Clients per advisor for Independent firms in New Mexico

In New Mexico, independent financial advisors tend to serve slightly more clients per advisor than the national median for this category, with a state median of 28 clients compared to the national median of 24. This suggests that advisors in New Mexico may be balancing personalized service with a moderately larger client base. With 40 independent firms operating in the state, the range of clients per advisor spans from very low to quite high, indicating a mix of newer advisors building their practices and those who may be intentionally maintaining a manageable client load. For clients, this means options that can cater to both personalized attention and more scalable service models.

Firm	Client/advisor ratio	Clients	Advisors	Staff
LendingRobot	Very High 609	609	1	2
J Beaver Investment Advisors Inc	Very High 233	233	1	1
Thoughtful Money LLC	Very High 187	187	1	1
Intentional Finance, LLC	Very High 112	112	1	1
Educated Wallet LLC	Very High 107	107	1	1
Hegarty Investment Logic, LLC	Very High 107	107	1	2
Firstline Financial LLC	Very High 81	81	1	2
Meridian Wealth Advisors, LLC	Very High 78	78	1	1
Cloak Advisors	Very High 73	73	1	2
Zia Capital Investments LLC	High 66	66	1	1
Mcgehee Wealth Advisory Group, Inc.	High 48	48	1	2
G. Allen Financial Inc.	High 40	40	1	2
Randall Financial LLC	High 38	38	1	1
Bustamante Financial Planning	Typical 32	32	1	1
Pihl Financial Planning	Typical 31	31	1	1
First Choice Financial Planning, LLC	Typical 31	31	1	1
Cedar Valley Capital LLC	Typical 29	29	1	1
Cornet Capital LLC	Typical 29	29	1	1
Quest Investment Portfolio Management, Limited	Typical 28	28	1	1
Keith Kelvin Anderson	Typical 28	28	1	1
InTrust Advisors, Inc.	Typical 28	28	1	2
T.C. Schwab Financial Planning, LLC	Typical 27	27	1	1
Grinstead Wealth Management	Typical 26	26	1	1
Zia Investment Advisors	Typical 24	24	1	1
Coalson Financial Services, LLC	Typical 21	21	1	1
Roscoe Financial	Low 20	20	1	1
El Camino Real Financial Advisors	Low 18	18	1	1
Petroglyph Wealth	Low 17	17	1	1
Millstein Advisors, LLC	Low 14	14	1	1
SML Advisory	Low 14	14	1	1
The Tiny House Adviser	Low 13	13	1	1
Highrocks Wealth, LLC	Low 12	12	1	1
Cratty & Swanson Advisors L.L.C.	Low 11	11	1	2
Retirement Solutions	Very Low 8	8	1	1
Robinson Wealth and Financial Planning	Very Low 7	7	1	1
Juniper Capital Management LLC	Very Low 6	6	1	1
Eddie Haggar Capital Mgt, Inc.	Very Low 5	5	1	1
Aquarius Financial	Very Low 5	5	1	1
Fish Advisory, LLC	Very Low 3	3	1	1
Drucker, David J. DBA Sunset Financial Management	Very Low 2	2	1	1

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Clients per advisor for Independent firms serving clients in New Mexico