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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in New Mexico.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

42 financial advisors25 advisory firms4 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

25 advisory firmsCompare public facts. Verify experience directly.
42 financial advisors25 advisory firms4 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ALTAMIRA FINANCIAL GROUP, LLCCRD 316907

Advisory firm

Filed advisory firm office: Santa Fe, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BCO WEALTH MANAGEMENT, LLCCRD 322276

Advisory firm

Filed advisory firm office: Carlsbad, NM

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CITY DIFFERENT INVESTMENTSCRD 310982

Advisory firm

Filed advisory firm office: Santa Fe, NM

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsInvestment companiesPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CROSS STATE FINANCIAL GROUP LLCCRD 282011

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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DXD CAPITALCRD 329580

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FINANCIAL PARTNERS, LLCCRD 170002

Advisory firm

Filed advisory firm office: Santa Fe, NM

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HANSEATIC MANAGEMENT SERVICES INCCRD 107110

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Other investment advisers
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.CRD 164970

Advisory firm

Filed advisory firm office: Santa Fe, NM

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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JOHN MOORE & ASSOCIATES INCCRD 109791

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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MADRID WEALTH MANAGEMENTCRD 333331

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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OAKMONT ADVISORY GROUP, LLCCRD 158890

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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PERINI CAPITALCRD 158540

Advisory firm

Filed advisory firm office: Carlsbad, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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PORTFOLIO WEALTH ADVISORSCRD 145687

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Other investment advisersFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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REDW WEALTH LLCCRD 109446

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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SANDIA WEALTH MANAGEMENT, LLCCRD 159402

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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SANTA FE ADVISORS LLCCRD 170872

Advisory firm

Filed advisory firm office: Santa Fe, NM

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
SKG CAPITAL ADVISORS, LLCCRD 286554

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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STEVE LYNCH WEALTH MANAGEMENTCRD 113715

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
SUN MOUNTAIN CAPITAL ADVISORS, LLCCRD 151477

Advisory firm

Filed advisory firm office: Santa Fe, NM

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)Selection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
THORNBURG INVESTMENT MANAGEMENT INCCRD 106357

Advisory firm

Filed advisory firm office: Santa Fe, NM

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

How to choose a financial advisor

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Understand financial advisor fees

Make sense of compensation, total costs and written terms.

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Questions for your first advisor meeting

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Check financial advisor credentials

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