Best Financial Advisor Firms New Mexico 2025

Written by AdvisorSearch.org

March 07, 2025

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in New Mexico in 2024.

Best Firms in New Mexico

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
ABG Consultants		$576.3 million	2,898	3	$198,872
Academy Capital Management		$1.0 billion	970	5	$1.1 million
Adell Harriman & Carpenter		$1.8 billion	781	5	$2.2 million
Advance Capital Management		$4.5 billion	6,882	31	$654,525
Apella Wealth		$4.7 billion	3,976	44	$1.2 million
Beaird Harris		$1.9 billion	769	18	$2.5 million
Blbb Advisors		$2.7 billion	1,515	13	$1.8 million
Bruni J V & CO		$946.9 million	385	2	$2.5 million
BSW Wealth Partners		$2.0 billion	440	20	$4.5 million
Burrus		$213.3 million	316	2	$675,101
Cambridge Financial Group		$315.2 million	308	3	$1.0 million
Capital Advisors		$1.2 billion	1,045	10	$1.2 million
Carret Asset Management		$3.1 billion	2,525	11	$1.2 million
Cheviot Value Management		$963.3 million	494	7	$2.0 million
Ciccarelli Advisory Services		$1.4 billion	2,092	11	$678,041
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
Condor Capital Wealth Management		$2.0 billion	829	15	$2.4 million
Cook Wealth		$529.4 million	443	10	$1.2 million
Cookson Peirce Wealth Management		$2.3 billion	1,241	8	$1.9 million
DEL-sette Capital Management		$145.8 million	240	5	$607,570
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
Evanson Asset Management		$5.1 billion	1,005	5	$5.1 million
Familywealth Asset Management		$175.1 million	412	4	$424,887
FBB Capital Partners		$2.2 billion	1,158	11	$1.9 million
Feldman, Ingardona & CO		$1.5 billion	174	5	$8.7 million
Financial Directions		$672.5 million	3,344	3	$201,098
Firestone Capital Management		$648.3 million	323	5	$2.0 million
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
FSA Wealth Partners		$770.2 million	707	9	$1.1 million
Future Capital		$962.5 million	12,768	2	$75,386
Galvin, Gaustad & Stein		$1.2 billion	881	7	$1.4 million
Geowealth Management		$12.3 billion	49,816	20	$247,576
GR Financial Group		$981.5 million	1,563	7	$627,945
Halbert Hargrove		$3.5 billion	1,449	40	$2.4 million
Hanseatic Management Services		$105.9 million	259	2	$408,880
Heck Capital Advisors		$9.7 billion	1,160	20	$8.3 million
Ironwood Investment Counsel		$1.5 billion	532	11	$2.8 million
ITS Asset Management		$282.8 million	794	2	$356,207
JMG Financial Group		$6.4 billion	1,665	41	$3.8 million
Jnba Financial Advisors		$1.7 billion	1,091	29	$1.5 million
John G. Ullman & Associates		$1.4 billion	1,000	22	$1.4 million
John Moore & Associates		$758.2 million	678	2	$1.1 million
KCM Investment Advisors		$5.9 billion	1,694	7	$3.5 million
Klaas Financial Asset Advisors		$632.1 million	971	12	$651,010
Lauterbach Financial Advisors		$590.6 million	396	4	$1.5 million
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mcalvany Wealth Management		$137.1 million	560	2	$244,772
Mcgowan Group Asset Management		$996.7 million	743	8	$1.3 million
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Minneapolis Portfolio Management Group		$900.6 million	1,782	3	$505,396
Modera Wealth Management		$15.5 billion	6,106	121	$2.5 million
Moss Adams Wealth Advisors		$3.9 billion	1,226	22	$3.2 million
NPF Investment Advisors		$2.5 billion	937	8	$2.7 million
Orgel Wealth Management		$8.1 billion	3,911	31	$2.1 million
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Parsons Capital Management		$2.1 billion	740	13	$2.8 million
Patten and Patten		$2.1 billion	865	4	$2.4 million
Peregrine Asset Advisers		$575.6 million	497	5	$1.2 million
Perigon Wealth Management		$8.7 billion	4,766	82	$1.8 million
Petersen Hastings Wealth Advisors		$1.3 billion	1,123	21	$1.1 million
Pinney & Scofield		$749.0 million	293	3	$2.6 million
Planned Solutions		$540.0 million	780	6	$692,333
Pure Financial Advisors		$8.0 billion	6,259	64	$1.3 million
Rebalance		$1.6 billion	652	7	$2.4 million
RED Door Wealth Management		$2.5 billion	836	9	$3.0 million
Richard P. Slaughter Associates		$863.9 million	512	14	$1.7 million
RS Asset Management		$150.2 million	285	2	$526,976
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Saratoga Research & Investment Management		$2.5 billion	3,016	15	$832,577
Shaker Financial Services		$260.6 million	371	2	$702,458
Sharkey Howes & Javer		$917.0 million	894	9	$1.0 million
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
Smith Anglin Financial		$2.0 billion	1,400	16	$1.4 million
Stack Financial Management		$1.9 billion	851	10	$2.2 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Symphony Financial. Co		$1.1 billion	2,236	24	$488,902
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
TCI Wealth Advisors		$4.5 billion	3,042	34	$1.5 million
Telos Capital Management		$1.4 billion	913	13	$1.5 million
The Mather Group		$11.7 billion	4,260	103	$2.7 million
TJT Capital Group		$294.1 million	194	2	$1.5 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444
Truepoint		$4.9 billion	1,807	36	$2.7 million
Valeo Financial Advisors		$10.6 billion	3,037	97	$3.5 million
Washington Trust Advisors		$2.0 billion	542	9	$3.7 million
Westwind Capital		$715.1 million	1,017	5	$703,190
Willow Creek Wealth Management		$1.9 billion	1,002	9	$1.9 million
Worthpointe		$885.6 million	509	9	$1.7 million
ZWJ Investment Counsel		$3.9 billion	996	12	$3.9 million

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Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in New Mexico 2024.

Firm has:

• Jurisdiction in New Mexico
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.