Best Financial Advisor Firms New Mexico 2024

Written by investor.com

February 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		$468.3 million	356	4	$1.3 million
Academy Capital Management		$657.2 million	940	5	$699,158
Adell Harriman & Carpenter		$1.1 billion	834	4	$1.3 million
Advance Capital Management		$3.6 billion	6,815	29	$523,833
ALL Season Financial Advisors		$172.6 million	200	2	$863,194
Astor Investment Management		$324.8 million	706	5	$460,026
Beaird Harris		$1.4 billion	674	17	$2.1 million
BLB & B Advisors		$1.9 billion	1,284	11	$1.5 million
BSW Wealth Partners		$1.6 billion	406	20	$4.0 million
Cambridge Financial Group		$176.6 million	221	3	$799,068
Capital Advisors		$956.8 million	944	10	$1.0 million
Carret Asset Management		$3.0 billion	2,474	11	$1.2 million
Chandler Asset Management		$35.8 billion	818	16	$43.8 million
Ciccarelli Advisory Services		$1.1 billion	2,738	11	$419,448
Cincinnati Asset Management		$2.3 billion	6,437	8	$361,202
Clark Capital Management Group		$21.9 billion	27,604	24	$794,629
Colorado Financial Management		$2.0 billion	881	9	$2.2 million
Condor Capital Wealth Management		$1.4 billion	723	14	$2.0 million
Cookson Peirce Wealth Management		$1.8 billion	2,207	16	$821,873
Dash Investments		$341.6 million	335	4	$1.0 million
EP Wealth Advisors		$17.1 billion	11,485	176	$1.5 million
Estabrook Capital Management		$761.4 million	828	6	$919,525
Evanson Asset Management		$4.8 billion	1,019	5	$4.8 million
Evergreen Capital Management		$3.9 billion	992	19	$3.9 million
Familywealth Asset Management		$198.3 million	440	5	$450,611
FBB Capital Partners		$1.9 billion	1,063	12	$1.8 million
Feldman, Ingardona & CO		$2.6 billion	160	4	$16.5 million
Financial Directions		$556.6 million	3,665	3	$151,858
Financial Services Advisory		$707.8 million	774	9	$914,460
Firestone Capital Management		$592.8 million	328	6	$1.8 million
Flexible Plan Investments		$1.6 billion	14,395	6	$108,661
Freedom Investment Management		$1.4 billion	12,756	13	$112,275
Frontier Asset Management		$5.9 billion	4,289	11	$1.4 million
Galvin, Gaustad & Stein		$1.1 billion	914	6	$1.2 million
Geowealth Management		$7.5 billion	43,987	14	$171,555
Grimes & Company		$4.2 billion	3,530	28	$1.2 million
Halbert Hargrove		$2.7 billion	1,356	33	$2.0 million
Hanseatic Management Services		$106.0 million	111	2	$954,954
Investment Partners Asset Management		$225.4 million	227	5	$992,895
Ironwood Investment Counsel		$1.2 billion	516	7	$2.3 million
ITS Asset Management		$285.8 million	1,046	2	$273,191
JMG Financial Group		$4.5 billion	1,454	38	$3.1 million
Jnba Financial Advisors		$1.3 billion	1,029	26	$1.3 million
John Moore & Associates		$722.6 million	662	7	$1.1 million
Lauterbach Financial Advisors		$485.9 million	403	6	$1.2 million
Mainstay Capital Management		$3.7 billion	3,557	14	$1.0 million
Matson Money		$17.7 billion	30,322	10	$583,191
Mcgowan Group Asset Management		$776.6 million	721	9	$1.1 million
Merit Financial Advisors		$5.5 billion	9,154	119	$603,295
Miller Tabak Asset Management		$1.3 billion	1,070	2	$1.2 million
Minneapolis Portfolio Management Group		$824.9 million	2,056	3	$401,226
Modera Wealth Management		$6.8 billion	2,691	70	$2.5 million
Moss Adams Wealth Advisors		$3.3 billion	1,213	22	$2.7 million
NPF Investment Advisors		$2.0 billion	800	7	$2.5 million
Orgel Wealth Management		$6.3 billion	3,762	26	$1.7 million
Parallel Advisors		$5.7 billion	3,525	43	$1.6 million
Parsons Capital Management		$1.7 billion	713	13	$2.4 million
Patten and Patten		$1.7 billion	699	4	$2.5 million
Peregrine Asset Advisers		$519.7 million	502	4	$1.0 million
Perigon Wealth Management		$4.8 billion	3,498	64	$1.4 million
Pinney & Scofield		$576.3 million	283	3	$2.0 million
Planned Solutions		$398.5 million	741	6	$537,766
Pronvest		$779.6 million	12,398	2	$62,883
Rebalance		$1.1 billion	709	7	$1.6 million
Richard P. Slaughter Associates		$755.0 million	508	12	$1.5 million
RS Asset Management		$129.4 million	247	2	$524,042
Sage Advisory Services CO		$15.3 billion	4,888	38	$3.1 million
Saratoga Research & Investment Management		$2.6 billion	3,287	16	$792,144
Shaker Financial Services		$207.6 million	368	2	$564,084
Sharkey Howes & Javer		$824.7 million	935	8	$881,987
Shufro, Rose & Co		$1.8 billion	1,344	9	$1.3 million
Sigfig Wealth Management		$2.1 billion	60,484	5	$34,644
Slavic Mutual Funds Management Corp		$4.1 billion	879	13	$4.7 million
Smith Anglin Financial		$1.2 billion	1,182	16	$1.1 million
Spence Asset Management		$621.1 million	924	5	$672,168
Stack Financial Management		$1.7 billion	838	9	$2.0 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Symmetry Partners		$6.5 billion	12,118	20	$537,290
Tandem Investment Advisors		$3.2 billion	9,844	8	$325,758
TCI Wealth Advisors		$3.4 billion	2,698	30	$1.3 million
Telos Capital Management		$1.1 billion	809	13	$1.4 million
TOM Johnson Investment Management		$1.5 billion	5,573	6	$272,640
Truepoint		$4.2 billion	1,750	34	$2.4 million
Willow Creek Wealth Management		$1.5 billion	918	9	$1.7 million
Worthpointe		$733.3 million	568	10	$1.3 million
Wrapmanager		$340.1 million	268	6	$1.3 million
Zega Financial		$513.4 million	270	6	$1.9 million
ZWJ Investment Counsel		$3.0 billion	926	11	$3.2 million

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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.

About the Editorial Team

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, investing, retirement planning, and more.