RIA firms in New Mexico
1,486 RIA firms are registered or notice filed in New Mexico: 91 state registered and 1,395 federally registered. 53 are headquartered here.
Another 17 state registered advisers with no address on file are registered only in New Mexico. 4 exempt reporting advisers also file in New Mexico and are not counted as RIA firms. #45 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in New Mexico, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| Thornburg Investment Management Inc | 42 | $54.5B | Federally registered | Santa Fe |
| Ulrich Investment Consultants | 12 | $3.6B | Federally registered | Albuquerque |
| City Different Investments | 12 | $244M | Federally registered | Santa Fe |
| Cross State Financial Group LLC | 9 | $188M | Federally registered | Albuquerque |
| Redw Wealth LLC | 8 | $869M | Federally registered | Albuquerque |
| Horizons Sustainable Financial Services, Inc. | 6 | $151M | Federally registered | Santa Fe |
| John Moore & Associates Inc | 5 | $1B | Federally registered | Albuquerque |
| Westwind Capital | 5 | $796M | Federally registered | Las Cruces |
| Market Gauge Asset Management | 5 | $18.7M | State registered | Santa Fe |
| Bco Wealth Management, LLC | 4 | $36M | Federally registered | Carlsbad |
Most advisers based in New Mexico
Advisers registered and working in New Mexico, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in New Mexico that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $66.3B
- Firms reporting
- 41
- Median, federally registered
- $244M
- Median, state registered
- $16.1M
One firm reports 82% of New Mexico's reported AUM.
How they charge
Share of the 45 firms headquartered here that report their fees.
Who they serve
Share of the 41 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
New Mexico RIA firms, answered.
How many RIA firms are registered in New Mexico?
1,486 RIA firms are registered or notice filed in New Mexico: 91 state registered and 1,395 federally registered. 53 are headquartered there.
Which RIA firms in New Mexico have the most advisers?
Thornburg Investment Management Inc (42 advisers), Ulrich Investment Consultants (12 advisers) and City Different Investments (12 advisers).
How much do RIA firms in New Mexico manage?
The 41 RIA firms headquartered in New Mexico that report assets report $66.3B in total. The median is $244M for federally registered firms and $16.1M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in New Mexico counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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