Ways to browse advisors serving New Mexico

Pick a specialty or descriptor to browse more advisors serving New Mexico.

By how they work

Type	Advisors
Large-firm	1,788
Flat-fee	1,418
Seasoned	1,009
Independent	768
CFP®-certified	395

By who they serve

Type	Advisors
High-net-worth	271
Baby Boomer	13
Gen X	4

Browse by city

Find advisors near a specific metro area in New Mexico.

City	Advisors
Albuquerque, NM	586
Santa Fe, NM	134
Las Vegas, NM	131
Española, NM	126
Los Alamos, NM	122
Las Cruces, NM	77
Artesia, NM	37
Farmington, NM	26
Roswell, NM	21
Carlsbad, NM	16
Alamogordo, NM	11
Hobbs, NM	9
Ruidoso, NM	8
Taos, NM	8

Browse by specialty

Find advisors serving New Mexico who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,532
Tax-loss harvesting	971
Wealth management	886
Retired	873
Executive	773
Retirement income strategy	506
Retirement plans for business owners (SEP, solo 401k)	495
ESG / Sustainable investing	424
Active portfolio management	419
General retirement planning	378
College savings (529s, UTMA, etc.)	375
Private / alternative investments	310
Passive / index investing	289
Income planning	258
Annuities	257
Business exit / sale strategy	231
General estate planning guidance	218
Options & derivatives strategies	202
Cash flow / budgeting	199
Charitable giving & philanthropy	187
Concentrated stock management	177
Self-Employed	169
Approaching retirement	152
HENRY (High Earners, Not Rich Yet)	148
Mid-Career Professionals	131
Equity compensation tax strategy	125
Business succession planning	105
Social Security optimization	104
Multi-generational wealth transfer	100
Retirement withdrawal strategies	80
Real estate investing	76
Divorce financial planning	59
General tax planning	58
Business ownership considerations	54
Women Professionals	40
Financial Professional	38
Planning for children with special needs	31
Established Professionals	26
Married/Couples/Partners	26
Divorced	23
Attorney	22
Parents	22
Tax strategies for small businesses	18
Debt management	17
Life insurance needs analysis	17
Doctor or Medical Professional	15
Military & Veterans	15
Long-term care insurance	12
Educators, Teachers, and Academics	11
Values-based investing	10
Equity Recipients (RS/RSU, SOP, ESPP)	9
Family Business	9
Factor investing / smart beta	7
Religious/faith focused	7
Disability insurance	6
Medicare planning	6
Retired	5
Young Families	5
Roth conversion strategy	4

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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