AUM per client for Supported firms serving clients in New Mexico

Supported firms active in New Mexico 45 firms

Very Low $160K-$420K

Low $420K-$590K

Typical $590K-$1M

High $1M-$1.3M

Very High $1.3M-$1.8M

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

Median: $690K

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Firm	AUM/client	AUM	Clients	HNW client %
Steve Lynch Wealth Management	Very Low $210K	$150M	727	7%
Portfolio Wealth Advisors	Very High $1.4M	$390M	283	33%
Wakeful	Very Low $160K	$39M	250	16%
Sandia Wealth Management, LLC	Typical $790K	$180M	231	29%
Cortez Wealth Management	Very Low $230K	$47M	204	10%
BCO Wealth Management, LLC	Typical $590K	$310M	526	21%
Burrus	Typical $750K	$240M	322	25%
Oakmont Advisory Group, LLC	Very Low $310K	$150M	473	12%
Tevis Investment Management, LLC	Very High $1.5M	$230M	151	36%
The Premier Advisory Group, LLC	—	—	570	0%
Full Financial Inc.	Typical $1M	$260M	259	21%
Jasmijn Capital Management, LLC	Very Low $290K	$71M	249	0%
MFA Wealth Services	Very High $1.3M	$290M	224	4%
Red Mountain Financial Partners	Typical $690K	$210M	306	21%
Bonner & Smith, LLC	High $1M	$310M	300	37%
SKG Capital Advisors, LLC	Low $470K	$130M	277	13%
Financial Partners, LLC	Typical $680K	$180M	268	24%
Topel & Distasi Wealth Management, LLC	Very High $1.3M	$300M	223	47%
Certified Financial Strategies Corporation	Typical $830K	$120M	144	44%
Hanseatic Management Services Inc	Low $470K	$100M	216	35%
Zia Capital Investments LLC	Very Low $140K	$9.5M	66	0%
Stonekeep Investments, LLC	High $1.2M	$130M	110	21%
Guerra Investment Advisors	Very Low $370K	$39M	106	14%
Aspen Financial Management, Inc.	Very Low $210K	$19M	91	0%
McCauley Investment Advisory, LLC	Very Low $180K	$16M	91	1%
Finance Wisdom	Low $460K	$58M	128	2%
PNW Asset Management	Very High $1.4M	$110M	78	55%
Altamira Financial Group, LLC	High $1.1M	$130M	115	14%
Hurst Capital Management	High $1.1M	$82M	75	49%
Iron River Capital LLC	Typical $640K	$91M	142	32%
Peak Capital Management, LLC	Very High $1.5M	$150M	103	29%
Madrid Wealth Management	Very High $1.7M	$210M	128	43%
Cove Wealth Management	Very High $2.1M	$190M	89	55%
Santa Fe Advisors LLC	Very High $1.9M	$110M	59	88%
Jackson & Associates, Inc.	High $1.2M	$93M	80	56%
TruePath Financial Planning	Low $480K	$37M	77	17%
Live Oak Wealth Advisory Group, LLC	Very High $1.6M	$160M	98	33%
B1 Financial	Low $550K	$40M	72	93%
Custom Wealth Solutions	Low $580K	$26M	45	0%
Safe Future Wealth Partners LLC	Very Low $160K	$10M	62	0%
Stonebridge Capital Management NW, LLC	Very High $1.4M	$49M	36	44%
K&S Wealth Advisors, LLC	High $1.1M	$77M	71	56%
Coronado Investment Advisors, LLC	Low $490K	$15M	31	26%
Mighty Oak Management LLC	Very Low $330K	$15M	45	53%
New Line Capital, LLC	High $1.1M	$30M	26	65%
Dyad Capital LLC	Very Low $96K	$1.1M	12	17%

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