SEC-registered financial advisors in New Mexico
This page lists 22 advisory firms with a main office in New Mexico that are registered with the SEC and report individual clients. It is not every advisor in New Mexico. Firms registered with New Mexico's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in New Mexico
There are no city pages for New Mexico yet.
Showing 22 of 22
- Altamira Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Bco Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- City Different Investments$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
- Cross State Financial Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Partners, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Hanseatic Management Services Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Horizons Sustainable Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- John Moore & Associates Inc$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Madrid Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Oakmont Advisory Group, LLC$100M to $500MSEC recordPercentage of assets
- Perini Capital$100M to $500MSEC recordPercentage of assetsPerformance-based
- Portfolio Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourly
- Redw Wealth LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Sandia Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Santa Fe Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- SKG Capital Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Steve Lynch Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Thornburg Investment Management Inc$1B or moreSEC recordPercentage of assets
- Ulrich Investment Consultants$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Waterrock Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Westwind Capital$500M to $1BSEC recordPercentage of assets
- Zanetti Financial, LLC$500M to $1BSEC recordPercentage of assets
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.