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Find Retirement Advisors for Retirement Planning in New Mexico
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in New Mexico, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in New Mexico
Last Updated - April 24, 2025New Mexico has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 29 non-vetted advisors in your local area. These retirement advisors in New Mexico have an average of 35 years of experience.
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List of Qualified Retirement Planning Advisors in New Mexico
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in New Mexico (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 2300 North Ridgetop Road, Santa Fe, NM, 87506 | $41,832,394,631 | 750 | 202 | A percentage of AUM, Performance Based |
| 2 | 1805 Rio Grande Boulevard Nw, Suite 1 Albuquerque, NM, 87104 | $3,279,256,426 | 999 | 26 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM, 87113 | $1,004,648,408 | 1227 | 14 | A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIATED FEES FOR BUNDLED SERVICES) |
| 4 | 8220 San Pedro Dr Ne, Suite 310 Albuquerque, NM, 87113 | $758,200,188 | 2212 | 12 | A percentage of AUM, Fixed fees |
| 5 | 1800 S. Telshor, Las Cruces, NM, 88011 | $715,145,223 | 1945 | 7 | A percentage of AUM |
| 6 | 527 Don Gaspar Avenue, Santa Fe, NM, 87505 | $599,019,302 | 11 | 9 | A percentage of AUM, Performance Based |
| 7 | 5130 San Francisco Rd Ne, Suite A Albuquerque, NM, 87109 | $404,472,409 | 938 | 2 | A percentage of AUM |
| 8 | 316 Osuna Road Ne, Suite 400 Albuquerque, NM, 87107 | $397,587,843 | 578 | 5 | A percentage of AUM |
| 9 | 6100 Uptown Blvd Ne, Suite 540 Albuquerque, NM, 87110 | $373,189,200 | 750 | 3 | A percentage of AUM, Hourly charges |
| 10 | 460 St. Michael'S Drive, Suite 902 Santa Fe, NM, 87505 | $326,787,724 | 925 | 8 | A percentage of AUM, Fixed fees |
| 11 | 412 N Canal St, Carlsbad, NM, 88220 | $300,482,599 | 1111 | 7 | A percentage of AUM, Fixed fees |
| 12 | 136 Grant Avenue, Santa Fe, NM, 87501 | $292,678,145 | 610 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 6700 Jefferson Street Ne, Building E Albuquerque, NM, 87109 | $258,923,901 | 11 | 28 | A percentage of AUM, Performance Based |
| 14 | 6300 Riverside Plaza Ln, Nw, Suite 200 Albuquerque, NM, 87120 | $229,099,553 | 3 | 22 | A percentage of AUM, Performance Based |
| 15 | 9201 Montgomery Ne Suite 401, Albuquerque, NM, 87111 | $174,250,000 | 539 | 3 | A percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in New Mexico
QualificationsFirm CRD# 106357
Assets Under Management $41,832,394,631
No. Of Clients750
Clients Per Financial Advisor4
THORNBURG INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 750 clients. The team consists of 202 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 159499
Assets Under Management $3,279,256,426
No. Of Clients999
Clients Per Financial Advisor38
ULRICH INVESTMENT CONSULTANTS is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 999 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 109446
Assets Under Management $1,004,648,408
No. Of Clients1227
Clients Per Financial Advisor88
REDW WEALTH LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1227 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (NEGOTIATED FEES FOR BUNDLED SERVICES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (TAX PREPARATION)
QualificationsFirm CRD# 109791
Assets Under Management $758,200,188
No. Of Clients2212
Clients Per Financial Advisor184
JOHN MOORE & ASSOCIATES INC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $758M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2212 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 106802
Assets Under Management $715,145,223
No. Of Clients1945
Clients Per Financial Advisor278
WESTWIND CAPITAL is a financial advisory firm situated in Las Cruces, New Mexico. With a nearly $715M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1945 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 151477
Assets Under Management $599,019,302
No. Of Clients11
Clients Per Financial Advisor1
SUN MOUNTAIN CAPITAL ADVISORS, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $599M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 282089
Assets Under Management $404,472,409
No. Of Clients938
Clients Per Financial Advisor469
ZANETTI FINANCIAL, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $404M assets under management, the firm specializes in crafting personalized retirement planning solutions for 938 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 330640
Assets Under Management $397,587,843
No. Of Clients578
Clients Per Financial Advisor116
HS WEALTH PARTNERS is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $398M assets under management, the firm specializes in crafting personalized retirement planning solutions for 578 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 145687
Assets Under Management $373,189,200
No. Of Clients750
Clients Per Financial Advisor250
PORTFOLIO WEALTH ADVISORS is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $373M assets under management, the firm specializes in crafting personalized retirement planning solutions for 750 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FINANCIAL CONSULTING SERVICES)
QualificationsFirm CRD# 172980
Assets Under Management $326,787,724
No. Of Clients925
Clients Per Financial Advisor116
BETTER MONEY DECISIONS is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $327M assets under management, the firm specializes in crafting personalized retirement planning solutions for 925 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 322276
Assets Under Management $300,482,599
No. Of Clients1111
Clients Per Financial Advisor159
BCO WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Carlsbad, New Mexico. With a nearly $300M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1111 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 122997
Assets Under Management $292,678,145
No. Of Clients610
Clients Per Financial Advisor102
LONGVIEW ASSET MANAGEMENT, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 610 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (RETIREMENT PLAN SERVICES)
QualificationsFirm CRD# 329580
Assets Under Management $258,923,901
No. Of Clients11
Clients Per Financial Advisor0
DXD CAPITAL is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 290562
Assets Under Management $229,099,553
No. Of Clients3
Clients Per Financial Advisor0
TITAN FUND MANAGEMENT, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 159402
Assets Under Management $174,250,000
No. Of Clients539
Clients Per Financial Advisor180
SANDIA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $174M assets under management, the firm specializes in crafting personalized retirement planning solutions for 539 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Retirement Planners Near You
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