RIA Intelligence

Investment Advisers in New Mexico

63 registered firms

Sort by: AUM Name Employees Last Updated
CHICOMA PEAK LLC
CRD #283777 SANTA FE, NM
SEC Private Funds
AUM
$150M
Employees
3
FINANCIAL PARTNERS, LLC
CRD #170002 SANTA FE, NM
SEC
AUM
$145.6M
Employees
5
CROSS STATE FINANCIAL GROUP LLC
CRD #282011 ALBUQUERQUE, NM
SEC
AUM
$145.5M
Employees
9
MERIDIAN WEALTH ADVISORS, LLC
CRD #140991 ALBUQUERQUE, NM
SEC
AUM
$144.9M
Employees
1
MGM LLC
CRD #136725 ALBUQUERQUE, NM
SEC
AUM
$144.7M
Employees
4
CROW FINANCIAL ADVISORS LTD. CO
CRD #114077 ALBUQUERQUE, NM
SEC
AUM
$143.7M
Employees
3
MARKETSPACE FINANCIAL INC
CRD #106790 ALBUQUERQUE, NM
SEC
AUM
$142.9M
Employees
5
HANSEATIC MANAGEMENT SERVICES INC
CRD #107110 ALBUQUERQUE, NM
SEC
AUM
$134M
Employees
4
PRIEN ASSET MANAGEMENT, LLC
CRD #296462 ALBUQUERQUE, NM
SEC
AUM
$132.5M
Employees
5
STEVE LYNCH WEALTH MANAGEMENT
CRD #113715 ALBUQUERQUE, NM
SEC
AUM
$132.2M
Employees
5
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
CRD #164970 SANTA FE, NM
SEC
AUM
$131.9M
Employees
7
TEMBION CAPITAL MANAGEMENT, LLC
CRD #160788 SANTA FE, NM
SEC
AUM
$128.8M
Employees
2
OAKMONT ADVISORY GROUP, LLC
CRD #158890 ALBUQUERQUE, NM
SEC
AUM
$127.4M
Employees
7
MADRID WEALTH MANAGEMENT, LLC
CRD #333331 ALBUQUERQUE, NM
SEC
AUM
$127.3M
Employees
4
JACKSON & ASSOCIATES, INC.
CRD #315102 ALBUQUERQUE, NM
SEC
AUM
$119.8M
Employees
3
SKLAR CAPITAL ADVISORS, LLC
CRD #286554 ALBUQUERQUE, NM
SEC
AUM
$119.2M
Employees
3
ALTAMIRA FINANCIAL GROUP, LLC
CRD #316907 SANTA FE, NM
SEC
AUM
$115.9M
Employees
3
TMFS-ALBUQUERQUE, LLC
CRD #133233 ALBUQUERQUE, NM
SEC
AUM
$97M
Employees
1
THE STONEHARBOR GROUP, LLC
CRD #119982 SANTA FE, NM
SEC
AUM
$83.7M
Employees
1
ESSENTIAL FINANCIAL PLANNING, INC.
CRD #115731 ALBUQUERQUE, NM
SEC
AUM
$76.9M
Employees
5
ALLOCCA J P & ASSOCIATES INC
CRD #110343 SANTA FE, NM
SEC
AUM
$56.7M
Employees
5
FIRST AMERICAN FINANCIAL ADVISORS INC.
CRD #170404 ALBUQUERQUE, NM
SEC
AUM
$56M
Employees
1
SAGE FUTURE FINANCIAL, LLC
CRD #152576 ALBUQUERQUE, NM
SEC
AUM
$53.1M
Employees
1
PALACE CAPITAL MANAGEMENT LLC
CRD #124859 SANTA FE, NM
SEC Private Funds
AUM
$48.5M
Employees
1
FIREMARK ADVISORS, INC.
CRD #105482 SANTA FE, NM
SEC
AUM
$31M
Employees
5