RIA Intelligence

Investment Advisers in New Mexico

63 registered firms

Sort by: AUM Name Employees Last Updated
OAKMONT ADVISORY GROUP, LLC
CRD #158890 ALBUQUERQUE, NM
SEC
AUM
$127.4M
Employees
7
TEMBION CAPITAL MANAGEMENT, LLC
CRD #160788 SANTA FE, NM
SEC
AUM
$128.8M
Employees
2
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
CRD #164970 SANTA FE, NM
SEC
AUM
$131.9M
Employees
7
STEVE LYNCH WEALTH MANAGEMENT
CRD #113715 ALBUQUERQUE, NM
SEC
AUM
$132.2M
Employees
5
PRIEN ASSET MANAGEMENT, LLC
CRD #296462 ALBUQUERQUE, NM
SEC
AUM
$132.5M
Employees
5
HANSEATIC MANAGEMENT SERVICES INC
CRD #107110 ALBUQUERQUE, NM
SEC
AUM
$134M
Employees
4
MARKETSPACE FINANCIAL INC
CRD #106790 ALBUQUERQUE, NM
SEC
AUM
$142.9M
Employees
5
CROW FINANCIAL ADVISORS LTD. CO
CRD #114077 ALBUQUERQUE, NM
SEC
AUM
$143.7M
Employees
3
MGM LLC
CRD #136725 ALBUQUERQUE, NM
SEC
AUM
$144.7M
Employees
4
MERIDIAN WEALTH ADVISORS, LLC
CRD #140991 ALBUQUERQUE, NM
SEC
AUM
$144.9M
Employees
1
CROSS STATE FINANCIAL GROUP LLC
CRD #282011 ALBUQUERQUE, NM
SEC
AUM
$145.5M
Employees
9
FINANCIAL PARTNERS, LLC
CRD #170002 SANTA FE, NM
SEC
AUM
$145.6M
Employees
5
CHICOMA PEAK LLC
CRD #283777 SANTA FE, NM
SEC Private Funds
AUM
$150M
Employees
3
INVESTMENT DIVISION, AVALON TRUST COMPANY
CRD #114130 SANTA FE, NM
SEC
AUM
$157M
Employees
5
UNIVERSAL ADVISORY SERVICES INC
CRD #106192 ALBUQUERQUE, NM
SEC
AUM
$157.4M
Employees
--
SANDIA WEALTH MANAGEMENT, LLC
CRD #159402 ALBUQUERQUE, NM
SEC
AUM
$174.3M
Employees
3
SANTA FE ADVISORS LLC
CRD #170872 SANTA FE, NM
SEC
AUM
$177.5M
Employees
4
SANTA FE PARTNERS LLC
CRD #132840 SANTA FE, NM
SEC Private Funds
AUM
$183.3M
Employees
6
CHARLES STEPHEN AND COMPANY, INC.
CRD #106916 ALBUQUERQUE, NM
SEC
AUM
$199.1M
Employees
6
FIRST SANTA FE ADVISORS, LLC
CRD #143742 SANTA FE, NM
SEC Disclosures
AUM
$218.9M
Employees
11
TITAN FUND MANAGEMENT, LLC
CRD #290562 ALBUQUERQUE, NM
SEC Private Funds
AUM
$229.1M
Employees
27
CITY DIFFERENT HOLDINGS LP
CRD #310982 SANTA FE, NM
SEC Private Funds
AUM
$265.8M
Employees
13
DXD SS FUND MANAGEMENT, LLC
CRD #329580 ALBUQUERQUE, NM
SEC Private Funds
AUM
$294.7M
Employees
29
BCO WEALTH MANAGEMENT, LLC
CRD #322276 CARLSBAD, NM
SEC
AUM
$300.5M
Employees
9
BLACK MESA CAPITAL LLC
CRD #138810 SANTA FE, NM
SEC
AUM
$322M
Employees
10