RIA Intelligence

Investment Advisers in New Mexico

63 registered firms

Sort by: AUM Name Employees Last Updated
THORNBURG INVESTMENT MANAGEMENT INC
CRD #106357 SANTA FE, NM
SEC Private Funds Disclosures
AUM
$45.3B
Employees
219
ULRICH CONSULTING AND INVESTMENT GROUP, LLC
CRD #159499 ALBUQUERQUE, NM
SEC
AUM
$3.2B
Employees
27
JOHN MOORE & ASSOCIATES INC
CRD #109791 ALBUQUERQUE, NM
SEC
AUM
$970.2M
Employees
13
REDW WEALTH LLC
CRD #109446 ALBUQUERQUE, NM
SEC
AUM
$880.9M
Employees
14
WESTWIND CAPITAL
CRD #106802 LAS CRUCES, NM
SEC
AUM
$715.1M
Employees
7
SUN MOUNTAIN CAPITAL ADVISORS, LLC
CRD #151477 SANTA FE, NM
SEC Private Funds
AUM
$479M
Employees
8
WOLF ASSET MANAGEMENT INTERNATIONAL LLC
CRD #132166 SANTA FE, NM
SEC Private Funds
AUM
$467M
Employees
7
BEEKMAN CAPITAL MANAGEMENT LTD
CRD #105050 SANTA FE, NM
SEC
AUM
$443.6M
Employees
10
ZANETTI FINANCIAL, LLC
CRD #282089 ALBUQUERQUE, NM
SEC
AUM
$404.5M
Employees
2
UASNM, INC.
CRD #132903 ALBUQUERQUE, NM
SEC
AUM
$398.8M
Employees
6
PORTFOLIO, LLC
CRD #145687 ALBUQUERQUE, NM
SEC
AUM
$373.2M
Employees
3
LONGVIEW ASSET MANAGEMENT, LLC
CRD #122997 SANTA FE, NM
SEC
AUM
$339.5M
Employees
7
BETTER MONEY DECISIONS, LLC
CRD #172980 SANTA FE, NM
SEC
AUM
$326.8M
Employees
8
BLACK MESA CAPITAL LLC
CRD #138810 SANTA FE, NM
SEC
AUM
$322M
Employees
10
BCO WEALTH MANAGEMENT, LLC
CRD #322276 CARLSBAD, NM
SEC
AUM
$300.5M
Employees
9
DXD SS FUND MANAGEMENT, LLC
CRD #329580 ALBUQUERQUE, NM
SEC Private Funds
AUM
$294.7M
Employees
29
CITY DIFFERENT HOLDINGS LP
CRD #310982 SANTA FE, NM
SEC Private Funds
AUM
$265.8M
Employees
13
TITAN FUND MANAGEMENT, LLC
CRD #290562 ALBUQUERQUE, NM
SEC Private Funds
AUM
$229.1M
Employees
27
FIRST SANTA FE ADVISORS, LLC
CRD #143742 SANTA FE, NM
SEC Disclosures
AUM
$218.9M
Employees
11
CHARLES STEPHEN AND COMPANY, INC.
CRD #106916 ALBUQUERQUE, NM
SEC
AUM
$199.1M
Employees
6
SANTA FE PARTNERS LLC
CRD #132840 SANTA FE, NM
SEC Private Funds
AUM
$183.3M
Employees
6
SANTA FE ADVISORS LLC
CRD #170872 SANTA FE, NM
SEC
AUM
$177.5M
Employees
4
SANDIA WEALTH MANAGEMENT, LLC
CRD #159402 ALBUQUERQUE, NM
SEC
AUM
$174.3M
Employees
3
UNIVERSAL ADVISORY SERVICES INC
CRD #106192 ALBUQUERQUE, NM
SEC
AUM
$157.4M
Employees
--
INVESTMENT DIVISION, AVALON TRUST COMPANY
CRD #114130 SANTA FE, NM
SEC
AUM
$157M
Employees
5