Investment adviser firms in New Mexico
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
26 firms · Source months shown: July 2026 and August 2026
- ALTAMIRA FINANCIAL GROUP, LLCCRD 316907 · SANTA FE, NM$130,326,433.00Regulatory AUM · August 2026
- BCO WEALTH MANAGEMENT, LLCCRD 322276 · CARLSBAD, NM$359,771,393.00Regulatory AUM · August 2026
- CITY DIFFERENT HOLDINGS LPCRD 310982 · SANTA FE, NM$244,435,498.00Regulatory AUM · 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
- FINANCIAL PARTNERS, LLCCRD 170002 · SANTA FE, NM$181,725,211.00Regulatory AUM · August 2026
- HANSEATIC MANAGEMENT SERVICES INCCRD 107110 · ALBUQUERQUE, NM$174,000,000.00Regulatory AUM · August 2026
- HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.CRD 164970 · SANTA FE, NM$151,158,000.00Regulatory 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
- PERINI CAPITAL, LLCCRD 158540 · CARLSBAD, NM$287,036,522.00Regulatory 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
- SANTA FE ADVISORS LLCCRD 170872 · SANTA FE, NM$116,141,100.00Regulatory 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
- SUN MOUNTAIN CAPITAL ADVISORS, LLCCRD 151477 · SANTA FE, NM$378,687,028.00Regulatory AUM · August 2026
- THORNBURG INVESTMENT MANAGEMENT INCCRD 106357 · SANTA FE, NM$54,452,002,823.00Regulatory 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
- WESTWIND CAPITALCRD 106802 · LAS CRUCES, NM$795,933,599.00Regulatory AUM · August 2026
- ZANETTI FINANCIAL, LLCCRD 282089 · ALBUQUERQUE, NM$809,369,167.00Regulatory AUM · August 2026