# Independent RIAs with the fastest client growth over one year in New Mexico

As of October 2, 2026, Waterrock Wealth Management ranked #1 in New Mexico in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 76.4%, from a base of 275.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/client-growth/new-mexico/

## Facts

- ranking: Independent RIAs with the fastest client growth over one year
- how_it_is_computed: SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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: pct
- scope: New Mexico
- firms_listed: 17
- rows: rank: 1, crd: 296462, firm: Waterrock Wealth Management, city: Albuquerque, state: NM, value: 0.763636363636364, base_value: 275, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296462/; rank: 2, crd: 282089, firm: Zanetti Financial, LLC, city: Albuquerque, state: NM, value: 0.578891257995736, base_value: 938, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282089/; rank: 3, crd: 113715, firm: Steve Lynch Wealth Management, city: Albuquerque, state: NM, value: 0.24914089347079, base_value: 582, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113715/; rank: 4, crd: 333331, firm: Madrid Wealth Management, city: Albuquerque, state: NM, value: 0.148760330578512, base_value: 121, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333331/; rank: 5, crd: 306144, firm: Stonekeep Investments, LLC, city: Sante Fe, state: NM, value: 0.14, base_value: 100, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306144/; rank: 6, crd: 170002, firm: Financial Partners, LLC, city: Santa Fe, state: NM, value: 0.135593220338983, base_value: 236, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170002/; rank: 7, crd: 107110, firm: Hanseatic Management Services Inc, city: Albuquerque, state: NM, value: 0.112820512820513, base_value: 195, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107110/; rank: 8, crd: 106802, firm: Westwind Capital, city: Las Cruces, state: NM, value: 0.109375, base_value: 1024, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106802/; rank: 9, crd: 322276, firm: Bco Wealth Management, LLC, city: Carlsbad, state: NM, value: 0.0298507462686568, base_value: 536, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322276/; rank: 10, crd: 145687, firm: Portfolio Wealth Advisors, city: Albuquerque, state: NM, value: 0.00354609929078009, base_value: 282, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145687/; rank: 11, crd: 159402, firm: Sandia Wealth Management, LLC, city: Albuquerque, state: NM, value: 0, base_value: 239, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159402/; rank: 12, crd: 109791, firm: John Moore & Associates Inc, city: Albuquerque, state: NM, value: -0.00273597811217507, base_value: 731, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109791/; rank: 13, crd: 286554, firm: SKG Capital Advisors, LLC, city: Albuquerque, state: NM, value: -0.00359712230215825, base_value: 278, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286554/; rank: 14, crd: 158890, firm: Oakmont Advisory Group, LLC, city: Albuquerque, state: NM, value: -0.0305498981670062, base_value: 491, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158890/; rank: 15, crd: 316907, firm: Altamira Financial Group, LLC, city: Santa Fe, state: NM, value: -0.0416666666666666, base_value: 120, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316907/; rank: 16, crd: 164970, firm: Horizons Sustainable Financial Services, Inc., city: Santa Fe, state: NM, value: -0.0606060606060606, base_value: 330, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164970/; rank: 17, crd: 282011, firm: Cross State Financial Group LLC, city: Albuquerque, state: NM, value: -0.0622119815668203, base_value: 434, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282011/

## 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 fastest client growth over one year, nationally](https://advisoriq.com/ria/rankings/client-growth/)
- [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/client-growth/new-mexico/

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