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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
A densely populated state like New Mexico has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in New Mexico and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
New Mexico
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
234
non-vetted advisors in your local area. These financial advisors in
New Mexico
have an average of
18
years of experience.
NOTE: The list of financial
advisors in
New Mexico
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
New Mexico.
| List of Qualified Financial Advisors in New Mexico | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Andrew Greene
EDELMAN FINANCIAL ENGINES, LLC 6565 Americas Parkway NE Suite 850, Albuquerque, NM 87110 |
18 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 4887458
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
6565 Americas Parkway NE Suite 850,
Albuquerque,
NM
87110
Phone Number
505-338-3465
I have been a Financial Planner for nearly 15 years. I enjoy building long-term, meaningful relationships with my clients, and it's a great feeling to know that what I do gives me an opportunity to make a difference in their lives.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Top Financial Advisor Firms in New Mexico (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Spence Asset Management
3529 Foothills Road, Las Cruces, NM 88011 |
$593,131,793 | 1465 |
A percentage of AUM |
| Uas Wealth Advisors
7601 Jeffferson Street Ne , Suite 360, Albuquerque, NM 87109 |
$398,815,242 | 797 |
A percentage of AUM Hourly charges Fixed fees |
| Portfolio Wealth Advisors
6100 Uptown Blvd Ne , Suite 540, Albuquerque, NM 87110 |
$284,994,743 | 621 |
A percentage of AUM Hourly charges |
| Longview Asset Management, Llc
136 Grant Avenue, Santa Fe, NM 87501 |
$238,768,447 | 423 |
A percentage of AUM Hourly charges Fixed fees |
| Better Money Decisions
460 St. Michael'S Drive , Suite 902, Santa Fe, NM 87505 |
$199,457,431 | 512 |
A percentage of AUM Fixed fees |
| Santa Fe Advisors Llc
208 Delgado Street , Ste. 1, Santa Fe, NM 87501 |
$182,517,000 | 219 |
A percentage of AUM Fixed fees |
| Mgm Llc
5600 Eubank Blvd Ne , Suite 260, Albuquerque, NM 87111 |
$157,016,785 | 242 |
A percentage of AUM Hourly charges Fixed fees |
| Sandia Wealth Management, Llc
9201 Montgomery Ne Suite 401, Albuquerque, NM 87111 |
$151,188,400 | 566 |
A percentage of AUM Hourly charges |
| Hanseatic Management Services Inc
5600 Wyoming Ne , Suite 220, Albuquerque, NM 87109 |
$140,000,000 | 151 |
A percentage of AUM Fixed fees |
| Zanetti Financial, Llc
5120 San Francisco Rd Ne , Suite A, Albuquerque, NM 87109 |
$135,000,000 | 725 |
A percentage of AUM |
| Crow Financial Advisors
8210 Louisiana Blvd Ne , Suite B, Albuquerque, NM 87113 |
$133,391,420 | 566 |
A percentage of AUM Hourly charges |
| Tembion Capital Management, Llc
404 Kiva Court, Suite A, Santa Fe, NM 87505-5994 |
$128,780,475 | 147 |
A percentage of AUM Hourly charges Fixed fees |
| Horizons Sustainable Financial Services, Inc.
535 Cerrillos Road , Suite A2, Santa Fe, NM 87501 |
$115,530,573 | 670 |
A percentage of AUM Hourly charges Fixed fees |
| Cross State Financial Group Llc
8421 Osuna Road Ne , Suite C, Albuquerque, NM 87111 |
$113,123,167 | 637 |
A percentage of AUM Hourly charges Fixed fees |
| Altamira Financial Group, Llc
1012 Marquez Place , Unit 204a, Santa Fe, NM 87505 |
$91,322,196 | 198 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Alpine Financial Partners Inquire with Alpine |
2610 Trinity Drive, Suite 10, Los Alamos, NM 87544 | 505-500-8420 |
| Brian Conaway Inquire with Brian |
3050 Roadrunner Pkwy, Ste B, Las Cruces, NM 88011 | 575-521-2344 |
| Altus Wealth Management Inquire with Altus |
6100 Uptown Boulevard Northeast, Suite 610 A, Albuquerque, NM 87110 | 505-977-2000 |
| Brian Spinnato Inquire with Brian |
8204 Louisiana Blvd NE, Ste B, Albuquerque, NM 87113 | 505-886-2688 |
| Brian Bower Inquire with Brian |
6565 Americas Pkwy NE, Ste 400, Albuquerque, NM 87110 | 505-889-2809 |
| Brent Lambert Inquire with Brent |
3050 Roadrunner Pkwy, Ste B, Las Cruces, NM 88011 | 575-521-2355 |
| Brian S. Turner Inquire with Brian |
4801 N Butler, Ste 14101, Farmington, NM 87401 | 505-326-9331 |
| Ascendant Financial Advisors Inquire with Ascendant |
732 East Michigan Drive, Suite 520, Hobbs, NM 88240 | 575-964-1583 |
| Ben Alaimo-Monson - Morgan Stanley Inquire with Ben |
150 Washington Ave, Suite 301, Santa Fe, NM 87501 | 505-988-7702 |
| Jeremy Campbell Inquire with Jeremy |
300 Galisteo St, Ste 101, Santa Fe, NM 87501 | 505-995-0714 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
