Clients per advisor for Supported firms in New Mexico

In New Mexico, supported financial advisory firms tend to serve significantly more clients per advisor compared to the typical national pattern. With 101 firms in this category, the median number of clients per advisor is around 100, which is more than double the national median of 47. This suggests that New Mexico’s supported firms often operate with more scalable, process-driven models, managing larger client bases efficiently. For consumers, this may indicate a trade-off between personalized service and broader accessibility, as advisors in the state are likely balancing higher client loads with structured support systems to maintain service quality.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Preston Investments	Very High 842	2,526	3	4
Meixler Investment Management, Ltd.	Very High 561	561	1	1
American Retirement Planning Group Inc	Very High 398	796	2	5
Steve Lynch Wealth Management	Very High 364	727	2	3
GreenPortfolio Inc.	Very High 346	346	1	6
Lonestar Registered Investment Advisors, PLLC	Very High 326	978	3	9
McAlvany Wealth Management, LLC	Very High 325	650	2	5
Its Asset Management, L.P.	Very High 293	586	2	9
Ironwood Investment Management, LLC	Very High 288	288	1	8
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Portfolio Wealth Advisors	Very High 283	283	1	3
Retirement Planning Specialists, Inc.	Very High 278	556	2	2
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Senior Tax Advisory Group, Inc.	Very High 267	802	3	6
Collins Advisors, LLC	Very High 263	525	2	3
Wakeful	Very High 250	250	1	4
Sandia Wealth Management, LLC	Very High 231	231	1	3
Kiker Wealth Management, LLC	Very High 224	894	4	9
Periope, LC	Very High 209	628	3	3
Cortez Wealth Management	Very High 204	204	1	3
Axiom Investment Management LLC	Very High 201	201	1	10
Adirondack Financial Services Corp	Very High 199	596	3	16
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
BCO Wealth Management, LLC	Very High 175	526	3	9
Burrus	Very High 161	322	2	5
SharpePoint, LLC	Very High 160	479	3	5
Oakmont Advisory Group, LLC	Very High 158	473	3	7
First Nebraska Financial Services	Very High 154	463	3	7
Cosner Financial Group, LLC	Very High 154	614	4	5
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
Tevis Investment Management, LLC	Very High 151	151	1	1
The Premier Advisory Group, LLC	Very High 143	570	4	4
Advisifi LLC	Very High 133	133	1	6
Full Financial Inc.	Very High 130	259	2	2
PathFinder Financial Services	Very High 126	252	2	3
RS Asset Management, LLC	Very High 126	251	2	2
Jasmijn Capital Management, LLC	Very High 125	249	2	4
MFA Wealth Services	Very High 112	224	2	3
Westend Capital Management, LLC.	Very High 108	323	3	5
ValueWealth Services, LLC	High 105	420	4	4
FamilyWealth Asset Management	High 103	413	4	4
Red Mountain Financial Partners	High 102	306	3	3
Cambridge Financial Group, Inc.	High 102	306	3	6
Bonner & Smith, LLC	High 100	300	3	3
Integrity Wealth Solutions LLC	High 93	186	2	2
Applewhite & Buys Financial Advisors	High 93	185	2	2
SKG Capital Advisors, LLC	High 92	277	3	3
TJT Capital Group, LLC	High 91	181	2	4
Financial Partners, LLC	High 89	268	3	4
Novus Advisors	High 89	267	3	5
Investable	High 81	81	1	4
Financial Life Planners	High 75	298	4	7
Topel & Distasi Wealth Management, LLC	High 74	223	3	3
Certified Financial Strategies Corporation	High 72	144	2	2
Hanseatic Management Services Inc	High 72	216	3	4
Fluent Financial, LLC	Typical 63	251	4	9
Crestmont Private Wealth LLC	Typical 62	186	3	5
American Financial Management, Ltd.	Typical 62	124	2	2
Stonekeep Investments, LLC	Typical 55	110	2	2
Guerra Investment Advisors	Typical 53	106	2	4
Strategic Advocates, LLC	Typical 47	141	3	3
McCauley Investment Advisory, LLC	Typical 46	91	2	2
Aspen Financial Management, Inc.	Typical 46	91	2	2
LFN Advisors Inc.	Typical 45	179	4	4
Magnolia Private Wealth, LLC	Typical 44	176	4	4
Finance Wisdom	Typical 43	128	3	4
PNW Asset Management	Low 39	78	2	3
Altamira Financial Group, LLC	Low 38	115	3	3
Datalign	Low 38	38	1	20
Hurst Capital Management	Low 38	75	2	3
Evergreen Wealth Advisors	Low 36	142	4	18
Iron River Capital LLC	Low 36	142	4	5
Peak Capital Management, LLC	Low 34	103	3	5
Madrid Wealth Management	Low 32	128	4	4
Cove Wealth Management	Low 30	89	3	4
Santa Fe Advisors LLC	Low 30	59	2	5
Piedmont Capital Management, LLC	Low 29	88	3	24
Jackson & Associates, Inc.	Low 27	80	3	3
Cauble & Harre Wealth Management, Inc.	Low 26	104	4	4
TruePath Financial Planning	Low 26	77	3	3
Live Oak Wealth Advisory Group, LLC	Low 25	98	4	6
Wold Financial Group	Low 24	72	3	3
B1 Financial	Low 24	72	3	3
Custom Wealth Solutions	Low 23	45	2	2
Perini Capital	Low 21	64	3	5
Safe Future Wealth Partners LLC	Very Low 21	62	3	3
Stonebridge Capital Management NW, LLC	Very Low 18	36	2	2
K&S Wealth Advisors, LLC	Very Low 18	71	4	4
Coronado Investment Advisors, LLC	Very Low 16	31	2	2
Mighty Oak Management LLC	Very Low 15	45	3	3
Innovation Partners LLC	Very Low 13	26	2	305
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
New Line Capital, LLC	Very Low 9	26	3	3
Dyad Capital LLC	Very Low 6	12	2	2
Zacks Intelligence LLC	Very Low 1	1	1	7

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Clients per advisor for Supported firms serving clients in New Mexico