Spence Asset Management, a reputable local investment advisory firm headquartered in Las Cruces, NM, boasts a dedicated team of seven highly skilled professionals who specialize in providing comprehensive investment advisory services. With an average of $46,320,000 in assets under management per investment advisor, their performance aligns with the industry average. Their compensation structure encompasses various models, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility for their diverse clientele. With over 570 individual clients and an impressive $482,917,000 in assets under management, Spence Asset Management has gained recognition for its commitment to delivering personalized financial solutions. Although 401K and individual accounts constitute less than 30% of their managed assets, the firm possesses the expertise and capability to effectively handle employer funds. Notably, a substantial 99% of the assets they oversee are under discretionary management, highlighting their clients' trust in their expertise. Spence Asset Management operates from two offices, strategically positioning themselves to serve their local community and beyond. The firm takes pride in its experienced team, with a notable roster of longest tenured advisors that includes Jonathan Stirling, Marco Rodriguez, and Patrick Grooms. With their combined knowledge and expertise, Spence Asset Management continues to provide exceptional investment advisory services, empowering their clients to achieve their financial goals with confidence.

BCO Wealth Management, LLC is a small investment advisory firm based out of Carlsbad, NM. With a team of two dedicated employees, they specialize in providing investment advisory services to a diverse range of clients. The firm manages a total of over $240,717,000 in assets under management for more than 440 individual clients. BCO Wealth Management, LLC has a notable expertise in handling employer 401Ks and individual accounts, which together account for approximately half of their assets under management. They have built a strong reputation in this space, offering personalized investment strategies tailored to the unique needs and goals of their clients. All of the assets managed by BCO Wealth Management, LLC are handled on a discretionary basis, reflecting their clients' trust in the firm's expertise and decision-making abilities. They have implemented a compensation structure that includes subscription fees, commissions, and other types of compensation, ensuring a transparent and mutually beneficial relationship with their clients. The firm operates from a single office in Carlsbad, NM, serving both local and remote clients. Among their team, John Overstreet and Lyle Cole are recognized as two of the longest-tenured registered advisors with extensive experience in the industry. BCO Wealth Management, LLC prides itself on their commitment to delivering personalized investment advice and exceptional service to help their clients achieve their financial goals.

REDW Wealth LLC is a highly reputable investment advisory firm based out of Albuquerque, NM. With over 250 individual clients and an impressive $896,401,000 in assets under management, they have established themselves as a trusted partner in wealth management. The firm operates from two offices, catering to a diverse range of clients' financial needs. As an accounting firm, Redw Wealth LLC offers comprehensive services beyond investment advisory, providing clients with a holistic approach to financial planning. While they manage both 401K and individual accounts, these represent less than 30% of their assets under management. However, they possess the expertise and capabilities to effectively manage employer funds as well. With 100% of the assets they manage being discretionary, Redw Wealth LLC holds the responsibility to make investment decisions on behalf of their clients. Their compensation structure offers flexibility and includes various options such as a percentage of assets under management, fixed fees, and hourly charges. The firm boasts a team of 14 dedicated employees, all of whom are investment advisors providing exceptional advisory services. On average, each investment advisor manages approximately $64,030,000 in assets under management, aligning with industry standards. Redw Wealth LLC takes pride in its experienced team, with advisors such as Paul Madrid, Dorine Sanchez, and Carl Alongi, who have demonstrated their commitment to client success over the years. As a local investment advisory firm, REDW Wealth LLC remains dedicated to delivering personalized and strategic financial solutions to their clients, ensuring their wealth is managed with the utmost care and professionalism.

Zanetti Financial, LLC is a highly reputable investment advisory firm based in Albuquerque, NM. With over 630 individual clients and an impressive $183,000,000 in assets under management, they have established themselves as a trusted partner in wealth management. As a small firm, Zanetti Financial prides itself on delivering personalized service and attention to each client. Their expertise lies in managing assets from employer 401Ks and individual portfolios, and they possess extensive experience in this specialized area. All of the assets they manage are under discretionary management, ensuring optimal decision-making aligned with clients' financial goals. The firm's compensation structure encompasses various models, including a percentage of assets under management. This approach ensures that the interests of Zanetti Financial are closely aligned with those of their clients. With a dedicated team of two employees, Zanetti Financial boasts an impressive average of approximately $91,500,000 in assets under management per investment advisor, in line with the industry average. Among the team, Gregory Zanetti and Walt Benson stand out as the longest tenured registered advisors, bringing a wealth of experience and expertise to the firm. Zanetti Financial's office in Albuquerque serves as a hub for their operations, providing a welcoming environment for clients seeking professional and trustworthy investment advice. With their track record of success, commitment to personalized service, and knowledgeable team, Zanetti Financial, LLC is well-positioned to continue serving the financial needs of their clients and contributing to their long-term prosperity.

John Moore & Associates Inc, a local investment advisory firm based out of Albuquerque, NM, is committed to providing comprehensive financial solutions to its clients. With a team of 12 dedicated professionals, including seven investment advisors, they offer personalized services to a diverse client base. With an average of $81,990,000 in assets under management per investment advisor, John Moore & Associates Inc delivers a level of expertise that aligns with industry standards. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees. Catering primarily to high net worth individuals, John Moore & Associates Inc manages over $722,572,000 in assets for more than 480 individual clients. While the majority of their managed assets are for high net worth individuals, they also possess the capability to handle employer funds, although 401K and individual accounts make up less than 30% of their assets under management. A notable aspect of the firm's services is the discretionary management of 79% of the assets they oversee, allowing clients to trust in their expertise and decision-making. With two offices, John Moore & Associates Inc maintains a strong local presence and is deeply rooted in the Albuquerque community. The firm takes pride in its experienced team, including Brian Cochran and Cole Leonida, who are among the longest-tenured registered advisors at John Moore & Associates Inc. Their dedication and expertise contribute to the firm's ability to provide exceptional investment advisory services.

Sklar Capital Advisors, LLC is a reputable investment advisory firm based out of Albuquerque, NM. With one office location, this small yet dynamic firm offers comprehensive financial services to a diverse range of clients. Sklar Capital Advisors, LLC boasts a team of three dedicated professionals, with two of them specializing in investment advisory services. With an average of approximately $48,960,000 in assets under management per investment advisor, they maintain a solid standing within the industry. What sets Sklar Capital Advisors, LLC apart is their extensive experience in managing employer 401Ks and individual investments, accounting for roughly half of their assets under management. Their expertise in this domain has garnered them a strong reputation among clients seeking guidance in retirement planning and personal finance management. Notably, 96% of the assets they oversee are discretionary, further demonstrating their clients' trust in their decision-making capabilities. In addition to their investment advisory services, Sklar Capital Advisors, LLC also serves as an insurance broker or agent, providing a comprehensive suite of financial solutions. With over 250 individual clients and a staggering $97,924,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Sklar Capital Advisors, LLC takes pride in its team of experienced professionals, including Saxon Knight, Nicholas Gordon, and Ronald Sklar, who have been with the firm for many years. Their dedication and expertise ensure that clients receive personalized and high-quality financial advice tailored to their unique needs. Overall, Sklar Capital Advisors, LLC combines industry expertise, diverse service offerings, and a strong track record to deliver exceptional financial guidance to individuals and businesses alike.

Hanseatic Management Services Inc, based out of Albuquerque, NM, is a small investment advisory firm that caters to over 100 individual clients, overseeing a substantial $106,000,000 in assets under management. With a strong emphasis on discretion, the firm manages all of its clients' assets on a discretionary basis, ensuring flexibility and tailored strategies to meet their unique investment goals. While the majority of their assets under management come from non-employer sources such as 401K and individual accounts, Hanseatic Management Services Inc possesses the capability to efficiently manage employer funds. This comprehensive approach allows the firm to deliver comprehensive investment solutions to a diverse clientele. With one office in Albuquerque, Hanseatic Management Services Inc maintains a dedicated team of four skilled professionals, all of whom are engaged in providing top-notch investment advisory services. Their advisors boast an impressive average of approximately $26,500,000 in assets under management per advisor, highlighting their expertise in managing sizable portfolios. Leading the team are Brian Stangel and Amy Stangel, two highly experienced registered advisors who have demonstrated their commitment to the firm's long-term success. Their tenure and expertise contribute to the firm's reputation for delivering personalized and reliable investment guidance. Hanseatic Management Services Inc offers a variety of compensation structures to suit clients' preferences, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose a compensation model that aligns with their investment needs and preferences. With their dedicated team and client-centric approach, Hanseatic Management Services Inc stands out as a trusted partner in the realm of investment advisory services.

First American Financial Advisors Inc. is a small investment advisory firm based out of Albuquerque, NM, with one office. With a team of dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. The firm's 1 employee is committed to delivering personalized financial guidance and assisting clients in achieving their investment goals. With an average of approximately $56,000,000 in assets under management per investment advisor, First American Financial Advisors Inc. is on par with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. In addition to their core investment advisory services, First American Financial Advisors Inc. also serves as a registered municipal advisor. This additional specialization allows them to provide valuable insights and guidance to clients seeking to navigate the intricacies of municipal finance. With a diverse clientele of over 0 individuals, First American Financial Advisors Inc. manages assets totaling over $56,000,000. Among their team of professionals, Robert Burpo stands as one of the longest tenured registered advisors, having been with the firm since 2014. His extensive experience and expertise contribute to the firm's ability to deliver top-notch financial advice and services to their valued clients. First American Financial Advisors Inc. prides itself on its commitment to maintaining strong client relationships, personalized service, and ethical practices. With a focus on helping clients grow and protect their wealth, the firm continues to strive for excellence in the investment advisory industry.

Longview Asset Management, LLC is a small investment advisory firm based out of Santa Fe, NM, with a strong presence in the financial industry. With 8 dedicated employees, including 4 investment advisors, Longview provides comprehensive investment advisory services to a diverse range of clients. Their team of experienced professionals is committed to helping clients achieve their financial goals. With an average of approximately $86,240,000 in assets under management per investment advisor, Longview maintains a solid standing within the industry average. Their compensation structure is flexible, offering a variety of options such as a percentage of assets under management, hourly charges, and fixed fees to suit their clients' needs. Longview Asset Management, LLC boasts an impressive client base of over 190 individuals, with a total of more than $239,656,000 in assets under management. Notably, around half of their assets come from employer 401Ks or individuals, showcasing their expertise in this area. Additionally, the firm manages 100% of their clients' assets on a discretionary basis, ensuring personalized and proactive investment strategies. With two offices to serve their clientele, Longview Asset Management, LLC has established a strong foothold in the Santa Fe area. Their team includes highly tenured advisors such as Douglas Lynam, Harlan Flint, and David Cantor, who bring a wealth of experience and expertise to the firm. By leveraging their extensive knowledge and commitment to client satisfaction, Longview Asset Management, LLC continues to deliver exceptional investment advisory services.

Financial Partners, LLC is a well-established investment advisory firm based out of Santa Fe, NM. With over 130 individual clients and a remarkable $99,539,000 in assets under management, Financial Partners, LLC has earned a reputable standing in the financial industry. Specializing in managing discretionary assets, the firm serves a diverse range of clients, including high net worth individuals and employer 401K plans. With their extensive experience and expertise in the investment advisory field, Financial Partners, LLC offers personalized and strategic financial solutions to help clients meet their financial goals. They pride themselves on delivering exceptional service and maintaining long-term relationships with their clientele. Headquartered in Santa Fe, Financial Partners, LLC operates from a single office. Their team consists of four dedicated professionals, three of whom provide comprehensive investment advisory services. Each investment advisor at the firm manages an impressive average of $33,180,000 in assets. The compensation structure at Financial Partners, LLC is diverse, offering clients flexibility in selecting their preferred payment method. Options include a percentage of assets under management and hourly charges, ensuring that clients can choose the arrangement that aligns with their needs and preferences. Notable individuals within the firm include Silas Peterson, Peter Murphy, and Charles Goodman, who are among the longest tenured advisors at Financial Partners, LLC. Their collective expertise contributes to the firm's success in providing top-tier financial guidance and investment management services to their valued clients.

Thornburg Investment Management Inc, headquartered in Santa Fe, NM, is a prominent regional investment advisory firm with a dedicated team of professionals. With a total of 204 employees, 43 of whom specialize in providing investment advisory services, Thornburg Investment Management Inc has established itself as a trusted name in the industry. Their average assets under management per investment advisor amount to approximately $82,660,000, which aligns with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management. Thornburg Investment Management Inc boasts an impressive client base, serving over 140 individual clients and managing assets worth more than $38,735,282,000. Notably, the firm's management of these assets is entirely discretionary, allowing them the flexibility to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Thornburg Investment Management Inc also offers commodity pool operator or commodity trading advisor services, whether registered or exempt from registration. Their expertise and comprehensive range of services contribute to their strong presence and reputation in the market. With one office location, Thornburg Investment Management Inc embraces a regional focus while maintaining a commitment to delivering exceptional investment solutions to their clients. The firm boasts a roster of seasoned advisors, including Frances Dalessio, April Adams, and Randall Dry, who have demonstrated their dedication and expertise throughout their tenure. Thornburg Investment Management Inc continues to thrive as a leading investment advisory firm, providing personalized strategies and effective wealth management solutions to their diverse clientele.