Investment advisers in New Mexico
26 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 | $54.45B | 2 |
| Ulrich Consulting and Investment Group, LLC | Albuquerque | $3.62B | — |
| John Moore & Associates Inc | Albuquerque | $1.03B | — |
| Redw Wealth LLC | Albuquerque | $869.2M | — |
| Zanetti Financial, LLC | Albuquerque | $809.4M | — |
| Westwind Capital | Las Cruces | $795.9M | — |
| Portfolio, LLC | Albuquerque | $395.5M | — |
| Sun Mountain Capital Advisors, LLC | Santa Fe | $378.7M | 9 |
| Bco Wealth Management, LLC | Carlsbad | $359.8M | — |
| Dxd Ss Fund Management, LLC | Albuquerque | $353.4M | 21 |
| Perini Capital, LLC | Carlsbad | $287M | 6 |
| Titan Fund Management, LLC | Albuquerque | $250.7M | 4 |
| City Different Holdings LP | Santa Fe | $244.4M | 4 |
| Madrid Wealth Management, LLC | Albuquerque | $212.1M | — |
| Sandia Wealth Management, LLC | Albuquerque | $193.5M | — |
| Cross State Financial Group LLC | Albuquerque | $188.3M | — |
| Financial Partners, LLC | Santa Fe | $181.7M | — |
| Hanseatic Management Services Inc | Albuquerque | $174M | — |
| Meridian Wealth Advisors, LLC | Albuquerque | $156.2M | — |
| Prien Asset Management, LLC | Albuquerque | $153.7M | — |
| Steve Lynch Wealth Management | Albuquerque | $153.4M | — |
| Horizons Sustainable Financial Services, Inc. | Santa Fe | $151.2M | — |
| Oakmont Advisory Group, LLC | Albuquerque | $149.5M | — |
| Altamira Financial Group, LLC | Santa Fe | $130.3M | — |
| Sklar Capital Advisors, LLC | Albuquerque | $129.4M | — |
| Santa Fe Advisors LLC | Santa Fe | $116.1M | — |