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.

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.

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.

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.