# Independent RIAs with the biggest asset gains over one year in New Mexico

As of October 2, 2026, Zanetti Financial, LLC ranked #1 in New Mexico in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $404.9 million.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/new-mexico/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
- unit: usd
- scope: New Mexico
- firms_listed: 17
- rows: rank: 1, crd: 282089, firm: Zanetti Financial, LLC, city: Albuquerque, state: NM, value: 404896758, base_value: 404472409, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282089/; rank: 2, crd: 333331, firm: Madrid Wealth Management, city: Albuquerque, state: NM, value: 84708818, base_value: 127342065, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333331/; rank: 3, crd: 106802, firm: Westwind Capital, city: Las Cruces, state: NM, value: 80788376, base_value: 715145223, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106802/; rank: 4, crd: 322276, firm: Bco Wealth Management, LLC, city: Carlsbad, state: NM, value: 59288794, base_value: 300482599, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322276/; rank: 5, crd: 109791, firm: John Moore & Associates Inc, city: Albuquerque, state: NM, value: 58583537, base_value: 970185554, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109791/; rank: 6, crd: 107110, firm: Hanseatic Management Services Inc, city: Albuquerque, state: NM, value: 40000000, base_value: 134000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107110/; rank: 7, crd: 170002, firm: Financial Partners, LLC, city: Santa Fe, state: NM, value: 36087589, base_value: 145637622, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170002/; rank: 8, crd: 145687, firm: Portfolio Wealth Advisors, city: Albuquerque, state: NM, value: 22267186, base_value: 373189200, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145687/; rank: 9, crd: 158890, firm: Oakmont Advisory Group, LLC, city: Albuquerque, state: NM, value: 22137861, base_value: 127368862, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158890/; rank: 10, crd: 282011, firm: Cross State Financial Group LLC, city: Albuquerque, state: NM, value: 21537428, base_value: 166767480, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282011/; rank: 11, crd: 113715, firm: Steve Lynch Wealth Management, city: Albuquerque, state: NM, value: 21191917, base_value: 132165083, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113715/; rank: 12, crd: 296462, firm: Waterrock Wealth Management, city: Albuquerque, state: NM, value: 21184031, base_value: 132519125, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296462/; rank: 13, crd: 306144, firm: Stonekeep Investments, LLC, city: Sante Fe, state: NM, value: 20600000, base_value: 148975000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306144/; rank: 14, crd: 164970, firm: Horizons Sustainable Financial Services, Inc., city: Santa Fe, state: NM, value: 19284675, base_value: 131873325, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164970/; rank: 15, crd: 159402, firm: Sandia Wealth Management, LLC, city: Albuquerque, state: NM, value: 19232000, base_value: 174250000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159402/; rank: 16, crd: 316907, firm: Altamira Financial Group, LLC, city: Santa Fe, state: NM, value: 14406073, base_value: 115920360, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316907/; rank: 17, crd: 286554, firm: SKG Capital Advisors, LLC, city: Albuquerque, state: NM, value: 10209982, base_value: 119151504, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286554/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the biggest asset gains over one year, nationally](https://advisoriq.com/ria/rankings/biggest-asset-gains/)
- [RIA market data for New Mexico](https://advisoriq.com/ria/states/new-mexico/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/new-mexico/

License: https://advisoriq.com/license/