Firms by city
Registered investment advisers in Albuquerque, NM
15 SEC-registered advisers headquartered in Albuquerque, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
15 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Ulrich Consulting and Investment Group | Albuquerque, NM | $3.62B |
| John Moore & Associates | Albuquerque, NM | $1.03B |
| REDW Wealth | Albuquerque, NM | $869M |
| Zanetti Financial | Albuquerque, NM | $809M |
| Portfolio | Albuquerque, NM | $395M |
| DXD SS Fund Management | Albuquerque, NM | $353M |
| Titan Fund Management | Albuquerque, NM | $251M |
| Madrid Wealth Management | Albuquerque, NM | $212M |
| Sandia Wealth Management | Albuquerque, NM | $193M |
| Cross State Financial Group | Albuquerque, NM | $188M |
| Hanseatic Management Services | Albuquerque, NM | $174M |
| Prien Asset Management | Albuquerque, NM | $154M |
| Steve Lynch Wealth Management | Albuquerque, NM | $153M |
| Oakmont Advisory Group | Albuquerque, NM | $150M |
| Sklar Capital Advisors | Albuquerque, NM | $129M |
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $3.62B
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $1.03B
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $869M
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $809M
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $395M
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $353M
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $251M
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $212M
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $193M
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $188M
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $174M
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $154M
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $153M
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $150M
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $129M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Albuquerque on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in New Mexico.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.