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Ranking, New Mexico

Independent RIAs with the most accounts in New Mexico

As of October 2, 2026, John Moore & Associates Inc ranked #1 in New Mexico in AdvisorIQ's ranking of independent RIAs with the most accounts, with 2,683.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most accounts in New Mexico
Rank Firm City Most accounts
1 John Moore & Associates Inc Albuquerque 2,683
2 Westwind Capital Las Cruces 2,131
3 Zanetti Financial, LLC Albuquerque 1,481
4 Bco Wealth Management, LLC Carlsbad 1,173
5 Oakmont Advisory Group, LLC Albuquerque 1,146
6 Cross State Financial Group LLC Albuquerque 1,111
7 Portfolio Wealth Advisors Albuquerque 761
8 Steve Lynch Wealth Management Albuquerque 727
9 Sandia Wealth Management, LLC Albuquerque 562
10 Stonekeep Investments, LLC Sante Fe 443
11 Madrid Wealth Management Albuquerque 428
12 Zia Capital Investments LLC Albuquerque 370
13 Finance Wisdom Edgewood 318
14 Horizons Sustainable Financial Services, Inc. Santa Fe 314
15 Waterrock Wealth Management Albuquerque 290
16 SKG Capital Advisors, LLC Albuquerque 277
17 Financial Partners, LLC Santa Fe 268
18 Intentional Finance, LLC Albuquerque 245
19 Hegarty Investment Logic, LLC Aztec 238
20 Truepath Financial Planning Albuquerque 215
21 Altamira Financial Group, LLC Santa Fe 210
22 Hanseatic Management Services Inc Albuquerque 200
23 Santa FE Advisors LLC Santa Fe 151
24 G. Allen Financial Inc. Santa Fe 140
25 Stonebridge Capital Management NW, LLC Ruidoso 114
26 Educated Wallet LLC Albuquerque 107
27 Kiehne Wealth & Retirement, LLC Los Lunas 106
28 Pihl Financial Planning Albuquerque 104
29 Grinstead Wealth Management Albuquerque 92
30 Cloak Advisors Albuquerque 91
31 Zia Investment Advisors Albuquerque 87
32 Jackson & Associates, Inc. Albuquerque 81
33 Hurst Capital Management Albuquerque 78
33 Randall Financial LLC Albuquerque 78
35 Quest Investment Portfolio Management, Limited Roswell 70
36 New Line Capital, LLC Santa Fe 64
37 Oakmont Financial Services, L.L.C. Santa Fe 60
38 Coalson Financial Services, LLC Las Cruces 56
39 The Tiny House Adviser Abiquiu 49
40 Kipling & Co. Sandia Park 45
41 Market Gauge Asset Management Santa Fe 41
42 First Choice Financial Planning, LLC Alamogordo 31
43 Keith Kelvin Anderson Santa Fe 29
44 Highrocks Wealth, LLC Santa Fe 27
45 El Camino Real Financial Advisors Santa Teresa 18
46 Petroglyph Wealth Rio Rancho 17
47 SML Advisory Rio Rancho 14
48 Juniper Capital Management LLC Santa Fe 11
49 Drucker, David J. DBA Sunset Financial Management Albuquerque 10
50 Robinson Wealth and Financial Planning Hobbs 7
51 Counterpoint Santa Fe 6
52 Eddie Haggar Capital MGT, Inc. Santa Fe 5
53 Fish Advisory, LLC Santa Fe 4

53 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Most accounts by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.