Research Report · 2026-05-31
Institutional Registered Investment Advisers in New Mexico
SEC-registered investment advisers in New Mexico ranked by reported institutional client assets.
Firms
21
Total AUM
$64.11B
Median AUM
$193.5M
Latest Filing
2026-05-31
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | REDW WEALTH LLC | ALBUQUERQUE | 109446 | $869.2M | 15 | 2026-05-31 | → |
| 2 | THORNBURG INVESTMENT MANAGEMENT INC | SANTA FE | 106357 | $54.45B | 219 | 2026-03-31 | → |
| 3 | ULRICH CONSULTING AND INVESTMENT GROUP, LLC | ALBUQUERQUE | 159499 | $3.62B | 22 | 2026-01-31 | → |
| 4 | HANSEATIC MANAGEMENT SERVICES INC | ALBUQUERQUE | 107110 | $174.0M | 4 | 2026-03-31 | → |
| 5 | WESTWIND CAPITAL | LAS CRUCES | 106802 | $795.9M | 10 | 2026-04-30 | → |
| 6 | JACKSON & ASSOCIATES, INC. | ALBUQUERQUE | 315102 | $119.8M | 3 | 2025-03-31 | → |
| 7 | LONGVIEW ASSET MANAGEMENT, LLC | SANTA FE | 122997 | $339.5M | 7 | 2025-12-31 | → |
| 8 | BCO WEALTH MANAGEMENT, LLC | CARLSBAD | 322276 | $359.8M | 9 | 2026-03-31 | → |
| 9 | JOHN MOORE & ASSOCIATES INC | ALBUQUERQUE | 109791 | $1.03B | 14 | 2026-04-30 | → |
| 10 | CROSS STATE FINANCIAL GROUP LLC | ALBUQUERQUE | 282011 | $188.3M | 10 | 2026-04-30 | → |
| 11 | SANDIA WEALTH MANAGEMENT, LLC | ALBUQUERQUE | 159402 | $193.5M | 3 | 2026-03-31 | → |
| 12 | SANTA FE ADVISORS LLC | SANTA FE | 170872 | $116.1M | 5 | 2026-03-31 | → |
| 13 | CITY DIFFERENT HOLDINGS LP | SANTA FE | 310982 | $244.4M | 16 | 2026-05-31 | → |
| 14 | OAKMONT ADVISORY GROUP, LLC | ALBUQUERQUE | 158890 | $149.5M | 7 | 2026-05-31 | → |
| 15 | BETTER MONEY DECISIONS, LLC | SANTA FE | 172980 | $326.8M | 8 | 2025-04-30 | → |
| 16 | ALTAMIRA FINANCIAL GROUP, LLC | SANTA FE | 316907 | $130.3M | 3 | 2026-03-31 | → |
| 17 | PORTFOLIO, LLC | ALBUQUERQUE | 145687 | $395.5M | 3 | 2026-01-31 | → |
| 18 | MERIDIAN WEALTH ADVISORS, LLC | ALBUQUERQUE | 140991 | $156.2M | 1 | 2026-03-31 | → |
| 19 | HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. | SANTA FE | 164970 | $151.2M | 7 | 2026-01-31 | → |
| 20 | CROW FINANCIAL ADVISORS LTD. CO | ALBUQUERQUE | 114077 | $143.7M | 3 | 2025-03-31 | → |
| 21 | PRIEN ASSET MANAGEMENT, LLC | ALBUQUERQUE | 296462 | $153.7M | 5 | 2026-03-31 | → |
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