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Largest SEC-Registered Investment Advisors (RIAs) in New Mexico

Largest SEC-Registered Investment Advisors (RIAs) in New Mexico

As of July 2024, per latest ADV filings

1. THORNBURG INVESTMENT MANAGEMENT INC

Assets Under Management: $41,832,394,631

Client Accounts:  750

2. ULRICH INVESTMENT CONSULTANTS

Assets Under Management: $3,279,256,426

Client Accounts:  999

3. REDW WEALTH LLC

Assets Under Management: $1,004,648,408

Client Accounts:  1,227

4. JOHN MOORE & ASSOCIATES INC

Assets Under Management: $758,200,188

Client Accounts:  2,212

5. WESTWIND CAPITAL

Assets Under Management: $623,306,776

Client Accounts:  1,832

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