New Mexico · 38 firms
Trust & Estate Advisors in New Mexico
Advisers working with trusts, estates, and charitable organizations. Browse 38 advisers in New Mexico matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in New Mexico
THORNBURG INVESTMENT MANAGEMENT INC
Santa Fe, NM
AUM
$54.45B
Team
40 advisors
Clients
—
Fees
Percentage of AUM
505-467-7283
ULRICH INVESTMENT CONSULTANTS
Albuquerque, NM
AUM
$3.62B
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
505-224-9100
JOHN MOORE & ASSOCIATES INC
Albuquerque, NM
AUM
$1.03B
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
505-881-5100
REDW WEALTH LLC
Albuquerque, NM
AUM
$869.2M
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
505-998-3200
ZANETTI FINANCIAL, LLC
Albuquerque, NM
AUM
$809.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
505-250-3754
WESTWIND CAPITAL
Las Cruces, NM
AUM
$795.9M
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM
575-556-8500
PORTFOLIO WEALTH ADVISORS
Albuquerque, NM
AUM
$395.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505-884-3445
BCO WEALTH MANAGEMENT, LLC
Carlsbad, NM
AUM
$359.8M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
575-887-2013
PERINI CAPITAL
Carlsbad, NM
AUM
$287.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
575-725-1978
CITY DIFFERENT INVESTMENTS
Santa Fe, NM
AUM
$244.4M
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
505-416-4550
MADRID WEALTH MANAGEMENT
Albuquerque, NM
AUM
$212.1M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
505-633-5332
SANDIA WEALTH MANAGEMENT, LLC
Albuquerque, NM
AUM
$193.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
505-296-1100
CROSS STATE FINANCIAL GROUP LLC
Albuquerque, NM
AUM
$188.3M
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-621-6974
FINANCIAL PARTNERS, LLC
Santa Fe, NM
AUM
$181.7M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505-795-7910
HANSEATIC MANAGEMENT SERVICES INC
Albuquerque, NM
AUM
$174.0M
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
505-828-2824
MERIDIAN WEALTH ADVISORS, LLC
Albuquerque, NM
AUM
$156.2M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(505) 828-2220
WATERROCK WEALTH MANAGEMENT
Albuquerque, NM
AUM
$153.7M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
505-831-6342
STEVE LYNCH WEALTH MANAGEMENT
Albuquerque, NM
AUM
$153.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
505-881-7526
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
Santa Fe, NM
AUM
$151.2M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
505-982-9661
OAKMONT ADVISORY GROUP, LLC
Albuquerque, NM
AUM
$149.5M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
505-821-6966
SKG CAPITAL ADVISORS, LLC
Albuquerque, NM
AUM
$129.4M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(505) 856-5444
SANTA FE ADVISORS LLC
Santa Fe, NM
AUM
$116.1M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
505-501-6200
JACKSON & ASSOCIATES, INC.
Albuquerque, NM
AUM
$101.4M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
505-944-8404
G. ALLEN FINANCIAL INC.
Santa Fe, NM
AUM
$101.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
505-466-3550
57 total advisers in New Mexico. Browse all New Mexico advisors