Fiduciary advisors in New Mexico

27registered advisers
27fee-only verified

Government and military employment -- Los Alamos, Sandia, Kirtland AFB -- anchor much of the wealth in New Mexico, which has 27 SEC-registered fiduciary advisors. All 27 are fee-only. Santa Fe and Albuquerque are the two advisory centers, with retirement planning for federal employees as the dominant specialization.

Cities

Albuquerque16Carlsbad1Las Cruces1Santa Fe9

Top advisors

ALTAMIRA FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #316907
Typical Fee--
AUM$116M
Minimum--
Clients201

BCO WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, New MexicoCRD #322276
Typical Fee--
AUM$360M
Minimum--
Clients1,173

BETTER MONEY DECISIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #172980
Typical Fee--
AUM$327M
Minimum--
Clients925

CITY DIFFERENT INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #310982
Typical Fee--
AUM$266M
Minimum--
Clients152

CROSS STATE FINANCIAL GROUP LLC

Fee-OnlyAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #282011
Typical Fee--
AUM$167M
Minimum--
Clients1,028

DXD CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #329580
Typical Fee--
AUM$295M
Minimum--
Clients17

FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #170002
Typical Fee--
AUM$146M
Minimum--
Clients460

HANSEATIC MANAGEMENT SERVICES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #107110
Typical Fee--
AUM$134M
Minimum--
Clients199

HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #164970
Typical Fee--
AUM$151M
Minimum--
Clients314

JOHN MOORE & ASSOCIATES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #109791
Typical Fee--
AUM$970M
Minimum--
Clients2,723

LONGVIEW ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #122997
Typical Fee--
AUM$339M
Minimum--
Clients574

MADRID WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #333331
Typical Fee--
AUM$212M
Minimum--
Clients428

MERIDIAN WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #140991
Typical Fee--
AUM$145M
Minimum--
Clients257

OAKMONT ADVISORY GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #158890
Typical Fee--
AUM$127M
Minimum--
Clients491

PORTFOLIO WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #145687
Typical Fee--
AUM$395M
Minimum--
Clients761

REDW WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #109446
Typical Fee--
AUM$881M
Minimum--
Clients1,019

SANDIA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #159402
Typical Fee--
AUM$174M
Minimum--
Clients539

SANTA FE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #170872
Typical Fee--
AUM$177M
Minimum--
Clients220

SKG CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #286554
Typical Fee--
AUM$129M
Minimum--
Clients277

STEVE LYNCH WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #113715
Typical Fee--
AUM$132M
Minimum--
Clients582

SUN MOUNTAIN CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #151477
Typical Fee--
AUM$479M
Minimum--
Clients10

THORNBURG INVESTMENT MANAGEMENT INC

Fee-OnlyAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #106357
Typical Fee--
AUM$45.3B
Minimum--
Clients705

TITAN FUND MANAGEMENT, LLC

Fee-Only, No Conflicts
Albuquerque, New MexicoCRD #290562
Typical Fee--
AUM$229M
Minimum--
Clients3

ULRICH INVESTMENT CONSULTANTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #159499
Typical Fee--
AUM$3.6B
Minimum--
Clients1,032

WATERROCK WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #296462
Typical Fee--
AUM$133M
Minimum--
Clients275

WESTWIND CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Cruces, New MexicoCRD #106802
Typical Fee--
AUM$796M
Minimum--
Clients2,131

ZANETTI FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #282089
Typical Fee--
AUM$404M
Minimum--
Clients938
Fiduciary Financial Advisors in New Mexico | FiduciaryListings