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Top RIA Firms in Albuquerque, New Mexico
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Albuquerque, New Mexico. This hub covers 16 matching firms with $8.8B in total reported AUM and median AUM of $202.8M.
Firms
16
Matching current profiles
Total AUM
$8.8B
Reported regulatory AUM
Median AUM
$202.8M
Across firms with AUM
Largest firm
$3.6B
Ulrich Investment Consultants
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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. 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 |
| 2. 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 |
| 3. 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 |
| 4. 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 |
| 5. 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 |
| 6. 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 |
| 7. 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 |
| 8. 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 |
| 9. 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 |
| 10. 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 |
| 11. 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 |
| 12. 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 |
| 13. 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 |
| 14. 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 |
| 15. 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 |
| 16. 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.