Best Financial Advisor Firms New Mexico 2026

Written by AdvisorSearch.org

May 08, 2025

  Fact Checked

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
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
ABG Consultants		$697.4 million	1,885	3	$369,953
Academy Capital Management		$1.2 billion	996	5	$1.2 million
Adell Harriman & Carpenter		$2.1 billion	819	5	$2.5 million
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Beaird Harris		$2.3 billion	800	17	$2.8 million
Bentoak Capital		$969.8 million	798	19	$1.2 million
Blbb Advisors		$3.3 billion	1,632	12	$2.0 million
BSW Wealth Partners		$2.2 billion	501	20	$4.5 million
Burrus		$240.7 million	322	2	$747,385
Cambridge Financial Group		$331.3 million	318	3	$1.0 million
Capstone Wealth Management Group		$266.1 million	295	6	$901,879
Carret Asset Management		$3.5 billion	2,633	10	$1.3 million
Cheviot Value Management		$1.2 billion	619	7	$1.9 million
Ciccarelli Advisory Services		$1.6 billion	3,553	11	$446,472
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Clark Capital Management Group		$35.7 billion	36,013	20	$990,967
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Condor Capital Wealth Management		$2.2 billion	879	17	$2.5 million
Cookson Peirce Wealth Management		$2.6 billion	1,648	18	$1.6 million
Core Planning		$525.0 million	867	61	$605,570
DEL-sette Capital Management		$192.5 million	240	5	$802,222
Destination Wealth Management		$4.9 billion	2,299	24	$2.2 million
Duncan Williams Asset Management		$2.7 billion	2,238	15	$1.2 million
EP Wealth Advisors		$45.1 billion	20,738	298	$2.2 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Evanson Asset Management		$5.9 billion	998	4	$5.9 million
FBB Capital Partners		$2.4 billion	1,012	11	$2.4 million
Feldman, Ingardona & CO		$1.7 billion	182	5	$9.5 million
Financial Directions		$737.8 million	2,488	3	$296,561
Firestone Capital Management		$806.2 million	375	5	$2.1 million
Flexible Plan Investments		$1.5 billion	9,144	3	$162,300
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
FSA Wealth Partners		$819.7 million	698	9	$1.2 million
Future Capital		$2.0 billion	15,521	2	$129,876
Galvin, Gaustad & Stein		$1.4 billion	856	7	$1.6 million
Geowealth Management		$17.6 billion	51,018	20	$344,477
GR Financial Group		$1.1 billion	1,553	7	$677,909
Guideline Investments		$16.5 billion	87,973	2	$187,499
Halbert Hargrove		$4.2 billion	1,518	41	$2.8 million
Hanseatic Management Services		$174.0 million	216	3	$805,555
Heck Capital Advisors		$11.3 billion	1,133	24	$10.0 million
Heritage Investors Management Corp		$4.6 billion	762	8	$6.1 million
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
Ironwood Investment Counsel		$1.8 billion	554	12	$3.2 million
Ironwood Wealth Management		$607.7 million	459	7	$1.3 million
ITS Asset Management		$297.8 million	598	2	$497,999
JMG Financial Group		$7.5 billion	1,789	48	$4.2 million
Jnba Financial Advisors		$2.0 billion	1,115	31	$1.8 million
John Moore & Associates		$1.0 billion	729	5	$1.4 million
KCM Investment Advisors		$6.0 billion	1,598	7	$3.8 million
Klaas Financial Asset Advisors		$758.1 million	1,015	15	$746,896
Lauterbach Financial Advisors		$700.3 million	403	5	$1.7 million
Mainstay Capital Management		$4.8 billion	3,405	16	$1.4 million
Matson Money		$24.3 billion	29,985	7	$811,358
Mcalvany Wealth Management		$224.2 million	664	2	$337,696
Mcgowan Group Asset Management		$1.1 billion	4,773	7	$226,917
Meridian Wealth Advisors		$1.7 billion	336	9	$5.2 million
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Minneapolis Portfolio Management Group		$1.1 billion	1,830	3	$601,838
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
Obermeyer Wealth Partners		$3.0 billion	1,157	15	$2.6 million
Orgel Wealth Management		$9.5 billion	3,976	31	$2.4 million
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Parsons Capital Management		$2.4 billion	746	14	$3.2 million
Patten and Patten		$2.2 billion	879	3	$2.5 million
Peirce Capital Management		$534.1 million	165	5	$3.2 million
Peregrine Asset Advisers		$611.0 million	476	6	$1.3 million
Perigon Wealth Management		$11.3 billion	5,664	92	$2.0 million
Petersen Hastings Wealth Advisors		$1.6 billion	1,309	19	$1.2 million
Pinney & Scofield		$858.7 million	295	3	$2.9 million
Plancorp		$9.9 billion	2,367	48	$4.2 million
Planned Solutions		$671.0 million	827	6	$811,362
Pure Financial Advisors		$11.1 billion	7,509	76	$1.5 million
Rebalance		$1.9 billion	656	8	$2.9 million
RED Door Wealth Management		$3.1 billion	955	10	$3.2 million
Richard P. Slaughter Associates		$905.2 million	457	14	$2.0 million
RS Asset Management		$107.2 million	251	2	$427,097
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	255	3	$10.6 million
Saratoga Research & Investment Management		$2.5 billion	2,740	15	$915,807
Sharkey Howes & Javer		$1.1 billion	886	1	$1.3 million
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
Stack Financial Management		$2.0 billion	833	9	$2.4 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Symphony Financial. Co		$1.4 billion	2,850	23	$475,384
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
TCI Wealth Advisors		$5.4 billion	3,268	41	$1.6 million
Telos Capital Management		$1.6 billion	956	13	$1.7 million
The Mather Group		$13.4 billion	4,773	97	$2.8 million
The Patriot Financial Group		$2.6 billion	2,545	33	$1.0 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Truepoint		$6.4 billion	1,934	37	$3.3 million
Valeo Financial Advisors		$13.0 billion	3,042	103	$4.3 million
Values First Advisors		$215.4 million	967	7	$222,771
Washington Trust Advisors		$2.4 billion	845	14	$2.8 million
Westwind Capital		$795.9 million	1,131	5	$703,743
Willow Creek Wealth Management		$2.3 billion	1,068	9	$2.2 million
Worthpointe		$1.1 billion	626	9	$1.7 million
ZWJ Investment Counsel		$4.2 billion	1,058	12	$4.0 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.