{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most accounts in New Mexico","lead":"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.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most accounts","how_it_is_computed":"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.","unit":"count","scope":"New Mexico","firms_listed":53,"rows":[{"rank":1,"crd":109791,"firm":"John Moore & Associates Inc","city":"Albuquerque","state":"NM","value":2683,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109791/"},{"rank":2,"crd":106802,"firm":"Westwind Capital","city":"Las Cruces","state":"NM","value":2131,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106802/"},{"rank":3,"crd":282089,"firm":"Zanetti Financial, LLC","city":"Albuquerque","state":"NM","value":1481,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282089/"},{"rank":4,"crd":322276,"firm":"Bco Wealth Management, LLC","city":"Carlsbad","state":"NM","value":1173,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322276/"},{"rank":5,"crd":158890,"firm":"Oakmont Advisory Group, LLC","city":"Albuquerque","state":"NM","value":1146,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158890/"},{"rank":6,"crd":282011,"firm":"Cross State Financial Group LLC","city":"Albuquerque","state":"NM","value":1111,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282011/"},{"rank":7,"crd":145687,"firm":"Portfolio Wealth Advisors","city":"Albuquerque","state":"NM","value":761,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145687/"},{"rank":8,"crd":113715,"firm":"Steve Lynch Wealth Management","city":"Albuquerque","state":"NM","value":727,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/113715/"},{"rank":9,"crd":159402,"firm":"Sandia Wealth Management, LLC","city":"Albuquerque","state":"NM","value":562,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159402/"},{"rank":10,"crd":306144,"firm":"Stonekeep Investments, LLC","city":"Sante Fe","state":"NM","value":443,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306144/"},{"rank":11,"crd":333331,"firm":"Madrid Wealth Management","city":"Albuquerque","state":"NM","value":428,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333331/"},{"rank":12,"crd":332414,"firm":"Zia Capital Investments LLC","city":"Albuquerque","state":"NM","value":370,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332414/"},{"rank":13,"crd":325643,"firm":"Finance Wisdom","city":"Edgewood","state":"NM","value":318,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325643/"},{"rank":14,"crd":164970,"firm":"Horizons Sustainable Financial Services, Inc.","city":"Santa Fe","state":"NM","value":314,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164970/"},{"rank":15,"crd":296462,"firm":"Waterrock Wealth Management","city":"Albuquerque","state":"NM","value":290,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/296462/"},{"rank":16,"crd":286554,"firm":"SKG Capital Advisors, LLC","city":"Albuquerque","state":"NM","value":277,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286554/"},{"rank":17,"crd":170002,"firm":"Financial Partners, LLC","city":"Santa Fe","state":"NM","value":268,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170002/"},{"rank":18,"crd":288181,"firm":"Intentional Finance, LLC","city":"Albuquerque","state":"NM","value":245,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288181/"},{"rank":19,"crd":146678,"firm":"Hegarty Investment Logic, LLC","city":"Aztec","state":"NM","value":238,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146678/"},{"rank":20,"crd":144118,"firm":"Truepath Financial Planning","city":"Albuquerque","state":"NM","value":215,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144118/"},{"rank":21,"crd":316907,"firm":"Altamira Financial Group, LLC","city":"Santa Fe","state":"NM","value":210,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/316907/"},{"rank":22,"crd":107110,"firm":"Hanseatic Management Services Inc","city":"Albuquerque","state":"NM","value":200,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107110/"},{"rank":23,"crd":170872,"firm":"Santa FE Advisors LLC","city":"Santa Fe","state":"NM","value":151,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170872/"},{"rank":24,"crd":119180,"firm":"G. Allen Financial Inc.","city":"Santa Fe","state":"NM","value":140,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/119180/"},{"rank":25,"crd":147392,"firm":"Stonebridge Capital Management NW, LLC","city":"Ruidoso","state":"NM","value":114,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147392/"},{"rank":26,"crd":322021,"firm":"Educated Wallet LLC","city":"Albuquerque","state":"NM","value":107,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322021/"},{"rank":27,"crd":309251,"firm":"Kiehne Wealth & Retirement, LLC","city":"Los Lunas","state":"NM","value":106,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309251/"},{"rank":28,"crd":300544,"firm":"Pihl Financial Planning","city":"Albuquerque","state":"NM","value":104,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300544/"},{"rank":29,"crd":334096,"firm":"Grinstead Wealth Management","city":"Albuquerque","state":"NM","value":92,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334096/"},{"rank":30,"crd":137781,"firm":"Cloak Advisors","city":"Albuquerque","state":"NM","value":91,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/137781/"},{"rank":31,"crd":148777,"firm":"Zia Investment Advisors","city":"Albuquerque","state":"NM","value":87,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148777/"},{"rank":32,"crd":315102,"firm":"Jackson & Associates, Inc.","city":"Albuquerque","state":"NM","value":81,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315102/"},{"rank":33,"crd":115185,"firm":"Hurst Capital Management","city":"Albuquerque","state":"NM","value":78,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115185/"},{"rank":33,"crd":325328,"firm":"Randall Financial LLC","city":"Albuquerque","state":"NM","value":78,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325328/"},{"rank":35,"crd":114540,"firm":"Quest Investment Portfolio Management, Limited","city":"Roswell","state":"NM","value":70,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/114540/"},{"rank":36,"crd":143677,"firm":"New Line Capital, LLC","city":"Santa Fe","state":"NM","value":64,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143677/"},{"rank":37,"crd":115291,"firm":"Oakmont Financial Services, L.L.C.","city":"Santa Fe","state":"NM","value":60,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115291/"},{"rank":38,"crd":148603,"firm":"Coalson Financial Services, LLC","city":"Las Cruces","state":"NM","value":56,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148603/"},{"rank":39,"crd":325670,"firm":"The Tiny House Adviser","city":"Abiquiu","state":"NM","value":49,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325670/"},{"rank":40,"crd":277115,"firm":"Kipling & Co.","city":"Sandia Park","state":"NM","value":45,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/277115/"},{"rank":41,"crd":194517,"firm":"Market Gauge Asset Management","city":"Santa Fe","state":"NM","value":41,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/194517/"},{"rank":42,"crd":166363,"firm":"First Choice Financial Planning, LLC","city":"Alamogordo","state":"NM","value":31,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166363/"},{"rank":43,"crd":114956,"firm":"Keith Kelvin Anderson","city":"Santa Fe","state":"NM","value":29,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/114956/"},{"rank":44,"crd":293842,"firm":"Highrocks Wealth, LLC","city":"Santa Fe","state":"NM","value":27,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/293842/"},{"rank":45,"crd":155883,"firm":"El Camino Real Financial Advisors","city":"Santa Teresa","state":"NM","value":18,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155883/"},{"rank":46,"crd":327538,"firm":"Petroglyph Wealth","city":"Rio Rancho","state":"NM","value":17,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327538/"},{"rank":47,"crd":275028,"firm":"SML Advisory","city":"Rio Rancho","state":"NM","value":14,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/275028/"},{"rank":48,"crd":170150,"firm":"Juniper Capital Management LLC","city":"Santa Fe","state":"NM","value":11,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170150/"},{"rank":49,"crd":107815,"firm":"Drucker, David J. DBA Sunset Financial Management","city":"Albuquerque","state":"NM","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107815/"},{"rank":50,"crd":334229,"firm":"Robinson Wealth and Financial Planning","city":"Hobbs","state":"NM","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334229/"},{"rank":51,"crd":339041,"firm":"Counterpoint","city":"Santa Fe","state":"NM","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339041/"},{"rank":52,"crd":116482,"firm":"Eddie Haggar Capital MGT, Inc.","city":"Santa Fe","state":"NM","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116482/"},{"rank":53,"crd":312080,"firm":"Fish Advisory, LLC","city":"Santa Fe","state":"NM","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312080/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most accounts, nationally","url":"https://advisoriq.com/ria/rankings/most-accounts/"},{"title":"RIA market data for New Mexico","url":"https://advisoriq.com/ria/states/new-mexico/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-accounts/new-mexico/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-accounts/new-mexico/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}