Skip to the page
Get started free

Data / Investment advisers / Serving high net worth individuals / New Mexico

Investment advisers in New Mexico serving high net worth individuals: 22 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

22 SEC registered investment advisers with a main office in New Mexico report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $4.9 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is John Moore & Associates Inc.

The request: Every investment adviser in New Mexico that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

Get high net worth individuals advisers in New MexicoWatch new advisers in New Mexico

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 22Advisers
  • $4.9 billionAUM from this client type
  • 22Advisers over $100 million
  • November 2, 2026File date

Advisers in New Mexico serving high net worth individuals

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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
John Moore & Associates IncAlbuquerque226$843.8 million$1.03 billionadviserinfo.sec.gov
Ulrich Investment ConsultantsAlbuquerque105$573.2 million$3.62 billionadviserinfo.sec.gov
Westwind CapitalLas Cruces230$525.2 million$795.9 millionadviserinfo.sec.gov
Thornburg Investment Management IncSanta Fe187$385.8 million$54.45 billionadviserinfo.sec.gov
Redw Wealth LLCAlbuquerque107$319.2 million$869.2 millionadviserinfo.sec.gov
Portfolio Wealth AdvisorsAlbuquerque94$316.8 million$395.5 millionadviserinfo.sec.gov
Bco Wealth Management, LLCCarlsbad109$222.6 million$359.8 millionadviserinfo.sec.gov
City Different InvestmentsSanta Fe100$184.6 million$244.4 millionadviserinfo.sec.gov
Madrid Wealth ManagementAlbuquerque55$183.7 million$212.1 millionadviserinfo.sec.gov
Zanetti Financial, LLCAlbuquerque296$161.9 million$809.4 millionadviserinfo.sec.gov
Sandia Wealth Management, LLCAlbuquerque67$126.5 million$193.5 millionadviserinfo.sec.gov
Horizons Sustainable Financial Services, Inc.Santa Fe101$124.9 million$151.2 millionadviserinfo.sec.gov
Waterrock Wealth ManagementAlbuquerque37$122.1 million$153.7 millionadviserinfo.sec.gov
Financial Partners, LLCSanta Fe65$120.2 million$181.7 millionadviserinfo.sec.gov
Altamira Financial Group, LLCSanta Fe16$108 million$130.3 millionadviserinfo.sec.gov
Santa Fe Advisors LLCSanta Fe52$105.2 million$116.1 millionadviserinfo.sec.gov
Perini CapitalCarlsbad50$93.3 million$287 millionadviserinfo.sec.gov
SKG Capital Advisors, LLCAlbuquerque37$77.2 million$129.4 millionadviserinfo.sec.gov
Oakmont Advisory Group, LLCAlbuquerque58$71.4 million$149.5 millionadviserinfo.sec.gov
Cross State Financial Group LLCAlbuquerque50$68.5 million$188.3 millionadviserinfo.sec.gov
Steve Lynch Wealth ManagementAlbuquerque51$65.9 million$153.4 millionadviserinfo.sec.gov
Hanseatic Management Services IncAlbuquerque76$61 million$174 millionadviserinfo.sec.gov

Also on SpecStream

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.