# Independent RIAs with the most high net worth clients 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 most high net worth clients, with 296.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-hnw-clients/new-mexico/

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) 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: 41
- rows: rank: 1, crd: 282089, firm: Zanetti Financial, LLC, city: Albuquerque, state: NM, value: 296, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282089/; rank: 2, crd: 106802, firm: Westwind Capital, city: Las Cruces, state: NM, value: 230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106802/; rank: 3, crd: 109791, firm: John Moore & Associates Inc, city: Albuquerque, state: NM, value: 226, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109791/; rank: 4, crd: 322276, firm: Bco Wealth Management, LLC, city: Carlsbad, state: NM, value: 109, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322276/; rank: 5, crd: 164970, firm: Horizons Sustainable Financial Services, Inc., city: Santa Fe, state: NM, value: 101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164970/; rank: 6, crd: 145687, firm: Portfolio Wealth Advisors, city: Albuquerque, state: NM, value: 94, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145687/; rank: 7, crd: 107110, firm: Hanseatic Management Services Inc, city: Albuquerque, state: NM, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107110/; rank: 8, crd: 159402, firm: Sandia Wealth Management, LLC, city: Albuquerque, state: NM, value: 67, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159402/; rank: 9, crd: 170002, firm: Financial Partners, LLC, city: Santa Fe, state: NM, value: 65, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170002/; rank: 10, crd: 158890, firm: Oakmont Advisory Group, LLC, city: Albuquerque, state: NM, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158890/; rank: 11, crd: 333331, firm: Madrid Wealth Management, city: Albuquerque, state: NM, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333331/; rank: 12, crd: 170872, firm: Santa FE Advisors LLC, city: Santa Fe, state: NM, value: 52, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170872/; rank: 13, crd: 113715, firm: Steve Lynch Wealth Management, city: Albuquerque, state: NM, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113715/; rank: 14, crd: 282011, firm: Cross State Financial Group LLC, city: Albuquerque, state: NM, value: 50, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282011/; rank: 15, crd: 315102, firm: Jackson & Associates, Inc., city: Albuquerque, state: NM, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315102/; rank: 16, crd: 115185, firm: Hurst Capital Management, city: Albuquerque, state: NM, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115185/; rank: 16, crd: 286554, firm: SKG Capital Advisors, LLC, city: Albuquerque, state: NM, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286554/; rank: 16, crd: 296462, firm: Waterrock Wealth Management, city: Albuquerque, state: NM, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296462/; rank: 19, crd: 119180, firm: G. Allen Financial Inc., city: Santa Fe, state: NM, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119180/; rank: 20, crd: 144382, firm: T.C. Schwab Financial Planning, LLC, city: Santa Fe, state: NM, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144382/; rank: 21, crd: 114540, firm: Quest Investment Portfolio Management, Limited, city: Roswell, state: NM, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114540/; rank: 22, crd: 306144, firm: Stonekeep Investments, LLC, city: Sante Fe, state: NM, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306144/; rank: 23, crd: 143677, firm: New Line Capital, LLC, city: Santa Fe, state: NM, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143677/; rank: 24, crd: 147392, firm: Stonebridge Capital Management NW, LLC, city: Ruidoso, state: NM, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147392/; rank: 24, crd: 316907, firm: Altamira Financial Group, LLC, city: Santa Fe, state: NM, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316907/; rank: 26, crd: 146678, firm: Hegarty Investment Logic, LLC, city: Aztec, state: NM, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146678/; rank: 26, crd: 288181, firm: Intentional Finance, LLC, city: Albuquerque, state: NM, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288181/; rank: 28, crd: 144118, firm: Truepath Financial Planning, city: Albuquerque, state: NM, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144118/; rank: 29, crd: 194517, firm: Market Gauge Asset Management, city: Santa Fe, state: NM, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/194517/; rank: 29, crd: 300544, firm: Pihl Financial Planning, city: Albuquerque, state: NM, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300544/; rank: 31, crd: 137781, firm: Cloak Advisors, city: Albuquerque, state: NM, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137781/; rank: 32, crd: 148603, firm: Coalson Financial Services, LLC, city: Las Cruces, state: NM, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148603/; rank: 32, crd: 165175, firm: Bustamante Financial Planning, city: Santa Fe, state: NM, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165175/; rank: 32, crd: 170150, firm: Juniper Capital Management LLC, city: Santa Fe, state: NM, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170150/; rank: 32, crd: 325328, firm: Randall Financial LLC, city: Albuquerque, state: NM, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325328/; rank: 32, crd: 334096, firm: Grinstead Wealth Management, city: Albuquerque, state: NM, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334096/; rank: 37, crd: 325643, firm: Finance Wisdom, city: Edgewood, state: NM, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325643/; rank: 37, crd: 327538, firm: Petroglyph Wealth, city: Rio Rancho, state: NM, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327538/; rank: 39, crd: 107815, firm: Drucker, David J. DBA Sunset Financial Management, city: Albuquerque, state: NM, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107815/; rank: 40, crd: 312080, firm: Fish Advisory, LLC, city: Santa Fe, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312080/; rank: 40, crd: 325670, firm: The Tiny House Adviser, city: Abiquiu, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325670/

## 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 most high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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/most-hnw-clients/new-mexico/

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