Best Financial Advisor Firms New Mexico 2025

Written by AdvisorSearch.org

January 08, 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		$511.9 million	1,984	3	$257,991
Academy Capital Management		$896.1 million	951	4	$942,300
Adell Harriman & Carpenter		$1.3 billion	723	5	$1.8 million
Advance Capital Management		$4.0 billion	7,015	30	$573,554
Beaird Harris		$1.7 billion	704	17	$2.4 million
Blbb Advisors		$2.3 billion	1,337	13	$1.7 million
Bruni J V & CO		$865.3 million	388	2	$2.2 million
BSW Wealth Partners		$1.8 billion	416	21	$4.4 million
Cambridge Financial Group		$258.1 million	221	3	$1.2 million
Capital Advisors		$1.1 billion	993	9	$1.1 million
Carret Asset Management		$3.1 billion	2,525	11	$1.2 million
Chandler Asset Management		$35.8 billion	818	16	$43.8 million
Cheviot Value Management		$823.0 million	466	5	$1.8 million
Ciccarelli Advisory Services		$1.4 billion	2,092	11	$678,041
Cincinnati Asset Management		$2.4 billion	6,312	8	$378,975
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$22.4 billion	4,264	28	$5.2 million
Condor Capital Wealth Management		$1.7 billion	800	14	$2.1 million
Cook Wealth		$475.0 million	403	7	$1.2 million
Cookson Peirce Wealth Management		$1.9 billion	920	17	$2.1 million
DEL-sette Capital Management		$151.8 million	221	5	$687,011
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$863.7 million	794	5	$1.1 million
Evanson Asset Management		$4.8 billion	1,019	5	$4.8 million
Familywealth Asset Management		$175.1 million	412	4	$424,887
FBB Capital Partners		$1.9 billion	1,063	12	$1.8 million
Feldman, Ingardona & CO		$1.5 billion	174	5	$8.7 million
Financial Directions		$560.6 million	3,753	3	$149,365
Financial Services Advisory		$693.7 million	719	9	$964,816
Firestone Capital Management		$648.3 million	323	5	$2.0 million
Flexible Plan Investments		$1.4 billion	11,773	6	$120,660
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.7 billion	3,677	14	$1.6 million
Future Capital		$962.5 million	12,768	2	$75,386
Galvin, Gaustad & Stein		$1.2 billion	902	7	$1.3 million
Geowealth Management		$12.3 billion	49,816	20	$247,576
GR Financial Group		$814.8 million	1,521	6	$535,700
Grimes & Company		$4.9 billion	3,599	30	$1.3 million
Halbert Hargrove		$3.2 billion	1,376	37	$2.3 million
Hanseatic Management Services		$105.9 million	259	2	$408,880
Ironwood Investment Counsel		$1.4 billion	510	8	$2.7 million
ITS Asset Management		$269.4 million	844	2	$319,241
JMG Financial Group		$5.4 billion	1,552	37	$3.5 million
Jnba Financial Advisors		$1.5 billion	1,027	29	$1.5 million
John G. Ullman & Associates		$1.3 billion	1,009	19	$1.3 million
John Moore & Associates		$758.2 million	678	2	$1.1 million
Klaas Financial Asset Advisors		$568.6 million	965	12	$589,253
Lauterbach Financial Advisors		$549.9 million	402	5	$1.4 million
Mainstay Capital Management		$4.2 billion	3,458	14	$1.2 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mcgowan Group Asset Management		$837.5 million	718	8	$1.2 million
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Minneapolis Portfolio Management Group		$889.0 million	1,879	3	$473,102
Modera Wealth Management		$12.5 billion	5,684	106	$2.2 million
Morgan Dempsey Capital Management		$345.8 million	705	4	$490,431
Moss Adams Wealth Advisors		$3.9 billion	1,226	22	$3.2 million
NPF Investment Advisors		$2.4 billion	858	9	$2.7 million
Orgel Wealth Management		$7.1 billion	3,813	31	$1.9 million
Parallel Advisors		$7.1 billion	3,658	63	$1.9 million
Parsons Capital Management		$1.9 billion	737	13	$2.6 million
Patten and Patten		$1.9 billion	709	4	$2.7 million
Peregrine Asset Advisers		$519.7 million	502	4	$1.0 million
Perigon Wealth Management		$6.9 billion	3,744	77	$1.9 million
Pinney & Scofield		$666.2 million	285	3	$2.3 million
Planned Solutions		$468.2 million	754	6	$621,008
Rebalance		$1.3 billion	673	9	$2.0 million
RED Door Wealth Management		$1.8 billion	693	8	$2.6 million
Richard P. Slaughter Associates		$796.8 million	515	14	$1.5 million
RS Asset Management		$150.2 million	285	2	$526,976
Sage Advisory Services CO		$22.7 billion	8,128	38	$2.8 million
Saratoga Research & Investment Management		$2.7 billion	3,207	16	$854,436
Shaker Financial Services		$228.4 million	360	2	$634,409
Sharkey Howes & Javer		$824.7 million	935	8	$881,987
Shufro, Rose & Co		$2.0 billion	1,269	9	$1.6 million
Sigfig Wealth Management		$2.8 billion	79,642	4	$35,120
Slavic Mutual Funds Management Corp		$5.6 billion	1,098	13	$5.1 million
Smith Anglin Financial		$1.6 billion	1,254	16	$1.3 million
Stack Financial Management		$1.8 billion	860	10	$2.1 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Symmetry Partners		$5.9 billion	11,453	15	$513,352
Symphony Financial. Co		$861.0 million	1,801	19	$478,052
Tandem Investment Advisors		$3.2 billion	9,811	9	$330,206
TCI Wealth Advisors		$4.1 billion	2,925	27	$1.4 million
Telos Capital Management		$1.3 billion	851	15	$1.5 million
The Mather Group		$10.5 billion	4,245	91	$2.5 million
TJT Capital Group		$314.7 million	307	3	$1.0 million
TOM Johnson Investment Management		$1.5 billion	5,627	6	$267,561
Truepoint		$4.9 billion	1,807	36	$2.7 million
Washington Trust Advisors		$1.9 billion	574	9	$3.3 million
Westwind Capital		$623.3 million	925	5	$673,845
Willow Creek Wealth Management		$1.7 billion	945	9	$1.8 million
Worthpointe		$757.7 million	507	10	$1.5 million
ZWJ Investment Counsel		$3.5 billion	998	12	$3.5 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.