Top 10 Advisor Firms in New Mexico by AUM
The largest public advisor firms headquartered in New Mexico, ranked by reported assets under management.
New Mexico
| # | Firm | AUM |
|---|---|---|
| 1 | JOHN MOORE & ASSOCIATES INC Albuquerque, NM | $1B |
| 2 | REDW WEALTH LLC Albuquerque, NM | $869.2M |
| 3 | ZANETTI FINANCIAL, LLC Albuquerque, NM | $809.4M |
| 4 | WESTWIND CAPITAL Las Cruces, NM | $795.9M |
| 5 | PORTFOLIO WEALTH ADVISORS Albuquerque, NM | $395.5M |
| 6 | BCO WEALTH MANAGEMENT, LLC Carlsbad, NM | $359.8M |
| 7 | CITY DIFFERENT INVESTMENTS Santa Fe, NM | $244.4M |
| 8 | MADRID WEALTH MANAGEMENT Albuquerque, NM | $212.1M |
| 9 | SANDIA WEALTH MANAGEMENT, LLC Albuquerque, NM | $193.5M |
| 10 | CROSS STATE FINANCIAL GROUP LLC Albuquerque, NM | $188.3M |