AUM per client for Multi-team firms serving clients in New Mexico

Multi-team firms active in New Mexico 108 firms

Very Low $1.1K-$260K

Low $260K-$420K

Typical $420K-$620K

High $620K-$1.3M

Very High $1.3M-$1.6M

5th 20th 40th 60th 80th 95th

Median: $540K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Compound Planning, Inc.	Low $260K	$3B	11,480	5%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Kingsview Wealth Management, LLC	High $700K	$8.5B	12,143	18%
Level Four Advisory Services	Low $320K	$4.8B	14,964	34%
The Wealth Consulting Group	Typical $470K	$5.9B	12,646	33%
Strategic Financial Concepts, llc	Very Low $200K	$760M	3,698	5%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Symphony Financial, Ltd. Co.	Typical $460K	$1.3B	2,823	30%
PFG Advisors	Typical $420K	$3.2B	7,527	10%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
intrua Financial	Typical $510K	$1.7B	3,347	12%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Golden State Wealth Management, LLC	Typical $520K	$2.2B	4,119	40%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Spire Wealth Management, LLC	High $700K	$4.3B	6,151	2%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
RFG Advisory, LLC	Low $320K	$4.6B	14,368	10%
Corecap Advisors	Low $410K	$4B	9,671	10%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Gateway Wealth Partners, LLC	Low $300K	$2.2B	7,312	22%
Founders Financial Alliance, LLC	Typical $480K	$1.1B	2,354	30%
TCI Wealth Advisors, Inc.	Very High $1.6M	$5.2B	3,189	40%
Trek Financial	Typical $540K	$2.4B	4,539	15%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Summit Financial, LLC	Very High $1.3M	$20B	15,660	15%
Ascentis Independent Advisors, LLC	High $740K	$2B	2,690	23%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Moors & Cabot, Inc	High $640K	$3.2B	4,921	38%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Dynamic	High $960K	$5.3B	5,509	33%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
SteelPeak Wealth, LLC	Very High $1.6M	$3.7B	2,278	38%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Creative Financial Designs, Inc.	Low $280K	$2.9B	10,477	4%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
AlphaStar Capital Management	Low $260K	$2.2B	8,466	5%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
Sowell Management	High $680K	$4.3B	6,280	6%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
Buck Wealth Strategies, LLC	Low $320K	$890M	2,734	6%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Rehmann Wealth	Very High $1.6M	$3.4B	2,186	51%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Waterloo Capital	High $780K	$2B	2,609	35%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
Farther	High $970K	$14B	14,593	24%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Advisory Services Network	High $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Nbc Securities, Inc.	Typical $450K	$1.6B	3,508	8%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
U.S. Capital Wealth Advisors, LLC	Very High $1.9M	$8.2B	4,395	43%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Westminster Financial Advisory Corp	High $630K	$1.2B	1,935	16%
On Investment Management CO	Low $320K	$3B	9,317	9%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Nfsg Corporation	Low $340K	$1B	3,036	25%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Americana Partners, LLC	Very High $4.3M	$7B	1,627	51%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
BOK Financial Advisors	Low $310K	$1B	3,263	11%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Northland Asset Management	Typical $460K	$400M	875	55%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Accelerate Retirement	Typical $540K	$260M	482	10%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Core Planning	Typical $610K	$530M	867	14%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%

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

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support