Clients per advisor for Team firms serving clients in New Mexico

In New Mexico, team-based financial advisor firms tend to serve a notably higher number of clients per advisor compared to the typical range seen nationally. With 192 firms operating in the state, the median client load per advisor is 81, well above the national median of around 50. This suggests that New Mexico’s team firms often adopt more scalable, process-driven approaches, enabling advisors to manage larger client bases efficiently. For clients, this may translate to a broader reach and potentially lower fees, though with less individualized attention than firms with smaller client loads. Understanding this dynamic can help you gauge the type of advisory experience to expect in New Mexico.

Team firms nationally 3,584 firms

Very Low 17-34 per advisor

Low 34-51

Typical 51-73

High 73-109

Very High 109-216

5th 20th 40th 60th 80th 95th

Median: 61

Firm	Client/advisor ratio	Clients	Advisors	Staff
Algorithmic Investment Models	Very Low 1	8	8	8
Market Gauge Asset Management	Very Low 8	41	5	9
Service Academy Capital Management LLC	Very Low 9	56	6	7
Investment Research Corp	Very Low 11	163	15	21
401k Generation	Very Low 11	68	6	35
Sanders Morris LLC	Very Low 12	127	11	27
DeRoy & Devereaux Private Investment Counsel, Inc.	Very Low 12	119	10	19
Vision Investment Advisors, LLC	Very Low 14	127	9	9
Partners Capital Services, Inc.	Very Low 15	210	14	18
CSP Financial Group LLC	Very Low 16	312	20	20
Bull Harbor Capital LLC.	Very Low 16	421	26	43
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
Blacktower Financial Management (US) LLC	Very Low 17	479	28	29
Best Life Infinity, LLC	Very Low 18	110	6	8
1834 Investment Advisors Co.	Very Low 19	369	19	45
LRI Investments	Very Low 20	477	24	35
AAN Wealth Advisors LLC	Very Low 21	229	11	11
Moss, Luse & Womble, LLC	Very Low 22	475	22	42
Churchill Financial Advisors, LLC	Very Low 22	108	5	5
Savvi Financial LLC	Very Low 23	135	6	22
MDRN Capital	Very Low 23	569	24	36
BSW Wealth Partners	Very Low 24	476	20	27
Signature Resources Capital Management, LLC	Very Low 24	366	15	15
Private Wealth Asset Management	Very Low 25	559	22	32
Cabin Advisors, LLC	Very Low 26	368	14	15
EverPar Advisors LLC	Very Low 28	250	9	9
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Equita Financial Network, Inc.	Very Low 29	434	15	19
St. Bernard Financial Services, Inc.	Very Low 29	841	29	109
Investment Partners Asset Management	Low 30	241	8	8
Crown Wealth Group LLC	Low 30	243	8	10
Sargent Investment Group	Low 30	396	13	18
Lauterbach Financial Advisors, LLC	Low 31	367	12	12
Guardian Wealth Partners, LLC	Low 31	402	13	75
Stirlingshire Investments	Low 32	760	24	29
San Luis Wealth Advisors	Low 32	223	7	7
Equitycompass Investment Management, LLC	Low 33	163	5	14
Richard P. Slaughter Associates, Inc.	Low 33	457	14	14
Keenan Financial	Low 33	751	23	27
Peirce Capital Management, LLC	Low 33	165	5	5
Black Knight Wealth Management, LLC	Low 34	444	13	14
Benefit Financial Services Group	Low 34	861	25	31
SJHL Financial Group	Low 35	384	11	11
The Putney Financial Group LLC	Low 35	212	6	8
Feldman, Ingardona & Co	Low 35	177	5	6
Econologics Financial Advisors	Low 36	291	8	18
Meridian Wealth Advisors, LLC	Low 36	328	9	12
Tribeca Financial, LLC	Low 37	219	6	6
Flagstar Advisors	Low 37	1,004	27	37
Buttonwood Financial Group, LLC	Low 37	336	9	12
Arista Wealth Management, LLC	Low 38	377	10	16
Amicus Financial Advisors, LLC	Low 39	748	19	19
Womack Wealth Management, Inc.	Low 40	198	5	7
Alterna Wealth Management, Inc.	Low 40	1,151	29	55
MD Financial Advisors / Vestment Financial	Low 40	478	12	20
Nasdaq Dorsey Wright	Low 40	806	20	25
BAM Wealth Management LLC	Low 41	285	7	14
BentOak Capital	Low 41	774	19	20
Chicago Capital Management Advisors, LLC	Low 41	616	15	20
Union Capital Company	Low 41	414	10	13
Capstone Wealth Management Group, LLC	Low 42	295	7	7
JNBA Financial Advisors, LLC	Low 43	1,105	26	36
John G. Ullman & Associates, Inc	Low 43	992	23	58
TRADEway	Low 44	611	14	36
M. E. Allison & Co., Inc.	Low 44	483	11	12
Delta Investment Management, LLC	Low 44	1,099	25	25
Beaird Harris	Low 44	793	18	19
HS Wealth Partners	Low 44	265	6	6
Horizons Sustainable Financial Services, Inc.	Low 44	310	7	7
Stansberry Asset Management, LLC	Low 44	975	23	34
Treehouse Wealth Advisors	Low 45	267	6	10
Amerant investments, Inc.	Low 45	984	21	35
RiverFront Investment Group, LLC	Low 46	1,185	26	46
The Retirement Solution LLC	Low 46	823	18	35
REDW Wealth LLC	Low 46	370	8	15
Horter Investment Management, LLC	Low 48	1,292	26	43
Del-Sette Capital Management, LLC	Typical 48	240	5	8
Financial Enhancement Group	Typical 48	1,257	26	26
Integrity Wealth LLC	Typical 49	245	6	6
Fiduciary Financial Group, LLC	Typical 49	392	8	9
Cross State Financial Group LLC	Typical 49	395	8	10
Stordahl Capital Management, Inc.	Typical 50	297	6	11
Parsons Capital Management Inc	Typical 50	695	14	22
Pioneer Wealth Management Group	Typical 50	499	10	11
Ironwood Investment Counsel, LLC	Typical 50	549	11	22
Elevated Capital Advisors, LLC	Typical 50	1,006	20	30
Martinsen Wealth Management	Typical 51	354	7	19
Noesis Capital Management Corp	Typical 52	362	7	12
Natural Investments	Typical 52	1,242	24	24
Walser Wealth Management Company, A Limited Liability Company	Typical 53	685	13	26
Act Wealth Management, LLC	Typical 53	264	5	5
Post Oak Private Wealth Advisors	Typical 54	376	7	7
Eagle Financial Advisors, LLC	Typical 54	430	8	9
D.H. Hill Advisors, Inc.	Typical 54	916	17	19
Monere Wealth Management, Inc.	Typical 54	485	9	10
Greenup Wealth	Typical 54	973	18	20
Condor Capital Wealth Management	Typical 54	869	16	31
Financial Synergies	Typical 55	927	17	21
MIAI, Inc.	Typical 55	274	5	5
Bts Asset Management, Inc.	Typical 55	443	8	13
Gagnon Securities, LLC	Typical 56	1,058	19	19
Washington Trust Advisors	Typical 56	781	14	21
Watts Gwilliam & Company, LLC	Typical 56	503	9	9
25 Financial	Typical 56	505	9	19
The H Group, Inc.	Typical 57	735	13	15
Strategic Financial Partners, LTD	Typical 57	340	6	7
Bond & Devick Wealth Partners	Typical 57	513	9	16
Oxbow Advisors, LLC	Typical 57	688	12	13
The Norden Group LLC	Typical 58	1,271	22	30
WaterRock Wealth Management	Typical 58	289	5	5
Endeavor Private Wealth, Inc.	Typical 58	521	9	13
DAI Wealth, LLC	Typical 59	1,466	25	40
Connors Investor Services Inc	Typical 59	591	10	10
Canopy Wealth Management	Typical 59	592	10	13
Clearwater Capital Partners	Typical 59	889	15	23
Woodstock Wealth Management, Inc.	Typical 60	1,554	26	26
Main Street Research LLC	Typical 60	1,018	17	24
Whipplewood Advisors, LLC	Typical 61	366	6	6
Baldwin Wealth Partners, LLC	Typical 62	738	12	34
Dash Investments	Typical 62	432	7	9
Smart Money Group, LLC	Typical 62	556	9	24
CLG LLC	Typical 62	1,434	23	35
Personal CFO Solutions LLC	Typical 62	624	10	18
Acorn Creek Capital LLC	Typical 62	312	5	5
Seros Financial, LLC	Typical 63	441	7	10
Ethos Financial Group, LLC	Typical 63	1,709	27	38
Summit Wealth Partners, LLC	Typical 64	770	12	21
Falcon Wealth Planning, Inc.	Typical 64	1,478	23	40
Diamond Wealth Management, LLC	Typical 65	391	6	6
Financial Sense Advisors, Inc.	Typical 65	588	9	11
Financial Management Network Inc	Typical 66	1,379	21	50
Desert Rose Capital Management, Inc.	Typical 66	723	11	22
Petros Family Wealth, LLC	Typical 66	527	8	9
ISC Advisors, Inc.	Typical 66	1,780	27	30
HORAN Wealth, LLC	Typical 67	1,408	21	32
Drive Wealth Advisers	Typical 67	1,073	16	17
Cornerstone Wealth Advisors, Inc.	Typical 67	336	5	8
Klaas Financial Asset Advisors, LLC.	Typical 68	1,015	15	15
Petersen Hastings Wealth Advisors, Inc.	Typical 68	1,232	18	19
Worthpointe	High 69	622	9	16
Kinetic Investment Management, Inc.	High 69	1,453	21	31
Maridea Wealth Management	High 70	1,530	22	48
Masterworks Advisers, LLC	High 70	1,045	15	15
Rothschild Investment LLC	High 70	1,191	17	39
Telos Capital Management, Inc.	High 71	924	13	19
Quadrant Private Wealth Management, LLC	High 73	875	12	19
FEFA Financial	High 73	1,679	23	27
Bravias Financial	High 73	439	6	12
Marshall Investment Management, LLC	High 73	587	8	8
Peregrine Asset Advisers, Inc.	High 74	441	6	8
Wealth Teams Alliance	High 74	812	11	27
Firestone Capital Management Inc	High 75	375	5	7
Vista Investment Partners LLC	High 75	452	6	9
Occidental Asset Management, LLC	High 76	908	12	15
Diversified, LLC	High 76	1,982	26	53
Ironwood Wealth Management, LLC	High 77	459	6	14
WealthPlan Investment Management LLC	High 77	2,068	27	34
Cookson Peirce Wealth Management	High 77	1,544	20	29
FSA Wealth Partners	High 78	698	9	16
NPF Investment Advisors	High 78	938	12	18
Century Management Financial Advisors	High 79	707	9	16
Rebalance LLC	High 80	636	8	17
Mason & Associates, Inc.	High 80	637	8	8
Brighton Securities Corp.	High 80	1,753	22	26
Chemistry Wealth Management LLC	High 80	558	7	11
Neville, Rodie & Shaw Inc	High 80	320	4	13
Astra Wealth Management Group	High 80	964	12	17
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Paradigm Investment Advisory, LLC	High 81	644	8	8
Pekin Hardy Strauss, Inc.	High 81	725	9	19
BCG Securities, inc.	High 82	2,060	25	55
Cheviot Value Management, LLC	High 83	578	7	7
Washington Avenue Advisors	High 83	662	8	10
TFB Advisors, LLC	High 83	1,326	16	23
Wellesley Asset Management, Inc.	High 83	1,246	15	30
RVW Wealth LLC	High 83	834	10	11
Bayntree Wealth Advisors, LLC	High 85	510	6	13
Prosperity Financial Group, Inc.	High 85	598	7	10
Stack Financial Management Inc	High 87	779	9	14
Van Hulzen Financial Advisors	High 87	1,389	16	21
Tactive Advisors, LLC	High 87	1,564	18	18
Center for Financial Planning Inc	High 88	1,496	17	26
TCP Asset Management, LLC	High 89	2,221	25	43
RDA Financial network	High 89	1,514	17	17
AssetBuilder, Inc.	High 89	714	8	11
Cornerstone Advisory	High 90	808	9	19
Guidestone Advisors	High 91	2,087	23	34
FBB Capital Partners	High 91	1,004	11	21
Triton Wealth Management, PLLC	High 95	853	9	9
RIA Advisors	High 95	1,235	13	16
Sharkey Howes & Javer Inc	High 96	868	9	14
Lakeridge Wealth Management LLC	High 98	1,076	11	22
L & S Advisors, Inc	High 98	981	10	15
Pinney & Scofield, Inc.	High 98	295	3	4
3Edge Asset Management, LP	High 99	1,489	15	24
Armstrong Advisory Group Inc.	High 99	1,489	15	22
ALTA Capital Management LLC	High 99	1,193	12	19
Young Richard C & Co Ltd	High 100	798	8	14
Northwest Financial Advisors LLC	High 100	1,908	18	37
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Townsend	High 101	1,514	15	30
Global Wealth Strategies and Associates, LLC	High 102	921	9	10
Willow Creek Wealth Management, Inc.	High 103	1,029	10	23
SLP Wealth	High 104	1,657	16	23
Galvin, Gaustad & Stein, LLC	High 104	831	8	17
American Capital Management Inc	High 104	313	3	16
WealthPLAN Partners	High 105	1,677	16	56
The Millstone Evans Group, LLC	High 105	630	6	8
Bill Few Associates, Inc.	Very High 106	2,954	28	31
Rossby Financial, LLC	Very High 106	2,542	24	24
Apeiron	Very High 107	1,178	11	17
Serenity Investment Advisors	Very High 108	430	4	7
Compak Asset Management	Very High 108	1,734	16	20
Denver Wealth Management, Inc.	Very High 110	986	9	18
Investment Management Associates	Very High 110	329	3	6
Peterson Wealth Services Inc.	Very High 111	445	4	6
Markowski Investments	Very High 112	1,227	11	11
Bridgeport Financial Solutions	Very High 112	895	8	9
Altus Wealth Group, LLC	Very High 112	785	7	7
Navellier & Associates Inc	Very High 113	1,238	11	21
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Cascade Investment Group, Inc.	Very High 116	580	5	6
Strategy Financial Group	Very High 117	1,051	9	20
Navigation Wealth Management	Very High 119	954	8	8
Discipline Wealth Solutions, Inc.	Very High 120	1,919	16	18
Adell Harriman & Carpenter	Very High 127	764	6	13
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
Fourpath Capital Management, LLC	Very High 128	769	6	6
Beacon Financial Group	Very High 132	1,052	8	18
Check Capital Management Inc	Very High 132	1,192	9	12
Driven Investments LLC	Very High 132	1,192	9	9
Talbot Financial, LLC	Very High 135	269	2	3
Planned Solutions, Inc.	Very High 138	827	6	11
Values First Advisors, Inc.	Very High 138	967	7	12
Sutterfield Financial Group, Inc.	Very High 141	989	7	32
MEDIQUS Asset Advisors, Inc.	Very High 142	711	5	11
John Moore & Associates Inc	Very High 143	714	5	14
Deltec Asset Management LLC	Very High 148	148	1	15
Total Investment Management, Inc.	Very High 148	1,184	8	12
Matrix Asset Advisors Inc	Very High 152	607	4	12
Triumph Capital Management	Very High 157	2,193	14	18
Financial Security Management, Inc	Very High 157	1,102	7	7
USAdvisors Wealth Management, LLC	Very High 158	1,901	12	15
Measured Risk Portfolios	Very High 159	793	6	13
Woodley Farra	Very High 159	1,591	10	14
Academy Capital Management	Very High 160	962	6	9
Zoe Financial, Inc.	Very High 161	1,608	10	45
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Westwind Capital	Very High 162	972	6	10
Valley Wealth Strategies, LLC	Very High 165	3,966	24	59
New Harbor Financial Group, LLC	Very High 168	1,010	6	9
Nectarine	Very High 169	3,210	19	32
Retirable	Very High 170	2,210	13	23
Saratoga Research & Investment Management	Very High 170	2,554	15	21
Teamwork Financial Advisors, LLC	Very High 177	2,480	14	30
Scarborough Capital Management	Very High 178	2,664	15	23
Gaddis Premier Wealth Advisors LLC	Very High 182	1,458	8	16
Grandfield & Dodd, LLC	Very High 186	742	4	16
Ascend Investment Partners	Very High 186	931	5	8
Lipe & Dalton Investment Counsel	Very High 188	376	2	2
KWB Wealth	Very High 194	1,935	10	10
Berkeley Capital Partners, LLC	Very High 195	1,557	8	11
Clarity Financial Advisors LLC	Very High 197	985	5	8
Adk Wealth Advisory Group	Very High 199	1,195	6	14
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Hahn Financial Group	Very High 205	1,846	9	16
North Star Investment Management Corporation	Very High 211	2,536	12	26
Whitaker-Myers Wealth Managers, Ltd.	Very High 214	3,422	16	29
Johnson Brunetti	Very High 216	6,038	28	64
GR Financial Group, LLC	Very High 221	1,548	7	10
Fiscal Wisdom Wealth Management LLC	Very High 223	2,676	12	18
Nelson Securities,Inc.	Very High 224	2,016	9	15
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Stanley-Laman Group Ltd.	Very High 225	225	1	24
First Affirmative Financial Network LLC	Very High 228	2,275	10	23
Invictus Private Wealth, LLC	Very High 231	461	2	6
CFM Wealth Partners LLC	Very High 267	267	1	3
Oasis Advisors	Very High 277	4,987	18	26
Patten and Patten, Inc.	Very High 280	841	3	13
Reliant Wealth Planning, LLC	Very High 283	1,700	6	13
Castle Rock Wealth Management, LLC	Very High 289	2,024	7	7
Forge Financial	Very High 312	4,674	15	15
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Ciccarelli Advisory Services Inc	Very High 355	3,553	10	16
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
180 Wealth Advisors, LLC	Very High 440	1,320	3	11
Axos Invest, Inc	Very High 453	6,792	15	15
Granite Investment Partners, LLC	Very High 462	462	1	20
Miller Tabak Asset Management	Very High 468	936	2	9
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Mariner	Very High 505	3,537	7	13
Public Advisors LLC	Very High 565	4,521	7	44
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Minneapolis Portfolio Management Group, LLC	Very High 577	1,732	3	9
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
J.Derek Lewis & Associates, Inc.	Very High 641	7,691	12	12
Atlas Capital Management Corp	Very High 652	3,261	5	9
McGowan Group Asset Management, Inc.	Very High 679	4,754	7	9
Estabrook Capital Management LLC	Very High 697	697	1	10
R.T. Jones Capital Equities Management Inc.	Very High 773	4,636	6	7
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Financial Directions LLC	Very High 829	2,488	3	3
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11

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