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Find Best Financial Advisors in New Mexico

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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.

Finding the Top Financial Advisor in New Mexico
Last Updated - 25-Nov-2022

New Mexico has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 238 non-vetted advisors in your local area. These financial advisors in New Mexico have an average of 14 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
Kirk Hudson
MBA, CFA®
ALLWORTH FINANCIAL
7601 Jefferson Street NE Suite 360,
Albuquerque, NM 87109
Not Disclosed Not Specified Not Specified Fee-Based
Javier Lucero
EDELMAN FINANCIAL ENGINES, LLC
6565 Americas Parkway NE Suite 850,
Albuquerque, NM 87110
14 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in New Mexico

Qualifications CRD# 4343606
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

With over 25 years of financial sector experience, Kirk Hudson is a partner advisor in Allworth’s Albuquerque, New Mexico office. A student of all things related to finance and economics, Kirk holds an MBA from the University of Chicago, a bachelor’s degree in Economics from Wheaton College in Wheaton, Illinois, and has also earned his Chartered Financial Analyst® designation. Additionally, Kirk served as a board member for the National Advisors Trust, and on the board and investment committee of Guildstone Financial Services.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5417803
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 6565 Americas Parkway NE Suite 850,
Albuquerque,
NM
87110
Phone Number 505-396-2973

I have been a financial planner in the Albuquerque/Santa Fe area for 15 years now. I enjoy partnering with my clients in creating a financial plan to help them succeed in their financial lives. My son and I enjoy sports, off-roading and spending as much time outdoors as possible.

About Edelman Financial Engines, LLC

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
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

    List of Additional Advisors in New Mexico*

    * 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
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