Investment advisers in Albuquerque, NM
15 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Ulrich Investment Consultants | $3.62 billion | 22 | 0 |
| John Moore & Associates Inc | $1.03 billion | 14 | 0 |
| Redw Wealth LLC | $869.2 million | 15 | 0 |
| Zanetti Financial, LLC | $809.4 million | 2 | 0 |
| Portfolio Wealth Advisors | $395.5 million | 3 | 0 |
| Dxd Capital | $353.4 million | 27 | 0 |
| Titan Fund Management, LLC | $250.7 million | 28 | 3 |
| Madrid Wealth Management | $212.1 million | 4 | 0 |
| Sandia Wealth Management, LLC | $193.5 million | 3 | 0 |
| Cross State Financial Group LLC | $188.3 million | 10 | 1 |
| Hanseatic Management Services Inc | $174.0 million | 4 | 0 |
| Waterrock Wealth Management | $153.7 million | 5 | 0 |
| Steve Lynch Wealth Management | $153.4 million | 3 | 0 |
| Oakmont Advisory Group, LLC | $149.5 million | 7 | 0 |
| Skg Capital Advisors, LLC | $129.4 million | 3 | 0 |