Investment adviser firms in ALBUQUERQUE, New Mexico
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
16 firms · Source months shown: July 2026 and August 2026
- CROSS STATE FINANCIAL GROUP LLCCRD 282011 · ALBUQUERQUE, NM$188,304,908.00Regulatory AUM · August 2026
- DXD SS FUND MANAGEMENT, LLCCRD 329580 · ALBUQUERQUE, NM$353,396,959.00Regulatory AUM · August 2026
- HANSEATIC MANAGEMENT SERVICES INCCRD 107110 · ALBUQUERQUE, NM$174,000,000.00Regulatory AUM · August 2026
- JOHN MOORE & ASSOCIATES INCCRD 109791 · ALBUQUERQUE, NM$1,028,769,091.00Regulatory AUM · August 2026
- MADRID WEALTH MANAGEMENT, LLCCRD 333331 · ALBUQUERQUE, NM$212,050,883.00Regulatory AUM · August 2026
- MERIDIAN WEALTH ADVISORS, LLCCRD 140991 · ALBUQUERQUE, NM$156,217,175.00Regulatory AUM · July 2026
- OAKMONT ADVISORY GROUP, LLCCRD 158890 · ALBUQUERQUE, NM$149,506,723.00Regulatory AUM · August 2026
- PORTFOLIO, LLCCRD 145687 · ALBUQUERQUE, NM$395,456,386.00Regulatory AUM · August 2026
- PRIEN ASSET MANAGEMENT, LLCCRD 296462 · ALBUQUERQUE, NM$153,703,156.00Regulatory AUM · August 2026
- REDW WEALTH LLCCRD 109446 · ALBUQUERQUE, NM$869,194,004.00Regulatory AUM · August 2026
- SANDIA WEALTH MANAGEMENT, LLCCRD 159402 · ALBUQUERQUE, NM$193,482,000.00Regulatory AUM · August 2026
- SKLAR CAPITAL ADVISORS, LLCCRD 286554 · ALBUQUERQUE, NM$129,361,486.00Regulatory AUM · August 2026
- STEVE LYNCH WEALTH MANAGEMENTCRD 113715 · ALBUQUERQUE, NM$153,357,000.00Regulatory AUM · August 2026
- TITAN FUND MANAGEMENT, LLCCRD 290562 · ALBUQUERQUE, NM$250,736,015.00Regulatory AUM · August 2026
- ULRICH CONSULTING AND INVESTMENT GROUP, LLCCRD 159499 · ALBUQUERQUE, NM$3,619,832,252.00Regulatory AUM · August 2026
- ZANETTI FINANCIAL, LLCCRD 282089 · ALBUQUERQUE, NM$809,369,167.00Regulatory AUM · August 2026