Investment advisers in NM

25 SEC-registered firms · $65.78 billion in regulatory assets · 4 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

Firm	City	Assets	Disclosures
Altamira Financial Group, LLC	Santa Fe	$130.3 million	0
Bco Wealth Management, LLC	Carlsbad	$359.8 million	0
City Different Investments	Santa Fe	$244.4 million	0
Cross State Financial Group LLC	Albuquerque	$188.3 million	1
Dxd Capital	Albuquerque	$353.4 million	0
Financial Partners, LLC	Santa Fe	$181.7 million	0
Hanseatic Management Services Inc	Albuquerque	$174.0 million	0
Horizons Sustainable Financial Services, Inc.	Santa Fe	$151.2 million	0
John Moore & Associates Inc	Albuquerque	$1.03 billion	0
Madrid Wealth Management	Albuquerque	$212.1 million	0
Oakmont Advisory Group, LLC	Albuquerque	$149.5 million	0
Perini Capital	Carlsbad	$287.0 million	3
Portfolio Wealth Advisors	Albuquerque	$395.5 million	0
Redw Wealth LLC	Albuquerque	$869.2 million	0
Sandia Wealth Management, LLC	Albuquerque	$193.5 million	0
Santa Fe Advisors LLC	Santa Fe	$116.1 million	0
Skg Capital Advisors, LLC	Albuquerque	$129.4 million	0
Steve Lynch Wealth Management	Albuquerque	$153.4 million	0
Sun Mountain Capital Advisors, LLC	Santa Fe	$378.7 million	0
Thornburg Investment Management Inc	Santa Fe	$54.45 billion	1
Titan Fund Management, LLC	Albuquerque	$250.7 million	3
Ulrich Investment Consultants	Albuquerque	$3.62 billion	0
Waterrock Wealth Management	Albuquerque	$153.7 million	0
Westwind Capital	Las Cruces	$795.9 million	0
Zanetti Financial, LLC	Albuquerque	$809.4 million	0