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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.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.
| List of Qualified Financial Advisors in New Mexico | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Allworth Financial
MBA ALLWORTH FINANCIAL 7601 Jefferson Street NE Suite 360, Albuquerque, NM 87109 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based, Based on Assets
Office Location
7601 Jefferson Street NE Suite 360,
Albuquerque,
NM
87109
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Top Financial Advisor Firms in New Mexico (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| REDW WEALTH LLC
7425 Jefferson Ne, Albuquerque, NM 87109 |
$955,100,555 | 1088 |
A percentage of AUM Hourly charges Fixed fees Other (NEGOTIATED FEES FOR BUNDLED SERVICES) |
| SPENCE ASSET MANAGEMENT
3529 Foothills Road, Las Cruces, NM 88011 |
$593,131,793 | 1465 |
A percentage of AUM |
| 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 |
| BCO WEALTH MANAGEMENT, LLC
412 N Canal St, Carlsbad, NM 88220 |
$0 | 0 |
A percentage of AUM 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?
