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.
57 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
CRATTY & SWANSON ADVISORS L.L.C.
Las Cruces, NM
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; REFFERAL FEES
575-222-0389