City
Independent RIAs in Albuquerque, New Mexico
As of October 2, 2026, 28 independent wealth management RIAs with their main office in Albuquerque, New Mexico reported $4.0 billion in regulatory assets under management; the largest by assets was John Moore & Associates Inc, with $1.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 28
- Regulatory assets under management
- $4.0 billion
- Average per firm
- $142.6 million
- SEC-registered, of those listed
- 11 of 28 (39.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | John Moore & Associates Inc | SEC | $1.0 billion | 2,683 |
| 2 | Zanetti Financial, LLC | SEC | $809.4 million | 1,481 |
| 3 | Portfolio Wealth Advisors | SEC | $395.5 million | 761 |
| 4 | Madrid Wealth Management | SEC | $212.1 million | 428 |
| 5 | Sandia Wealth Management, LLC | SEC | $193.5 million | 562 |
| 6 | Cross State Financial Group LLC | SEC | $188.3 million | 1,111 |
| 7 | Hanseatic Management Services Inc | SEC | $174.0 million | 200 |
| 8 | Waterrock Wealth Management | SEC | $153.7 million | 290 |
| 9 | Steve Lynch Wealth Management | SEC | $153.4 million | 727 |
| 10 | Oakmont Advisory Group, LLC | SEC | $149.5 million | 1,146 |
| 11 | SKG Capital Advisors, LLC | SEC | $129.4 million | 277 |
| 12 | Jackson & Associates, Inc. | State | $101.4 million | 81 |
| 13 | Hurst Capital Management | State | $89.0 million | 78 |
| 14 | Intentional Finance, LLC | State | $42.5 million | 245 |
| 15 | Truepath Financial Planning | State | $36.7 million | 215 |
| 16 | Cloak Advisors | State | $36.0 million | 91 |
| 17 | Zia Investment Advisors | State | $23.7 million | 87 |
| 18 | Pihl Financial Planning | State | $23.1 million | 104 |
| 19 | Randall Financial LLC | State | $13.6 million | 78 |
| 20 | Educated Wallet LLC | State | $12.6 million | 107 |
| 21 | Zia Capital Investments LLC | State | $10.6 million | 370 |
| 22 | Drucker, David J. DBA Sunset Financial Management | State | $10.0 million | 10 |
| 23 | Grinstead Wealth Management | State | $7.5 million | 92 |
| 24 | Alvarez Advisory LLC | State | $0 | 0 |
| 25 | Be Brave Not Broke LLC | State | $0 | 0 |
| 26 | Ego Death Financial LLC | State | $0 | 0 |
| 27 | Financial Design & Research | State | $0 | 0 |
| 28 | Seasons Wealth Services LLC | State | $0 | 0 |
Independent RIAs in New Mexico, including every city.
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.