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
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Financial Directions LLC	Very High 829	2,488	3	3
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
R.T. Jones Capital Equities Management Inc.	Very High 773	4,636	6	7
Estabrook Capital Management LLC	Very High 697	697	1	10
McGowan Group Asset Management, Inc.	Very High 679	4,754	7	9
Atlas Capital Management Corp	Very High 652	3,261	5	9
Public Advisors LLC	Very High 646	4,521	7	44
J.Derek Lewis & Associates, Inc.	Very High 641	7,691	12	12
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Minneapolis Portfolio Management Group, LLC	Very High 577	1,732	3	9
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Mariner	Very High 505	3,537	7	13
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Miller Tabak Asset Management	Very High 468	936	2	9
Granite Investment Partners, LLC	Very High 462	462	1	20
Axos Invest, Inc	Very High 453	6,792	15	15
180 Wealth Advisors, LLC	Very High 440	1,320	3	11
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Ciccarelli Advisory Services Inc	Very High 355	3,553	10	16
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Forge Financial	Very High 312	4,674	15	15
Castle Rock Wealth Management, LLC	Very High 289	2,024	7	7
Reliant Wealth Planning, LLC	Very High 283	1,700	6	13
Patten and Patten, Inc.	Very High 280	841	3	13
Oasis Advisors	Very High 277	4,987	18	26
CFM Wealth Partners LLC	Very High 267	267	1	3
Invictus Private Wealth, LLC	Very High 231	461	2	6
First Affirmative Financial Network LLC	Very High 228	2,275	10	23
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Stanley-Laman Group Ltd.	Very High 225	225	1	24
Nelson Securities,Inc.	Very High 224	2,016	9	15
Fiscal Wisdom Wealth Management LLC	Very High 223	2,676	12	18
GR Financial Group, LLC	Very High 221	1,548	7	10
Johnson Brunetti	Very High 216	6,038	28	64
Whitaker-Myers Wealth Managers, Ltd.	Very High 214	3,422	16	29
North Star Investment Management Corporation	Very High 211	2,536	12	26
Hahn Financial Group	Very High 205	1,846	9	16
Cullinan Associates, Inc.	Very High 200	599	3	17
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Adk Wealth Advisory Group	Very High 199	1,195	6	14
Clarity Financial Advisors LLC	Very High 197	985	5	8
Berkeley Capital Partners, LLC	Very High 195	1,557	8	11
KWB Wealth	Very High 194	1,935	10	10
Lipe & Dalton Investment Counsel	Very High 188	376	2	2
Ascend Investment Partners	Very High 186	931	5	8
Grandfield & Dodd, LLC	Very High 186	742	4	16
Gaddis Premier Wealth Advisors LLC	Very High 182	1,458	8	16
Scarborough Capital Management	Very High 178	2,664	15	23
Teamwork Financial Advisors, LLC	Very High 177	2,480	14	30
Saratoga Research & Investment Management	Very High 170	2,554	15	21
Retirable	Very High 170	2,210	13	23
Nectarine	Very High 169	3,210	19	32
New Harbor Financial Group, LLC	Very High 168	1,010	6	9
Valley Wealth Strategies, LLC	Very High 165	3,966	24	59
Westwind Capital	Very High 162	972	6	10
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Zoe Financial, Inc.	Very High 161	1,608	10	45
Academy Capital Management	Very High 160	962	6	9
Woodley Farra	Very High 159	1,591	10	14
USAdvisors Wealth Management, LLC	Very High 158	1,901	12	15
Financial Security Management, Inc	Very High 157	1,102	7	7
Triumph Capital Management	Very High 157	2,193	14	18
Matrix Asset Advisors Inc	Very High 152	607	4	12
Deltec Asset Management LLC	Very High 148	148	1	15
Total Investment Management, Inc.	Very High 148	1,184	8	12
John Moore & Associates Inc	Very High 143	714	5	14
MEDIQUS Asset Advisors, Inc.	Very High 142	711	5	11
Sutterfield Financial Group, Inc.	Very High 141	989	7	32
Values First Advisors, Inc.	Very High 138	967	7	12
Planned Solutions, Inc.	Very High 138	827	6	11
Talbot Financial, LLC	Very High 135	269	2	3
Driven Investments LLC	Very High 132	1,192	9	9
Check Capital Management Inc	Very High 132	1,192	9	12
Measured Risk Portfolios	Very High 132	793	6	13
Beacon Financial Group	Very High 132	1,052	8	18
Fourpath Capital Management, LLC	Very High 128	769	6	6
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
Adell Harriman & Carpenter	Very High 127	764	6	13
Discipline Wealth Solutions, Inc.	Very High 120	1,919	16	18
Navigation Wealth Management	Very High 119	954	8	8
Strategy Financial Group	Very High 117	1,051	9	20
Cascade Investment Group, Inc.	Very High 116	580	5	6
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Navellier & Associates Inc	Very High 113	1,238	11	21
Altus Wealth Group, LLC	Very High 112	785	7	7
Bridgeport Financial Solutions	Very High 112	895	8	9
Markowski Investments	Very High 112	1,227	11	11
Peterson Wealth Services Inc.	Very High 111	445	4	6
Investment Management Associates	Very High 110	329	3	6
Denver Wealth Management, Inc.	Very High 110	986	9	18
Compak Asset Management	High 108	1,734	16	20
Serenity Investment Advisors	High 108	430	4	7
Apeiron	High 107	1,178	11	17
Northwest Financial Advisors LLC	High 106	1,908	18	37
Rossby Financial, LLC	High 106	2,542	24	24
Bill Few Associates, Inc.	High 106	2,954	28	31
The Millstone Evans Group, LLC	High 105	630	6	8
WealthPLAN Partners	High 105	1,677	16	56
American Capital Management Inc	High 104	313	3	16
Galvin, Gaustad & Stein, LLC	High 104	831	8	17
SLP Wealth	High 104	1,657	16	23
Willow Creek Wealth Management, Inc.	High 103	1,029	10	23
Global Wealth Strategies and Associates, LLC	High 102	921	9	10
Townsend	High 101	1,514	15	30
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Young Richard C & Co Ltd	High 100	798	8	14
ALTA Capital Management LLC	High 99	1,193	12	19
Armstrong Advisory Group Inc.	High 99	1,489	15	22
3Edge Asset Management, LP	High 99	1,489	15	24
Pinney & Scofield, Inc.	High 98	295	3	4
L & S Advisors, Inc	High 98	981	10	15
Lakeridge Wealth Management LLC	High 98	1,076	11	22
Sharkey Howes & Javer Inc	High 96	868	9	14
RIA Advisors	High 95	1,235	13	16
Triton Wealth Management, PLLC	High 95	853	9	9
FBB Capital Partners	High 91	1,004	11	21
Guidestone Advisors	High 91	2,087	23	34
Cornerstone Advisory	High 90	808	9	19
AssetBuilder, Inc.	High 89	714	8	11
RDA Financial network	High 89	1,514	17	17
TCP Asset Management, LLC	High 89	2,221	25	43
Center for Financial Planning Inc	High 88	1,496	17	26
Tactive Advisors, LLC	High 87	1,564	18	18
Van Hulzen Financial Advisors	High 87	1,389	16	21
Stack Financial Management Inc	High 87	779	9	14
Prosperity Financial Group, Inc.	High 85	598	7	10
Bayntree Wealth Advisors, LLC	High 85	510	6	13
RVW Wealth LLC	High 83	834	10	11
Wellesley Asset Management, Inc.	High 83	1,246	15	30
TFB Advisors, LLC	High 83	1,326	16	23
Washington Avenue Advisors	High 83	662	8	10
Cheviot Value Management, LLC	High 83	578	7	7
BCG Securities, inc.	High 82	2,060	25	55
Pekin Hardy Strauss, Inc.	High 81	725	9	19
Paradigm Investment Advisory, LLC	High 81	644	8	8
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Astra Wealth Management Group	High 80	964	12	17
Neville, Rodie & Shaw Inc	High 80	320	4	13
Chemistry Wealth Management LLC	High 80	558	7	11
Brighton Securities Corp.	High 80	1,753	22	26
Mason & Associates, Inc.	High 80	637	8	8
Rebalance LLC	High 80	636	8	17
Century Management Financial Advisors	High 79	707	9	16
NPF Investment Advisors	High 78	938	12	18
FSA Wealth Partners	High 78	698	9	16
Cookson Peirce Wealth Management	High 77	1,544	20	29
WealthPlan Investment Management LLC	High 77	2,068	27	34
Ironwood Wealth Management, LLC	High 77	459	6	14
Diversified, LLC	High 76	1,982	26	53
Occidental Asset Management, LLC	High 76	908	12	15
Vista Investment Partners LLC	High 75	452	6	9
Firestone Capital Management Inc	High 75	375	5	7
Wealth Teams Alliance	High 74	812	11	27
Peregrine Asset Advisers, Inc.	High 74	441	6	8
Marshall Investment Management, LLC	Typical 73	587	8	8
Bravias Financial	Typical 73	439	6	12
FEFA Financial	Typical 73	1,679	23	27
Quadrant Private Wealth Management, LLC	Typical 73	875	12	19
Telos Capital Management, Inc.	Typical 71	924	13	19
Rothschild Investment LLC	Typical 70	1,191	17	39
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Maridea Wealth Management	Typical 70	1,530	22	48
Kinetic Investment Management, Inc.	Typical 69	1,453	21	31
Worthpointe	Typical 69	622	9	16
Petersen Hastings Wealth Advisors, Inc.	Typical 68	1,232	18	19
Klaas Financial Asset Advisors, LLC.	Typical 68	1,015	15	15
Cornerstone Wealth Advisors, Inc.	Typical 67	336	5	8
Drive Wealth Advisers	Typical 67	1,073	16	17
HORAN Wealth, LLC	Typical 67	1,408	21	32
ISC Advisors, Inc.	Typical 66	1,780	27	30
Petros Family Wealth, LLC	Typical 66	527	8	9
Desert Rose Capital Management, Inc.	Typical 66	723	11	22
Financial Management Network Inc	Typical 66	1,379	21	50
Financial Sense Advisors, Inc.	Typical 65	588	9	11
Diamond Wealth Management, LLC	Typical 65	391	6	6
Falcon Wealth Planning, Inc.	Typical 64	1,478	23	40
Summit Wealth Partners, LLC	Typical 64	770	12	21
Ethos Financial Group, LLC	Typical 63	1,709	27	38
Seros Financial, LLC	Typical 63	441	7	10
Acorn Creek Capital LLC	Typical 62	312	5	5
Personal CFO Solutions LLC	Typical 62	624	10	18
CLG LLC	Typical 62	1,434	23	35
Smart Money Group, LLC	Typical 62	556	9	24
Dash Investments	Typical 62	432	7	9
Baldwin Wealth Partners, LLC	Typical 62	738	12	34
Whipplewood Advisors, LLC	Typical 61	366	6	6
Main Street Research LLC	Typical 60	1,018	17	24
Woodstock Wealth Management, Inc.	Typical 60	1,554	26	26
Clearwater Capital Partners	Typical 59	889	15	23
Canopy Wealth Management	Typical 59	592	10	13
Connors Investor Services Inc	Typical 59	591	10	10
DAI Wealth, LLC	Typical 59	1,466	25	40
Endeavor Private Wealth, Inc.	Typical 58	521	9	13
WaterRock Wealth Management	Typical 58	289	5	5
The Norden Group LLC	Typical 58	1,271	22	30
Oxbow Advisors, LLC	Typical 57	688	12	13
Bond & Devick Wealth Partners	Typical 57	513	9	16
Strategic Financial Partners, LTD	Typical 57	340	6	7
The H Group, Inc.	Typical 57	735	13	15
25 Financial	Typical 56	505	9	19
Watts Gwilliam & Company, LLC	Typical 56	503	9	9
Washington Trust Advisors	Typical 56	781	14	21
Gagnon Securities, LLC	Typical 56	1,058	19	19
Bts Asset Management, Inc.	Typical 55	443	8	13
MIAI, Inc.	Typical 55	274	5	5
Financial Synergies	Typical 55	927	17	21
Condor Capital Wealth Management	Typical 54	869	16	31
Greenup Wealth	Typical 54	973	18	20
Monere Wealth Management, Inc.	Typical 54	485	9	10
D.H. Hill Advisors, Inc.	Typical 54	916	17	19
Eagle Financial Advisors, LLC	Typical 54	430	8	9
Post Oak Private Wealth Advisors	Typical 54	376	7	7
Act Wealth Management, LLC	Typical 53	264	5	5
Walser Wealth Management Company, A Limited Liability Company	Typical 53	685	13	26
Natural Investments	Typical 52	1,242	24	24
Noesis Capital Management Corp	Typical 52	362	7	12
Martinsen Wealth Management	Low 51	354	7	19
Elevated Capital Advisors, LLC	Low 50	1,006	20	30
Ironwood Investment Counsel, LLC	Low 50	549	11	22
Pioneer Wealth Management Group	Low 50	499	10	11
Horter Investment Management, LLC	Low 50	1,292	26	43
Parsons Capital Management Inc	Low 50	695	14	22
Stordahl Capital Management, Inc.	Low 50	297	6	11
Cross State Financial Group LLC	Low 49	395	8	10
Fiduciary Financial Group, LLC	Low 49	392	8	9
Financial Enhancement Group	Low 48	1,257	26	26
Del-Sette Capital Management, LLC	Low 48	240	5	8
Amerant investments, Inc.	Low 47	984	21	35
REDW Wealth LLC	Low 46	370	8	15
The Retirement Solution LLC	Low 46	823	18	35
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Treehouse Wealth Advisors	Low 45	267	6	10
Horizons Sustainable Financial Services, Inc.	Low 44	310	7	7
HS Wealth Partners	Low 44	265	6	6
Beaird Harris	Low 44	793	18	19
Delta Investment Management, LLC	Low 44	1,099	25	25
M. E. Allison & Co., Inc.	Low 44	483	11	12
TRADEway	Low 44	611	14	36
John G. Ullman & Associates, Inc	Low 43	992	23	58
JNBA Financial Advisors, LLC	Low 43	1,105	26	36
Stansberry Asset Management, LLC	Low 42	975	23	34
Capstone Wealth Management Group, LLC	Low 42	295	7	7
Union Capital Company	Low 41	414	10	13
Chicago Capital Management Advisors, LLC	Low 41	616	15	20
Integrity Wealth LLC	Low 41	245	6	6
BentOak Capital	Low 41	774	19	20
BAM Wealth Management LLC	Low 41	285	7	14
Nasdaq Dorsey Wright	Low 40	806	20	25
MD Financial Advisors / Vestment Financial	Low 40	478	12	20
Alterna Wealth Management, Inc.	Low 40	1,151	29	55
Womack Wealth Management, Inc.	Low 40	198	5	7
Amicus Financial Advisors, LLC	Low 39	748	19	19
Arista Wealth Management, LLC	Low 38	377	10	16
Buttonwood Financial Group, LLC	Low 37	336	9	12
Flagstar Advisors	Low 37	1,004	27	37
Tribeca Financial, LLC	Low 37	219	6	6
Meridian Wealth Advisors, LLC	Low 36	328	9	12
Econologics Financial Advisors	Low 36	291	8	18
Feldman, Ingardona & Co	Low 35	177	5	6
The Putney Financial Group LLC	Low 35	212	6	8
SJHL Financial Group	Low 35	384	11	11
Benefit Financial Services Group	Low 34	861	25	31
Black Knight Wealth Management, LLC	Low 34	444	13	14
Peirce Capital Management, LLC	Very Low 33	165	5	5
Keenan Financial	Very Low 33	751	23	27
Richard P. Slaughter Associates, Inc.	Very Low 33	457	14	14
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
San Luis Wealth Advisors	Very Low 32	223	7	7
Stirlingshire Investments	Very Low 32	760	24	29
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
Lauterbach Financial Advisors, LLC	Very Low 31	367	12	12
Sargent Investment Group	Very Low 30	396	13	18
Crown Wealth Group LLC	Very Low 30	243	8	10
Investment Partners Asset Management	Very Low 30	241	8	8
St. Bernard Financial Services, Inc.	Very Low 29	841	29	109
Equita Financial Network, Inc.	Very Low 29	434	15	19
Anchor Capital Advisors LLC	Very Low 28	474	17	42
EverPar Advisors LLC	Very Low 28	250	9	9
Cabin Advisors, LLC	Very Low 26	368	14	15
Private Wealth Asset Management	Very Low 25	559	22	32
Signature Resources Capital Management, LLC	Very Low 24	366	15	15
BSW Wealth Partners	Very Low 24	476	20	27
MDRN Capital	Very Low 24	569	24	36
Savvi Financial LLC	Very Low 23	135	6	22
Churchill Financial Advisors, LLC	Very Low 22	108	5	5
Moss, Luse & Womble, LLC	Very Low 22	475	22	42
AAN Wealth Advisors LLC	Very Low 21	229	11	11
LRI Investments	Very Low 20	477	24	35
1834 Investment Advisors Co.	Very Low 19	369	19	45
Best Life Infinity, LLC	Very Low 18	110	6	8
Blacktower Financial Management (US) LLC	Very Low 17	479	28	29
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
Bull Harbor Capital LLC.	Very Low 16	421	26	43
CSP Financial Group LLC	Very Low 16	312	20	20
Partners Capital Services, Inc.	Very Low 15	210	14	18
Vision Investment Advisors, LLC	Very Low 14	127	9	9
DeRoy & Devereaux Private Investment Counsel, Inc.	Very Low 12	119	10	19
Sanders Morris LLC	Very Low 12	127	11	27
401k Generation	Very Low 11	68	6	35
Investment Research Corp	Very Low 11	163	15	21
Service Academy Capital Management LLC	Very Low 9	56	6	7
Market Gauge Asset Management	Very Low 8	41	5	9
Algorithmic Investment Models	Very Low 1	8	8	8

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev