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.
57 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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