Top 10 advisors in New Mexico
We’ve curated a list of the best financial advisors in New Mexico, take a look at it below
Find an advisor in New Mexico| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,922,000,970 | 20 advisors | ||
| 2 | $573,827,363 | 12 advisors | ||
| 3 | $304,089,680 | 3 advisors | ||
| 4 | $271,903,360 | 7 advisors | ||
| 5 | $257,742,757 | 22 advisors | ||
| 6 | $215,897,023 | 2 advisors | ||
| 7 | $148,900,000 | 5 advisors | ||
| 8 | $144,698,132 | 4 advisors | ||
| 9 | $119,085,618 | 3 advisors | ||
| 10 | $110,765,805 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in New Mexico, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Mexico. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Ulrich Investment Consultants
Assets under management
$1,922,000,970
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. John Moore & Associates Inc
Assets under management
$573,827,363
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. Portfolio Wealth Advisors
Assets under management
$304,089,680
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Financial Consulting Services
4. Better Money Decisions
Assets under management
$271,903,360
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Titan Fund Management, LLC
Assets under management
$257,742,757
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Zanetti Financial, LLC
Assets under management
$215,897,023
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Santa Fe Advisors LLC
Assets under management
$148,900,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
8. Mgm LLC
Assets under management
$144,698,132
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
9. Crow Financial Advisors
Assets under management
$119,085,618
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
10. Horizons Sustainable Financial Services, Inc.
Assets under management
$110,765,805
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.