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Top RIA Firms in New Mexico
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in New Mexico. This hub covers 26 matching firms with $65.9B in total reported AUM and median AUM of $228.2M.
Firms
26
Matching current profiles
Total AUM
$65.9B
Reported regulatory AUM
Median AUM
$228.2M
Across firms with AUM
Largest firm
$54.5B
Thornburg Investment Management INC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Thornburg Investment Management INC CRD 106357 · Corporation | SANTA FE, NM | $54.5B Mar 2026 | +$12.6B+30.2% | +$7.4B+15.7% | +$11.8B+27.6% | -$18.8B-25.7% | +16 employees+7.9% over 3Y | -84 accounts-11.7% over 3Y |
| 2. Ulrich Investment Consultants CRD 159499 · Limited Liability Company | ALBUQUERQUE, NM | $3.6B Jan 2026 | +$340.6M+10.4% | +$1.6B+82.6% | +$2.0B+127.8% | +$3.0B+448.6% | +11 employees+100.0% over 3Y | +371 accounts+56.1% over 3Y |
| 3. John Moore & Associates INC CRD 109791 · Corporation | ALBUQUERQUE, NM | $1.0B Apr 2026 | +$58.6M+6.0% | +$306.2M+42.4% | +$376.1M+57.6% | +$867.5M+538.1% | +2 employees+16.7% over 3Y | +2,021 accounts+305.3% over 3Y |
| 4. Redw Wealth LLC CRD 109446 · Limited Liability Company | ALBUQUERQUE, NM | $869.2M May 2026 | -$11.7M-1.3% | -$27.2M-3.0% | +$46.4M+5.6% | +$514.4M+145.0% | +1 employees+7.1% over 3Y | -297 accounts-25.0% over 3Y |
| 5. Zanetti Financial, LLC CRD 282089 · Limited Liability Company | ALBUQUERQUE, NM | $809.4M Apr 2026 | +$404.9M+100.1% | +$626.4M+342.3% | — | +$674.4M+499.5% | 0 employees+0.0% over 3Y | +481 accounts+48.1% over 3Y |
| 6. Westwind Capital CRD 106802 · Corporation | LAS CRUCES, NM | $795.9M Apr 2026 | +$80.8M+11.3% | +$313.0M+64.8% | +$303.4M+61.6% | +$688.4M+640.3% | +3 employees+42.9% over 3Y | +541 accounts+34.0% over 3Y |
| 7. Portfolio Wealth Advisors CRD 145687 · Limited Liability Company | ALBUQUERQUE, NM | $395.5M Jan 2026 | +$91.4M+30.0% | +$137.3M+53.2% | +$237.5M+150.4% | +$218.9M+123.9% | 0 employees+0.0% over 3Y | +76 accounts+11.1% over 3Y |
| 8. Sun Mountain Capital Advisors, LLC CRD 151477 · Limited Liability Company | SANTA FE, NM | $378.7M Mar 2026 | -$220.3M-36.8% | -$342.3M-47.5% | -$316.5M-45.5% | -$173.9M-31.5% | -2 employees-22.2% over 3Y | -1 accounts-10.0% over 3Y |
| 9. Bco Wealth Management, LLC CRD 322276 · Limited Liability Company | CARLSBAD, NM | $359.8M Mar 2026 | +$59.3M+19.7% | +$119.1M+49.5% | — | — | +7 employees+350.0% over 3Y | +111 accounts+10.5% over 3Y |
| 10. DXD Capital CRD 329580 · Limited Liability Company | ALBUQUERQUE, NM | $353.4M May 2026 | +$58.7M+19.9% | — | — | +$94.5M+36.5% | -2 employees-6.9% over 1Y | +4 accounts+23.5% over 1Y |
| 11. Perini Capital CRD 158540 · Limited Liability Company | CARLSBAD, NM | $287.0M Apr 2026 | +$69.6M+32.0% | +$184.6M+180.2% | +$134.9M+88.7% | +$134.9M+88.7% | -1 employees-16.7% over 3Y | +2 accounts+2.9% over 3Y |
| 12. Titan Fund Management, LLC CRD 290562 · Limited Liability Company | ALBUQUERQUE, NM | $250.7M May 2026 | +$21.6M+9.4% | -$7.0M-2.7% | +$43.7M+21.1% | +$149.6M+147.8% | +6 employees+27.3% over 3Y | +1 accounts+33.3% over 3Y |
| 13. City Different Investments CRD 310982 · Limited Partnership | SANTA FE, NM | $244.4M May 2026 | -$21.4M-8.0% | +$87.5M+55.7% | +$48.9M+25.0% | — | +3 employees+23.1% over 3Y | +109 accounts+158.0% over 3Y |
| 14. Madrid Wealth Management CRD 333331 · Limited Liability Company | ALBUQUERQUE, NM | $212.1M Jan 2026 | +$84.7M+66.5% | — | — | +$84.7M+66.5% | +2 employees+100.0% over 1Y | +185 accounts+76.1% over 1Y |
| 15. Sandia Wealth Management, LLC CRD 159402 · Limited Liability Company | ALBUQUERQUE, NM | $193.5M Mar 2026 | +$19.2M+11.0% | +$52.6M+37.3% | — | +$53.1M+37.8% | -1 employees-25.0% over 3Y | +24 accounts+4.5% over 3Y |
| 16. Cross State Financial Group LLC CRD 282011 · Limited Liability Company | ALBUQUERQUE, NM | $188.3M Apr 2026 | +$21.5M+12.9% | +$71.1M+60.7% | +$94.8M+101.5% | +$87.0M+85.9% | +1 employees+11.1% over 3Y | +250 accounts+29.0% over 3Y |
| 17. Financial Partners, LLC CRD 170002 · Limited Liability Company | SANTA FE, NM | $181.7M Mar 2026 | +$36.1M+24.8% | +$82.2M+82.6% | -$8.3M-4.4% | +$80.7M+79.8% | 0 employees+0.0% over 3Y | -95 accounts-26.2% over 3Y |
| 18. Hanseatic Management Services INC CRD 107110 · Corporation | ALBUQUERQUE, NM | $174.0M Mar 2026 | +$68.1M+64.3% | +$34.0M+24.3% | -$66.0M-27.5% | -$97.0M-35.8% | 0 employees+0.0% over 3Y | +49 accounts+32.5% over 3Y |
| 19. Meridian Wealth Advisors, LLC CRD 140991 · Limited Liability Company | ALBUQUERQUE, NM | $156.2M Mar 2026 | +$11.3M+7.8% | +$47.9M+44.3% | — | +$47.9M+44.3% | 0 employees+0.0% over 3Y | +9 accounts+3.6% over 3Y |
| 20. Waterrock Wealth Management CRD 296462 · Limited Liability Company | ALBUQUERQUE, NM | $153.7M Mar 2026 | +$21.2M+16.0% | — | — | +$52.4M+51.7% | 0 employees+0.0% over 1Y | +15 accounts+5.5% over 1Y |
| 21. Steve Lynch Wealth Management CRD 113715 · Corporation | ALBUQUERQUE, NM | $153.4M Apr 2026 | +$21.2M+16.0% | — | — | +$19.7M+14.7% | -2 employees-40.0% over 1Y | +145 accounts+24.9% over 1Y |
| 22. Horizons Sustainable Financial Services, INC. CRD 164970 · Corporation | SANTA FE, NM | $151.2M Jan 2026 | +$17.1M+12.7% | +$35.6M+30.8% | — | +$32.6M+27.5% | 0 employees+0.0% over 3Y | -356 accounts-53.1% over 3Y |
| 23. Oakmont Advisory Group, LLC CRD 158890 · Limited Liability Company | ALBUQUERQUE, NM | $149.5M May 2026 | +$22.1M+17.4% | — | — | +$41.7M+38.7% | 0 employees+0.0% over 1Y | +655 accounts+133.4% over 1Y |
| 24. Altamira Financial Group, LLC CRD 316907 · Limited Liability Company | SANTA FE, NM | $130.3M Mar 2026 | +$14.4M+12.4% | +$39.0M+42.7% | — | +$39.0M+42.7% | -1 employees-25.0% over 3Y | +12 accounts+6.1% over 3Y |
| 25. Skg Capital Advisors, LLC CRD 286554 · Limited Liability Company | ALBUQUERQUE, NM | $129.4M Feb 2026 | +$23.3M+22.0% | +$17.9M+16.1% | — | +$17.9M+16.1% | +1 employees+50.0% over 3Y | +7 accounts+2.6% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.