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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 can 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 - July 10, 2024

New Mexico has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 24 non-vetted advisors in your local area. These retirement advisors in New Mexico have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in New Mexico

advisor-photo
vector.svg VERIFIED

Allworth Financial
MBA

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Based on Assets

Top 15 Retirement Planning firms in New Mexico (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
THORNBURG INVESTMENT MANAGEMENT INC
2300 North Ridgetop Road,
Santa Fe, NM, 87506
$38,735,282,461658204
A Percentage of AUM, Performance Based
2
ULRICH INVESTMENT CONSULTANTS
1805 Rio Grande Boulevard Nw, Suite 1
Albuquerque, NM, 87104
$2,748,530,62187120
A Percentage of AUM, Hourly charges, Fixed Fees
3
REDW WEALTH LLC
7425 Jefferson Ne,
Albuquerque, NM, 87109
$896,400,602118914
A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEGOTIATED FEES FOR BUNDLED SERVICES)
4
JOHN MOORE & ASSOCIATES INC
8220 San Pedro Dr Ne, Suite 310
Albuquerque, NM, 87113
$722,571,91866212
A Percentage of AUM, Fixed Fees
5
SUN MOUNTAIN CAPITAL ADVISORS, LLC
527 Don Gaspar Avenue,
Santa Fe, NM, 87505
$720,963,790109
A Percentage of AUM, Performance Based
6
SPENCE ASSET MANAGEMENT
3529 Foothills Road,
Las Cruces, NM, 88011
$482,917,00415907
A Percentage of AUM
7
PORTFOLIO WEALTH ADVISORS
6100 Uptown Blvd Ne, Suite 540
Albuquerque, NM, 87110
$258,187,6306853
A Percentage of AUM, Hourly charges
8
TITAN FUND MANAGEMENT, LLC
6300 Riverside Plaza Ln, Nw, Suite 200
Albuquerque, NM, 87120
$257,742,757322
A Percentage of AUM, Performance Based
9
BCO WEALTH MANAGEMENT, LLC
412 N Canal St,
Carlsbad, NM, 88220
$240,717,24910622
A Percentage of AUM, Fixed Fees
10
LONGVIEW ASSET MANAGEMENT, LLC
136 Grant Avenue,
Santa Fe, NM, 87501
$239,655,5675528
A Percentage of AUM, Hourly charges, Fixed Fees
11
ZANETTI FINANCIAL, LLC
5130 San Francisco Rd Ne, Suite A
Albuquerque, NM, 87109
$215,897,02311812
A Percentage of AUM
12
BETTER MONEY DECISIONS
460 St. Michael'S Drive, Suite 902
Santa Fe, NM, 87505
$197,887,8882316
A Percentage of AUM, Fixed Fees
13
SANTA FE ADVISORS LLC
330 Garfield Street, Ste. 301
Santa Fe, NM, 87501
$158,333,0002235
A Percentage of AUM, Fixed Fees
14
CITY DIFFERENT INVESTMENTS
925 Paseo De Peralta,
Santa Fe, NM, 87501
$156,966,6516913
A Percentage of AUM, Performance Based
15
MGM LLC
5600 Eubank Blvd Ne, Suite 260
Albuquerque, NM, 87111
$144,698,1322614
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in New Mexico

QualificationsFirm CRD# 106357

Assets Under Management $38,735,282,461

No. Of Clients658

Clients Per Financial Advisor3

THORNBURG INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $39B assets under management, the firm specializes in crafting personalized retirement planning solutions for 658 clients. The team consists of 204 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 159499

Assets Under Management $2,748,530,621

No. Of Clients871

Clients Per Financial Advisor44

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 871 clients. The team consists of 20 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109446

Assets Under Management $896,400,602

No. Of Clients1189

Clients Per Financial Advisor85

REDW WEALTH LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $896M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1189 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 109791

Assets Under Management $722,571,918

No. Of Clients662

Clients Per Financial Advisor55

JOHN MOORE & ASSOCIATES INC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $723M assets under management, the firm specializes in crafting personalized retirement planning solutions for 662 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 151477

Assets Under Management $720,963,790

No. Of Clients10

Clients Per Financial Advisor1

SUN MOUNTAIN CAPITAL ADVISORS, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $721M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106802

Assets Under Management $482,917,004

No. Of Clients1590

Clients Per Financial Advisor227

SPENCE ASSET MANAGEMENT is a financial advisory firm situated in Las Cruces, New Mexico. With a nearly $483M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1590 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 145687

Assets Under Management $258,187,630

No. Of Clients685

Clients Per Financial Advisor228

PORTFOLIO WEALTH ADVISORS is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 685 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 290562

Assets Under Management $257,742,757

No. Of Clients3

Clients Per Financial Advisor0

TITAN FUND MANAGEMENT, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $258M 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
View Full Profile

QualificationsFirm CRD# 322276

Assets Under Management $240,717,249

No. Of Clients1062

Clients Per Financial Advisor531

BCO WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Carlsbad, New Mexico. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1062 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 122997

Assets Under Management $239,655,567

No. Of Clients552

Clients Per Financial Advisor69

LONGVIEW ASSET MANAGEMENT, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 552 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 282089

Assets Under Management $215,897,023

No. Of Clients1181

Clients Per Financial Advisor591

ZANETTI FINANCIAL, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $216M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1181 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
View Full Profile

QualificationsFirm CRD# 172980

Assets Under Management $197,887,888

No. Of Clients231

Clients Per Financial Advisor39

BETTER MONEY DECISIONS is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 231 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 170872

Assets Under Management $158,333,000

No. Of Clients223

Clients Per Financial Advisor45

SANTA FE ADVISORS LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 223 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 310982

Assets Under Management $156,966,651

No. Of Clients69

Clients Per Financial Advisor5

CITY DIFFERENT INVESTMENTS is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 13 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 136725

Assets Under Management $144,698,132

No. Of Clients261

Clients Per Financial Advisor65

MGM LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 261 clients. The team consists of 4 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
  • Portfolio Management for Individuals
View Full Profile

Retirement Planners Near You

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