SKG CAPITAL ADVISORS, LLC
Albuquerque, NM
AUM
$129.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(505) 856-5444
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NM
45 advisers found
SANTA FE ADVISORS LLC
Santa Fe, NM
AUM
$116.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
505-501-6200
JACKSON & ASSOCIATES, INC.
Albuquerque, NM
AUM
$101.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
505-466-3550
HURST CAPITAL MANAGEMENT
Albuquerque, NM
AUM
$89.0M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
505-243-7696
INTENTIONAL FINANCE, LLC
Albuquerque, NM
AUM
$42.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
505-563-4500
TRUEPATH FINANCIAL PLANNING
Albuquerque, NM
AUM
$36.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
505-797-7765
CLOAK ADVISORS
Albuquerque, NM
AUM
$36.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
505-242-9292
HEGARTY INVESTMENT LOGIC, LLC
Aztec, NM
AUM
$26.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
505-334-2011
MARKET GAUGE ASSET MANAGEMENT
Santa Fe, NM
AUM
$18.7M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
505.603.1277
EDUCATED WALLET LLC
Albuquerque, NM
AUM
$12.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Subscription fees +1 more
505-514-9310
ZIA CAPITAL INVESTMENTS LLC
Albuquerque, NM
AUM
$10.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(505) 550-7845
RETIREMENT WEALTH GUIDANCE LLC
Albuquerque, NM
AUM
$10.5M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
505-500-4032
GRINSTEAD WEALTH MANAGEMENT
Albuquerque, NM
AUM
$7.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
505-397-1629
HIGHROCKS WEALTH, LLC
Santa Fe, NM
AUM
$6.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(505) 920-0162
KIEHNE WEALTH & RETIREMENT, LLC
Los Lunas, NM
AUM
$5.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
505-585-2444
DYAD CAPITAL LLC
Albuquerque, NM
AUM
$2.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
5056602667
ALTAMIRA FINANCIAL GROUP, LLC
Santa Fe, NM
AUM
$130.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505-477-3334
Full profileNo website
COALSON FINANCIAL SERVICES, LLC
Las Cruces, NM
AUM
$13.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
505-977-8338
Full profileNo website
FIELD CAPITAL MANAGEMENT, LLC
Santa Fe, NM
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505.982.4901
Full profileNo website
SEASONS WEALTH SERVICES LLC
Albuquerque, NM
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
0 total employees
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
505-333-8872
Full profileNo website
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