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 - 22-Mar-2023

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
7601 Jefferson Street NE Suite 360,
Albuquerque, NM 87109
Not Disclosed $10,000,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in New Mexico

Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based, Based on Assets

Office Location 7601 Jefferson Street NE Suite 360,
Phone Number 888-242-6766

About Allworth Financial

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
7425 Jefferson Ne,
Albuquerque, NM 87109
$955,100,555 1088 A percentage of AUM
Hourly charges
Fixed fees
3529 Foothills Road,
Las Cruces, NM 88011
$593,131,793 1465 A percentage of AUM
6100 Uptown Blvd Ne , Suite 540,
Albuquerque, NM 87110
$284,994,743 621 A percentage of AUM
Hourly charges
136 Grant Avenue,
Santa Fe, NM 87501
$238,768,447 423 A percentage of AUM
Hourly charges
Fixed fees
460 St. Michael'S Drive , Suite 902,
Santa Fe, NM 87505
$199,457,431 512 A percentage of AUM
Fixed fees
208 Delgado Street , Ste. 1,
Santa Fe, NM 87501
$182,517,000 219 A percentage of AUM
Fixed fees
5600 Eubank Blvd Ne , Suite 260,
Albuquerque, NM 87111
$157,016,785 242 A percentage of AUM
Hourly charges
Fixed fees
9201 Montgomery Ne Suite 401,
Albuquerque, NM 87111
$151,188,400 566 A percentage of AUM
Hourly charges
5600 Wyoming Ne , Suite 220,
Albuquerque, NM 87109
$140,000,000 151 A percentage of AUM
Fixed fees
5120 San Francisco Rd Ne , Suite A,
Albuquerque, NM 87109
$135,000,000 725 A percentage of AUM
8210 Louisiana Blvd Ne , Suite B,
Albuquerque, NM 87113
$133,391,420 566 A percentage of AUM
Hourly charges
404 Kiva Court, Suite A,
Santa Fe, NM 87505-5994
$128,780,475 147 A percentage of AUM
Hourly charges
Fixed fees
535 Cerrillos Road , Suite A2,
Santa Fe, NM 87501
$115,530,573 670 A percentage of AUM
Hourly charges
Fixed fees
8421 Osuna Road Ne , Suite C,
Albuquerque, NM 87111
$113,123,167 637 A percentage of AUM
Hourly charges
Fixed fees
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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      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?