Data / Investment advisers / Serving charitable organizations / New Mexico
Investment advisers in New Mexico serving charitable organizations: 10 firms
10 SEC registered investment advisers with a main office in New Mexico report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $207 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Ulrich Investment Consultants.
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- 10Advisers
- $207 millionAUM from this client type
- 10Advisers over $100 million
- November 2, 2026File date
Advisers in New Mexico serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|---|---|---|---|---|
| Ulrich Investment Consultants | Albuquerque | 18 | $120.7 million | $3.62 billion | adviserinfo.sec.gov |
| Redw Wealth LLC | Albuquerque | 7 | $24.7 million | $869.2 million | adviserinfo.sec.gov |
| Bco Wealth Management, LLC | Carlsbad | 4 | $20.6 million | $359.8 million | adviserinfo.sec.gov |
| Cross State Financial Group LLC | Albuquerque | 7 | $14.2 million | $188.3 million | adviserinfo.sec.gov |
| Westwind Capital | Las Cruces | 14 | $11.4 million | $795.9 million | adviserinfo.sec.gov |
| Santa Fe Advisors LLC | Santa Fe | Fewer than 5 | $6.6 million | $116.1 million | adviserinfo.sec.gov |
| Thornburg Investment Management Inc | Santa Fe | 8 | $5.1 million | $54.45 billion | adviserinfo.sec.gov |
| John Moore & Associates Inc | Albuquerque | 8 | $2.7 million | $1.03 billion | adviserinfo.sec.gov |
| Horizons Sustainable Financial Services, Inc. | Santa Fe | Fewer than 5 | $666,000 | $151.2 million | adviserinfo.sec.gov |
| Waterrock Wealth Management | Albuquerque | 1 | $156,682 | $153.7 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.