THORNBURG INVESTMENT MANAGEMENT INC
Santa Fe, NM
AUM
$54.45B
Wealth MgmtTrusts & EstatesInstitutional
Team
40 advisors
Clients
—
Fees
Percentage of AUM
505-467-7283
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NM
45 advisers found
PATRIA PRIVATE EQUITY (EUROPE) LIMITED
Edinburgh, NM
AUM
$8.01B
Wealth MgmtRetirementInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44 07880365824
ULRICH INVESTMENT CONSULTANTS
Albuquerque, NM
AUM
$3.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
505-881-5100
REDW WEALTH LLC
Albuquerque, NM
AUM
$869.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
505-250-3754
WESTWIND CAPITAL
Las Cruces, NM
AUM
$795.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM
575-556-8500
PORTFOLIO WEALTH ADVISORS
Albuquerque, NM
AUM
$395.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505-884-3445
SUN MOUNTAIN CAPITAL ADVISORS, LLC
Santa Fe, NM
AUM
$378.7M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
505-780-4218
BCO WEALTH MANAGEMENT, LLC
Carlsbad, NM
AUM
$359.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
575-887-2013
DXD CAPITAL
Albuquerque, NM
AUM
$353.4M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
505-633-4190
PERINI CAPITAL
Carlsbad, NM
AUM
$287.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
575-725-1978
TITAN FUND MANAGEMENT, LLC
Albuquerque, NM
AUM
$250.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
505-998-0163
CITY DIFFERENT INVESTMENTS
Santa Fe, NM
AUM
$244.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
505-416-4550
MADRID WEALTH MANAGEMENT
Albuquerque, NM
AUM
$212.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505-795-7910
HANSEATIC MANAGEMENT SERVICES INC
Albuquerque, NM
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(505) 828-2220
WATERROCK WEALTH MANAGEMENT
Albuquerque, NM
AUM
$153.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & Estates
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
505-821-6966
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