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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Aegis Capital Management, LLC Santa Fe NM US 28.8 
Balkcom & Pearsall Financial Planning, LLC Albuquerque NM US 0.0 
Berrenberg Wealth Management LLC Albuquerque NM US 27.8 
Better Money Decisions Albuquerque NM US 17.8 
Carter Bain Wealth Management Las Cruces NM US 8.0 
Chappell, Marcus Los Lunas NM US 0.0 
Chicoma Peak LLC Santa Fe NM US 500.0 
Cloak Advisors Albuquerque NM US 20.0 
Coalson Financial Service, LLC Las Cruces NM US 6.9 
Connolly Financial Farmington NM US 9.0 
Crow Financial Advisors Albuquerque NM US 38.3 
Field Capital Management, LLC Santa Fe NM US 0.0 
Financial Partners, LLC Santa Fe NM US 101.1 
First American Financial Advisors Inc. Albuquerque NM US 165.0 
Flywheel Ventures, LLC Santa Fe NM US 0.0 
Forthright Financial Planning LLC Albuquerque NM US 8.1 
Guardian Group Investments LLC Albuquerque NM US 0.0 
Hanseatic Management Service Inc Albuquerque NM US 197.0 
Hegarty Market Logic, LLC Aztec NM US 19.6 
Horizons Sustainable Financial Service, Inc. Santa Fe NM US 41.8 
Hurst Capital Management Albuquerque NM US 55.0 
John Moore & Associates Inc Albuquerque NM US 294.7 
Longview Asset Management, LLC Santa Fe NM US 108.1 
Market Gauge Asset Management Santa Fe NM US 0.0 
Meridian Wealth Advisors, LLC Albuquerque NM US 34.1 
Mgm LLC Albuquerque NM US 102.0 
Oakmont Advisory Group, LLC Albuquerque NM US 0.0 
Palace Capital Management LLC Santa Fe NM US 38.9 
Perini Capital Carlsbad NM US 28.7 
Portfolio Wealth Advisors Albuquerque NM US 245.4 
Redw Stanley Financial Advisors, LLC Albuquerque NM US 603.5 
Remington Advisors, Inc. Albuquerque NM US 31.8 
Retirement Extender r Albuquerque NM US 12.5 
Sage Future Financial, LLC Albuquerque NM US 77.6 
Sandia Wealth Management, LLC Albuquerque NM US 75.7 
Santa Fe Advisors LLC Santa Fe NM US 106.1 
Sendero Capital Management, Inc. Las Cruces NM US 18.8 
Shelby Wealth Management Albuquerque NM US 3.2 
Spence Asset Management Las Cruces NM US 160.8 
Steve Lynch Wealth Management Albuquerque NM US 27.7 
Sun Mountain Capital Advisors, LLC Santa Fe NM US 752.8 
Suttle Investment Advisors, LLC Albuquerque NM US 0.0 
Tembion Capital Management, LLC Santa Fe NM US 129.3 
Thornburg Investment Management Inc Santa Fe NM US 48970.7 
Truepath Financial Planning Albuquerque NM US 12.4 
Ulrich Consulting Group, LLC Albuquerque NM US 712.6 
Universal Advisory Service Albuquerque NM US 263.4 
Western Community Financial Albuquerque NM US 0.0 
Womack Wealth Management, Inc. Manhattan Beach NM US 125.3 
Zanetti Financial, LLC Albuquerque NM US 10.0 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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