AUM per client for Independent firms serving clients in New Mexico

Independent firms active in New Mexico 35 firms
Very Low $0-$98K
Low $98K-$370K
Typical $370K-$580K
High $580K-$950K
Very High $950K-$2.6M
5th 20th 40th 60th 80th 95th

Median: $410K

Firm
AUM/client
AUM
Clients
HNW client %
PathFinder Financial Services logo PathFinder Financial Services
Typical $390K
$97M
252
10%
J Beaver Investment Advisors Inc logo J Beaver Investment Advisors Inc
Low $190K
$45M
233
6%
Intentional Finance, LLC logo Intentional Finance, LLC
Typical $380K
$43M
112
13%
Educated Wallet LLC logo Educated Wallet LLC
Low $120K
$13M
107
0%
Hegarty Investment Logic, LLC logo Hegarty Investment Logic, LLC
Low $240K
$26M
107
14%
Firstline Financial LLC logo Firstline Financial LLC
Typical $390K
$32M
81
4%
Meridian Wealth Advisors, LLC logo Meridian Wealth Advisors, LLC
Very High $2M
$150M
78
62%
Cloak Advisors logo Cloak Advisors
Typical $490K
$36M
73
12%
G. Allen Financial Inc. logo G. Allen Financial Inc.
Very High $2.5M
$100M
40
75%
Randall Financial LLC logo Randall Financial LLC
Low $360K
$14M
38
11%
Bustamante Financial Planning logo Bustamante Financial Planning
Very Low $0
$0
32
13%
First Choice Financial Planning, LLC
Low $100K
$3.2M
31
0%
Pihl Financial Planning logo Pihl Financial Planning
High $750K
$23M
31
39%
Cedar Valley Capital LLC logo Cedar Valley Capital LLC
High $940K
$27M
29
79%
Cornet Capital LLC
Very Low $0
$0
29
14%
Intrust Advisors, Inc. logo Intrust Advisors, Inc.
Typical $410K
$11M
28
25%
Keith Kelvin Anderson logo Keith Kelvin Anderson
Very High $1.9M
$53M
28
0%
Quest Investment Portfolio Management, Limited
High $750K
$21M
28
93%
T.C. Schwab Financial Planning, LLC logo T.C. Schwab Financial Planning, LLC
Very Low $0
$0
27
100%
Grinstead Wealth Management logo Grinstead Wealth Management
Low $290K
$7.5M
26
15%
Zia Investment Advisors
Very High $990K
$24M
24
0%
Coalson Financial Services, LLC
High $650K
$14M
21
19%
El Camino Real Financial Advisors logo El Camino Real Financial Advisors
Very Low $41K
$750K
18
0%
Petroglyph Wealth
High $610K
$10M
17
18%
Millstein Advisors, LLC
High $700K
$9.8M
14
64%
SML Advisory logo SML Advisory
Very Low $86K
$1.2M
14
0%
The Tiny House Adviser logo The Tiny House Adviser
Typical $560K
$7.3M
13
8%
Highrocks Wealth, LLC logo Highrocks Wealth, LLC
Typical $520K
$6.3M
12
0%
Cratty & Swanson Advisors L.L.C. logo Cratty & Swanson Advisors L.L.C.
11
0%
Retirement Solutions logo Retirement Solutions
Low $220K
$1.7M
8
38%
Robinson Wealth and Financial Planning
Very Low $43K
$300K
7
0%
Juniper Capital Management LLC
High $870K
$5.2M
6
67%
Aquarius Financial logo Aquarius Financial
Very Low $0
$0
5
0%
Eddie Haggar Capital Mgt, Inc.
Very High $2.8M
$14M
5
0%
Fish Advisory, LLC
Very High $1.3M
$3.8M
3
33%
Drucker, David J. DBA Sunset Financial Management logo Drucker, David J. DBA Sunset Financial Management
Very High $5M
$10M
2
100%
Be Brave Not Broke LLC logo Be Brave Not Broke LLC
Counterpoint logo Counterpoint
$550K
Cradle to College Financial, LLC logo Cradle to College Financial, LLC
$0
Ego Death Financial LLC logo Ego Death Financial LLC
$0
Field Capital Management, LLC
$0
Financial Design & Research logo Financial Design & Research
Seasons Wealth Services LLC
Thoughtful Wealth Advisory LLC
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")