Investment advisers in New Mexico
25 SEC-registered advisers with a main office in New Mexico, ordered by regulatory AUM.
| Firm | City | Reg. AUM | Funds |
|---|
| Thornburg Investment Management Inc | Santa Fe | $45.29B | 2 |
| Ulrich Consulting and Investment Group, LLC | Albuquerque | $3.2B | — |
| John Moore & Associates Inc | Albuquerque | $970.2M | — |
| Redw Wealth LLC | Albuquerque | $880.9M | — |
| Westwind Capital | Las Cruces | $715.1M | — |
| Sun Mountain Capital Advisors, LLC | Santa Fe | $479M | 10 |
| Zanetti Financial, LLC | Albuquerque | $404.5M | — |
| Portfolio, LLC | Albuquerque | $373.2M | — |
| Bco Wealth Management, LLC | Carlsbad | $300.5M | — |
| Dxd Ss Fund Management, LLC | Albuquerque | $294.7M | 17 |
| City Different Holdings LP | Santa Fe | $265.8M | 2 |
| Titan Fund Management, LLC | Albuquerque | $229.1M | 3 |
| Santa Fe Advisors LLC | Santa Fe | $177.5M | — |
| Sandia Wealth Management, LLC | Albuquerque | $174.3M | — |
| Financial Partners, LLC | Santa Fe | $145.6M | — |
| Cross State Financial Group LLC | Albuquerque | $145.5M | — |
| Meridian Wealth Advisors, LLC | Albuquerque | $144.9M | — |
| Hanseatic Management Services Inc | Albuquerque | $134M | — |
| Prien Asset Management, LLC | Albuquerque | $132.5M | — |
| Steve Lynch Wealth Management | Albuquerque | $132.2M | — |
| Horizons Sustainable Financial Services, Inc. | Santa Fe | $131.9M | — |
| Oakmont Advisory Group, LLC | Albuquerque | $127.4M | — |
| Madrid Wealth Management, LLC | Albuquerque | $127.3M | — |
| Sklar Capital Advisors, LLC | Albuquerque | $119.2M | — |
| Altamira Financial Group, LLC | Santa Fe | $115.9M | — |