Top RIA Firms in New Mexico (2026)
40 SEC-registered investment advisory firms headquartered in New Mexico — a combined $67.1B in assets under management, led by Thornburg Investment Management Inc in Santa Fe. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.
Thornburg Investment Management Inc
Santa Fe
AUM $54.5B · 635 accounts
Ulrich Investment Consultants
Albuquerque
AUM $3.6B · 1,032 accounts
John Moore & Associates Inc
Albuquerque
AUM $1B · 2,683 accounts
Redw Wealth LLC
Albuquerque
AUM $869M · 892 accounts
Zanetti Financial, LLC
Albuquerque
AUM $809M · 1,481 accounts
Westwind Capital
Las Cruces
AUM $796M · 2,131 accounts
Portfolio Wealth Advisors
Albuquerque
AUM $395M · 761 accounts
Sun Mountain Capital Advisors, LLC
Santa Fe
AUM $379M · 9 accounts
Bco Wealth Management, LLC
Carlsbad
AUM $360M · 1,173 accounts
Dxd Capital
Albuquerque
AUM $353M · 21 accounts
Longview Asset Management, LLC
Santa Fe
AUM $339M · 574 accounts
Perini Capital
Carlsbad
AUM $330M · 71 accounts
Better Money Decisions
Santa Fe
AUM $327M · 925 accounts
City Different Investments
Santa Fe
AUM $244M · 178 accounts
Titan Fund Management, LLC
Albuquerque
AUM $218M · 3 accounts
Madrid Wealth Management
Albuquerque
AUM $212M · 428 accounts
Sandia Wealth Management, LLC
Albuquerque
AUM $193M · 562 accounts
Cross State Financial Group LLC
Albuquerque
AUM $188M · 1,111 accounts
Financial Partners, LLC
Santa Fe
AUM $182M · 268 accounts
Hanseatic Management Services Inc
Albuquerque
AUM $174M · 200 accounts
Meridian Wealth Advisors, LLC
Albuquerque
AUM $156M · 260 accounts
Waterrock Wealth Management
Albuquerque
AUM $154M · 290 accounts
Steve Lynch Wealth Management
Albuquerque
AUM $153M · 727 accounts
Horizons Sustainable Financial Services, Inc.
Santa Fe
AUM $151M · 314 accounts
Oakmont Advisory Group, LLC
Albuquerque
AUM $150M · 1,146 accounts
Altamira Financial Group, LLC
Santa Fe
AUM $130M · 210 accounts
Skg Capital Advisors, LLC
Albuquerque
AUM $129M · 277 accounts
Santa Fe Advisors LLC
Santa Fe
AUM $116M · 151 accounts
Jackson & Associates, Inc.
Albuquerque
AUM $101M · 81 accounts
G. Allen Financial Inc.
Santa Fe
AUM $101M · 140 accounts
Hurst Capital Management
Albuquerque
AUM $89M · 78 accounts
Intentional Finance, LLC
Albuquerque
AUM $43M · 245 accounts
Cloak Advisors
Albuquerque
AUM $36M · 91 accounts
Truepath Financial Planning
Albuquerque
AUM $29M · 214 accounts
Hegarty Investment Logic, LLC
Aztec
AUM $27M · 238 accounts
Market Gauge Asset Management
Santa Fe
AUM $19M · 41 accounts
Coalson Financial Services, LLC
Las Cruces
AUM $14M · 56 accounts
Educated Wallet LLC
Albuquerque
AUM $13M · 107 accounts
Zia Capital Investments LLC
Albuquerque
AUM $11M · 370 accounts
Retirement Wealth Guidance LLC
Albuquerque
AUM $11M · 42 accounts
How many RIA firms are in this New Mexico directory?
This directory covers the 40 largest SEC-registered investment advisory firms headquartered in New Mexico, ranked by regulatory assets under management from SEC Form ADV filings.
What is the largest RIA firm in New Mexico?
By regulatory assets under management, the largest firm in this New Mexico directory is Thornburg Investment Management Inc, headquartered in Santa Fe, with approximately $54.5B in AUM.
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