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Top Financial Advisor Firms in New Mexico




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 23 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 23 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 01, 2020, 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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Are you a top firm in New Mexico? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Brandon Wilson for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
Beacon Pointe Wealth Advisors 2009 View Locations
CWM 2011 View Locations
Cuna Brokerage Services 2001 View Locations
Fenimore Asset Management 1974 View Locations
First American Financial Advisors 2014 View Locations
HBW Advisory Services 2012 View Locations
Hanseatic Management Services 1995 View Locations
Hightower Advisors 2008 View Locations
John Moore & Associates 1998 View Locations
Longview Asset Management 2014 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
PFG Advisors 2014 View Locations
Portfolio Wealth Advisors 2008 View Locations
Redw Wealth 2000 View Locations
Reilly Financial Advisors 1999 View Locations
Signature Resources Capital Management 2007 View Locations
Spence Asset Management 1993 View Locations
Sun Mountain Capital Advisors 2011 View Locations
The Wealth Consulting Group 2014 View Locations
Thornburg Investment Management 1982 View Locations
Ulrich Investment Consultants 2011 View Locations
Waterway Wealth Management 2013 View Locations
Womack Wealth Management 2016 View Locations


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