Rose & Co
5/5 Stars $2.0 billion 1,269 9 $1.6 million
Sigfig Wealth Management
5/5 Stars $2.8 billion 79,642 4 $35,120
Slavic Mutual Funds Management Corp
5/5 Stars $5.6 billion 1,098 13 $5.1 million
Smith Anglin Financial
5/5 Stars $1.6 billion 1,254 16 $1.3 million
Stack Financial Management
5/5 Stars $1.8 billion 860 10 $2.1 million
Stadion Money Management
5/5 Stars $2.3 billion 50,984 15 $45,756
Symmetry Partners
5/5 Stars $5.9 billion 11,453 15 $513,352
Symphony Financial. Co
5/5 Stars $861.0 million 1,801 19 $478,052
Tandem Investment Advisors
5/5 Stars $3.2 billion 9,811 9 $330,206
TCI Wealth Advisors
5/5 Stars $4.1 billion 2,925 27 $1.4 million
Telos Capital Management
5/5 Stars $1.3 billion 851 15 $1.5 million
The Mather Group
5/5 Stars $10.5 billion 4,245 91 $2.5 million
TJT Capital Group
5/5 Stars $314.7 million 307 3 $1.0 million
TOM Johnson Investment Management
5/5 Stars $1.5 billion 5,627 6 $267,561
Truepoint
5/5 Stars $4.9 billion 1,807 36 $2.7 million
Westwind Capital
5/5 Stars $623.3 million 925 5 $673,845
Willow Creek Wealth Management
5/5 Stars $1.7 billion 945 9 $1.8 million
Worthpointe
5/5 Stars $757.7 million 507 10 $1.5 million
ZWJ Investment Counsel
5/5 Stars $3.5 billion 998 12 $3.5 million
View More

Find a financial advisor in New Mexico

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Methodology

Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in New Mexico 2024.

Firm has:

  • Jurisdiction in New Mexico
  • SEC registration
  • No reported conflicts of interest*
  • No reported disciplinary history
  • At least 10 years in business
  • Total clients: 100+
  • Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

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.

About the Editorial Team

investor.com

Investor.com is your trustworthy guide to the world of financial advisors. 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.

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