AUM per client for Team firms serving clients in New Mexico

Team firms active in New Mexico 62 firms

Very Low $250K-$440K

Low $440K-$660K

Typical $660K-$860K

High $860K-$2M

Very High $2M-$4.4M

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

Median: $760K

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Firm	AUM/client	AUM	Clients	HNW client %
Market Gauge Asset Management	Low $440K	$18M	41	29%
Investment Research Corp	Very Low $310K	$51M	163	2%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Vision Investment Advisors, LLC	High $1.1M	$130M	127	43%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
B.B. Graham & Company, Inc.	Typical $750K	$320M	427	24%
Best Life Infinity, LLC	Very Low $440K	$48M	110	8%
LRI Investments	Very High $4M	$1.9B	477	45%
AAN Wealth Advisors LLC	Low $570K	$130M	229	25%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
MDRN Capital	Low $600K	$340M	569	75%
Equita Financial Network, Inc.	High $900K	$390M	434	71%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
SJHL Financial Group	Low $450K	$170M	384	13%
Richard P. Slaughter Associates, Inc.	Very High $2M	$890M	457	55%
Meridian Wealth Advisors, LLC	Very High $5.1M	$1.7B	328	72%
Black Knight Wealth Management, LLC	High $1.2M	$540M	444	19%
MD Financial Advisors / Vestment Financial	Low $640K	$300M	478	41%
Amicus Financial Advisors, LLC	Typical $660K	$490M	748	16%
Womack Wealth Management, Inc.	Very High $2M	$400M	198	53%
Alterna Wealth Management, Inc.	Typical $860K	$990M	1,151	55%
Union Capital Company	Very Low $360K	$150M	414	6%
Capstone Wealth Management Group, LLC	High $900K	$270M	295	28%
HS Wealth Partners	High $1.6M	$430M	265	36%
Horizons Sustainable Financial Services, Inc.	Low $490K	$150M	310	33%
REDW Wealth LLC	High $1.1M	$420M	370	29%
Amerant investments, Inc.	Very Low $410K	$410M	984	15%
Del-Sette Capital Management, LLC	Typical $800K	$190M	240	23%
Cross State Financial Group LLC	Very Low $440K	$170M	395	13%
Pioneer Wealth Management Group	Typical $800K	$400M	499	9%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
Act Wealth Management, LLC	Very High $2.2M	$570M	264	86%
Eagle Financial Advisors, LLC	Very Low $230K	$100M	430	1%
MIAI, Inc.	Typical $760K	$210M	274	12%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
The H Group, Inc.	Typical $710K	$520M	735	20%
Strategic Financial Partners, LTD	High $940K	$320M	340	25%
WaterRock Wealth Management	Low $530K	$150M	289	13%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Woodstock Wealth Management, Inc.	Very Low $430K	$660M	1,554	7%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
Marshall Investment Management, LLC	Low $510K	$300M	587	44%
Mason & Associates, Inc.	High $1.1M	$690M	637	34%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Washington Avenue Advisors	Low $460K	$300M	662	13%
TFB Advisors, LLC	Low $600K	$800M	1,326	13%
Lakeridge Wealth Management LLC	Typical $670K	$720M	1,076	22%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Compak Asset Management	High $860K	$1.5B	1,734	67%
Navellier & Associates Inc	High $870K	$1.1B	1,242	97%
Discipline Wealth Solutions, Inc.	Very Low $370K	$710M	1,919	13%
Talbot Financial, LLC	Very High $5M	$1.3B	269	93%
Planned Solutions, Inc.	Typical $810K	$670M	827	28%
John Moore & Associates Inc	High $1.4M	$1B	714	32%
Westwind Capital	Typical $760K	$740M	972	24%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Atlas Capital Management Corp	Very Low $270K	$870M	3,261	3%
Zanetti Financial, LLC	Low $550K	$810M	1,481	20%

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