Research Report · 2026-06-30
Largest Registered Investment Advisers in New Mexico
New Mexico SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
30
Total AUM
$66.86B
Median AUM
$228.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | THORNBURG INVESTMENT MANAGEMENT INC | SANTA FE | 106357 | $54.45B | 219 | 2026-03-31 | → |
| 2 | ULRICH CONSULTING AND INVESTMENT GROUP, LLC | ALBUQUERQUE | 159499 | $3.62B | 22 | 2026-01-31 | → |
| 3 | JOHN MOORE & ASSOCIATES INC | ALBUQUERQUE | 109791 | $1.03B | 14 | 2026-04-30 | → |
| 4 | REDW WEALTH LLC | ALBUQUERQUE | 109446 | $869.2M | 15 | 2026-05-31 | → |
| 5 | ZANETTI FINANCIAL, LLC | ALBUQUERQUE | 282089 | $809.4M | 2 | 2026-04-30 | → |
| 6 | WESTWIND CAPITAL | LAS CRUCES | 106802 | $795.9M | 10 | 2026-04-30 | → |
| 7 | PORTFOLIO, LLC | ALBUQUERQUE | 145687 | $395.5M | 3 | 2026-01-31 | → |
| 8 | SUN MOUNTAIN CAPITAL ADVISORS, LLC | SANTA FE | 151477 | $378.7M | 7 | 2026-03-31 | → |
| 9 | BCO WEALTH MANAGEMENT, LLC | CARLSBAD | 322276 | $359.8M | 9 | 2026-03-31 | → |
| 10 | DXD SS FUND MANAGEMENT, LLC | ALBUQUERQUE | 329580 | $353.4M | 27 | 2026-05-31 | → |
| 11 | LONGVIEW ASSET MANAGEMENT, LLC | SANTA FE | 122997 | $339.5M | 7 | 2025-12-31 | → |
| 12 | BETTER MONEY DECISIONS, LLC | SANTA FE | 172980 | $326.8M | 8 | 2025-04-30 | → |
| 13 | PERINI CAPITAL, LLC | CARLSBAD | 158540 | $287.0M | 5 | 2026-04-30 | → |
| 14 | TITAN FUND MANAGEMENT, LLC | ALBUQUERQUE | 290562 | $250.7M | 28 | 2026-05-31 | → |
| 15 | CITY DIFFERENT HOLDINGS LP | SANTA FE | 310982 | $244.4M | 16 | 2026-05-31 | → |
| 16 | MADRID WEALTH MANAGEMENT, LLC | ALBUQUERQUE | 333331 | $212.1M | 4 | 2026-06-30 | → |
| 17 | SANDIA WEALTH MANAGEMENT, LLC | ALBUQUERQUE | 159402 | $193.5M | 3 | 2026-03-31 | → |
| 18 | CROSS STATE FINANCIAL GROUP LLC | ALBUQUERQUE | 282011 | $188.3M | 10 | 2026-04-30 | → |
| 19 | FINANCIAL PARTNERS, LLC | SANTA FE | 170002 | $181.7M | 4 | 2026-03-31 | → |
| 20 | HANSEATIC MANAGEMENT SERVICES INC | ALBUQUERQUE | 107110 | $174.0M | 4 | 2026-03-31 | → |
| 21 | MERIDIAN WEALTH ADVISORS, LLC | ALBUQUERQUE | 140991 | $156.2M | 1 | 2026-03-31 | → |
| 22 | PRIEN ASSET MANAGEMENT, LLC | ALBUQUERQUE | 296462 | $153.7M | 5 | 2026-03-31 | → |
| 23 | STEVE LYNCH WEALTH MANAGEMENT | ALBUQUERQUE | 113715 | $153.4M | 3 | 2026-04-30 | → |
| 24 | HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. | SANTA FE | 164970 | $151.2M | 7 | 2026-01-31 | → |
| 25 | OAKMONT ADVISORY GROUP, LLC | ALBUQUERQUE | 158890 | $149.5M | 7 | 2026-05-31 | → |
| 26 | CROW FINANCIAL ADVISORS LTD. CO | ALBUQUERQUE | 114077 | $143.7M | 3 | 2025-03-31 | → |
| 27 | ALTAMIRA FINANCIAL GROUP, LLC | SANTA FE | 316907 | $130.3M | 3 | 2026-03-31 | → |
| 28 | SKLAR CAPITAL ADVISORS, LLC | ALBUQUERQUE | 286554 | $129.4M | 3 | 2026-02-28 | → |
| 29 | JACKSON & ASSOCIATES, INC. | ALBUQUERQUE | 315102 | $119.8M | 3 | 2025-03-31 | → |
| 30 | SANTA FE ADVISORS LLC | SANTA FE | 170872 | $116.1M | 5 | 2026-03-31 | → |
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