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Start your Watchlist54 investment advisory firms are registered with a main office in New Mexico, together advising $66B for 10,216 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Santa Fe · SEC-registered
|
$54.5B | 635 | 219 | Flagged |
| 2 |
Albuquerque · SEC-registered
|
$3.6B | 301 | 22 | Clean |
| 3 |
Albuquerque · SEC-registered
|
$1.0B | 729 | 14 | Clean |
| 4 |
Albuquerque · SEC-registered
|
$869.2M | 403 | 15 | Clean |
| 5 |
Albuquerque · SEC-registered
|
$809.4M | 1,481 | 2 | Clean |
| 6 |
Las Cruces · SEC-registered
|
$795.9M | 1,131 | 10 | Clean |
| 7 |
Albuquerque · SEC-registered
|
$395.5M | 283 | 3 | Clean |
| 8 |
Santa Fe · SEC-registered
|
$378.7M | 9 | 7 | Clean |
| 9 |
Carlsbad · SEC-registered
|
$359.8M | 552 | 9 | Clean |
| 10 |
Albuquerque · SEC-registered
|
$353.4M | 21 | 27 | Clean |
| 11 |
Carlsbad · SEC-registered
|
$287.0M | 71 | 5 | Flagged |
| 12 |
Albuquerque · SEC-registered
|
$250.7M | 4 | 28 | Flagged |
| 13 |
Santa Fe · SEC-registered
|
$244.4M | 105 | 16 | Clean |
| 14 |
Albuquerque · SEC-registered
|
$212.1M | 128 | 4 | Clean |
| 15 |
Albuquerque · SEC-registered
|
$193.5M | 239 | 3 | Clean |
| 16 |
Albuquerque · SEC-registered
|
$188.3M | 406 | 10 | Flagged |
| 17 |
Santa Fe · SEC-registered
|
$181.7M | 268 | 4 | Clean |
| 18 |
Albuquerque · SEC-registered
|
$174.0M | 216 | 4 | Clean |
| 19 |
Albuquerque · SEC-registered
|
$153.7M | 290 | 5 | Clean |
| 20 |
Albuquerque · SEC-registered
|
$153.4M | 727 | 3 | Clean |
| 21 |
Santa Fe · SEC-registered
|
$151.2M | 310 | 7 | Clean |
| 22 |
Albuquerque · SEC-registered
|
$149.5M | 476 | 7 | Clean |
| 23 |
Santa Fe · SEC-registered
|
$130.3M | 115 | 3 | Clean |
| 24 |
Albuquerque · SEC-registered
|
$129.4M | 277 | 3 | Clean |
| 25 |
Santa Fe · State-registered
|
$116.1M | 59 | 5 | Clean |
| 26 |
Albuquerque · State-registered
|
$101.4M | 81 | 3 | Clean |
| 27 |
Santa Fe · State-registered
|
$101.0M | 40 | 2 | Clean |
| 28 |
Albuquerque · State-registered
|
$89.0M | 78 | 3 | Clean |
| 29 |
Albuquerque · State-registered
|
$42.5M | 112 | 1 | Clean |
| 30 |
Albuquerque · State-registered
|
$36.7M | 77 | 3 | Clean |
| 31 |
Albuquerque · State-registered
|
$36.0M | 73 | 2 | Clean |
| 32 |
Aztec · State-registered
|
$26.9M | 108 | 2 | Clean |
| 33 |
Santa Fe · State-registered
|
$18.7M | 42 | 9 | Clean |
| 34 |
Las Cruces · State-registered
|
$13.6M | 21 | 1 | Clean |
| 35 |
Albuquerque · State-registered
|
$12.6M | 107 | 1 | Clean |
| 36 |
Albuquerque · State-registered
|
$10.6M | 68 | 3 | Clean |
| 37 |
Albuquerque · State-registered
|
$10.5M | 14 | 1 | Clean |
| 38 |
Albuquerque · State-registered
|
$7.5M | 26 | 1 | Clean |
| 39 |
Santa Fe · State-registered
|
$6.3M | 12 | 1 | Clean |
| 40 |
Los Lunas · State-registered
|
$5.0M | 106 | 1 | Clean |
| 41 |
Albuquerque · State-registered
|
$2.3M | 15 | 2 | Clean |
| 42 |
Santa Fe · State-registered
|
- | - | 1 | Clean |
| 43 |
Santa Fe · State-registered
|
- | - | 1 | Clean |
| 44 |
Las Cruces · State-registered
|
- | - | 2 | Clean |
| 45 |
Santa Fe · State-registered
|
- | - | 0 | Clean |
| 46 |
Albuquerque · State-registered
|
- | - | 0 | Clean |
| 47 |
Albuquerque · State-registered
|
- | - | 0 | Clean |
| 48 |
Albuquerque · State-registered
|
- | - | 0 | Clean |
| 49 |
Albuquerque · State-registered
|
- | - | 0 | Clean |
| 50 |
Albuquerque · State-registered
|
- | - | 0 | Clean |
| 51 |
Santa Fe · State-registered
|
- | - | 0 | Clean |
| 52 |
Santa Fe · State-registered
|
- | - | 0 | Clean |
| 53 |
Socorro · State-registered
|
- | - | 0 | Clean |
| 54 |
Taos · State-registered
|
- | - | 0 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in New Mexico by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.