RIAs in New Mexico

45 RIAs headquartered in New Mexico managing a combined $66.3B.

By city

All RIAs in New Mexico

Thornburg Investment Management Inc

RIA

Santa Fe, NM

AUM $54.5BTEAM 219REPS 45

Ulrich Investment Consultants

RIA

Albuquerque, NM

AUM $3.6BTEAM 22REPS 12

John Moore & Associates Inc

RIA

Albuquerque, NM

AUM $1BTEAM 14REPS 7

Redw Wealth LLC

RIA

Albuquerque, NM

AUM $869MTEAM 15REPS 23

Zanetti Financial, LLC

RIA

Albuquerque, NM

AUM $809MTEAM 2REPS 2

Westwind Capital

RIA

Las Cruces, NM

AUM $796MTEAM 10REPS 8

Portfolio Wealth Advisors

RIA

Albuquerque, NM

AUM $395MTEAM 3REPS 1

Sun Mountain Capital Advisors, LLC

RIA

Santa Fe, NM

AUM $379MTEAM 7REPS 4

BCO Wealth Management, LLC

RIA

Carlsbad, NM

AUM $360MTEAM 9REPS 3

DXD Capital

RIA

Albuquerque, NM

AUM $353MTEAM 27REPS 4

Perini Capital

RIA

Carlsbad, NM

AUM $287MTEAM 5REPS 4

Titan Fund Management, LLC

RIA

Albuquerque, NM

AUM $251MTEAM 28REPS 3

City Different Investments

RIA

Santa Fe, NM

AUM $244MTEAM 16REPS 16

Madrid Wealth Management

RIA

Albuquerque, NM

AUM $212MTEAM 4REPS 4

Sandia Wealth Management, LLC

RIA

Albuquerque, NM

AUM $193MTEAM 3REPS 1

Cross State Financial Group LLC

RIA

Albuquerque, NM

AUM $188MTEAM 10REPS 9

Financial Partners, LLC

RIA

Santa Fe, NM

AUM $182MTEAM 4REPS 4

Hanseatic Management Services Inc

RIA

Albuquerque, NM

AUM $174MTEAM 4REPS 4

Waterrock Wealth Management

RIA

Albuquerque, NM

AUM $154MTEAM 5REPS 5

Steve Lynch Wealth Management

RIA

Albuquerque, NM

AUM $153MTEAM 3REPS 2

Horizons Sustainable Financial Services, Inc.

RIA

Santa Fe, NM

AUM $151MTEAM 7REPS 7

Oakmont Advisory Group, LLC

RIA

Albuquerque, NM

AUM $150MTEAM 7REPS 3

Altamira Financial Group, LLC

RIA

Santa Fe, NM

AUM $130MTEAM 3REPS 3

SKG Capital Advisors, LLC

RIA

Albuquerque, NM

AUM $129MTEAM 3REPS 3

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo